Recent Searches

No recent searches

    Popular Articles

      Articles
      View all
        Topics
        View all
          Tickets
          View all
            no results

            Sorry! nothing found for

            2026 Guide to Success Checklist

            Modified on Thu, Jul 9 at 2:29 PM

            Helpdesk Knowledge Base · Petly Plans · Marketing & Resources

            Guide to success checklist

            Updated 2026Applies to: Petly Plans · All Staff · MarketingReading time: ~2 min

            Everything you need to successfully market and educate pet owners on Petly Plans.

            Find the materials you need to create emails, social media posts, and more right here on the Petly Plans Helpdesk. You'll also find ideas for getting your whole staff involved and excited about Petly Plans.

            What's available

            Email templates

            Ready to send to your clients

            Pre-written email content you can copy, customize with your practice details, and send through your own email platform.

            Social media posts

            For Facebook, Instagram, and your website

            Suggested text and images you can post directly to your practice's social media channels to promote wellness plans.

            Printed marketing materials

            For in-clinic and client-facing use

            Order branded brochures, posters, and other printed materials at petlyplansmarketing.com.

            Staff engagement

            Ideas to motivate and unite your team

            Resources and ideas for getting every staff member involved, excited, and aligned around your wellness plan program.

            A
            Success checklist
            Work through these items to build a strong foundation for your wellness program

            Send a launch email to clients announcing your wellness plans. Use the email templates available on the Petly Plans Helpdesk.

            Post on social media using the suggested posts and images available in the Petly Plans Helpdesk marketing section.

            Order printed materials such as brochures and posters at petlyplansmarketing.com to display in your practice.

            Train all staff on how to talk about plans with clients. Review the Staff Scripts available on the Petly Plans Helpdesk.

            Set goals and incentives for your team to keep momentum going. Download the Goals and Incentives Guidebook for ideas and a tracking worksheet.

            Add wellness plan messaging to your practice website and email signature so clients are always aware of your offerings.

            Review reports regularly to track enrollments, outstanding payments, and upcoming renewals using the Petly Plans reporting tools.

            Best practice tipMake Petly Plans a standing agenda item at your staff meetings. Regular check-ins help keep your team aligned, address questions, and celebrate enrollment wins together.

            Attachments (1)

            pdf

            Guide to Success_H_09-81400-00.pdf
            312 KB

            Was this article helpful?

            That’s Great!

            Thank you for your feedback

            Sorry! We couldn't be helpful

            Thank you for your feedback

            Let us know how can we improve this article!

            Select at least one of the reasons
            CAPTCHA verification is required.

            Feedback sent

            We appreciate your effort and will try to fix the article

            Preview
            0 of 0