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.

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.

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.

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.