

ABOUT THIS PROJECT
Our Challenge: The client aimed to improve CRM and omnichannel messaging across priority HCP segments, but engagement remained inconsistent despite existing segmentation and high message volume. Decision-makers lacked clarity on which messages would resonate with which HCPs, when to deliver them, and how to drive meaningful behavior change.
Our Unique Approach: We applied a behavioral science-led approach to diagnose barriers and drivers across key moments in the patient journey. By integrating existing segmentation, ATU data, social listening, and published research, we translated HCP mental models into segment-specific communication strategies and channel-tailored messages.
Successful Outcomes: The client gained a clear, behaviorally grounded roadmap for optimizing CRM communications by HCP segment. The work enabled targeted message testing, iterative refinement, and measurable improvements in message performance over time.
METHODS USED
Behavioral Segmentation
CRM & Channel Analysis
Message Development
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