Why PMP-Certified Project Managers are Invaluable for Marketing Campaign Success

The marketing landscape is highly dynamic and fast-paced, and ensuring that projects are delivered on time, within scope, and with high-quality outcomes is no small feat. Project managers are at the heart of those marketing organizations that handle these complexities most seamlessly, and those with a Project Management Professional (PMP)® certification bring a unique edge. The PMP certification, offered by the Project Management Institute (PMI), is a globally recognized credential that signifies expertise in managing projects using industry-standard methodologies and tools.

We sat down with four of our PMP-certified leaders at Coegi—Patricia Branson, SVP of Business Operations; Ali Zadel, Senior Director of Business Operations; Michelle Lugria, Project Manager Supervisor; and Gabrielle Bretz, Project Management Supervisor—to discuss the tangible value their certification brings to our client work. In this Q&A, they share their insights into how structured project management elevates client satisfaction, team collaboration, and campaign outcomes.

Q: How has PMP certification helped you manage marketing projects more effectively?

Patricia Branson: The PMP framework encourages a proactive mindset. It ensures we’re asking the right questions at every stage of a project—from defining what “completion” means for both the internal team and the client to addressing risks before they escalate. While we already had strong processes, PMP certification gave us a refined structure for planning, monitoring, and closing projects. Beyond campaigns, it has even improved how we handle internal initiatives, like rolling out new technologies or working with large-scale vendors.

Q: What project management methodologies do you find most effective for marketing, and how does PMP training influence your approach?

Gabrielle Bretz: The methodology we use depends entirely on the project. For example, traditional approaches work well for campaigns with clear timelines and deliverables, while agile or hybrid methods are better for projects with a lot of unknowns. The PMP certification has given us the ability to customize these methodologies, tailoring them to the specific needs of each client and campaign.

Q: How does structured project management improve client relationships and campaign success?

Michelle Lugria: Structure allows us to focus on the details that might otherwise be overlooked, freeing up the rest of the team to concentrate on other areas of expertise like strategy and client relationships. PMP principles help us outline all tasks, ensuring every stakeholder knows their role and expectations. This structure minimizes miscommunication and keeps everything running smoothly, resulting in higher client satisfaction.

Q: Can you share a specific example where PMP certification helped you overcome a major challenge?

Ali Zadel: We were vetting a new tech vendor for a project in a new discipline for our agency. Instead of diving into endless calls, my PMP training prompted me to create a scope statement first. This clarified our goals and saved countless hours by eliminating vendors that didn’t align with our needs. It streamlined the entire process and ensured we stayed focused on what mattered most.

Michelle Lugria: For a large client project with many moving parts, I relied heavily on the PMP framework to keep details organized. The project management plan served as a “guiding light,” allowing the team to stay aligned and address any new developments efficiently.

Q: How do you balance the creative aspects of marketing with the structure PMP emphasizes?

Ali Zadel: One misconception about PMP is that it prioritizes rigidity over flexibility. In reality, the certification emphasizes tools like agile project management, which focuses on delivering what’s most valuable to the client first. Additionally, it encourages teams to document lessons learned, creating a repository of insights we can draw on to improve future campaigns.

Q: How has PMP certification improved collaboration and communication?

Gabrielle Bretz: PMP training has introduced us to tools like the stakeholder register, which centralizes information about everyone involved in a project—their influence, communication preferences, and expectations. This ensures that communication is tailored and efficient. It also empowers teams to align internally and externally, reducing confusion and improving outcomes.

Q: How do PMP principles help with risk management?

Patricia Branson: Risk management is an integral part of our approach. PMP training sharpened our ability to identify potential risks early and create contingency plans. For example, our extensive QA process ensures human error and technical glitches are minimized. The certification has taken our risk mitigation strategies to a new level of precision and detail.

Q: What’s the biggest professional benefit you’ve gained from PMP certification?

Ali Zadel: For me, it was learning to embrace servant leadership. As a project manager, my job is to clear obstacles so my team can focus on doing their best work. PMP reinforced the importance of relying on the expertise of those actually executing the tasks.

Gabrielle Bretz: It gave us a shared language and framework across the organization. Now, we’re more aligned in how we approach projects, and I feel more confident in my ability to manage complex initiatives.

Final Thoughts

Having PMP-certified project managers on your marketing team isn’t just a “nice-to-have”—it’s a strategic advantage. From improving communication and collaboration to enhancing risk management and client satisfaction, PMP training equips our team to deliver exceptional results consistently. If you’re looking for a partner who takes marketing campaign management to the next level, you’ve found it.

 

Beyond ROI Guesswork – How Smart Brands Predict Campaign Success

Measuring marketing’s impact has become more complex than ever. While data gives us incredible insights into campaign performance, it also presents a challenge: how do we turn these insights into actionable strategies that drive real business growth? This is where the power of predictive analytics comes into play, helping leading brands to predict campaign success and transform their marketing strategies.

Why Traditional Campaign Planning Falls Short

Think about the last time you launched a marketing campaign. If you’re like most marketers, you probably relied heavily on historical data and industry benchmarks to guide your strategy. But in today’s fast-paced digital landscape, looking in the rearview mirror isn’t enough. Markets shift, consumer behaviors evolve, and what worked yesterday might not work tomorrow.

We leverage a comprehensive forecasting methodology that goes beyond traditional planning. By weaving together multiple data streams – from media performance and operational insights to first-party customer data and macro-environmental trends – we create a complete picture of your marketing landscape. This isn’t just about collecting data; it’s about understanding the story it tells and using those insights to shape future success.

Understanding Our Dual Indicator Approach

Think of our approach like a GPS for your marketing journey. We use two types of indicators to guide your campaigns toward success:

Leading Indicators: Your Early Warning System

These are the real-time signals that tell us how your campaign is performing right now. We track everything from audience engagement to website behavior, giving us immediate insights into what’s working and what needs adjustment. This includes monitoring your reach effectiveness, analyzing how viewers engage with your content, and measuring the quality of attention your ads receive.

What makes this truly powerful is our ability to act on these insights immediately. When we see an opportunity to optimize or a potential challenge on the horizon, we don’t wait – we adapt your strategy in real-time.

Lagging Indicators: The Big Picture View

While immediate results are important, sustainable success requires a longer-term perspective. That’s why we also focus on metrics that reveal the lasting impact of your campaigns. We’re talking about real business outcomes: ROI, market share growth, and customer lifetime value. These indicators help us understand not just how your campaign performed, but how it’s contributing to your broader business objectives.

Why Pre-Campaign Optimization Helps Predict Campaign Success for Long-Term Impact

Here’s where things get really interesting. Instead of waiting to optimize once a campaign is live, we use our predictive modeling to optimize before launch. Think of it as a dress rehearsal for your campaign – we can identify potential challenges and opportunities before spending your first marketing dollar.

This proactive approach means:

  • Your campaigns start strong and get stronger
  • Your budget works harder from day one
  • You can adapt to market changes before they impact performance

However, the work does not stop once your campaign is live. You can’t just monitor campaigns – you must actively manage. Our team watches your campaign performance like hawks, ready to make strategic adjustments at a moment’s notice. Whether it’s shifting budget allocations, tweaking audience targeting, or adjusting creative strategy, we ensure your campaign stays on track to meet and exceed your goals.

By understanding both the immediate impact and long-term effects of your marketing efforts, our clients don’t just see better campaign performance – they gain a competitive advantage that lasts.

Ready to Transform Your Marketing Strategy?

If you’re tired of guessing and ready to predict campaign success with a more data-driven approach to marketing, let’s talk. We’re passionate about helping brands like yours achieve exceptional results through advanced predictive analytics and strategic optimization.

Want to learn how predictive analytics can improve your marketing strategy? Contact Coegi today to start the conversation.

 

Creating a Strong Digital Patient Journey with Omnichannel Marketing: A Guide for Healthcare Brands

Today’s healthcare marketers face a significant challenge of navigating an increasingly complex patient journey. With the rise of AI, machine learning, and diverse online platforms, it’s crucial to develop a robust omnichannel marketing strategy that meets patients where they are. This blog explores how marketing managers in healthcare can leverage these technologies to create a seamless, personalized digital patient experience, inspired by a podcast with Coegi’s Hannah Schatz and PulsePoint’s Malcolm Halle, which you can listen to here. 

The New Digital Patient Journey: From Google to TikTok

Gone are the days when patients relied solely on their doctors for health information. Now, the journey often starts with a Google search. Patients might type in their symptoms, looking for quick answers or reassurance. But it doesn’t stop there. Many are diving deeper, seeking out personal stories and experiences.

Platforms like Reddit have become go-to sources for patients looking to connect with others who’ve walked in their shoes. Surprisingly, even TikTok is emerging as a hub for health-related content. Users are sharing their health journeys, offering tips, and building communities around specific conditions.

This shift means that as healthcare marketers, we need to think beyond traditional channels. Your strategy should span search engines, social media, and online forums to create a truly omnichannel experience.

Harnessing AI and Machine Learning: The Smart Way to Personalize

Artificial Intelligence (AI) and Machine Learning (ML) aren’t just buzzwords – they’re powerful tools that can transform your marketing efforts. Here’s how:

  • Predictive Analytics: AI can analyze patient behavior to anticipate needs before they arise. This allows you to offer timely, relevant information or interventions.
  • Natural Language Processing (NLP): This technology helps understand the context of patient searches and content consumption. It enables more accurate targeting and personalization.
  • Content Delivery: ML algorithms can serve up tailored content based on where a patient is in their health journey.

By leveraging these technologies, you can create a more personalized, responsive experience for patients. It’s like having a digital health assistant that knows exactly what information to provide and when.

Building Your Omnichannel Strategy: Consistency is Key

Creating a strong omnichannel strategy isn’t about being everywhere – it’s about being everywhere that matters, with a consistent message. Your brand voice should remain steady whether a patient encounters you on your website, social media, or a health forum.

Start by really getting to know your patients. What are their concerns? Where do they go for information? Use these insights to guide your content creation and channel selection.

Remember, it’s not just about pushing out information. Engage with your audience. Respond to comments, participate in discussions, and show that there are real, caring humans behind your brand.

The Power of Authentic Voices

In the age of information overload, patients are craving authenticity. That’s where influencer partnerships can be incredibly powerful. But we’re not talking about celebrity endorsements here. In healthcare, the most impactful influencers are often everyday people sharing their health journeys.

Consider partnering with patients who have authentic stories to tell. Their experiences can provide valuable insights, foster community, and build trust in your brand. Just remember to keep it real and always prioritize patient privacy and ethical considerations.

Data: The Foundation of Personalization

Data is the secret sauce that makes personalization possible. By collecting and analyzing data from various touchpoints, you can gain a holistic view of the patient journey. This allows you to create detailed patient personas and tailor your marketing efforts accordingly.

But with great data comes great responsibility. Always prioritize patient privacy and adhere to healthcare data protection regulations like HIPAA. Use data to enhance the patient experience, not to exploit it.

Measuring Success: Beyond the Numbers

How do you know if your omnichannel strategy is working? While metrics like engagement rates and conversions are important, don’t forget the human element. Are patients finding the information they need? Are they feeling supported in their health journey?

Consider implementing these tactics:

  • Regular surveys to gather patient feedback
  • A/B testing different elements of your digital strategy
  • Monitoring patient sentiment across channels

Remember, the goal isn’t just to drive traffic or increase engagement – it’s to improve patient outcomes and experiences.

Wrapping Up: The Future of Healthcare Marketing

As we look to the future, one thing is clear: the digital patient journey will only become more complex. But with the right omnichannel strategy, powered by AI and grounded in authentic patient experiences, you can create a digital ecosystem that truly supports and empowers patients.

By meeting patients where they are – whether that’s on a search engine results page or a TikTok video – and providing valuable, personalized content, you can position your healthcare brand as a trusted partner in their health journey.

Remember, at the heart of all this technology and data is a human being seeking help and information. Keep that patient-centric focus, and you’ll be well on your way to creating a digital patient journey that makes a real difference.

Reach out to our team to discuss how you can level up your healthcare marketing, and check out these case studies to learn how we’ve supported other healthcare brands:

 

How to Strategically and Compliantly Use First Party Data for Regulated Industries

In healthcare marketing, particularly under strict regulations like HIPAA, the use of first-party data (1PD) demands a nuanced, strategic approach. Leveraging 1PD responsibly and effectively can unlock significant value while maintaining compliance. Healthcare marketing must prioritize privacy at every turn, with specific measures to protect individual rights:

  • Explicit Consent: Always secure explicit consent for using any Personally Identifiable Information (PII) in marketing communications. This is especially vital in highly regulated industries like healthcare, where patient trust is paramount.
  • Data Anonymization: Anonymizing or tokenizing PHI (Protected Health Information) before utilizing it for any marketing purpose is crucial. This ensures that even in data-driven decision-making, no individual’s privacy is compromised.

So where do you start?

Here’s how Coegi recommends maximizing your use of 1PD to strike:

1. Non-PHI Data Utilization

The foundation of responsible 1PD usage lies in focusing on non-PHI data, ensuring patient privacy is never compromised:

  • Social Followers and Demographics: Voluntary, non-sensitive data such as social media engagement and publicly available demographic insights can serve as a starting point for audience segmentation. This data can be analyzed to create preliminary target personas, ensuring that marketing is tailored to audience interests without venturing into sensitive areas.

2. Lookalike Modeling with Tokenization

To unlock deeper insights from first-party data without compromising privacy, tokenization must be applied before any modeling begins:

  • Tokenization First: Before conducting any analysis, customer data is tokenized, ensuring personal identities are anonymized. This enables the organization to securely harness insights without exposing PHI.
  • Modeling High-Value Clients: Post-tokenization, focus on identifying high-value clients based on their Lifetime Value (LTV) and other non-PII metrics. By refining marketing strategies using these models, businesses can allocate resources more effectively toward customers likely to drive higher returns.
  • Cohort Targeting: A cleanroom environment provides a secure way to apply cohort-based targeting while maintaining compliance. This enables marketing teams to group customers with similar characteristics and behavior patterns for more personalized messaging.

3. Index-Based Matching for Lookalike Audiences

Lookalike modeling is essential for audience expansion, and index-based matching offers a compliant, privacy-conscious method:

  • Interest and Propensity Data: By using index-based matching, organizations can match interests and customer propensities without direct data matching. This allows for effective targeting while protecting personal data.
  • Building Lookalike Audiences: Insights from tokenized data, combined with index-based matching, enable the creation of lookalike audiences, allowing businesses to broaden their reach to potential new customers with similar characteristics to high-value clients—all while adhering to strict privacy regulations.

4. Aggregated Campaign Optimization and Analytics

Optimizing marketing campaigns through data analytics is key, but it’s critical to ensure compliance throughout the process:

  • Automated Targeting: Machine learning can help automate and continually refine targeting strategies by analyzing past campaign performance. By doing so, organizations can keep their messaging relevant and impactful, based on real-time insights from previous campaigns.
  • Conversion Rate Analytics: Aggregated, anonymized data should be used to assess and optimize conversion rates, keeping campaigns both effective and compliant.

Conclusion

By strategically using first-party data in compliance with privacy regulations, healthcare organizations can maximize the impact of their marketing efforts. The approach of focusing on non-PHI data, using tokenization, and applying lookalike modeling ensures the organization maintains patient trust and regulatory adherence, while driving more targeted and effective marketing campaigns.

Want to learn more about how to maximize your first party data? Contact us to schedule a discovery call. 

Unleashing the Power of Data Velocity

Imagine you have a state-of-the-art garden hose connected to an endless supply of water. Sounds fantastic, right? Here’s the problem: unless you turn the handle and direct that water where it’s needed, your garden won’t grow. 

Data in today’s digital marketing landscape is just like that water – abundant and full of potential, but only valuable when we put it to work.

In today’s marketing world, data velocity is that crucial turn of the handle. It’s not enough to have a database reservoir filled with information, sitting idly; you must build insights from this information with speed and efficiency. Both are critically important in being able to channel that data to nurture your customer relationships, grow operational efficiencies, identify and act on market trends, and see your business reap its benefits. 

The Data Dilemma: From Stagnant to Strategic 

Just as a garden without access to the water won’t grow, data that remains untouched in a database, no matter how vast, cannot influence decision-making, improve processes, or provide return on investment. To harness the true value of your data, it’s important to: 

Activate Your Data:

Breathe life into raw information by transforming it into actionable insights. It’s in this transformation – whether through business intelligence, machine learning models, or insightful reporting – that your data’s true value emerges, empowering your team to make informed, impactful decisions.

  • Implement robust ETL (Extract, Transform, Load) processes to clean and structure your data.
  • Leverage advanced analytics tools to uncover hidden patterns and predictive trends that shape strategy.
  • Focus on the insights that directly influence your marketing strategies. Whether it’s identifying customer segments, optimizing ad spend, or tracking campaign performance, prioritize data that can be directly applied to your decision-making process.

Prioritize Relevance:

Not all data is created equal – the value of data is inherently tied to its context and use case. Focus on the data points that truly matter for your specific goals.

  • Master the art of data wrangling as a critical process. Clean, structure, and enrich your raw data to transform it into a goldmine of insights by combining disparate data sets, filling in missing values, or normalizing data for consistency.
  • Incorporate third-party data strategically. External data sets can provide valuable context, but crucial to recognize that not all third-party data sets are universally valuable. Some datasets you can reference range from demographic data to search and social trend data to weather data. For instance, weather data might be incredibly valuable for a retail business that needs to anticipate changes in consumer purchasing behaviors in terms of likelihood to visit store locations or which products that may be of greater interest. Yet, for a technology company, weather may hold little value compared to demographic data. Which leads to the next point…
  • Don’t fall into the trap of data hoarding for the sake of information gathering. This can cause unnecessary analysis paralysis that leads to insignificant outcomes. 
  • Streamline Access: A state-of-the-art garden hose can’t deliver clean, pressure-perfect water if it isn’t paired with a perfectly engineered plumbing system. 

The same is true of your data. 

You must produce data feeds that will serve as your digital plumbing, allowing team members to simply “turn the handle” and instantly access the insights they need.

  • Develop a data governance framework that balances security with accessibility. Create role-based access systems to provide team members with the data they need, when they need it.
  • Invest in user-friendly interfaces that make data exploration intuitive for non-technical staff. Platforms like Google Analytics, HubSpot, and various CRM systems offer dashboards and reports that make it easier to interpret data and apply it to your marketing efforts.
  • Encourage curiosity to uncover new data-driven marketing opportunities. Regularly review your data feeds to see if there are any new trends or patterns that could benefit your campaigns.

The Velocity Advantage: Why Speed Matters in Marketing

Timing is everything. Data velocity in marketing empowers you to:

Respond to Market Shifts in Real-Time

  • Monitor social media sentiment and search trending topics to adjust messaging on the fly
  • Use real-time bidding data to optimize ad placements and budgets instantly
  • Quickly pivot campaign strategies based on emerging competitor actions or market disruptions

Personalize Customer Experience

  • Leverage real-time browsing behavior to serve dynamic website content
  • Implement AI-driven recommendation engines that learn and adapt with each customer interaction
  • Use location data and purchase history to deliver hyper-targeted mobile notifications and offers

Optimize Budget Allocation

  • Implement automated budget reallocation based on real-time performance metrics
  • Conduct rapid A/B tests to quickly identify winning creative and copy.
  • Use predictive analytics to forecast campaign performance and adjust spend proactively.

Empowering Marketers: Identify Ways to Help Cross-Department Teams Tap Into Data

As a marketer, you don’t need to be a technical expert to put data to work for your campaigns. What’s important is understanding how to leverage the data that’s been prepared and made accessible to you. 

 Here’s how to get started:

Seek Out Your Power Players:

Work closely with your data and analytics team to identify which data sets are most relevant to your marketing goals. Explain your campaign objectives clearly so they can help you pinpoint the data that will provide the most actionable insights.Together, you can:

  • Conduct a comprehensive audit of your current data sources and analytics capabilities
  • Align key performance indicators (KPIs) with overall business objectives
  • Develop a prioritized list of metrics that directly influence marketing decisions

Invest in Agile Analytics:

Implement tools that provide real-time insights and easy-to-use dashboards.

  • Evaluate and adopt cloud-based analytics platforms for scalability and real-time processing
  • Implement machine learning algorithms to automate data analysis and predictive modeling
  • Develop custom dashboards that provide at-a-glance insights for different roles within your organization

Foster a Data-Driven Culture:

Encourage your team to make decisions based on insights, not just instincts.

  • Provide regular training sessions on data interpretation and analysis tools.
  • Celebrate data-driven successes to reinforce the value of this approach.
  • Implement a system for sharing insights across departments to break down data silos.

The Bottom Line: Data Velocity Drives Value

In the race for market growth, it’s not just about having data – it’s about how quickly you can turn that data into results. By focusing on strategic data velocity in marketing, you’re not just keeping up with the competition; you’re setting the pace. 

Ready to turn on the full force of your data and watch your marketing flourish? Don’t let your valuable data sit idle – contact us today to start your journey towards data-driven marketing excellence. 

It’s time to turn that handle and let your data flow!

Navigating Q4 Advertising Challenges in an Election Year: A Strategic Guide for Marketing Decision Makers

Navigating Q4 Advertising Challenges in an Election Year: A Strategic Guide for Marketing Decision Makers

As Q4 approaches, marketing teams must act swiftly to prepare for one of the most challenging periods of the year. This quarter, already notorious for increased competition and rising advertising costs, is further complicated by the pressures of an election year. Early preparation and proactive conversations with clients and partners are essential to secure the necessary resources and ensure your campaigns stand out in a cluttered marketplace. Without taking these steps, you risk being outpaced by competitors and missing key opportunities. To help you navigate these complexities and execute a successful Q4 advertising strategy, we’ve compiled expert insights across our departments at Coegi.

Challenge 1: Increased Ad Costs and Cluttered Marketplace

In Q4, advertising costs typically soar, driven by heightened demand from brands eager to capture consumer attention during the holiday season. The upcoming election amplifies this pressure, as political campaigns flood ad spaces, making it even more challenging for brands to make an impact.

Our Advice:

  • Use Historical Data Wisely: While it’s essential to look at past performance to set benchmarks, data from previous years might not fully capture the dynamics of an election year. Instead, refer to 2020 data where possible, and adjust for inflation to set more accurate expectations. This approach will help you budget effectively without underestimating the cost surges.
  • Tailored Creativity: The marketplace will be cluttered with ads, both commercial and political. To cut through the noise, it’s crucial to tailor your creative assets to resonate with your target audience. Personalization and relevance are key—ensure that your messaging is sharp and speaks directly to the consumer’s needs and desires at this time of year.
  • Fraud Prevention: The political season is often associated with increased ad fraud. To protect your budget and ensure that your ads reach genuine audiences, implementing robust fraud prevention measures is essential. Without these precautions, your ad spend could be wasted on fraudulent traffic, reducing the overall effectiveness of your campaigns.

Challenge 2: Inventory Shortages and Early Sell-Outs

One of the most pressing issues during Q4, especially in an election year, is the early sell-out of premium ad inventory. With brands and political campaigns vying for the same spaces, securing inventory becomes increasingly difficult.

Our Advice:

  • Secure Inventory Early: To avoid missing out on critical ad placements, start negotiating direct partnerships and Private Marketplace (PMP) or Programmatic Guaranteed (PG) deals as early as possible. These agreements can provide you with the premium inventory you need while reducing the risk of being edged out by competitors. Early action is your best defense against the last-minute scrambles that can lead to missed opportunities.

Challenge 3: Managing Increased Workload and Risk of Errors

The fast-paced nature of Q4 often leads to increased workloads for marketing teams. With so much at stake, the risk of human errors—whether in campaign execution, budgeting, or creative adjustments—can escalate.

Our Advice:

  • Leverage Project Management: Effective project management is critical during this hectic period. Our operations team emphasizes the importance of identifying potential bottlenecks and managing individual workloads to prevent burnout and mistakes. Project managers should keep a close eye on timelines and ensure that tasks are distributed evenly across the team. By maintaining a clear view of everyone’s workload, you can mitigate risks and keep campaigns running smoothly.
  • Implement Automation: Automation tools are indispensable for managing time-sensitive tasks efficiently. Whether it’s setting up automated creative swaps or using platform rules to schedule out rapid changes, these technologies can save precious time and reduce the stress of manual updates. By automating repetitive tasks, your team can focus on strategic decision-making, ensuring that your campaigns remain agile and responsive throughout the quarter.
  • Focus on Value: When the pressure is on and you’re unsure where to begin, always start with the task that will deliver the most value. It’s easy to get caught up in trying to complete everything to perfection, but this mindset can lead to paralysis. Remember, progress is more important than perfection. By prioritizing high-impact tasks, you can keep your team moving forward without getting bogged down in the details.

Conclusion

Q4 presents a unique set of challenges, especially during an election year. However, by understanding these obstacles and preparing accordingly, marketing decision-makers can turn potential pitfalls into opportunities for success. From anticipating higher ad costs and inventory shortages to managing workloads, preventing ad fraud, and leveraging automation, the strategies outlined above will help your brand navigate the complexities of Q4 with confidence. By adopting these insights, you’ll not only survive but thrive during this critical period, ensuring that your marketing strategy is both effective and resilient.

For personalized advice tailored to your brand’s specific needs, don’t hesitate to reach out to our team for a consultation. Let’s work together to make this Q4 your most successful yet.

 

Social: 

Social Media Strategy for Q4: Creating Opportunities for High Engagement

Key Changes to Anticipate in Q4:

  • Rising Ad Costs: Expect significant increases in CPM, CPA, and CPC metrics due to heightened competition and end-of-year spending. Many businesses push to allocate remaining budgets, driving up costs across social platforms.
  • Increased Engagement Rates: The holiday season often sees a spike in social activity as consumers engage in online shopping, connect with loved ones, and participate in festive events.

Tips for Managing Q4 Social Media Strategy:

  1. Early Planning: Start your campaigns early to secure ad space before costs rise further. Early preparation can help you lock in more favorable rates and ensure your content is ready to go live when needed.
  2. Continuous Optimization: Regularly optimize your campaigns to maximize ROI. Keep a close eye on performance metrics and be ready to make adjustments as necessary.
  3. Budget Allocation: Allocate a larger portion of your advertising budget to Q4 to accommodate the expected cost increases. Proper budgeting is crucial for staying competitive.
  4. Content Strategy:
    • Seasonality & Relevant Messaging: Tailor your content to reflect the season and resonate with your audience. Utilize holidays or cultural events to create a personal connection with users, increasing the likelihood of engagement.
    • User Experience: Make your call-to-action (CTA) clear and prominent, ideally within the first few seconds of a video ad. Ensure the user experience is seamless and intuitive.
    • Leverage AI: Utilize platform algorithms and AI capabilities to precisely target your audience. Stay ahead by testing and adopting new features, such as Meta’s Advantage+ tools, to improve your KPIs.
    • Genuine Imagery: Incorporate user-generated content and influencer partnerships to create authentic connections with your audience. Genuine content is more likely to stand out and resonate.
    • Diverse Ad Types: Use a variety of ad formats to capture your audience’s attention. Offering multiple content types increases your chances of engagement.

Search: 

Q4 Search Strategy: Navigating Industry-Specific Trends

As we approach Q4, the search landscape becomes increasingly competitive, with trends varying significantly across different industries. Here’s what to consider when planning your search campaigns:

Anticipated CPC Trends:

  • Industry Variance: CPC trends differ widely depending on the industry. For retail, expect a surge in CPCs as competition intensifies around key dates like Thanksgiving and Black Friday. Retailers often increase their budgets to capture year-end spending, driving up auction prices. Conversely, industries like financial services may experience a drop in search activity during the same period, potentially leading to lower CPCs.
  • Demand-Based Channels: Search advertising is heavily influenced by consumer demand. As inflation rises and economic pressures increase, consumers may be less likely to search for high-cost or luxury items, leading to fluctuations in CPCs. The demand-based nature of search advertising means that CPCs can vary significantly depending on how willing consumers are to make purchases during this time.
  • Google’s Role: There’s ongoing concern among advertisers that Google might be artificially inflating auction prices, contributing to CPC increases. While it’s difficult to pinpoint the exact impact, this is a factor worth monitoring.

Best Practices for Q4 Search Campaigns:

  1. Ad Copy and Keyword Adjustments:
    • Seasonal Promotions: Adjust your ad copy to reflect seasonal deals and promotions, especially around key shopping events like Black Friday. Incorporating keywords related to sales and promotions can help capture more traffic.
    • Action-Oriented Messaging: As search terms become more intent-based towards the end of the year, ensure your ad copy includes strong calls to action that align with consumer purchasing behavior. Refresh your ad copy to reflect holiday themes and urgent calls to action. Highlight promotions, limited-time offers, and unique selling points to stand out in search results.
    • Ad Extensions: Utilize all relevant ad extensions, such as sitelinks, callouts, and structured snippets, to provide additional information and increase your ad’s visibility and click-through rate.
  2. Budget Allocation:
    • Flexible Budgeting: Expect higher CPCs, especially in industries where competition peaks in Q4. Allocate your budget accordingly, ensuring you can compete effectively during high-demand periods.
    • Industry-Specific Strategies: Tailor your budget and bidding strategies based on industry trends. For example, healthcare might see an uptick in competition as insurance companies ramp up their Q4 campaigns.
  3. Keyword Strategy:
    • Focus on High-Intent Keywords: Prioritize keywords that indicate strong purchase intent, particularly those related to holiday shopping and seasonal events. This will help capture consumers who are closer to making a purchase. Consider increasing your budget for branded keywords as competition rises.
    • Negative Keywords: Use negative keywords strategically to filter out irrelevant traffic and reduce wasted spend. This is especially important during high-competition periods to ensure your budget is used efficiently.

Programmatic: 

Programmatic Strategy for Q4: Optimizing for a High-Competition Landscape

Key Changes to Anticipate in Q4:

  • Increased Costs: The competition for ad inventory intensifies, leading to higher CPCs and CPAs due to increased demand. 
  • Shift in Consumer Behavior: Consumers are actively searching for holiday deals and making purchase decisions, which means higher intent traffic but also requires more sophisticated targeting and messaging.

Tips for Managing Q4 Search Strategy:

  1. Budget and Bidding Adjustments:
    • Flexible Bidding: Implement flexible bidding strategies to adapt to real-time changes in the competitive landscape. Utilize automated bidding tools to maximize efficiency and ensure your ads appear in high impact when it matters most.
    • Budget Allocation: Allocate more budget to high-performing, high-precision targeting segments and adjust your spend throughout the quarter based on performance data. Also consider exploring emerging channels and tactics where there may be a higher volume of whitespace.
  2. Planning for the Political Season:
    • Inventory Scarcity: Be prepared for potential inventory shortages and increased costs due to political campaigns. Adjust your bids and targeting to avoid overspending during peak political ad periods.
    • Geographic Targeting: Fine-tune your geo-targeting to focus on areas less impacted by political ad spend. This can help maintain efficiency and reduce competition for your target audience.
  3. Monitoring Market Dynamics:
    • Inflationary Pressures: Keep an eye on how economic factors like inflation are impacting consumer behavior. In markets where consumers are less willing to spend, you might see reduced competition and potentially lower CPCs, which could present an opportunity to adjust your strategy.
  4. Post-Holiday Analysis:
    • Data-Driven Insights: After Q4, conduct a thorough analysis of your programmatic campaigns to identify key trends and insights. Use this data to refine your strategy for the upcoming year, ensuring continuous improvement and optimization.

Ethical AI and Data Privacy: The Cornerstone of Modern Marketing

Tenured marketing leaders have witnessed firsthand the transformative power of AI in our industry. AI has revolutionized how brands understand and engage with their customers. From predictive analytics to personalized content creation, the possibilities are endless. However, with great power comes great responsibility. It’s critical to proactively integrate ethical AI practices and data privacy compliance into the core of your marketing operations to ensure you are maximizing the technology while minimizing the risk involved.

Our Three-Pillar Approach: Privacy, Security, and Transparency

At our agency, instituting ethical AI practices and compliance with data privacy regulations is integral to all our AI-driven initiatives. We recognize that as technology advances, so must our commitment to responsible use. Our approach is built on three key pillars: Privacy, Security, and Transparency.

Privacy: The Foundation of Trust

We begin by assessing and classifying all data and documents according to their sensitivity level. This allows us to implement the Principle of Least Privilege, ensuring that staff members only have access to the data necessary for their specific roles and responsibilities. By limiting access, we minimize the risk of unauthorized data exposure or misuse.

This granular approach to data management not only protects our customers but also streamlines our operations. It allows us to maintain the delicate balance between leveraging data for insights and respecting individual privacy.

Security: Extending Best Practices to AI

We’ve taken the robust IT principles and SOC 2 compliance standards typically applied to traditional data systems and extended them to our work with generative AI. This includes:

  • Authorized Access Requirements: We have stringent protocols in place to determine who can access AI systems and for what purposes, reducing the risk of misuse.
  • User Authentication: Multi-factor authentication and regular credential updates are mandatory to verify the identity of users interacting with our AI systems.
  • Data Loss Prevention & Encryption Standards: We employ robust encryption for data both at rest and in transit. Our data loss prevention strategies ensure that sensitive information cannot be accidentally or maliciously exported from our systems.

By applying these enterprise-grade security measures to our AI operations, we’re creating a secure environment that fosters innovation while protecting sensitive information.

Transparency: Building Trust Through Openness

We believe in being open about our use of AI. This means communicating to clients and stakeholders about where and how AI is used in our processes. We also ensure that AI-generated content is distinguishable, maintaining the authenticity of human creativity where it matters most.

This transparency not only builds trust with our customers but also helps us stay accountable to our ethical standards.

Evolving with the Landscape

Our ethical AI framework is not static; it evolves with the technology and regulatory landscape. We regularly review and update our policies to align with the latest developments in data protection laws such as GDPR, CCPA, and others relevant to our international operations.

Beyond policies and frameworks, we invest in ongoing training for our team to ensure everyone understands the importance of data privacy and the ethical implications of AI. This cultivates a culture where responsible AI use is not just a policy, but a shared value.

The Future of Ethical AI in Marketing

As we look to the future, it’s clear that the successful marketers will be those who can harness the power of AI while maintaining the highest ethical standards. By prioritizing privacy, security, and transparency, we’re not just complying with regulations – we’re building a foundation of trust that will drive long-term success in the AI-driven marketing landscape.

The path forward requires constant vigilance, adaptation, and a commitment to ethical practices. But for those willing to invest in responsible AI use, the rewards – in terms of customer trust, brand reputation, and innovative capabilities – are well worth the effort.

The Social Commerce Revolution – Building Unbreakable Loyalty Loops

It’s clear that the social commerce revolution is more than just a trend – it’s a fundamental shift in how consumers discover, engage with, and purchase products. Building on the foundation laid out in our previous article on social commerce strategy, we’ll explore how brands can leverage this shift to create unbreakable loyalty loops and thrive in this digital-first landscape.

The Psychology of Social Shopping:

Understanding the psychological principles underlying social commerce is crucial for brands looking to succeed in this space. Social shopping tools capitalize on cognitive biases and heuristic thinking, leveraging principles such as:

  • Follow the Crowd: Utilizing social proof through features like pick lists and popularity lists.
  • Follow the Leader: Leveraging expert opinions and trusted referrals.
  • Follow Those You Like: Tapping into people’s tendency to emulate those they admire through content like influencer partnerships.

From Convenience to Community:

Social commerce initially focused primarily on convenience and tapping into unplanned discovery moments. It has since evolved into a powerful tool for building lasting relationships. In today’s social commerce environment, create shoppable communities that foster and grow shared values and experiences to ensure success.

The Power of Authenticity and Social Capital:

At the heart of a successful social commerce strategy is the cultivation of social capital within online brand communities. By prioritizing authenticity, brands can transform loyal customers into powerful advocates. This shift from transactional to meaningful relationships is crucial, as the power of authenticity significantly impacts a brand’s community-building efforts and, consequently, its revenue.

Driving Emotional Connections:

To build unbreakable loyalty loops, brands must focus on driving emotional connections with consumers through a strong digital presence. This involves leveraging user-generated content, implementing growth loops through cross-selling and upselling, and embracing community-led growth strategies. In return, brands gain unprecedented access to their perception, image, and data, yielding more effective marketing strategies.

Adapting to a Dynamic Landscape:

The social commerce ecosystem is subject to rapid change influenced by geopolitical tensions, economic shifts, and evolving consumer preferences. To remain resilient, brands must embrace scenario planning and develop adaptive loyalty loop strategies. Marketers can employ tools like predictive intelligence and behavioral econometric models to decode online chatter and adjust marketing approaches in real-time.

Expanding Beyond Social Media:

While social media platforms remain at the forefront of social commerce, the landscape is expanding. Subscription Video on Demand (SVOD) services, video game companies, and metaverse developers are entering the space, looking to the success of social shopping as a blueprint for their growth efforts. The key principles of algorithmic targeting, trusted intermediaries, and frictionless purchasing remain crucial across these new frontiers.

Executing Shoppable Strategies for Unbreakable Loyalty

As the social commerce landscape continues to evolve, brands need a partner who can help them navigate this complex ecosystem and execute effective marketing strategies. This is where Coegi comes in. 

Our expertise can help you:

  1. Develop a Holistic Social Commerce Strategy: We’ll work with you to create a comprehensive strategy that aligns with your brand values and resonates with your target audience. This includes identifying the right platforms, content types, and influencer partnerships to maximize your social commerce potential.
  2. Build and Optimize Virtual Storefronts: Our team can help you establish and refine your presence across various online marketplaces and social platforms. We’ll ensure your virtual storefronts are not only functional but also visually appealing and on-brand.
  3. Create Engaging, Shoppable Content: We’ll assist in developing natively social, shoppable content that seamlessly integrates into your customers’ social media experiences. This includes strategies for repurposing user-generated content and leveraging micro-influencers for authentic brand promotion.
  4. Implement Advanced Analytics and Predictive Intelligence: Our data-driven approach will help you interpret online community chatter, identify receptive audiences, and adjust your strategies in real-time. We’ll set up robust analytics systems to track performance and provide actionable insights.
  5. Develop Adaptive Loyalty Loop Strategies: We’ll help you create flexible, scenario-based strategies that can withstand market changes and evolving consumer preferences. Our goal is to build resilient loyalty loops that continue to drive engagement and sales, regardless of external factors.
  6. Facilitate Seamless Integration: For clients with existing e-commerce operations, we’ll ensure smooth integration of social commerce elements into your current systems, creating a cohesive omnichannel experience for your customers.
  7. Training and Support: We’ll provide your team with the necessary training and ongoing support to effectively manage and grow your social commerce presence.

Transform your social commerce game and win the hearts (and wallets) of your audience. Are you ready to build unbreakable loyalty loops for your brand? Let’s partner together and unlock your full potential in the social commerce era.

Embracing Value-Based Care: How a Brand Ecosystems Can Revolutionize Healthcare Marketing

Originally published in Healthcare Business Today

In a post-pandemic world, the healthcare landscape is evolving faster than ever. Amidst this swift evolution, the buzz around value-based care (VBC) presents a significant shift from the traditional fee-for-service model. As healthcare marketers, understanding and navigating this transformation is paramount. But how can brands effectively integrate into value-based healthcare models? The answer lies in building a robust brand ecosystem rather than relying solely on individual campaigns.

Understanding Value-Based Care and Its Implications

Value-based care focuses on delivering quality outcomes for patients rather than merely increasing the volume of services. This model incentivizes healthcare providers based on patient health outcomes, promoting efficiency and quality over quantity. VBC is fundamentally about focusing on outcomes for the individual patient, emphasizing quality over volume.

However, the transition to VBC is complex and fraught with challenges. The healthcare sector must address diverse payer requirements, health equity issues, and the unique value perceptions of various stakeholders, including patients, healthcare providers (HCPs), and payers. This shift is incredibly complicated and difficult to execute, requiring brands to understand the multifaceted definition of value to connect effectively with their audience.

The Power of a Brand Ecosystem in Healthcare Marketing

So, what exactly is a brand ecosystem, and why is it crucial for healthcare brands in a VBC environment? A brand ecosystem is a network of digital touchpoints designed to engage and communicate with audiences in a personalized, cohesive manner. Unlike a traditional campaign that delivers a single, linear message, a brand ecosystem provides a multifaceted approach, fostering deeper connections and engagement.

A brand ecosystem is essentially a combination of digital touch points designed to communicate effectively with its audience. It’s not a linear funnel but instead a holistic experience tailored to individual needs. This approach is particularly effective in healthcare marketing, where the definition of value can vary significantly across different audience segments.

Maximizing Value-Based Marketing through a Brand Ecosystem

Understanding and Communicating Value

For healthcare brands, success in a VBC model hinges on understanding and articulating value to both consumers and HCPs. Brands must take the time to define what value means for each audience segment. This involves creating tailored messages and resources that resonate with patients’ and HCPs’ unique needs.

Brands need to create unique ecosystems tailored to patient and healthcare provider audiences. Each ecosystem must reflect the distinct values and needs of its audience. This personalized approach ensures that the brand’s value proposition is clear, compelling, and relevant.

Supporting the Value-Based Care Model

Brands can play a pivotal role in supporting the VBC model by providing resources that help HCPs deliver quality care. This could involve offering educational materials, tools for patient engagement, or technologies that enhance treatment outcomes. By alleviating some of the pressures on HCPs, brands can build stronger, more supportive relationships.

Under a value-based care model, brands have the best opportunity to thrive by supporting HCPs with the necessary resources to drive patient outcomes. This support not only strengthens brand-HCP relationships but also reinforces the brand’s commitment to quality care.

Engaging Patients through Active Communication

Effective patient communication is essential in a VBC model. Brands must prioritize patient education, particularly around preventative health measures, to ensure better health outcomes. This proactive approach helps patients take an active role in their health, aligning with the core principles of VBC.

Patient education and preventative health will take a front seat under a value-based care model. Brands can enhance their value by focusing on these areas, ensuring better patient outcomes.

Not a Funnel, Not Singular: Embracing the Brand Ecosystem

The dynamic nature of value-based marketing demands a shift from traditional campaign strategies to a more integrated brand ecosystem. An ecosystem approach opens up more scale and engagement opportunities, understanding the uniqueness of each audience’s definition of value. By adopting this strategy, healthcare brands can better navigate the complexities of VBC and position themselves for long-term success.

Conclusion

Whether value-based care is fully adopted or not, the opportunity for healthcare brands to enhance their value proposition remains significant. By understanding and embracing the principles of a brand ecosystem, brands can break through the complexities of healthcare marketing and set themselves up for success.

At Coegi, we specialize in helping healthcare brands navigate this transformation. Contact us today for a consult and learn how we can support your journey towards a more integrated, value-focused marketing strategy.

The Balancing Act: Short-Term Wins and Long-Term Growth in Healthcare Marketing

Leaders in the healthcare industry understand the unique challenges of marketing to consumers and HCPs in this space. Unlike promoting a new phone or pair of shoes, healthcare decisions are often complex and involve building trust. This blog dives into the crucial balance between achieving short-term wins and fostering long-term growth for your healthcare brand.

Short-Term Gains: Measurable Impact, Immediate Results

Short-term marketing strategies deliver a quick and measurable impact. Think campaigns promoting flu vaccinations or driving traffic to a website for a new medication launch. Here, success is measured by:

  • Media metrics: Engagement rate, site traffic, click-through rate
  • Business metrics: Sales lift, return on investment (ROI)
  • Advanced measurement: Attention unit scores (measures ad effectiveness), vaccine lift studies (tracks vaccination rates post-campaign)

These strategies are ideal for capitalizing on seasonal trends or generating immediate interest in a new product.

Long-Term Vision: Building Trust and Brand Loyalty

Long-term marketing focuses on cultivating trust and brand loyalty. It positions your brand as a reliable resource, a trusted partner on a patient’s healthcare journey. This translates to:

  • Brand metrics: Brand awareness, brand preference, customer satisfaction
  • Sales & Vaccine Lift Studies: Can also be applicable to long-term success such as share of mind and market share.

Educational content, patient testimonials, and community outreach programs all contribute to long-term success. Imagine a healthcare provider consistently offering informative webinars on various health topics. This establishes them as a trusted resource, influencing patients to choose them for future needs.

The Art of Balance: Aligning Strategies for Sustainable Growth

Focusing solely on short-term gains can negatively impact long-term brand building. While short-term metrics can provide valuable insights and some immediate sense of satisfaction, over-reliance on them can lead to overlooking the bigger business  picture. Here’s how to strike the perfect balance:

  • Identify short-term metrics that predict long-term success. High engagement with educational content could indicate potential brand preference.
  • Maintain a cohesive brand voice across all marketing efforts. This ensures a consistent patient experience, regardless of the short-term or long-term marketing touchpoint.
  • Embrace innovation in activation and measurement. Utilize advanced tools like attention unit metrics and influencer marketing to gain deeper insights and reach your target audience with authenticity.

Conclusion: A Winning Formula for Healthcare Marketing Success

By understanding the nuances of both short-term and long-term growth in healthcare marketing, brands can achieve sustainable growth. Healthcare is a personal journey for everyone, and it can not be a one size fits all approach. In order to deploy an effective long term marketing strategy, brands need to be in tune with who their target audience is, and how they like to be spoken to. By implementing a balanced approach that prioritizes immediate results while fostering long-term trust, healthcare CMOs can build brands that resonate with patients HCPs alike and position themselves for lasting success.

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