Discovery Assessment

Get Started

This discovery assessment is designed to uncover your organization’s current priorities, challenges, and opportunities across brand, communications, and growth strategy. Your responses will guide how we structure our partnership so we can move forward with clarity, alignment, and measurable impact.

"*" indicates required fields

URL

This field is for validation purposes and should be left unchanged.

1. Strategic Objectives & Commercial Readiness

What are your top 2–3 business or growth priorities over the next 6–12 months?*

Where is your team most aligned today? Where do you see gaps in alignment?*

Are there areas where execution is falling short of your strategic vision?*

How do you currently define success, both internally and externally?*

How well does marketing today contribute to those business objectives?*

2. Audience & Positioning

Who is your primary audience or customer segment?*

What key messages or narratives are you currently using to reach them?*

Where do you feel your brand voice is most clear? Where does it need refinement?*

How confident are you that your current positioning differentiates you from competitors?*

3. Digital & Channel Strategy

What role does digital engagement play in your broader growth strategy?*

Which platforms or channels are most critical to your success right now?*

Are your digital efforts connected to clear KPIs and business outcomes?*

Do you currently use an integrated content strategy across platforms?*

4. Campaigns & Growth Initiatives

Which upcoming initiatives (launches, campaigns, or milestones) are most critical to growth?*

What past campaigns or programs have delivered measurable business impact?*

How do you currently engage internal and external stakeholders to support campaigns?*

4. Campaigns & Growth Initiatives

Which of the following do you already have in place?*

Brand guidelines

Core messaging framework

Content calendar

CRM or marketing automation tools (please list platforms)

External agency or freelance support (please describe current scope of work)

(check all that apply)

Please list platforms*

Please describe current scope of work*

Do you have a dedicated internal owner for marketing strategy and execution?*

Yes

6. Measurement & Success Metrics

What are the key KPIs or success metrics for your team or department?*

What business outcomes matter most to leadership?*

How frequently do you report results, and what’s the level of confidence in those reports?*

Are there reporting or measurement gaps you’d like to solve?*

7. Organizational Alignment & Stakeholders

Who are the key decision-makers and stakeholders we would partner with?*

Are there cross-functional workstreams (IT, clinical, operations) that currently intersect with marketing?*

How is your marketing team structured within the broader organization?*

8. Competitive Landscape

What do you see as your competitive advantage today?*

Where do you feel most vulnerable to competitors?*

How does your organization differentiate in the eyes of patients, providers, or partners?*

9. Additional Notes or Context

Where do you see the greatest opportunity for improvement right now?*

Is there anything else you’d like us to know as we begin exploring a partnership?*

Email*