Marketing & Strategy Tools
Marketing & Strategy Tools
Get access to exclusive tools, templates, and reports designed for healthcare marketing professionals. These resources are built from real insights, helping you navigate challenges, spot trends, and drive smarter strategies in a rapidly evolving industry.
Automation & Empathy Toolkit
This toolkit helps health systems measure whether their digital marketing ecosystem empowers connection at scale or automates at the expense of human touch.
Cost Optimization Toolkit
This toolkit includes five fast-track optimization plays, policy-responsive messaging ideas, and high-impact campaign strategies that help your organization do more—with less.
Campaign Personalization Grid
Most healthcare personalization fails not because teams lack data, content, or technology—but because personalization is executed in fragments. The ab+a Campaign Personalization Grid solves this by aligning five levers that must work in concert for personalization to land with precision, empathy, and impact.
GiG Funnel Activation Flow
The GiG Funnel Activation Flow helps healthcare leaders move from complexity to clarity—activating the right mix of MarTech and AI at every stage of growth.
Referral Conversion Playbook
This Playbook gives CMOs a step-by-step framework to close referral leakage, improve patient/member experience, and prove marketing’s financial value.
2025 Patient Acquisition Benchmark Report
A reference for CMOs of health systems and health plans to benchmark patient access, conversion, and retention metrics against industry standards.
CMO Financial Impact Framework
Financial Impact Framework provides a clear line of sight from brand and campaign activity to enterprise-level outcomes, equipping CMOs to sit at the strategy table as true growth stewards.
AI Fast Tracks vs. Rabbit Holes Ebook
Get the playbook we use with top-performing CMOs — practical, proven, and pressure-tested.
Medicaid Retention Tactics Guide
How to Keep Coverage, Grow Loyalty, and Reduce Churn in a Policy-Pressured Market.
Member Retention Readiness Checklist
Use this checklist to assess if your health plan is truly prepared to keep members engaged, satisfied, and loyal in 2025 and beyond.
Healthcare Trends Checklist
Use this checklist to align your marketing and services with today’s top health trends—so you can attract high-value patients, increase service line volume, and future-proof your brand.
The CRM Growth Playbook
By following these seven steps, healthcare organizations can move from record-keeping to revenue-building—turning CRM into a strategic growth engine that patients, members, boards, and CFOs can all trust.
Patient Acquisition Funnel Benchmark Report
This report delivers actionable benchmarks across the patient/member acquisition funnel—from awareness to appointment—helping CMOs set informed expectations, measure performance, and identify growth opportunities.
GiG Campaign Personalization Grid
A framework that aligns who you’re speaking to (audience), where you’re speaking (channel), and how you’re speaking (message) — governed by clear guardrails.
Ready to Activate Real Strategy?
Tired of static plans and fragmented tactics? We’re ready to build a strategy that delivers—for your goals and your bottom line.