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            Marketing Guidebook

            Modified on Wed, Oct 7 at 3:05 PM

            Helpdesk Knowledge Base · Petly Plans · Marketing: Guides & Resources

            Marketing Guidebook

            Updated 2026Applies to: Petly Plans · All Staff · Marketing · Client CommunicationReading time: ~2 min

            This guidebook focuses on ways to market your wellness plans before, during, and after a pet owner visits your practice. It covers opportunities to highlight your plans through printed media, in-person and phone conversations, and external channels — including social media, newsletters, and your website — along with best practice tips throughout.

            Guidebook
            PDF

            Petly Plans Marketing Guidebook

            Attached to this article
            Marketing touchpoints covered
            Before the visit
            Practice website updates
            Social media posts
            Email newsletters
            Phone conversations
            During the visit
            Printed brochures and posters
            Waiting room displays
            In-person staff conversations
            Exam room scripts
            After the visit
            Follow-up email outreach
            Social media engagement
            Newsletter campaigns
            Ongoing plan promotion
            What this guidebook covers
            1

            Marketing your plans inside the practice through printed media and signage

            2

            In-person and phone conversation strategies for discussing wellness plans with clients

            3

            External marketing channels — social media, newsletters, and your practice website

            4

            Best practice tips for maximizing enrollment at every client touchpoint

            Related resources
            Marketing Material Order FormGuide to Success ChecklistPlace brochuresUpdate your practice websiteClient conversation scriptsRecorded webinar: Marketing to your clients

            Attachments (1)

            pdf

            Marketing Guidebook.pdf
            1.29 MB

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