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#mktgnation
BETTER HEALTH OUTCOMES
START WITH ENGAGEMENT
HOW JENNY CRAIG IS TRANSFORMING HCP ENGAGEMENT
++
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
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#mktgnation
‱ Obesity is a top health issue—affecting 1 in 3
Americans.
‱ A lack of time and resources are common barriers
to healthcare professionals discussing weight with
their patients.
‱ Jenny Craig targeted and engaged HCPs in the
Be the Health Moment campaign, building a
reputation as a trusted resource in the difficult
weight management conversation along the way.
We will discuss how Jenny Craig leveraged
Marketo and Intelligent Demand to create the
“Be The Health Moment” program and leveraged
Marketo to bring their unique value proposition to
life for Healthcare Professionals.
ABSTRACT
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
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#mktgnation
MEET THE SPEAKERS
Natalie Holtgrewe
Intelligent Demand
Account Director
@intelligentdem
Hally Pinaud
Marketo
Sr. Product Marketing Manager
@Hallypino
Tricia Kendall
Jenny Craig
VP - Healthcare Business
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
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#mktgnation
Have any questions? Post it in the chat box.
#mktgnation | @hallypino | @marketo | @intelligentdem |
CONNECT WITH US!
5
#mktgnationProprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
The state of preventable
chronic conditions
The challenge of educating
physicians and reaching
consumers
Driving change through
alternative channels
Measuring the
program’s effectiveness
Designing and implementing an
integrated revenue program for a
healthcare company
01
04
02
05
03
TODAY WE WILL COVER
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
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#mktgnation
THE STATE OF CHRONIC CONDITIONS
1in2
adults has a least
one chronic
condition
70%
of American deaths
are caused by
chronic
disease
84%
of our nation’s
healthcare costs are
spent on chronic
disease
Centers for Disease Control and Prevention
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
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#mktgnation
THE PREVENTATIVE MINDSET
There’s been a shift from addressing
symptoms to pursuing preventative
measures

‱ Obesity prevention is key to stopping related
chronic diseases
‱ Early diagnosis and intervention can reverse
some conditions
‱ Controlling obesity controls healthcare costs
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
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#mktgnation
PREVENTATIVE HEALTHCARE HURDLES
But getting patients to engage with
preventative solutions can be
challenging

‱ Patients are harder to reach and engage
‱ Targeting patients alone to take control of their
health isn’t enough
‱ Physicians need resources to proactively
engage patients about weight loss
‱ Reaching healthcare professionals is also a
challenge
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#mktgnationProprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
HOW DO WE GET TO
BETTER OUTCOMES?
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
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#mktgnation
A TRANSFORMATION IN ENGAGEMENT
Mass
Marketing
Focus on the message
Transactional
Marketing
Focus on the transactions
Engagement
Marketing
Focus on long-term
relationships
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
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#mktgnation
ENGAGEMENT MARKETING
Monolog Dialog
Personalized
Responsive
Ongoing
Omni-channel
Batch & blast
Point in time
Static
Single Channel
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
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#mktgnation
SUCCESS STORY
How do you get started?
And, what does success look like?
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
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#mktgnation
We’re tenaciously focused
on growing our clients’ revenue.
This is what drives us.
Real Revenue Transformationℱ
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#mktgnationProprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
GOT IT. TODAY’S HEALTHCARE CONSUMERS ARE:
 Adept at ignoring
irrelevant messaging
 Expect personalized experiences
 Online
 Self-directed
Multi-channel
 Multi-device
 Socially connected
How are healthcare companies catching up?
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
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#mktgnation
)
15
What does
transformation
really look like?
REVENUE 1.0
STRATEGY
MEDIA
TECHNOLOGY
AND DATA
MESSAGING
CONTENT
LEAD
MANAGEMENT
STAKEHOLDER
ALIGNMENT
METRICS
ANALYTICS
Interruptive,
push model
Reliance on one or
two channels/
tactics
Expensive, hard-to-track, shotgunned outbound techniques
Unintegrated silos, gaps in tech stack,
manual processes; dirty, incomplete, inaccurate data
Batch-and-blast messaging focused
on active, late-stage demand
Sales collateral, brochures,
“corporate selfies,” “product speak”
Undefined processes and SLAs; leaky funnel
Marketing = air war Sales = everything else
Lack of trust; work in silos
Little-to-no reporting or metrics, or awash in vanity metrics
Guessing
Company tries to control
flow of information
(sales process)
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
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#mktgnation
)
+
16
REVENUE 1.0REVENUE 1.0
STRATEGY
MEDIA
TECHNOLOGY
AND DATA
MESSAGING
CONTENT
LEAD
MANAGEMENT
STAKEHOLDER
ALIGNMENT
METRICS
ANALYTICS
Interruptive,
push model
Company tries to control
flow of information
(sales process)
Reliance on one or
two channels/
tactics
Expensive, hard-to-track, shotgunned outbound techniques
Unintegrated silos, gaps in tech stack,
manual processes; dirty, incomplete, inaccurate data
Batch-and-blast messaging focused
on active, late-stage demand
Sales collateral, brochures,
“corporate selfies,” “product speak”
Undefined processes and SLAs; leaky funnel
Marketing = air war Sales = everything else
Lack of trust; work in silos
Little-to-no reporting or metrics, or awash in vanity metrics
Guessing
REVENUE 2.0+
Permission-
based, PULL
model
Recognize that the customer is in
CONTROL; provide useful
information throughout the entire
CUSTOMER LIFECYCLE
Integrated,
OMNI-CHANNEL
programs
TARGETED mix of INBOUND + OUTBOUND
tactics that leverage PAID, EARNED, and OWNED media
INTEGRATED marketing and sales tech stack, AUTOMATED
programs; clean, complete, actionable data; predictive analytics
SEGMENTED and PERSONALIZED messaging and content
that engages throughout the entire customer journey
THOUGHT LEADERSHIP content marketing. Value-added
information that educates, solves a problem, and builds brand affinity
Well-defined processes, strong SLAs, NO LEAD LEFT BEHIND
Marketing and Sales are ALIGNED and INTEGRATED throughout the
revenue funnel; shared set of terminology, goals, processes, & expectations
Multi-dimensional REPORTS and DASHBOARDS, tailored to
stakeholder personas, that spur INSIGHTS and ACTION
Testing, learning, and OPTIMIZING based on results
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
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#mktgnation
SPEAK TO WHO AND WHERE YOUR AUDIENCE IS
LOYALTY
DECISION
AWARENESS
CONSIDERATION
ID’s Framework for Real Revenue Transformation
Target Segments/
Personas
Why should we change?
Are we getting value?
Why your company/solution?
Why change now?
Should I refer a colleague?
What are our options?
Should we purchase again/more?
Who should be on our short list?
The Customer Journey
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
18
#mktgnation
BUILD A WORLD-CLASS PROGRAM STEP-BY-STEP
ID’s Framework for Real Revenue Transformation
RevenueImpact/ROI
CRAWL WALK RUN
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
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#mktgnation
CONNECT ALL THE DOTS THAT DRIVE RESULTS
ID’s Framework for Real Revenue Transformation
STAKEHOLDER
ALIGNMENT
& PROCESS
+ + + + +REPORTING,
ANALYTICS
TECHNOLOGY
& DATA
MEDIA &
CHANNELS
MESSAGING
& CONTENT
INTEGRATED
STRATEGY
= How to create real world results
INTEGRATED
STRATEGY
MESSAGING
& CONTENT
MEDIA &
CHANNELS
TECHNOLOGY
& DATA
REPORTING &
ANALYTICS
STAKEHOLDER
ALIGNMENT
& PROCESS
= How to create real world results
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
20
#mktgnation
BUILD YOUR INTEGRATED PROGRAM
With Intelligent Demand
Target Segments/Personas
FOUNDATION &
INFRASTRUCTURE
CONSIDERATION
LEAD MGTWEBSITE
DATA &
PREDICTIVE
MARTECH
& CRM
BRAND
EVOLUTION
INTEGRATED
STRATEGY
BUSINESS
INTELLIGENCE
LOYALTY
DECISION
AWARENESS
CONSIDERATION
DISCOVERY
ACQUISITION, RETENTION,
& GROWTH
LOYALTY
LOOP
A strong foundation
for revenue growth
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
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#mktgnation
BUILD YOUR INTEGRATED PROGRAM
With Intelligent Demand
Target Segments/Personas
BRAND AWARENESS
FOUNDATION &
INFRASTRUCTURE
LEAD
GENERATION
LEAD
NURTURE
CONSIDERATION
LEAD MGTWEBSITE
DATA &
PREDICTIVE
MARTECH
& CRM
BRAND
EVOLUTION
INTEGRATED
STRATEGY
PROGRAM
MANAGEMENT
REPORTING
TECHNICAL
DEVELOPMENT
MEDIA &
CHANNELS
MESSAGING
& CONTENT
DISCOVERY &
EXECUTION PLAN
PROGRAM
MANAGEMENT
REPORTING
TECHNICAL
DEVELOPMENT
MEDIA &
CHANNELS
MESSAGING
& CONTENT
DISCOVERY &
EXECUTION PLAN
PROGRAM
MANAGEMENT
REPORTING
TECHNICAL
DEVELOPMENT
MEDIA &
CHANNELS
MESSAGING
& CONTENT
DISCOVERY &
EXECUTION PLAN
LOYALTY
DECISION
AWARENESS
CONSIDERATION
DISCOVERY
ACQUISITION, RETENTION,
& GROWTH
LOYALTY
LOOP
Acquisition programs
will drive new sales
BUSINESS
INTELLIGENCE
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
22
#mktgnation
Target Segments/Personas
FOUNDATION &
INFRASTRUCTURE
SALES
ENABLEMENT
CONSIDERATION
PROGRAM
MANAGEMENT
REPORTING
TECHNICAL
DEVELOPMENT
MEDIA &
CHANNELS
MESSAGING
& CONTENT
DISCOVERY &
EXECUTION PLAN
LEAD MGTWEBSITE
DATA &
PREDICTIVE
MARTECH
& CRM
BRAND
EVOLUTION
INTEGRATED
STRATEGY
MEDIA &
CHANNELS
MEDIA &
CHANNELS
LOYALTY
DECISION
AWARENESS
CONSIDERATION
DISCOVERY
ACQUISITION, RETENTION,
& GROWTH
LOYALTY
LOOP
Align marketing and
sales
BUSINESS
INTELLIGENCE
BUILD YOUR INTEGRATED PROGRAM
With Intelligent Demand
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
23
#mktgnation
Target Segments/Personas
FOUNDATION &
INFRASTRUCTURE
CUSTOMER
NURTURE
CONSIDERATION
LEAD MGTWEBSITE
DATA &
PREDICTIVE
MARTECH
& CRM
BRAND
EVOLUTION
INTEGRATED
STRATEGY
PROGRAM
MANAGEMENT
REPORTING
TECHNICAL
DEVELOPMENT
MEDIA &
CHANNELS
MESSAGING
& CONTENT
DISCOVERY &
EXECUTION PLAN
LOYALTY
DECISION
AWARENESS
CONSIDERATION
DISCOVERY
ACQUISITION, RETENTION,
& GROWTH
LOYALTY
LOOP
Onboard, retain, and
grow your customers
BUSINESS
INTELLIGENCE
BUILD YOUR INTEGRATED PROGRAM
With Intelligent Demand
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
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#mktgnation
Target Segments/Personas
BRAND AWARENESS
FOUNDATION &
INFRASTRUCTURE
LEAD
GENERATION
LEAD
NURTURE
SALES
ENABLEMENT
CUSTOMER
NURTURE
CONSIDERATION
PROGRAM
MANAGEMENT
REPORTING
TECHNICAL
DEVELOPMENT
MEDIA &
CHANNELS
MESSAGING
& CONTENT
DISCOVERY &
EXECUTION PLAN
LEAD MGTWEBSITE
DATA &
PREDICTIVE
MARTECH
& CRM
BRAND
EVOLUTION
INTEGRATED
STRATEGY
PROGRAM
MANAGEMENT
REPORTING
TECHNICAL
DEVELOPMENT
MEDIA &
CHANNELS
MESSAGING
& CONTENT
DISCOVERY &
EXECUTION PLAN
PROGRAM
MANAGEMENT
REPORTING
TECHNICAL
DEVELOPMENT
MEDIA &
CHANNELS
MESSAGING
& CONTENT
DISCOVERY &
EXECUTION PLAN
PROGRAM
MANAGEMENT
REPORTING
TECHNICAL
DEVELOPMENT
MEDIA &
CHANNELS
MESSAGING
& CONTENT
DISCOVERY &
EXECUTION PLAN
PROGRAM
MANAGEMENT
REPORTING
TECHNICAL
DEVELOPMENT
MEDIA &
CHANNELS
MESSAGING
& CONTENT
DISCOVERY &
EXECUTION PLAN
LOYALTY
DECISION
AWARENESS
CONSIDERATION
DISCOVERY
ACQUISITION, RETENTION,
& GROWTH
LOYALTY
LOOP
BUILD YOUR INTEGRATED PROGRAM
With Intelligent Demand
BUSINESS
INTELLIGENCE
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
25
#mktgnation
Jenny Craig is a long-time leader in the weight loss industry.
Their program provides nutritionally balanced menus
developed by Registered Dietitians, nutritionists, and food
technologists along with one-on-one personal support from a
consultant.
They’ve made this kind of personal support the cornerstone of
what they do for more than 30 years.
They have 600 centers in the United States, Canada,
Australia, New Zealand, and Puerto Rico with over 2,500
consultants worldwide.
The efficacy of their program has been validated by multiple
independent studies and has consistently been named a “best
diet” by U.S. News & World Report as well as Consumer
Reports.
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
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#mktgnation
THE OBESITY CHALLENGE
67%of Americans
$140
Billion
5% to 7%
of weight loss goes a
long way
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
27
#mktgnation
HEALTHCARE PROFESSIONALS WANT TO HELP
Emotional Motivation Financial Motivation
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
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#mktgnation
THE CHANNEL PARTNER STRATEGY:
+
Engage and Enlist HCPs
Positive Patient
Outcomes
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
29
#mktgnation
CAN WE

Find them? Reach them? Engage them?
Do they care? What did we do to do that?
Did it work?
30
#mktgnationProprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
THE HCP REFERRAL JOURNEY
Status quo
0
Why
change?
1
What
are my
options?
2
Which
option is
right for
me & my
patients?
3
Refer
4
Evaluate
5
Refer
more
6
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
31
#mktgnation
CAPTURING THE HEALTH MOMENT
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
32
#mktgnation
A VALUABLE CONVERSATION
INBOUND/OUTBOUN
D LEAD GEN
Interactive Guide
QUICK CLOSE
Program Welcome
NURTURE T2 –
How
Video
NURTURE T1 –
The Spectrum
Interactive Guide
INBOUND LEAD GEN
3 Short Video Chapters
NURTURE T3 –
The Board Game
PDF
NURTURE T4 –
Mythbusters
Interactive Guide
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
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#mktgnation
A MULTI-CHANNEL APPROACH TO HCP ENGAGEMENT
Email Acquisition
Teleprospecting
Display
Paid Social
Healthcare Newsletter A
Healthcare Newsletter B
Healthcare Newsletter C
Healthcare Newsletter D
Targeted Industry Direct Website
Targeted Industry Direct Newsletter
Targeted Industry Direct Publication
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
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#mktgnation
PARTNERING WITH AN OBESITY EXPERT
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
35
#mktgnation
AN INTERACTIVE HCP EXPERIENCE
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
36
#mktgnation
STARTING THE CONVERSATION
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
37
#mktgnation
ACTIVATING REFERRALS
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
38
#mktgnation
ACTIVATING REFERRALS
39
#mktgnationProprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
TECHNOLOGY LANDSCAPE
CRM
CMS
Marketo
(Walk-in patient
referrals)
Center workers are
trained to enter HCP
Promo ID as the CMP
ID
Center workers are
trained to enter HCP
Promo ID as the CMP
ID
POS
Call Center
ID receives
HCP Promo
code as CMP
Receives HCP Promo
code in Marketo lead
records
(Jenny Craig instance)
Patient capture form
validates and stores
HCP Promo code
Transmits record to
CMS
Transmits record to
CRM
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
40
#mktgnation
OPTIMIZATION WORKS
0
100
200
300
400
500
600
700
800
900
1000
$0
$50
$100
$150
$200
$250
$300
$350
$400
$450
Oct-15 Nov-15 Dec-15 Jan-16 Feb-16
Opt-In Leads by Cost
Cost Per Opt-In Lead Opt-In Leads
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
41
#mktgnation
77% average engagement across
series of three video series
77%
424 plays across video series
60% average play rate across videos
70 click-throughs to referral kit
across video series
VIDEO SERIES ENGAGEMENT
60%
Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
42
#mktgnation
FUNNEL PERFORMANCE TO DATE
13 million
Impressions
874
Opted-In Leads
18% conversion
158
MQLs
4
,
5
7
9
P
r
o
j
e
c
t
e
d
1
.007% conversion
HCP Channel
Partners
Target HCPs
Opted-In HCPs
Marketing Qualified
HCPs
?
Find them?
Reach them?
Engage them?
Do they care?
Did it work?
Did we

43
#mktgnationProprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
KEY TAKEAWAYS
1. Set well-defined, but reasonable goals.
2. Deeply understand your target audience.
3. Map their journey.
4. Engage across channels.
5. Provide real value with your messaging and content.
6. Agile approach—Get into market and optimize with real-world data.
7. Be courageous; take smart risks.
44
#mktgnationProprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand
Q&A
THANK YOU FOR WATCHING
YOU WILL RECEIVE A RECORDING


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Better Health Outcomes Start with Engagement

  • 1. 1 #mktgnation BETTER HEALTH OUTCOMES START WITH ENGAGEMENT HOW JENNY CRAIG IS TRANSFORMING HCP ENGAGEMENT ++
  • 2. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 2 #mktgnation ‱ Obesity is a top health issue—affecting 1 in 3 Americans. ‱ A lack of time and resources are common barriers to healthcare professionals discussing weight with their patients. ‱ Jenny Craig targeted and engaged HCPs in the Be the Health Moment campaign, building a reputation as a trusted resource in the difficult weight management conversation along the way. We will discuss how Jenny Craig leveraged Marketo and Intelligent Demand to create the “Be The Health Moment” program and leveraged Marketo to bring their unique value proposition to life for Healthcare Professionals. ABSTRACT
  • 3. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 3 #mktgnation MEET THE SPEAKERS Natalie Holtgrewe Intelligent Demand Account Director @intelligentdem Hally Pinaud Marketo Sr. Product Marketing Manager @Hallypino Tricia Kendall Jenny Craig VP - Healthcare Business
  • 4. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 4 #mktgnation Have any questions? Post it in the chat box. #mktgnation | @hallypino | @marketo | @intelligentdem | CONNECT WITH US!
  • 5. 5 #mktgnationProprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand The state of preventable chronic conditions The challenge of educating physicians and reaching consumers Driving change through alternative channels Measuring the program’s effectiveness Designing and implementing an integrated revenue program for a healthcare company 01 04 02 05 03 TODAY WE WILL COVER
  • 6. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 6 #mktgnation THE STATE OF CHRONIC CONDITIONS 1in2 adults has a least one chronic condition 70% of American deaths are caused by chronic disease 84% of our nation’s healthcare costs are spent on chronic disease Centers for Disease Control and Prevention
  • 7. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 7 #mktgnation THE PREVENTATIVE MINDSET There’s been a shift from addressing symptoms to pursuing preventative measures
 ‱ Obesity prevention is key to stopping related chronic diseases ‱ Early diagnosis and intervention can reverse some conditions ‱ Controlling obesity controls healthcare costs
  • 8. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 8 #mktgnation PREVENTATIVE HEALTHCARE HURDLES But getting patients to engage with preventative solutions can be challenging
 ‱ Patients are harder to reach and engage ‱ Targeting patients alone to take control of their health isn’t enough ‱ Physicians need resources to proactively engage patients about weight loss ‱ Reaching healthcare professionals is also a challenge
  • 9. 9 #mktgnationProprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand HOW DO WE GET TO BETTER OUTCOMES?
  • 10. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 10 #mktgnation A TRANSFORMATION IN ENGAGEMENT Mass Marketing Focus on the message Transactional Marketing Focus on the transactions Engagement Marketing Focus on long-term relationships
  • 11. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 11 #mktgnation ENGAGEMENT MARKETING Monolog Dialog Personalized Responsive Ongoing Omni-channel Batch & blast Point in time Static Single Channel
  • 12. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 12 #mktgnation SUCCESS STORY How do you get started? And, what does success look like?
  • 13. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 13 #mktgnation We’re tenaciously focused on growing our clients’ revenue. This is what drives us. Real Revenue Transformationℱ
  • 14. 14 #mktgnationProprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand GOT IT. TODAY’S HEALTHCARE CONSUMERS ARE:  Adept at ignoring irrelevant messaging  Expect personalized experiences  Online  Self-directed Multi-channel  Multi-device  Socially connected How are healthcare companies catching up?
  • 15. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 15 #mktgnation ) 15 What does transformation really look like? REVENUE 1.0 STRATEGY MEDIA TECHNOLOGY AND DATA MESSAGING CONTENT LEAD MANAGEMENT STAKEHOLDER ALIGNMENT METRICS ANALYTICS Interruptive, push model Reliance on one or two channels/ tactics Expensive, hard-to-track, shotgunned outbound techniques Unintegrated silos, gaps in tech stack, manual processes; dirty, incomplete, inaccurate data Batch-and-blast messaging focused on active, late-stage demand Sales collateral, brochures, “corporate selfies,” “product speak” Undefined processes and SLAs; leaky funnel Marketing = air war Sales = everything else Lack of trust; work in silos Little-to-no reporting or metrics, or awash in vanity metrics Guessing Company tries to control flow of information (sales process)
  • 16. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 16 #mktgnation ) + 16 REVENUE 1.0REVENUE 1.0 STRATEGY MEDIA TECHNOLOGY AND DATA MESSAGING CONTENT LEAD MANAGEMENT STAKEHOLDER ALIGNMENT METRICS ANALYTICS Interruptive, push model Company tries to control flow of information (sales process) Reliance on one or two channels/ tactics Expensive, hard-to-track, shotgunned outbound techniques Unintegrated silos, gaps in tech stack, manual processes; dirty, incomplete, inaccurate data Batch-and-blast messaging focused on active, late-stage demand Sales collateral, brochures, “corporate selfies,” “product speak” Undefined processes and SLAs; leaky funnel Marketing = air war Sales = everything else Lack of trust; work in silos Little-to-no reporting or metrics, or awash in vanity metrics Guessing REVENUE 2.0+ Permission- based, PULL model Recognize that the customer is in CONTROL; provide useful information throughout the entire CUSTOMER LIFECYCLE Integrated, OMNI-CHANNEL programs TARGETED mix of INBOUND + OUTBOUND tactics that leverage PAID, EARNED, and OWNED media INTEGRATED marketing and sales tech stack, AUTOMATED programs; clean, complete, actionable data; predictive analytics SEGMENTED and PERSONALIZED messaging and content that engages throughout the entire customer journey THOUGHT LEADERSHIP content marketing. Value-added information that educates, solves a problem, and builds brand affinity Well-defined processes, strong SLAs, NO LEAD LEFT BEHIND Marketing and Sales are ALIGNED and INTEGRATED throughout the revenue funnel; shared set of terminology, goals, processes, & expectations Multi-dimensional REPORTS and DASHBOARDS, tailored to stakeholder personas, that spur INSIGHTS and ACTION Testing, learning, and OPTIMIZING based on results
  • 17. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 17 #mktgnation SPEAK TO WHO AND WHERE YOUR AUDIENCE IS LOYALTY DECISION AWARENESS CONSIDERATION ID’s Framework for Real Revenue Transformation Target Segments/ Personas Why should we change? Are we getting value? Why your company/solution? Why change now? Should I refer a colleague? What are our options? Should we purchase again/more? Who should be on our short list? The Customer Journey
  • 18. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 18 #mktgnation BUILD A WORLD-CLASS PROGRAM STEP-BY-STEP ID’s Framework for Real Revenue Transformation RevenueImpact/ROI CRAWL WALK RUN
  • 19. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 19 #mktgnation CONNECT ALL THE DOTS THAT DRIVE RESULTS ID’s Framework for Real Revenue Transformation STAKEHOLDER ALIGNMENT & PROCESS + + + + +REPORTING, ANALYTICS TECHNOLOGY & DATA MEDIA & CHANNELS MESSAGING & CONTENT INTEGRATED STRATEGY = How to create real world results INTEGRATED STRATEGY MESSAGING & CONTENT MEDIA & CHANNELS TECHNOLOGY & DATA REPORTING & ANALYTICS STAKEHOLDER ALIGNMENT & PROCESS = How to create real world results
  • 20. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 20 #mktgnation BUILD YOUR INTEGRATED PROGRAM With Intelligent Demand Target Segments/Personas FOUNDATION & INFRASTRUCTURE CONSIDERATION LEAD MGTWEBSITE DATA & PREDICTIVE MARTECH & CRM BRAND EVOLUTION INTEGRATED STRATEGY BUSINESS INTELLIGENCE LOYALTY DECISION AWARENESS CONSIDERATION DISCOVERY ACQUISITION, RETENTION, & GROWTH LOYALTY LOOP A strong foundation for revenue growth
  • 21. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 21 #mktgnation BUILD YOUR INTEGRATED PROGRAM With Intelligent Demand Target Segments/Personas BRAND AWARENESS FOUNDATION & INFRASTRUCTURE LEAD GENERATION LEAD NURTURE CONSIDERATION LEAD MGTWEBSITE DATA & PREDICTIVE MARTECH & CRM BRAND EVOLUTION INTEGRATED STRATEGY PROGRAM MANAGEMENT REPORTING TECHNICAL DEVELOPMENT MEDIA & CHANNELS MESSAGING & CONTENT DISCOVERY & EXECUTION PLAN PROGRAM MANAGEMENT REPORTING TECHNICAL DEVELOPMENT MEDIA & CHANNELS MESSAGING & CONTENT DISCOVERY & EXECUTION PLAN PROGRAM MANAGEMENT REPORTING TECHNICAL DEVELOPMENT MEDIA & CHANNELS MESSAGING & CONTENT DISCOVERY & EXECUTION PLAN LOYALTY DECISION AWARENESS CONSIDERATION DISCOVERY ACQUISITION, RETENTION, & GROWTH LOYALTY LOOP Acquisition programs will drive new sales BUSINESS INTELLIGENCE
  • 22. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 22 #mktgnation Target Segments/Personas FOUNDATION & INFRASTRUCTURE SALES ENABLEMENT CONSIDERATION PROGRAM MANAGEMENT REPORTING TECHNICAL DEVELOPMENT MEDIA & CHANNELS MESSAGING & CONTENT DISCOVERY & EXECUTION PLAN LEAD MGTWEBSITE DATA & PREDICTIVE MARTECH & CRM BRAND EVOLUTION INTEGRATED STRATEGY MEDIA & CHANNELS MEDIA & CHANNELS LOYALTY DECISION AWARENESS CONSIDERATION DISCOVERY ACQUISITION, RETENTION, & GROWTH LOYALTY LOOP Align marketing and sales BUSINESS INTELLIGENCE BUILD YOUR INTEGRATED PROGRAM With Intelligent Demand
  • 23. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 23 #mktgnation Target Segments/Personas FOUNDATION & INFRASTRUCTURE CUSTOMER NURTURE CONSIDERATION LEAD MGTWEBSITE DATA & PREDICTIVE MARTECH & CRM BRAND EVOLUTION INTEGRATED STRATEGY PROGRAM MANAGEMENT REPORTING TECHNICAL DEVELOPMENT MEDIA & CHANNELS MESSAGING & CONTENT DISCOVERY & EXECUTION PLAN LOYALTY DECISION AWARENESS CONSIDERATION DISCOVERY ACQUISITION, RETENTION, & GROWTH LOYALTY LOOP Onboard, retain, and grow your customers BUSINESS INTELLIGENCE BUILD YOUR INTEGRATED PROGRAM With Intelligent Demand
  • 24. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 24 #mktgnation Target Segments/Personas BRAND AWARENESS FOUNDATION & INFRASTRUCTURE LEAD GENERATION LEAD NURTURE SALES ENABLEMENT CUSTOMER NURTURE CONSIDERATION PROGRAM MANAGEMENT REPORTING TECHNICAL DEVELOPMENT MEDIA & CHANNELS MESSAGING & CONTENT DISCOVERY & EXECUTION PLAN LEAD MGTWEBSITE DATA & PREDICTIVE MARTECH & CRM BRAND EVOLUTION INTEGRATED STRATEGY PROGRAM MANAGEMENT REPORTING TECHNICAL DEVELOPMENT MEDIA & CHANNELS MESSAGING & CONTENT DISCOVERY & EXECUTION PLAN PROGRAM MANAGEMENT REPORTING TECHNICAL DEVELOPMENT MEDIA & CHANNELS MESSAGING & CONTENT DISCOVERY & EXECUTION PLAN PROGRAM MANAGEMENT REPORTING TECHNICAL DEVELOPMENT MEDIA & CHANNELS MESSAGING & CONTENT DISCOVERY & EXECUTION PLAN PROGRAM MANAGEMENT REPORTING TECHNICAL DEVELOPMENT MEDIA & CHANNELS MESSAGING & CONTENT DISCOVERY & EXECUTION PLAN LOYALTY DECISION AWARENESS CONSIDERATION DISCOVERY ACQUISITION, RETENTION, & GROWTH LOYALTY LOOP BUILD YOUR INTEGRATED PROGRAM With Intelligent Demand BUSINESS INTELLIGENCE
  • 25. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 25 #mktgnation Jenny Craig is a long-time leader in the weight loss industry. Their program provides nutritionally balanced menus developed by Registered Dietitians, nutritionists, and food technologists along with one-on-one personal support from a consultant. They’ve made this kind of personal support the cornerstone of what they do for more than 30 years. They have 600 centers in the United States, Canada, Australia, New Zealand, and Puerto Rico with over 2,500 consultants worldwide. The efficacy of their program has been validated by multiple independent studies and has consistently been named a “best diet” by U.S. News & World Report as well as Consumer Reports.
  • 26. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 26 #mktgnation THE OBESITY CHALLENGE 67%of Americans $140 Billion 5% to 7% of weight loss goes a long way
  • 27. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 27 #mktgnation HEALTHCARE PROFESSIONALS WANT TO HELP Emotional Motivation Financial Motivation
  • 28. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 28 #mktgnation THE CHANNEL PARTNER STRATEGY: + Engage and Enlist HCPs Positive Patient Outcomes
  • 29. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 29 #mktgnation CAN WE
 Find them? Reach them? Engage them? Do they care? What did we do to do that? Did it work?
  • 30. 30 #mktgnationProprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand THE HCP REFERRAL JOURNEY Status quo 0 Why change? 1 What are my options? 2 Which option is right for me & my patients? 3 Refer 4 Evaluate 5 Refer more 6
  • 31. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 31 #mktgnation CAPTURING THE HEALTH MOMENT
  • 32. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 32 #mktgnation A VALUABLE CONVERSATION INBOUND/OUTBOUN D LEAD GEN Interactive Guide QUICK CLOSE Program Welcome NURTURE T2 – How Video NURTURE T1 – The Spectrum Interactive Guide INBOUND LEAD GEN 3 Short Video Chapters NURTURE T3 – The Board Game PDF NURTURE T4 – Mythbusters Interactive Guide
  • 33. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 33 #mktgnation A MULTI-CHANNEL APPROACH TO HCP ENGAGEMENT Email Acquisition Teleprospecting Display Paid Social Healthcare Newsletter A Healthcare Newsletter B Healthcare Newsletter C Healthcare Newsletter D Targeted Industry Direct Website Targeted Industry Direct Newsletter Targeted Industry Direct Publication Month 1 Month 2 Month 3 Month 4 Month 5 Month 6
  • 34. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 34 #mktgnation PARTNERING WITH AN OBESITY EXPERT
  • 35. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 35 #mktgnation AN INTERACTIVE HCP EXPERIENCE
  • 36. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 36 #mktgnation STARTING THE CONVERSATION
  • 37. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 37 #mktgnation ACTIVATING REFERRALS
  • 38. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 38 #mktgnation ACTIVATING REFERRALS
  • 39. 39 #mktgnationProprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand TECHNOLOGY LANDSCAPE CRM CMS Marketo (Walk-in patient referrals) Center workers are trained to enter HCP Promo ID as the CMP ID Center workers are trained to enter HCP Promo ID as the CMP ID POS Call Center ID receives HCP Promo code as CMP Receives HCP Promo code in Marketo lead records (Jenny Craig instance) Patient capture form validates and stores HCP Promo code Transmits record to CMS Transmits record to CRM
  • 40. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 40 #mktgnation OPTIMIZATION WORKS 0 100 200 300 400 500 600 700 800 900 1000 $0 $50 $100 $150 $200 $250 $300 $350 $400 $450 Oct-15 Nov-15 Dec-15 Jan-16 Feb-16 Opt-In Leads by Cost Cost Per Opt-In Lead Opt-In Leads
  • 41. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 41 #mktgnation 77% average engagement across series of three video series 77% 424 plays across video series 60% average play rate across videos 70 click-throughs to referral kit across video series VIDEO SERIES ENGAGEMENT 60%
  • 42. Proprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand 42 #mktgnation FUNNEL PERFORMANCE TO DATE 13 million Impressions 874 Opted-In Leads 18% conversion 158 MQLs 4 , 5 7 9 P r o j e c t e d 1 .007% conversion HCP Channel Partners Target HCPs Opted-In HCPs Marketing Qualified HCPs ? Find them? Reach them? Engage them? Do they care? Did it work? Did we

  • 43. 43 #mktgnationProprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand KEY TAKEAWAYS 1. Set well-defined, but reasonable goals. 2. Deeply understand your target audience. 3. Map their journey. 4. Engage across channels. 5. Provide real value with your messaging and content. 6. Agile approach—Get into market and optimize with real-world data. 7. Be courageous; take smart risks.
  • 44. 44 #mktgnationProprietary and Confidential | © 2016 Marketo, Inc. and Intelligent Demand Q&A
  • 45. THANK YOU FOR WATCHING YOU WILL RECEIVE A RECORDING