Private Healthcare
Targeting the advisors of high-net-worth prospects, aligning the sales, marketing and product teams.
Challenge
Who are the advisors of our high-net-worth prospects? My task was defining how to reach and engage them to become intermediaries.
Solution
Identified the advisor entourage and build 10 core audience profiles. Defined what motivates them and recommended campaign ideas - aligning the internal sales, product and marketing teams on the strategy.
“Results: We have been so incredibly excited about this insight. Personally I have found it fascinating & have really enjoyed the whole process”