
Jeremy on Marketing Podcast
Ultimate Guide to Open Enrollment
The Ultimate Open Enrollment Guide for Physical Therapy Clinics Open enrollment is one of the biggest sales opportunities of the year for a cash-based physical therapy clinic. But the clinics that have massive Novembers don't start planning in November. They build the campaign weeks in advance. In this episode, Jeremy breaks down the three most important pieces of a successful open enrollment campaign: getting the dates right, amplifying the offer across multiple channels, and personally reaching out to the patients and leads most likely to buy. Episode Topics Why open enrollment can dramatically improve year-end cash flow The exact 2026 campaign window Jeremy recommends Why email alone isn't enough to drive sales How to amplify open enrollment across email, social, ads, and text The personal outreach strategy behind the strongest campaigns Why Open Enrollment Matters November and December can create a difficult cash-flow cycle for clinic owners. Patients travel, schedules change, holidays arrive, and visits can decline while payroll and rent stay exactly the same. Open enrollment gives current patients, past patients, and warm leads an opportunity to commit to future care while helping the clinic front-load revenue before the holidays. Jeremy shares examples from previous Patch campaigns ranging from a solo clinic generating more than $30,000 in committed revenue to larger clinics selling 55, 75, or more packages. 1. Get the Dates Right For 2026, Jeremy recommends running open enrollment from November 2 through November 20 . That window is intentional. It allows the campaign to finish before the flood of Black Friday marketing, gives patients an opportunity to use remaining FSA dollars, and gets the offer in front of them before holiday schedules take over. But a November 2 launch means the work starts now. Your offer needs to be finalized, your list needs to be built, your emails need to be written, and your campaign assets need to be ready before the doors officially open. 2. Amplify the Offer Everywhere Open enrollment isn't an email campaign. Your patients should see the same offer repeatedly across the channels where they already interact with your clinic. Jeremy's 2026 campaign includes: Eight emails, including teaser and early-bird messages before launch Instagram and Facebook posts throughout the campaign Stories and countdown content as the deadline approaches Targeted Meta advertising to amplify the offer locally Strategic blast text messages on key campaign dates The goal isn't for one email or social post to make the sale. Each touch builds awareness so that when the personal conversation happens, the patient already understands the offer. 3. Build the List and Personally Reach Out This is where Jeremy says the majority of open enrollment sales actually happen. The clinics with the strongest campaigns don't simply send emails and wait. They identify the people most likely to benefit from the offer and personally contact them. That list can include: Current patients nearing the end of a package Patients who started care but stopped early Previous leads who never scheduled Past patients who haven't visited recently People repeatedly engaging with your campaign emails Followers engaging with your open enrollment content Jeremy recommends personally reaching out three times during the campaign: when open enrollment begins, around the midpoint, and immediately before the deadline. The emails and social posts create air cover. The personal conversations drive the sales. Build More Than a Discount A strong open enrollment offer isn't simply a coupon. The full playbook also covers how to build a value stack around the offer, create different messaging for different patient segments, structure the landing page, organize the campaign inside your CRM, involve your staff, and track every follow-up. The goal is to make the value of continuing care clear while giving patients a compelling reason to commit during a defined window. The Takeaway The difference between a strong open enrollment campaign and a few random package sales usually comes down to preparation and execution. Get the dates right. Put the offer everywhere. Build your outreach list. Personally contact the people most likely to benefit. And track the campaign so nobody gets forgotten. If you're planning to run open enrollment this year, the time to build it is now. Get the Free Open Enrollment Playbook Jeremy put together a 16-page Open Enrollment Playbook with the campaign dates, offer structure, eight-email sequence, messaging angles, outreach strategy, CRM setup, landing page structure, social media plan, and campaign checklist. Download the Free Open Enrollment Playbook More Free Resources Subscribe to the Physical Therapy Marketing YouTube Channel for more strategies on sales campaigns, patient acquisition, AI, and clinic growth. Free Patient Follow-Up Guide Free AI Admin Training Get a Free AI Phone Agent Built for Your Clinic

