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Keep your salon, spa or clinic on track with a strategic marketing plan

16 Apr 2019 by Kitomba

When it comes to marketing, you might think your best bet is to play it by ear and be ready to jump on any marketing opportunities that might arise. However, spontaneous marketing takes more energy, often costs more money, and rarely delivers the results you’re hoping for.

A strategic marketing plan helps you to stay on track with your marketing goals, stick to a budget you’re comfortable with and still allows the flexibility to take advantage of opportunities as they come up throughout the year.

You’ll also have something to look back on at the end of the year so you can celebrate your successes and see where you need to make changes to your strategies to keep your salon, spa or clinic moving in the right direction.

If you haven’t got a marketing plan in place yet, follow these steps to create one now:

1. Review past marketing activities

Even if you haven’t had a structured plan before, look back over the past year or two to identify any positive results you’ve gained from specific marketing activities.


  • Which marketing activities were successful at increasing brand recognition?
  • Which activities brought in the most new clients to your salon, spa, or clinic; and what was the rebooking rate of the clients it brought in?
  • Which activities resulted in an increase in average client spend?
  • Are there any activities that should be repeated this year, perhaps with modifications?
  • Have there been any major changes recently that should be considered? For example, if you have changed or opened additional locations, rebranded, expanded service offerings, or if a new competitor has opened nearby.

Don’t forget to look at what didn’t work too, so that you can move forward having learned from the past.

lady sitting on couch

2. Set your goals and make a plan

Think about your goals, and don’t be afraid to get specific. It’s important that you understand what you are trying to achieve and how you will measure the success of your marketing strategies.

Consider all the strategies and activities that might help you to achieve your goals – you might choose to repeat some of your successful activities from the past and also incorporate some new ideas.

If you’re drawing a blank and need some inspiration, you might find these resources helpful:

If this is your first time writing a structured marketing plan, here are some tips to help you with the process:

women blow drying a ladies hair

Create a marketing calendar

Decide when all of your activities will happen, and add all of your events and promotions to your calendar. This will help you to plan well in advance for your bigger events and promotions and also to see any times of year that might need more marketing attention.

Make sure to include all of the activities you intend to complete, as well as the tasks and materials needed. These may include advertising (print and online); print media such as brochures, handouts, posters; promotional items including prizes or branded giveaways; events such as product launches and industry insider evenings; targeted emails, automated marketing and social media promotions. This step is a big one, but it will help a lot in the budget stage.

It’s a lot to think about, so try to commit to a few main goals and look at what you can do to achieve them. Choose quality over quantity and don’t stress, it’s just a plan, it’s not set in stone. Sometimes you’ll need to reevaluate partway through the year.

We have created a FREE marketing calendar specifically for hair and beauty business!

Click here to download the beauty calendar

Click here to download the hair calendar

marketing calendar

3. Outline your budget

Thinking about all of the activities you entered in your marketing plan, as well as your expected revenue for the year, make a budget that you’re comfortable with. Remember that marketing is an investment in the future success of your salon, spa or clinic.

  • You’ll want to budget a dollar amount for each of the activities including all of the associated tasks and materials.
  • Record and keep track of the actual amount you spend as you go. This will help you to stay on budget, and also give you freedom to move money around a little in response to the success of individual activities.

marketing is an investment quote

4. Stay on track

Don’t just create a marketing plan and then file it away. You’ll need to revisit your plan throughout the year to help you stay on track with your marketing activities, and keep an eye on your budget. If you always know what’s going on in your marketing plan you’ll be able to adjust to any market changes, as well as take advantage of any opportunities that arise throughout the year.

A little time and effort invested now in creating a solid marketing plan will pay off throughout the year as you watch your business grow!

Learn more about marketing your salon, spa or clinic

Want more tips for marketing your hair and beauty business? Check out our Marketing Guide, which covers everything you need to know about marketing, including tips from industry experts, how-to guides, the latest marketing trends, and fresh promotional ideas for your business.

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Editor’s note: This article was originally published in 2019 and was updated on 30 November 2020 for relevance and comprehensiveness.

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