Organic Bakery Sample Marketing Plan – Marketing Vision #business #economics

#bakery business plan


Marketing Vision

Orti’s Organic Bakery is built around the belief that eating a healthy, organic breakfast can have a significant impact on a person’s health and attitude, as well as the environment. Orti’s also believes that customers can have great tasting organic baked goods if the right attention is paid to sourcing, recipes, and consistency.

Orti’s Organic Bakery will launch a first location at Union Station in, in Wilder, to serve commuters and build a local brand which can be leveraged into additional locations in the coming years. Orti’s will build a following through advertising, referral marketing, and a loyalty program.

This marketing plan will allow Orti Franklin, the owner, to focus his marketing efforts by taking the long view, and looking for results on a daily and weekly basis to see that the chosen tactics are successful.

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1.1 Goals

  • Devote at least 40 hours per month specifically to marketing
  • Obtain at least one speaking engagement per month related to organic food and living
  • Set up operations so that it is possible to take two weeks vacation in second year of operation

  • Achieve total annual revenue of over $300,000 in year 2
  • Achieve an average monthly transactions per customer of 6 by end of year 4
  • Achieve average monthly spend per customer of $36 by end of year 3

  • Raise funding to expand or franchise in the fourth year of operation after the concept and brand has been proven
  • Achieve 99.5% customer satisfaction (199 in 200 customers leaves satisfied)
  • Achieve 15% market of Union Station breakfast customers by end of year 3

  • Reach 5,000 e-newsletter subscribers by end of year 3
  • Achieve Orti’s Organic Bakery club membership of 3,500 by end of year 3
  • Have 15 business referral partners by end of year 3

1.2 Purpose

Orti’s Organic Bakery’s marketing plan is designed to document the path the business plans to take to work towards its ultimate goal of becoming a serious player in the Wilder area organic movement and to make a difference in the community by being a vocal proponent of organic eating and living. We truly believe that organic food is not a gimmick – it is a path to a healthier and more sustainable life. We also believe that customers need not give up good taste in order to eat healthily, as the right recipes can bring the two together.

1.3 Picture

If Orti’s Organic Bakery achieves its mission, the path will be paved for the business to open locations throughout the Wilder area. Not just organic devotees, but Wilder locals in general will come to know Orti’s Organic Bakery is synonymous with great tasting baked goods. In this future, the organic living market will grow and be a market force to be reckoned with and no longer a niche. Orti’s products will appeal to this organic living market as well as anyone seeking high quality baked goods.

Customer will seek out an Orti’s Organic Bakery location and find comfort in the consistent service and taste, and the transparency with which the business describes its ingredients and their sources. The customer won’t mind waiting a few minutes in line in order to purchase, and will enjoy sitting with a paper at the counter to enjoy their fresh scone, croissant, or bagel.

1.4 Gap Dashboard

The Gap Dashboard will be reviewed on a monthly basis and includes many key marketing metrics which are reviewed on a weekly basis:

  • Personal goal results are tracked by Orti Franklin directly to see that he is achieving recognition as an expert in the field, devoting ample time to marketing work, and achieving a sustainable work-life balance
  • Business goal result are tracked in the accounting system
  • Tactical goal results are tracked in the CRM system where all information related to these tactics is entered
  • Strategic goal results are tracked by Orti Franklin on a monthly basis, based on customer complaints (to determine satisfaction level) and financial reports from Union Station (to determine market share achieved)

Gap Dashboard

Crystal Practice Management #optometry #office, #practice #management, #office #automation, #healthcare, #information #system,



Overhead Expenses:

Annual Estimated Savings

Using the popular Frames Data CD you will be able to monitor your entire inventory, track lab orders and speed up checkouts utilizing a barcode scanner. Have the purchase price, blue book price, and the sale price all on one screen in seconds. When a frame is added to an invoice and purchased the inventory is updated instantaneously.

Your office’s inventory has never been so precise or profitable.

Patient Insurance Billing

Crystal PM has integrated insurance claims and patient billing into one of the most comprehensive and easy to use accounting software packages on the market.

Whether you are handing your patients their invoice or printing out an HCFA form, Crystal Practice Management can handle your office’s billing needs. Adding new line items to an invoice can be done by either procedure or billing code. Have you spent hours filling out HCFA forms only to find out you bubbled in one wrong box? You will fall in love with our auto completed HCFA 1500 forms.

Crystal Practice Management integrates with most capture, coloring and file management machine systems.

EHR Certified Technology

Crystal Practice Management has received the federal government’s “meaningful use” stamp of approval. This official designation officially deems the electronic health record (EHR) software capable of enabling providers to qualify for funding under the American Recovery and Reinvestment Act (ARRA).

Sending a Drug Rx to a pharmacy securely and accurately should always be a prescriber’s top priority. Prescribers using Crystal Practice Management now have the ability to electronically send an accurate, error-free and understandable prescription directly to a pharmacy, saving time and improving the quality of patient care.

Capturing patient data is a snap with our flexible and customizable online forms that attach to your website or emails.

Patient Staff Scheduling

Our advanced Scheduler enhance the way your office handles appointments. It was designed to maximize speed and efficiency inputting new data and retrieving or displaying existing. This allows the office staff to not only schedule more efficiently but also print schedules for doctors and employees to take home. Many patients have a preferred doctor. Our color coded search tool allows you to search a doctor’s schedule to find the doctor’s next available appointment or find an available appointment for a particular time slot. Never have an open appointment spot overlooked on the schedule again.

With Crystal PM’s reports you will have all of your vital office information in seconds. Every office is different, and at Crystal we realize that. Our health records are completely customizable. Whether you want to add new fields to an existing record, move the order of the fields around, or make a completely new record. With our unique Auto-History feature, it is possible to see all the previous patient data for a given field. See the progression of a patient’s prescription instantaneously. Crystal PM now has available a Medical Record Viewer to use with the Demo and Full Version of our software to view over 40 different Medical Record Templates and Integrated Post Letters. All reports can be exported to Microsoft Excel.

Exceptional support

Crystal PM has years of experience working with optometry offices. And our support reflects that. We offer a variety of walkthrough videos and documentation. Furthermore we provide exceptional support through telephone email and our extended onsite training services. Beyond making a great product, it is also our responsibility to ensure you are able to utilize the complete benefits of our practice management software.

Simple terms and fast setup

There are no hidden charges; Crystal PM is a complete and comprehensive software package that has all the features you will need to manage an optometric office. It comes with many features that many other practice management software packages charge extra for, including electronic medical records, electronic filing of insurance claims, and frames inventory. The only non-standard products we have is our onsite training and data conversion services.

San Francisco LASIK, South Bay LASIK Eye Surgeon #san #francisco #lasik, #lasik


The eye surgeons in the invitation-only Trusted LASIK Eye Surgeons Directory are among the top 1% of all refractive surgeons in the United States based on professional credentials and accomplishments.

LASIK San Francisco

LASIK has been performed in San Francisco for over a decade. The precursor of LASIK was the procedure called ALK. Dr. Faktorovich was the first surgeon in San Francisco to perform this procedure in 1994. In the precursor of LASIK, a surgeon would lift the superficial corneal layers with a mechanical device, called the microkeratome. The microkeratome would then be passed over the cornea again, removing tissue of a certain thickness depending on the amount of nearsightedness, and then the superficial layers would be replaced. Excimer lasers appeared in San Francisco in 1995 after they were FDA approved. Corneal surgeons in San Francisco gained a lot of precision using this form of laser vision correction. At first, the laser was applied to the surface of the cornea only. This was called PRK. Although PRK results were excellent, the healing time could be improved. At the same time San Francisco laser surgeon Dr. Faktorovich started applying the excimer energy to the internal layers of the cornea. To accomplish that, the laser surgeon would use the mechanical microkeratome to lift the superficial corneal layers. Then, the excimer laser energy was used on the internal layers of the cornea to correct myopia, hyperopia, and/or astigmatism. The superficial layers were replaced and healing time was remarkably fast. This procedure was given the name LASIK.

LASIK has been performed in San Francisco since 1995. In other parts of the world, LASIK has been performed significantly longer. In the United States, all the technology, including LASIK technology must go through a very rigorous review process and only then, it is approved by the FDA. San Francisco community of patients is very educated, discerning, and very critical. Patients demand only the very best LASIK surgeon. the very best LASIK technology. and the very best patient care.

In the hands of the best LASIK surgeons in San Francisco, the results were remarkable. In many instances, LASIK patients were able to achieve vision better than 20/20.

The next improvement in LASIK that came to San Francisco was the wavefront-guided or custom LASIK. With this procedure, a map of the entire optics is generated for each patient. This map contains the large imperfections, such as nearsightedness, farsightedness, and astigmatism. Also, it contains the small imperfections, called higher order aberrations, such as spherical aberrations, coma, trefoil, etc. The maps are unique not only to each patient, but also to each eye of each patient. During the LASIK procedure, San Francisco LASIK surgeon downloads the patient’s map into the laser. The laser treatment profile is then based on the shape of each individual map. Both large and small imperfections are treated, allowing LASIK patients to enjoy the beauty of San Francisco both day and night. Custom LASIK and wavefront-guided LASIK often mean the same thing.

The next advance in San Francisco LASIK technology came with IntraLase femtosecond laser. or all-laser LASIK. The first IntraLase laser in San Francisco was installed at Pacific Vision Institute in 2004. With all-laser LASIK, the superficial corneal layers are lifted with laser, not with the mechanical microkeratome, like they were in the past. The second step is carried out as it was before.

All-laser LASIK eliminated intra-operative complications and San Francisco LASIK surgeons could add an unprecedented level of precision accuracy to their patients. Over a million of all-laser LASIK procedures have been performed world wide. San Francisco LASIK surgeons who were not using this technology to help their patients were literally left behind. The best San Francisco LASIK surgeons were immediately at the forefront of this revolutionary advance.

In the city like San Francisco, driven by excellence, powered by technology, used to the very best medicine has to offer, the LASIK patients immediately recognized the advances in LASIK procedures and searched for surgeons who would give them the very best. The LASIK advances continued. Most recently, LASIK surgeons in San Francisco using WaveLight Allegretto laser, can correct myopia, hyperopia, and astigmatism, while maintaining the physiologic corneal shape and delivering the laser energy pulses very efficiently. As a result, fewer LASIK patients need to have a touch up after their original LASIK procedure.

Pre-screening technology for our LASIK patients in San Francisco has elevated the level of accuracy to an unprecedented level to insure that LASIK is absolutely the best choice for each patient coming in for a consultation in our San Francisco center. At Pacific Vision Institute, our surgeons combine the most advanced LASIK screening technology with four different laser platforms and wavefront analyzers to achieve the best possible LASIK results. If a San Francisco patient is not the best LASIK candidate, we offer many other options for good vision without glasses or contact lenses. PRK (photorefractive keratectomy), CK (conductive keratoplasty), Intacs. Phakic IOLs. presbyopic IOLs, ReSTOR, ReZoom, Crystalens – Pacific Vision Institute surgical team will help our San Francisco patients see well.

Cataract Surgery

Cataract surgery has been performed in the San Francisco bay area for decades. More recently, the refractive surgery procedures of RLE (refractive lens exchange) and ICL (implantable collamer lens) are becoming increasingly more popular. Dr. Friedman is among the most experienced bay area cataract surgeons and best San Francisco cataract surgeons. He performs cataract surgery, RLE surgery, and ICL surgery using the most advanced phacoemulsification technology and IOL (intraocular lens implant) technology including the premium IOLs such as the Crystalens, ReSTOR multifocal IOL, Tecnis multifocal IOL, and toric IOL. He is one of the few bay area ICL surgeons performing San Francisco ICL surgery with the Visian lens phakic IOL.

Cataract surgery is the most common surgery in the United States with over 3 million cases each year. Bay area cataract surgery, bay area RLE surgery, and bay area ICL surgery is performed in an operating room and is an outpatient surgical procedure. Dr. Friedman performs his San Francisco cataract surgery, San Francisco RLE surgery, and San Francisco ICL surgery at St. Mary’s medical center. Dr. Friedman is well versed and experienced with all of the current IOL technology. He is a San Francisco Crystalens surgeon, San Francisco ReSTOR IOL surgeon, San Francisco Tecnis multifocal IOL surgeon, and San Francisco toric IOL surgeon. As a premier bay area cataract surgeon and bay area RLE surgeon, Dr. Friedman performs all of this premium IOL surgery using microincision small incision no needle no patch surgery. He has also been instrumental in developing laser technology for bay area cataract surgery and bay area RLE surgery.

The San Francisco community of patients is very educated, discerning, and very critical. Patients demand only the very best cataract surgeon, the very best RLE surgeon, and the very best ICL surgeon to perform their best cataract surgery, best RLE surgery, and best ICL surgery, respectively. Bay area patients also demand the very best cataract technology, the very best RLE technology, and the very best ICL technology, and expect to receive the very best patient care, and this is what we provide at PVI. We deliver the best bay area cataract surgery, the best bay area RLE surgery, and the best bay area ICL surgery.

In the San Francisco bay area, driven by excellence, powered by technology, used to the very best medicine has to offer, the cataract patients, RLE patients, and ICL patients immediately recognized the advances in cataract procedures, RLE procedures, and ICL procedures, and searched for surgeons who would give them the very best. The premium IOL technology can correct myopia, hyperopia, astigmatism, and presbyopia with either the accommodating Crystalens or the ReSTOR and Tecnis multifocal IOL.

Pre-screening technology for our cataract, RLE, and ICL patients in San Francisco has elevated the level of accuracy to an unprecedented level to insure that the outcomes are absolutely the best for each patient coming in for a consultation in our San Francisco center. At Pacific Vision Institute, our surgeons combine the most advanced screening technology to achieve the best possible cataract, RLE, and ICL results. We offer San Francisco patients a variety of options for good vision without glasses or contact lenses. PRK (photorefractive keratectomy), CK (conductive keratoplasty), Intacs, Phakic IOLs, ICL, Visian lens, presbyopic IOLs, premium IOLs, ReSTOR, Tecnis multifocal, Crystalens, toric IOL – Pacific Vision Institute surgical team will help our San Francisco patients and bay area patients see well.

Copyright 2012 Pacific Vision Institute