Talk to Our Team

Carevisory

Your 1-Page Marketing Plan is Ready!

Below you’ll find your complete marketing plan built specifically for YOUR business using the same framework that's helped over 1 million entrepreneurs worldwide.

What to do next:

  1. Review your plan (scroll down)
  2. Save this link (For your records)
  3. Execute it (start with ONE section)

Now that you have your 1PMP, you've unlocked a FREE Marketing Clarity Call with my team to show you what to prioritize and how to execute your plan.

‍

Claim your Bonus CallDownload as PDF
Before
(Prospect)

1. My Target Market

Primary Target Market Summary

  • Carevisory targets female adult children, specifically the sandwich generation who are business owners earning over $200,000, tending to school aged children, and valuing independent advice.

Audience Type

  • B2C
  • Professional women, Sandwich generation

Needs – Primary Buying Considerations

  • Seeking relief when dealing with aged care placements
  • Comprehensive 1:1 support
  • Independent advice with no commissions from providers

Demographics

  • Age Range: Likely 40-60
  • Gender: Female
  • Geography: Australia
  • Income Level: Over $200,000
  • Profession: Business Owners

Psychographics

  • Lifestyle: Busy professional managing both professional and family responsibilities
  • What they value: Time, Outsourcing Tasks, Independent advice
  • Pain Points: Need guidance to navigate aged care placement for parents while managing own family
  • Buying Behavior: Invests in high-value, one-time services solving complex issues

Decision-Making Roles

  • Primary Decision Maker: The individual woman (business owner)
  • Secondary Decision Influencers: Family members and referral partners
  • Support Roles: N/A

2. My Message to My Target Audience

Refined Elevator Pitch

  • Carevisory provides overwhelmed caretakers with complete aged care placement support, through our unique 1:1 no-commission system, so they can experience peace of mind and focus on being family again.

Understanding Their Pain Points

  • Difficulty navigating and managing aged care placements
  • Overwhelmed by dual roles of professional life and caring for elderly parents
  • Struggling to delegate tasks and unsure who to trust in the aged care industry

Transformation

  • Ease of aged care placement with reliable, personalized support
  • Emotional relief and reassurance
  • More time to focus on core responsibilities and personal relationships

Unique Selling Proposition (USP)

  • Unbiased and personal aged care placement support
  • No commissions taken from providers for true client advocacy
  • Extensive experience and unique service offerings untouched by competitors

Brand Values & One-Liners

  • 'Your peace of mind is our success'
  • 'Expert advocacy, genuine care'
  • 'Reclaim your time, entrust your care'

Tone

  • Carevisory embodies a nurturer’s tone; we are empathetic, knowledgeable, and reassuring. We make clients feel understood, valued, and most importantly, relieved.

Hero Text Idea

  • Flag Text: 'Australia's Trusted Care Guide'
  • Main Headline: 'Navigate Aged Care Seamlessly'
  • Sub Headline: 'We manage the complexity of aged care placements so you can reclaim your time and peace of mind.'
  • CTA: 'Start Your Care Journey Now'

3. The Media I Will Use to Reach my Target Market

Website

  • Optimize Shopify website for mobile users as the primary target market are busy professionals on the go.
  • Implement Google Analytics to track visitor behaviour and assess the performance of content and campaigns.

Social Media

  • TikTok: Keep posting organically considering its past success; focus on authentic videos showcasing client success stories and behind-the-scenes operations.
  • Facebook: Post 1-2 times a week; content should offer expertise advice, share client testimonials, and updates on aged care industry.

Paid Advertising

  • Use Facebook targeted ads aiming at females in the 40-60 age range, earning over $200,000, and within Australia.

Content Recommendations

  • Blog posts about navigating aged care, tips for managing professional and personal life, success stories of Carevisory clients.

Directories

  • List Carevisory on aged care directories like Aged Care Guide and CarePage.

Partnerships & Outreach

  • Partner with businesses targeting the same audience, such as private schools and premium childcare services, for cross-promotion.

SEO and Content

  • Use long-tail keywords in blog posts that align with questions a potential client may have about navigating aged care.

Online Events

  • Periodically host webinars on navigating the journey of aged care and the services Carevisory offers.

Online Networking

  • Engage with the target audience in forums like the 'Over Sixty' and 'Starts at 60' communities, offering expert advice and building brand reputation.

Cold Outreach

  • Outreach via LinkedIn to connect with high-income female business owners in Australia.
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • 'Aging Care Essentials' Guidebook
  • Free Education Webinar on Aged Care Navigation
  • Quiz - 'What's your care-readiness level?'

Tripwire Offer

  • Discounted one-hour consultation
  • Premium document review service for aged care applications

Welcome Sequence

  • Email 1: Warm welcome and valuable aged care tips
  • Email 2: Introduction to specific services and benefits
  • Email 3: Client success stories with personalized recommendation

Segmentation

  • Tag by initial interaction (webinar, consultation, document review)
  • Segment by budget, urgency, and aged care needs

Chatbot and Automation

  • Install chatbot on website for 24/7 visitor enquiries
  • Use CRM to automate follow-up emails based on user actions

2. My Lead Nurturing System

Marketing CRM

  • Current platform: Not specified
  • Automation capabilities: Not documented
  • Recommended improvements or replacements: Consider using HubSpot for small business, it integrates well with Shopify and provides robust automation options.

Sales CRM

  • Current platform: Not specified
  • Pipeline tracking or handoff process: Not documented
  • Recommended upgrades: Consider using Pipedrive for sales CRM, and integrate with Hubspot for seamless handoff.

Automated Follow-Ups

  • Types of automations: Post-opt-in welcome email series
  • Frequency or triggers: Send immediately after opting in, then every 3 days.

Newsletter

  • Frequency: Monthly
  • Topics or content pillars: Aged care tips, industry updates, customer stories, service spotlights
  • Segmentation: Segment by stages of the aged care journey: considering, applying, placed.

Retargeting & Ads

  • Platforms and goals: Facebook remarketing to female professionals aged 40-60, LinkedIn ads targeting business owners in the healthcare industry.

Social Media and Content

  • Posting frequency: Weekly on TikTok, 1-2 times per week on Facebook
  • Content type or campaign focus: Client success stories, caregiving tips, behind the scenes operation videos.

Webinars and Events

  • Suggested cadence or purpose: Host monthly educational webinars about the aged care process; invite potential clients.

Other Nurture Channels

  • Chatbot on website for 24/7 visitor enquiries, with excellent scripting to emulate a human touch.
  • SMS follow-ups after initial call and quote to maintain high-touch communication

3. Sales Conversion Strategy

Sales Process

  • Retain referral system for initial lead generation
  • Schedule initial call for discovery and quote presentation
  • Develop a well-crafted sales script to handle sales calls confidently and professionally
  • Create structured follow-up reminders in CRM to ensure no prospects fall through

Sales Assets

  • Develop persuasive sales scripts focusing on alleviating customer pain points
  • Create a standard operating procedure for sales process to ensure consistency
  • Design a visually engaging and informative proposal template to present quotes

Testimonials and Case Studies

  • Request testimonials from satisfied clients and display them on the website and social media profiles
  • Write up detailed case studies showcasing specific instances of customer success

Conversion Rate Insights

  • Use CRM to track conversion rates and identify sticking points in the sales process
  • Set a goal to improve conversion rates incrementally, focusing on the weakest parts of the process

Urgency and Offers

  • Introduce time-bound promotions such as 'early bird' discounts to incentivize swift decision-making
  • Develop seasonal offers during peak times when the need for aged care placement is typically higher

Guarantees and Risk Reversal

  • Propose a satisfaction guarantee to address prospects' fear of commitment and build trust

Shock and Awe

  • Surprise new clients with a personalized welcome gift or note to establish a strong relationship
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Welcome call to discuss the aged care placement process.
  • Printed 'Welcome Kit' detailing key steps and support contacts.
  • Diagnostic assessment tool to personalize the care plan.

Communication Cadence

  • Weekly video updates on progress and next steps.
  • Email updates after key milestones are reached.
  • 24/7 emergency contact hotline.

Client Education

  • 'Journey Guide' with useful FAQs on aged care placement.
  • Video content discussing common family concerns.
  • Webinars featuring experts in aged care.

Personalized Touches

  • Celebratory card when placement is finalised.
  • Gentle reminders for key dates and tasks in their loved one's aging journey.

Visuals and Documentation

  • Clear steps report outlining the placement journey.
  • PDF snapshots of placement options for evaluation.
  • Progress infographic for the placement process.

Feedback and Proactive Support

  • Post-placement evaluation call for feedback.
  • Resolution process to promptly tackle any issues.
  • Regular check-ins during the first month after placement.

Guarantee or Promise

  • 'Peace of Mind Guarantee' - commitment to find the most suitable care.
  • Transparent cost commitment up front.

Operational Excellence

  • Prompt response times during work hours.
  • Accurate, clear, and compassionate communication.
  • Formal dress and professional manners for all direct interactions.

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Launch a retainer offer for yearly aged care consultation services
  • Incentivize longer-term contracts with a scaled discounts model (more savings for more years)

Upsells & Cross-Sells

  • Introduce upsell options for additional hours of support above the standard package
  • Cross-sell 'peace of mind' packages that offer a dedicated account manager for urgent needs

Bundling & Packaging

  • Offer 'Peace of Mind' bundles combining service, support, and consultation
  • Develop a premium tier offering exclusive direct-line access to senior advisors

Loyalty & Retention Programs

  • Create a referral program offering discounts for successful referrals
  • Develop a VIP tier for long-term contracts with enhanced benefits

Custom Services and Personalization

  • Implement custom service plans tailored to individual family needs
  • Offer personalization in the selection of aged care facilities based on client's preferences

Pricing Strategy

  • Implement a value-based pricing strategy aligned with service's unique value proposition
  • Consider loyalty-based pricing that rewards repeat customers
  • Offer discount incentives for referral partners

Customer Data and Insights

  • Use CRM to track customer behavior and identify potential upsell or cross-sell opportunities
  • Develop predictive analysis for customer churn to act and retain customers proactively

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Discount on future services for successful referrals
  • Exclusive webinar access for referees

Shareable Assets

  • Digital referral cards with unique codes
  • Pre-recorded testimonial videos for social sharing

Timing and Triggers

  • Request referrals after successful placements
  • CRM automations for referral reminders

Client Success Stories

  • Quarterly newsletters featuring testimonials
  • Regular social media updates with case studies

Referral Contests

  • Annual 'Caregiver Share' contest with gift hampers for winners

Partner or Affiliate Programs

  • Affiliate program with relevant businesses (healthcare, elderly services)

Thank-You Experience

  • Personal thank-you notes for top referrers
  • Annual recognition dinner for top referral earners

Take Your Marketing Plan to the Next Level

Now that you have your 1PMP, you've unlocked a FREE Marketing Clarity Call with my team.

Claim your Bonus Call