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  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 6
  • This quarter · 10
  • Big bets · 3
  • Wildcards · 2
  • How we can help
Generated Oct 23, 2026 1 view
  1. Programmable
  2. Playbooks
  3. DeepIntent
DeepIntent logo

growth playbook · Oct 23, 2026

deepintent.com (opens in a new tab)

DeepIntent growth playbook

Diagnosis

DeepIntent is a scaled healthcare DSP (3.7M+ verified HCPs, 250M+ patient profiles, a $637M investment from Vitruvian Partners) that has shipped four named AI and data products in a year.

Its hiring shows the next step: a VP of Product Marketing to turn that portfolio into clear positioning, packaging, launches and ROI tools; agency and enterprise sellers closing large upsells through joint business plans; and client analytics and success leaders measured on adoption and retention.

The gaps are in how the portfolio is explained: the homepage does not mention the AI products, the Cora and Helix AI pages say the same things, the best prompt content sits on one page, and the proof is buried in a date-sorted library. This playbook maps the products, makes proof and prompts findable, gives sellers business cases and JBP kits, and builds data assets (benchmarks, a quarterly report and a sandbox) that only DeepIntent can offer.

Growth Score

7/10

Biggest Opportunity

Make Cora and Helix AI the obvious way for pharma brands and agencies to go from a question to an activated audience, and prove it with numbers.

Biggest Risk

Komodo Health, PulsePoint, OptimizeRx and generalist DSPs all claim AI and healthcare data; if DeepIntent's products blur together, buyers will default to the familiar vendor.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    One map of Cora, Helix AI, Helix and Cortex, so buyers know which product does which job

    Write the four one-line product promises and test them with three account leads.

    High impact First result in 1 month
  2. 2

    Shrink the 23 MB homepage: compress the Cortex video and load it after the page

    Re-encode the video and replace it.

    Medium impact First result in 1 week
  3. 3

    Add the partner and press news to the newsroom

    Add the Phreesia and Tunnl items.

    Medium impact First result in 1 week

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

    1 of these are things Programmable can build and run for you.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 2Big bets · 8Fill-ins · 7Reconsider · 4
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    DeepIntent now sells four named products, and the new VP of Product Marketing is hired to "turn a complex product portfolio into clear positioning, packaging". Today the homepage body mentions none of the AI products (only the Cortex video), and the Cora and Helix AI pages promise the same thing in the same words: "No SQL No waiting", "Ask anything in Natural Language", "rich, actionable profiles of your provider audiences", activation to Cortex. A pharma brand lead or agency planner reading both cannot tell which to ask for, and Komodo Health already owns "Ask any question about healthcare" as its headline.

    High impactMedium effort First result in 1 month VP

    First action

    Write the four one-line product promises and test them with three account leads.

    How to measure it

    Demo requests naming a product

    Now
    –
    Target
    60%
    By
    60 days

    Steps

    1. 1

      Draft the four promises

      User, job and proof for each product.

      VP, Product Marketing 2 days

    2. 2

      Test with sales

      Three account leads and two agency clients react.

      VP, Product Marketing 3 days

    3. 3

      Homepage stack section

      Four tiles under the hero, linking to each product.

      Web Manager 2 days

    4. 4

      Separate the copy

      Rewrite the shared lines on Cora and Helix AI.

      VP, Product Marketing 3 days

    5. 5

      Fix the Helix AI title

      A full title and description.

      Web Manager 1 hour

    6. 6

      Add the demo question

      "Which product do you need?" with an "unsure" option.

      Web Manager 1 day

    7. 7

      Measure

      Demo requests by product and stage reached.

      Integrated Marketing Manager monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    VP, Product Marketing

    Smallest test

    Put the four tiles on the homepage this week and compare demo requests.

    Why it works

    Write one sentence per product that names the user and the job (for example: Cora for the brand and agency team planning a campaign together; Helix AI for analysts querying DeepIntent data from ChatGPT or Claude; Helix as the data and workflow cloud for agencies; Cortex as the DSP that activates it all). Put a four-tile "platform stack" section on the homepage under the hero, rewrite the shared lines on the Cora and Helix AI pages so each has its own promise and proof (Cora: planning time cut 50%), give Helix AI a full page title, and add "Which DeepIntent product do I need?" to the demo form so sales knows the starting point.

    Buyers who cannot place a product in their workflow ask for a generic demo or none. Distinct names with distinct jobs make each launch easier to sell, let sales package them, and stop DeepIntent competing with itself in search and AI answers.

    Ready to use

    CopyPlatform stack in one line each

    Product | Who uses it | The job | Proof
    Cora | Brand and agency planning teams | Plan strategy, audiences and media together | Planning time cut 50%
    Helix AI | Analysts and strategists | Ask DeepIntent data from ChatGPT or Claude | Answers in seconds, HIPAA-compliant
    Helix | Agencies | Data and workflow cloud | Deerfield Group case study
    Cortex | Programmatic traders | Healthcare DSP that activates everything | 3.7M+ verified HCPs

    Risks and how to handle them

    • Agencies resist one more taxonomy

      Use the job names agencies already use: plan, analyse, activate.

    • Products overlap in reality

      Show how they connect rather than pretending they are separate.

    Evidence

    • HiringVP, Product Marketing (New York, posted October 16, 2026), reporting to the CMO: "translate a sophisticated technology portfolio into a story pharma and agency buyers act on"; "turn a complex product portfolio into clear positioning, packaging, and enablement"; "Maintain a clear, differentiated product narrative in a competitive healthcare technology market"; "Run a repeatable launch process that scales with the product portfolio"; equip Sales and Client Success with "demos, business cases, ROI frameworks, and objection handling"; know buyers across "brand, omnichannel, market access, medical, and data science".Source
    • Your websiteHomepage (checked October 22, 2026): title "DeepIntent | Healthcare Marketing Demand Side Platform", H1 "the leading Healthcare Advertising Platform", "3.7M+ Verified HCPs", "250M+ Patient Profiles", "98% of prescribing HCP universe reached", "HIPAA and NAI-compliant", "Powered by 3 patented innovations". The menu calls the platform "The Healthcare Platform Stack For the Agentic Era" with Cora ("Agentic marketing platform"), Cortex ("Demand side platform") and Helix ("Healthcare marketing cloud"), but the homepage body never mentions Cora, Helix or Helix AI; its video is the Cortex film.Source
    • Your websiteCora and Helix AI pages share much of their copy: both say "No SQL No waiting Just the data, at the speed you need to win", both offer "Ask anything in Natural Language" with "No SQL. No new platforms to learn", and both promise to "build rich, actionable profiles of your provider audiences" (specialty, prescribing patterns, patient populations) and push audiences to the Cortex DSP and social. Cora is a "single conversational interface"; Helix AI works "through the DeepIntent platform, ChatGPT, or Claude". The Helix AI page title is just "Helix AI".Source
    • News coverageCoverage: Adweek, "DeepIntent Releases Agentic Ad Platform As Pharma Marketing Grows More Complex" (September 10, 2026); PPC Land, "DeepIntent says Cora AI cuts pharma campaign planning time 50%" (September 11); Fierce Pharma on Helix AI (June 16); Adweek on the CMO hire, a former Trade Desk CMO (May 12); MM+M Agency 100 DSP listing (June 9).Source
    • Competitor researchRivals' own homepages: Komodo Health, "Ask Any Question About Healthcare and Get an Answer You Can Use" (real-world data plus "validated healthcare AI"); PulsePoint, "The Healthcare Marketing Platform" to "plan, activate, analyze and optimize"; OptimizeRx, "The only healthcare marketing partner that can truly sync patients and providers"; Swoop, "Improving patient outcomes by connecting the signals that matter".Source
  • 02

    Real visitors pass Core Web Vitals, but Google's mobile test downloads 23.4 MB for the homepage, almost all of it the Cortex video (9.8 MB MP4 and 12.2 MB WebM). Agency planners on phones, conference Wi-Fi and hospital networks pay that cost.

    Medium impactLow effort First result in 1 week Web Manager

    First action

    Re-encode the video and replace it.

    How to measure it

    Homepage weight

    Now
    –
    Target
    under 3 MB
    By
    30 days

    Steps

    1. 1

      Re-encode

      Under 2 MB, same length.

      Web Manager 2 hours

    2. 2

      Poster first

      Static image until play.

      Web Manager 1 hour

    3. 3

      Load later

      After interaction or on desktop.

      Web Manager 2 hours

    4. 4

      One format

      Check only one file downloads.

      Web Manager 1 hour

    5. 5

      Trim scripts

      Unused JavaScript.

      Web Manager 1 day

    6. 6

      Re-test

      PageSpeed mobile.

      Web Manager 1 hour

    First result
    1 week
    Cost
    $0
    Owner
    Web Manager

    Smallest test

    Swap in a compressed video today.

    Why it works

    Re-encode the video to under 2 MB, show a poster image first, load the video only on larger screens or after interaction, and make sure only one format downloads. Re-test.

    A lighter homepage costs nothing and keeps first impressions fast where networks are slow.

    Risks and how to handle them

    • Video looks worse

      Review quality on a large screen before publishing.

    Evidence

    • Google PageSpeedHomepage on mobile (October 22, 2026): performance 38/100 (desktop 67), 23.4 MB downloaded in the lab test, 22.8 MB of it from the Webflow file host; the homepage Cortex video exists as a 9.8 MB MP4 and a 12.2 MB WebM. Real Chrome visitors pass Core Web Vitals (LCP 2.0 s, INP 149 ms, CLS 0.08 at the 75th percentile). Top lab fixes: unused JavaScript (about 1.8 s), render-blocking requests (1.2 s), cache lifetimes.Source
    • Your websiteHomepage (checked October 22, 2026): title "DeepIntent | Healthcare Marketing Demand Side Platform", H1 "the leading Healthcare Advertising Platform", "3.7M+ Verified HCPs", "250M+ Patient Profiles", "98% of prescribing HCP universe reached", "HIPAA and NAI-compliant", "Powered by 3 patented innovations". The menu calls the platform "The Healthcare Platform Stack For the Agentic Era" with Cora ("Agentic marketing platform"), Cortex ("Demand side platform") and Helix ("Healthcare marketing cloud"), but the homepage body never mentions Cora, Helix or Helix AI; its video is the Cortex film.Source
  • 03

    The newsroom lists DeepIntent's own releases, but not partner announcements such as Phreesia and Tunnl adding audiences to the Audience Marketplace, or coverage such as Adweek on Cora and PPC Land's "cuts pharma campaign planning time 50%".

    Medium impactLow effort First result in 1 week Integrated Marketing Manager

    First action

    Add the Phreesia and Tunnl items.

    How to measure it

    Items listed

    Now
    –
    Target
    6+
    By
    30 days

    Steps

    1. 1

      List items

      Partner releases and press since June.

      Integrated Marketing Manager 2 hours

    2. 2

      Build the streams

      Two collections in Webflow.

      Web Manager 1 day

    3. 3

      Link products

      Each item to its product page.

      Integrated Marketing Manager 2 hours

    4. 4

      Add a feed

      RSS for journalists.

      Web Manager 2 hours

    5. 5

      Share

      Sales email signature link.

      Integrated Marketing Manager 1 hour

    6. 6

      Keep current

      Weekly check.

      Integrated Marketing Manager weekly

    First result
    1 week
    Cost
    $0
    Owner
    Integrated Marketing Manager

    Smallest test

    Post the two partner items today.

    Why it works

    Add a "Partner news" and "In the press" stream to the newsroom with each partner release and the main articles, and link each to the right product or marketplace page.

    Momentum is part of the sale to agencies; partner news also shows the marketplace growing.

    Risks and how to handle them

    • Partners announce first

      Agree release dates in partner agreements.

    Evidence

    • Your websiteNewsroom (checked October 22, 2026): Cora launched September 10, 2026 ("the First Fully Agentic Marketing Platform for Healthcare"), Vistar DOOH August 18, Helix AI June 15, live sports targeting June 9, Lane4 and epocrates point-of-care May 26-28, OptimizeRx EHR May 21, a new CMO May 12, Helix March 19; Vitruvian Partners' $637M investment September 2025. Partner announcements such as Phreesia (September 14) and Tunnl (October 7) audiences joining the Audience Marketplace are not listed.Source
    • News coverageCoverage: Adweek, "DeepIntent Releases Agentic Ad Platform As Pharma Marketing Grows More Complex" (September 10, 2026); PPC Land, "DeepIntent says Cora AI cuts pharma campaign planning time 50%" (September 11); Fierce Pharma on Helix AI (June 16); Adweek on the CMO hire, a former Trade Desk CMO (May 12); MM+M Agency 100 DSP listing (June 9).Source
    • Your websitePartnerships page: a media marketplace of "thousands of always-on deals from top endemic and non-endemic publishers" and a data marketplace to "Shop audiences from dozens of industry-leading data providers" (survey-based handraisers, health-data modeled, geographic, contextual), combined on "health KPIs like Audience Quality". Capabilities include "Grab-and-go media packages" and optimization "for pharma KPIs like audience quality (AQ) and script lift".Source
  • 04

    The Cora prompt guide is one long page of excellent planning questions ("How many HCPs in the US are treating [my brand's condition]?"). Brand and agency planners search and ask AI assistants exactly these questions, and one long page ranks for none of them.

    High impactLow effort First result in 1 month VP

    First action

    Publish the HCP audience sizing page first.

    How to measure it

    Prompt-page demo requests

    Now
    –
    Target
    15 a month
    By
    1 quarter

    Steps

    1. 1

      Pick use cases

      Eight from the guide.

      VP, Product Marketing 1 day

    2. 2

      Write pages

      Question, sample answer, next step.

      Integrated Marketing Manager 1 week

    3. 3

      Sample data

      Illustrative numbers only.

      Director, Client Analytics 2 days

    4. 4

      MLR-safe review

      No brand or patient claims.

      Compliance 3 days

    5. 5

      Publish

      Under /cora/prompts/.

      Web Manager 2 days

    6. 6

      Promote

      One a week on LinkedIn.

      Integrated Marketing Manager weekly

    First result
    1 month
    Cost
    Staff time only
    Owner
    VP, Product Marketing

    Smallest test

    Publish one prompt page this week.

    Build the prospect list. The list compiled from public sources, verified, deduplicated and delivered to your CRM. Usually live within days.

    Book a working session

    Why it works

    Split the guide into pages per use case (HCP audience sizing, target list insights, competitive whitespace, DTC audience planning, omnichannel mix), each with the question, an example answer on sample data, and a "try it in Cora" demo link. Link them from the Cora page.

    Each page meets a planner at the moment of need and shows the product working, which a generic feature page cannot.

    Risks and how to handle them

    • Competitors copy the prompts

      The data behind the answers is the moat, not the questions.

    Evidence

    • Your websiteCora Prompt Best Practice Guide (/cora-prompt-guide): a single long page with HCP and DTC use cases and prompt libraries, such as "How many HCPs in the US are treating [my brand's condition]? Break down by specialty." and "What's the total addressable HCP universe for EoE?"; sections for audience planning, competitive intelligence, omnichannel planning and dashboards.Source
    • Your websiteCora and Helix AI pages share much of their copy: both say "No SQL No waiting Just the data, at the speed you need to win", both offer "Ask anything in Natural Language" with "No SQL. No new platforms to learn", and both promise to "build rich, actionable profiles of your provider audiences" (specialty, prescribing patterns, patient populations) and push audiences to the Cortex DSP and social. Cora is a "single conversational interface"; Helix AI works "through the DeepIntent platform, ChatGPT, or Claude". The Helix AI page title is just "Helix AI".Source
    • HiringVP, Product Marketing (New York, posted October 16, 2026), reporting to the CMO: "translate a sophisticated technology portfolio into a story pharma and agency buyers act on"; "turn a complex product portfolio into clear positioning, packaging, and enablement"; "Maintain a clear, differentiated product narrative in a competitive healthcare technology market"; "Run a repeatable launch process that scales with the product portfolio"; equip Sales and Client Success with "demos, business cases, ROI frameworks, and objection handling"; know buyers across "brand, omnichannel, market access, medical, and data science".Source
  • 05

    DeepIntent sells Helix AI inside ChatGPT and Claude, but deepintent.com/llms.txt returns "Page not found". When a pharma marketer asks an assistant "Which healthcare DSP works with Claude?" or "What is DeepIntent Cora?", the assistant has no curated source.

    Medium impactLow effort First result in 1 month Web Manager

    First action

    Ask three assistants "What is DeepIntent Cora?" and save the answers.

    How to measure it

    Correct assistant answers

    Now
    –
    Target
    3 of 3
    By
    60 days

    Steps

    1. 1

      Baseline

      Five questions in three assistants.

      VP, Product Marketing 1 hour

    2. 2

      Write the file

      Products, proof, compliance, links.

      VP, Product Marketing 2 hours

    3. 3

      Legal check

      Compliance wording.

      Compliance 1 day

    4. 4

      Publish

      At the site root.

      Web Manager 1 hour

    5. 5

      Link key pages

      Product and prompt pages.

      Web Manager 1 hour

    6. 6

      Re-test

      Monthly.

      VP, Product Marketing monthly

    First result
    1 month
    Cost
    $0
    Owner
    Web Manager

    Smallest test

    Publish a first version today.

    Why it works

    Write a short llms.txt: what each product does, who it is for, scale (3.7M+ verified HCPs, 250M+ patient profiles), HIPAA and NAI compliance, and links to product, prompt and case-study pages. Check assistants' answers before and after.

    Buyers of AI-native tools ask AI first; a clear source improves accuracy and keeps compliance claims correct.

    Risks and how to handle them

    • Assistants ignore the file

      Also fix product page titles and descriptions.

    Evidence

    • Your websitedeepintent.com/llms.txt returns "Page not found" (October 22, 2026). Helix AI is sold as "HIPAA-compliant healthcare intelligence, accessible wherever you work", including ChatGPT and Claude.Source
    • Your websiteHomepage (checked October 22, 2026): title "DeepIntent | Healthcare Marketing Demand Side Platform", H1 "the leading Healthcare Advertising Platform", "3.7M+ Verified HCPs", "250M+ Patient Profiles", "98% of prescribing HCP universe reached", "HIPAA and NAI-compliant", "Powered by 3 patented innovations". The menu calls the platform "The Healthcare Platform Stack For the Agentic Era" with Cora ("Agentic marketing platform"), Cortex ("Demand side platform") and Helix ("Healthcare marketing cloud"), but the homepage body never mentions Cora, Helix or Helix AI; its video is the Cortex film.Source
    • Your websiteCora and Helix AI pages share much of their copy: both say "No SQL No waiting Just the data, at the speed you need to win", both offer "Ask anything in Natural Language" with "No SQL. No new platforms to learn", and both promise to "build rich, actionable profiles of your provider audiences" (specialty, prescribing patterns, patient populations) and push audiences to the Cortex DSP and social. Cora is a "single conversational interface"; Helix AI works "through the DeepIntent platform, ChatGPT, or Claude". The Helix AI page title is just "Helix AI".Source
  • 06

    DeepIntent has strong results (1.5X TRx growth from omnichannel EHR, 50% lower cost per verified patient, Cora cutting planning time 50%), but they sit in a library sorted by date, back to 2021, where every topic filter shows "0" in the page HTML.

    High impactLow effort First result in 1 month VP

    First action

    List every case study with its headline metric.

    How to measure it

    Results-page to demo rate

    Now
    –
    Target
    5%
    By
    1 quarter

    Steps

    1. 1

      List metrics

      Every case study.

      VP, Product Marketing 1 day

    2. 2

      Check claims

      Methodology and dates.

      Director, Client Analytics 2 days

    3. 3

      Build the page

      Filterable table.

      Web Manager 3 days

    4. 4

      Fix filters

      Counts in the HTML.

      Web Manager 1 day

    5. 5

      Reuse

      Top results on product pages.

      Web Manager 1 day

    6. 6

      Refresh

      Each new case study.

      VP, Product Marketing ongoing

    First result
    1 month
    Cost
    Staff time only
    Owner
    VP, Product Marketing

    Smallest test

    Publish the top five results this month.

    Why it works

    Build a results page: one row per proof point with the metric, channel, audience (HCP or DTC) and link to the story, filterable by channel. Fix the filter counts so they render in the HTML, and put the top three results on product pages.

    Pharma buyers and agencies buy on measured outcomes; a results page is the fastest way to show them.

    Risks and how to handle them

    • Old results look dated

      Show the year and lead with recent ones.

    Evidence

    • Your websiteCase studies (Insights, type "Case Studies"): Deerfield Group with Helix (May 2026), Evolvics rare disease launch (May 2026), "Why CTV Is the Rare Disease Channel You've Been Underestimating" (May 2026), "Omnichannel EHR Marketing Delivers 1.5X TRx Growth Among HCPs" (October 2025), a migraine brand "Reducing Cost-Per-Verified-Patient by 50%" (2022) and Matterkind script performance (2022); none yet on Cora or Helix AI. The topic filters on the page show "0" beside every topic in the page HTML.Source
    • News coverageCoverage: Adweek, "DeepIntent Releases Agentic Ad Platform As Pharma Marketing Grows More Complex" (September 10, 2026); PPC Land, "DeepIntent says Cora AI cuts pharma campaign planning time 50%" (September 11); Fierce Pharma on Helix AI (June 16); Adweek on the CMO hire, a former Trade Desk CMO (May 12); MM+M Agency 100 DSP listing (June 9).Source
    • HiringVP, Product Marketing (New York, posted October 16, 2026), reporting to the CMO: "translate a sophisticated technology portfolio into a story pharma and agency buyers act on"; "turn a complex product portfolio into clear positioning, packaging, and enablement"; "Maintain a clear, differentiated product narrative in a competitive healthcare technology market"; "Run a repeatable launch process that scales with the product portfolio"; equip Sales and Client Success with "demos, business cases, ROI frameworks, and objection handling"; know buyers across "brand, omnichannel, market access, medical, and data science".Source

This quarter 10

The core plays for the next three months.

  • 07

    The VP of Product Marketing will "Run continuous competitive and market analysis" in "a competitive healthcare technology market". Komodo now leads with "Ask any question about healthcare", PulsePoint calls itself "The Healthcare Marketing Platform", and DeepIntent's own copy says it beats "generalist DSPs".

    High impactMedium effort First result in 1 quarter VP

    First action

    Interview five recent wins and losses.

    How to measure it

    Competitive win rate

    Now
    –
    Target
    +10 points
    By
    2 quarters

    Steps

    1. 1

      Interview

      Wins and losses.

      VP, Product Marketing 1 month

    2. 2

      Competitor comparisons

      Per rival.

      VP, Product Marketing 2 weeks

    3. 3

      Train sales

      Agency and enterprise teams.

      VP, Product Marketing 1 week

    4. 4

      Write pages

      Two fair comparisons.

      Integrated Marketing Manager 2 weeks

    5. 5

      Legal review

      Claims.

      Legal 1 week

    6. 6

      Refresh

      Quarterly.

      VP, Product Marketing quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    VP, Product Marketing

    Smallest test

    Publish the generalist DSP comparison first.

    Why it works

    Build competitor comparisons for each rival from win/loss calls, then publish fair comparison pages for the two most common choices (healthcare DSP vs generalist DSP; DeepIntent vs real-world-data analytics tools), centred on what only DeepIntent does: activating the answer in the same conversation.

    Comparison content is what agencies use to justify a platform choice, and it teaches AI assistants the difference.

    Risks and how to handle them

    • Claims challenged

      Cite public sources and date pages.

    Evidence

    • HiringVP, Product Marketing (New York, posted October 16, 2026), reporting to the CMO: "translate a sophisticated technology portfolio into a story pharma and agency buyers act on"; "turn a complex product portfolio into clear positioning, packaging, and enablement"; "Maintain a clear, differentiated product narrative in a competitive healthcare technology market"; "Run a repeatable launch process that scales with the product portfolio"; equip Sales and Client Success with "demos, business cases, ROI frameworks, and objection handling"; know buyers across "brand, omnichannel, market access, medical, and data science".Source
    • Competitor researchRivals' own homepages: Komodo Health, "Ask Any Question About Healthcare and Get an Answer You Can Use" (real-world data plus "validated healthcare AI"); PulsePoint, "The Healthcare Marketing Platform" to "plan, activate, analyze and optimize"; OptimizeRx, "The only healthcare marketing partner that can truly sync patients and providers"; Swoop, "Improving patient outcomes by connecting the signals that matter".Source
    • Your websiteHomepage (checked October 22, 2026): title "DeepIntent | Healthcare Marketing Demand Side Platform", H1 "the leading Healthcare Advertising Platform", "3.7M+ Verified HCPs", "250M+ Patient Profiles", "98% of prescribing HCP universe reached", "HIPAA and NAI-compliant", "Powered by 3 patented innovations". The menu calls the platform "The Healthcare Platform Stack For the Agentic Era" with Cora ("Agentic marketing platform"), Cortex ("Demand side platform") and Helix ("Healthcare marketing cloud"), but the homepage body never mentions Cora, Helix or Helix AI; its video is the Cortex film.Source
    • Your websiteCora and Helix AI pages share much of their copy: both say "No SQL No waiting Just the data, at the speed you need to win", both offer "Ask anything in Natural Language" with "No SQL. No new platforms to learn", and both promise to "build rich, actionable profiles of your provider audiences" (specialty, prescribing patterns, patient populations) and push audiences to the Cortex DSP and social. Cora is a "single conversational interface"; Helix AI works "through the DeepIntent platform, ChatGPT, or Claude". The Helix AI page title is just "Helix AI".Source
  • 08

    The VP of Product Marketing is asked to equip Sales and Client Success with "business cases, ROI frameworks". Agency and enterprise sellers close eight-figure upsells, which need a business case a brand team can take to finance.

    High impactMedium effort First result in 1 quarter VP

    First action

    Collect results from the last 20 campaigns.

    How to measure it

    Deals with a business case

    Now
    –
    Target
    80%
    By
    2 quarters

    Steps

    1. 1

      Collect data

      Past campaign results.

      Director, Client Analytics 2 weeks

    2. 2

      Build the model

      Inputs and ranges.

      Director, Client Analytics 2 weeks

    3. 3

      Template

      One-page business case.

      VP, Product Marketing 1 week

    4. 4

      Train sellers

      Agency and brand teams.

      VP, Product Marketing 1 week

    5. 5

      Use in JBPs

      Every joint business plan.

      Director, Agency Partnerships ongoing

    6. 6

      Review

      Predicted vs actual.

      Director, Client Analytics quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    VP, Product Marketing

    Smallest test

    Build one business case for a live upsell.

    Why it works

    Build a simple model: inputs (budget, audience size, channel mix), outputs (expected audience quality, script lift range from past campaigns, planning hours saved with Cora). Package it as a calculator for sellers and a one-page business case template.

    Pharma budgets move on modeled return; a shared model speeds approvals and makes upsells concrete.

    Risks and how to handle them

    • Over-promising

      Show ranges and past medians, not guarantees.

    Evidence

    • HiringVP, Product Marketing (New York, posted October 16, 2026), reporting to the CMO: "translate a sophisticated technology portfolio into a story pharma and agency buyers act on"; "turn a complex product portfolio into clear positioning, packaging, and enablement"; "Maintain a clear, differentiated product narrative in a competitive healthcare technology market"; "Run a repeatable launch process that scales with the product portfolio"; equip Sales and Client Success with "demos, business cases, ROI frameworks, and objection handling"; know buyers across "brand, omnichannel, market access, medical, and data science".Source
    • HiringAgency and enterprise sales: a Director, Agency Partnerships (posted September 24, 2026) and a Senior Account Executive, Agency Partnerships (September 16) who design and execute "Joint Business Plans (JBPs)" with agency holding companies and their pharma brands and close "large scale upsell opportunities"; a Sales Director (August 26) dedicated to one top pharma brand; and a Sr. Director, Enterprise Sales. The director role carries "an eight-figure annual sales quota".Source
    • Your websitePartnerships page: a media marketplace of "thousands of always-on deals from top endemic and non-endemic publishers" and a data marketplace to "Shop audiences from dozens of industry-leading data providers" (survey-based handraisers, health-data modeled, geographic, contextual), combined on "health KPIs like Audience Quality". Capabilities include "Grab-and-go media packages" and optimization "for pharma KPIs like audience quality (AQ) and script lift".Source
    • News coverageCoverage: Adweek, "DeepIntent Releases Agentic Ad Platform As Pharma Marketing Grows More Complex" (September 10, 2026); PPC Land, "DeepIntent says Cora AI cuts pharma campaign planning time 50%" (September 11); Fierce Pharma on Helix AI (June 16); Adweek on the CMO hire, a former Trade Desk CMO (May 12); MM+M Agency 100 DSP listing (June 9).Source
  • 09

    The new Director of Client Analytics is expected to explain "why a campaign may have high AQ% and low TRx%". DeepIntent has that answer across thousands of campaigns and channels (CTV, EHR, DOOH, audio), and the MAGNA study shows how well research travels.

    High impactMedium effort First result in 2 quarters Director

    First action

    Pick the five channels with enough campaigns.

    How to measure it

    Downloads

    Now
    –
    Target
    3,000
    By
    2 quarters

    Steps

    1. 1

      Define metrics

      AQ and lift.

      Director, Client Analytics 2 weeks

    2. 2

      Pull data

      Anonymised medians.

      Director, Client Analytics 1 month

    3. 3

      Privacy check

      Suppress small groups.

      Privacy Officer 2 weeks

    4. 4

      Write

      Report and reading guide.

      VP, Product Marketing 1 month

    5. 5

      Launch

      Press and webinar.

      Chief Marketing Officer 1 week

    6. 6

      Use in QBRs

      Client comparisons.

      Senior Client Success Manager ongoing

    First result
    2 quarters
    Cost
    Analyst time
    Owner
    Director, Client Analytics

    Smallest test

    Publish one channel's benchmark as a blog post.

    Why it works

    Publish anonymised medians of audience quality and script lift by channel and audience type, with a guide to reading AQ against TRx. Launch it with press and use it in QBRs.

    Benchmarks become the reference agencies cite, and they turn analytics into a reason to talk to DeepIntent.

    Risks and how to handle them

    • Clients recognise themselves

      Only medians across many campaigns.

    Evidence

    • HiringDirector, Client Analytics (New York): leads "client measurement initiatives using a standardized framework", is "the main point of contact for analytics discussions with advertisers and agencies", and "Can answer why a campaign may have high AQ% and low TRx%". Senior Client Success Manager (September 23, 2026): manages "managed service and/or self-service client accounts", drives "revenue retention, upsell", and will "Educate and enable clients on DeepIntent's DSP and self-service tools to increase adoption".Source
    • Your websiteNewsroom (checked October 22, 2026): Cora launched September 10, 2026 ("the First Fully Agentic Marketing Platform for Healthcare"), Vistar DOOH August 18, Helix AI June 15, live sports targeting June 9, Lane4 and epocrates point-of-care May 26-28, OptimizeRx EHR May 21, a new CMO May 12, Helix March 19; Vitruvian Partners' $637M investment September 2025. Partner announcements such as Phreesia (September 14) and Tunnl (October 7) audiences joining the Audience Marketplace are not listed.Source
    • Your websitePartnerships page: a media marketplace of "thousands of always-on deals from top endemic and non-endemic publishers" and a data marketplace to "Shop audiences from dozens of industry-leading data providers" (survey-based handraisers, health-data modeled, geographic, contextual), combined on "health KPIs like Audience Quality". Capabilities include "Grab-and-go media packages" and optimization "for pharma KPIs like audience quality (AQ) and script lift".Source
    • Your websiteCase studies (Insights, type "Case Studies"): Deerfield Group with Helix (May 2026), Evolvics rare disease launch (May 2026), "Why CTV Is the Rare Disease Channel You've Been Underestimating" (May 2026), "Omnichannel EHR Marketing Delivers 1.5X TRx Growth Among HCPs" (October 2025), a migraine brand "Reducing Cost-Per-Verified-Patient by 50%" (2022) and Matterkind script performance (2022); none yet on Cora or Helix AI. The topic filters on the page show "0" beside every topic in the page HTML.Source
  • 10

    The agency team builds Joint Business Plans with holding companies and their pharma brands and focuses on large upsells. A standard kit makes every plan include the new AI products, not only media.

    High impactMedium effort First result in 1 quarter Director

    First action

    Draft the kit with the next JBP renewal.

    How to measure it

    JBPs with Cora or Helix seats

    Now
    –
    Target
    75%
    By
    2 quarters

    Steps

    1. 1

      Draft template

      Goals, commitments, seats, reviews.

      Director, Agency Partnerships 2 weeks

    2. 2

      Add measurement

      Benchmark-based reviews.

      Director, Client Analytics 1 week

    3. 3

      Pilot

      One holding company.

      Director, Agency Partnerships 1 quarter

    4. 4

      Train

      Agency sellers.

      Senior Account Executive, Agency Partnerships 1 week

    5. 5

      Review

      Quarterly business reviews.

      Senior Client Success Manager quarterly

    6. 6

      Scale

      All holding companies.

      Sr. Director, Enterprise Sales 2 quarters

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Director, Agency Partnerships

    Smallest test

    Use the kit in the next renewal.

    Why it works

    Create a JBP template: shared goals, media and data commitments, Cora and Helix seats for the agency teams, quarterly measurement with the benchmark, and an upsell path. Review each JBP quarterly with analytics.

    A repeatable plan shortens negotiations and puts the new products in front of every agency team.

    Risks and how to handle them

    • Agencies want custom terms

      Keep the template as a starting point.

    Evidence

    • HiringAgency and enterprise sales: a Director, Agency Partnerships (posted September 24, 2026) and a Senior Account Executive, Agency Partnerships (September 16) who design and execute "Joint Business Plans (JBPs)" with agency holding companies and their pharma brands and close "large scale upsell opportunities"; a Sales Director (August 26) dedicated to one top pharma brand; and a Sr. Director, Enterprise Sales. The director role carries "an eight-figure annual sales quota".Source
    • Your websiteCora and Helix AI pages share much of their copy: both say "No SQL No waiting Just the data, at the speed you need to win", both offer "Ask anything in Natural Language" with "No SQL. No new platforms to learn", and both promise to "build rich, actionable profiles of your provider audiences" (specialty, prescribing patterns, patient populations) and push audiences to the Cortex DSP and social. Cora is a "single conversational interface"; Helix AI works "through the DeepIntent platform, ChatGPT, or Claude". The Helix AI page title is just "Helix AI".Source
    • HiringDirector, Client Analytics (New York): leads "client measurement initiatives using a standardized framework", is "the main point of contact for analytics discussions with advertisers and agencies", and "Can answer why a campaign may have high AQ% and low TRx%". Senior Client Success Manager (September 23, 2026): manages "managed service and/or self-service client accounts", drives "revenue retention, upsell", and will "Educate and enable clients on DeepIntent's DSP and self-service tools to increase adoption".Source
  • 11

    Client Success is asked to "Educate and enable clients on DeepIntent's DSP and self-service tools to increase adoption". Cora's value depends on agency planners using it every week, and the prompt guide is already the curriculum.

    High impactMedium effort First result in 1 quarter Senior Client Success Manager

    First action

    Run one session with an agency team.

    How to measure it

    Weekly active planners

    Now
    –
    Target
    +50%
    By
    2 quarters

    Steps

    1. 1

      Design

      Modules from the guide.

      Senior Client Success Manager 2 weeks

    2. 2

      Quiz

      Short practical test.

      Senior Client Success Manager 1 week

    3. 3

      Badge

      LinkedIn credential.

      Integrated Marketing Manager 1 week

    4. 4

      Sessions

      Per agency team.

      Senior Client Success Manager ongoing

    5. 5

      Track

      Weekly active planners.

      Director, Client Analytics weekly

    6. 6

      Advanced level

      Integrated campaigns.

      Senior Client Success Manager 1 quarter

    First result
    1 quarter
    Cost
    Learning tool cost
    Owner
    Senior Client Success Manager

    Smallest test

    Certify one agency team.

    Why it works

    Build a one-hour certification from the prompt guide (HCP and DTC planning, competitive intelligence, dashboards), with a LinkedIn badge. Run sessions per agency team and track weekly active planners.

    Trained users adopt faster, and certified planners carry DeepIntent into the next brand they plan for.

    Risks and how to handle them

    • Agencies lack time

      Keep it to one hour, on demand.

    Evidence

    • HiringDirector, Client Analytics (New York): leads "client measurement initiatives using a standardized framework", is "the main point of contact for analytics discussions with advertisers and agencies", and "Can answer why a campaign may have high AQ% and low TRx%". Senior Client Success Manager (September 23, 2026): manages "managed service and/or self-service client accounts", drives "revenue retention, upsell", and will "Educate and enable clients on DeepIntent's DSP and self-service tools to increase adoption".Source
    • Your websiteCora Prompt Best Practice Guide (/cora-prompt-guide): a single long page with HCP and DTC use cases and prompt libraries, such as "How many HCPs in the US are treating [my brand's condition]? Break down by specialty." and "What's the total addressable HCP universe for EoE?"; sections for audience planning, competitive intelligence, omnichannel planning and dashboards.Source
    • HiringAgency and enterprise sales: a Director, Agency Partnerships (posted September 24, 2026) and a Senior Account Executive, Agency Partnerships (September 16) who design and execute "Joint Business Plans (JBPs)" with agency holding companies and their pharma brands and close "large scale upsell opportunities"; a Sales Director (August 26) dedicated to one top pharma brand; and a Sr. Director, Enterprise Sales. The director role carries "an eight-figure annual sales quota".Source
  • 12

    DeepIntent already runs "self-service client accounts" and sells "grab-and-go media packages". Emerging biotech and independent agencies are a large group that enterprise sellers cannot cover.

    Medium impactMedium effort First result in 2 quarters Senior Client Success Manager

    First action

    Define the minimum spend and the first package.

    How to measure it

    New self-service accounts

    Now
    –
    Target
    30
    By
    2 quarters

    Steps

    1. 1

      Define the offer

      Package, seats, minimum.

      VP, Product Marketing 2 weeks

    2. 2

      Onboarding

      Videos and guides.

      Senior Client Success Manager 1 month

    3. 3

      Routing

      Leads below threshold.

      Integrated Marketing Manager 1 week

    4. 4

      Office hours

      Monthly.

      Senior Client Success Manager monthly

    5. 5

      Launch page

      For emerging biotech.

      Web Manager 1 week

    6. 6

      Review

      Spend growth.

      Senior Client Success Manager quarterly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Senior Client Success Manager

    Smallest test

    Onboard three small brands.

    Why it works

    Package a self-serve start: a media package, Cora seats, onboarding videos and a monthly office hour, with a clear minimum spend. Route leads below the enterprise threshold to it automatically.

    Smaller accounts grow into larger ones, and self-service keeps the cost of serving them low.

    Risks and how to handle them

    • Support load

      Group office hours instead of one-to-one help.

    Evidence

    • HiringDirector, Client Analytics (New York): leads "client measurement initiatives using a standardized framework", is "the main point of contact for analytics discussions with advertisers and agencies", and "Can answer why a campaign may have high AQ% and low TRx%". Senior Client Success Manager (September 23, 2026): manages "managed service and/or self-service client accounts", drives "revenue retention, upsell", and will "Educate and enable clients on DeepIntent's DSP and self-service tools to increase adoption".Source
    • Your websitePartnerships page: a media marketplace of "thousands of always-on deals from top endemic and non-endemic publishers" and a data marketplace to "Shop audiences from dozens of industry-leading data providers" (survey-based handraisers, health-data modeled, geographic, contextual), combined on "health KPIs like Audience Quality". Capabilities include "Grab-and-go media packages" and optimization "for pharma KPIs like audience quality (AQ) and script lift".Source
    • HiringAgency and enterprise sales: a Director, Agency Partnerships (posted September 24, 2026) and a Senior Account Executive, Agency Partnerships (September 16) who design and execute "Joint Business Plans (JBPs)" with agency holding companies and their pharma brands and close "large scale upsell opportunities"; a Sales Director (August 26) dedicated to one top pharma brand; and a Sr. Director, Enterprise Sales. The director role carries "an eight-figure annual sales quota".Source
  • 13

    DeepIntent shipped Helix, Helix AI, live sports targeting and Cora in six months, and the VP of Product Marketing must "Run a repeatable launch process" with "success metrics".

    Medium impactMedium effort First result in 1 quarter VP

    First action

    Score the Cora launch now.

    How to measure it

    Launches scored

    Now
    –
    Target
    100%
    By
    2 quarters

    Steps

    1. 1

      Define metrics

      Adoption and revenue.

      VP, Product Marketing 1 week

    2. 2

      Data feed

      From the platform.

      Applied AI Engineer 2 weeks

    3. 3

      Score Cora

      First scorecard.

      VP, Product Marketing 1 week

    4. 4

      Review

      30, 60, 90 days.

      VP, Product Marketing monthly

    5. 5

      Act

      More push or a fix.

      Chief Marketing Officer monthly

    6. 6

      Share

      With sales and product.

      VP, Product Marketing monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    VP, Product Marketing

    Smallest test

    Score Cora this month.

    Why it works

    Define a scorecard for every launch (accounts trying it, weekly users, revenue influenced) reviewed at 30, 60 and 90 days, and use it to decide what gets more marketing.

    A launch that is measured gets fixed; one that is not fades behind the next.

    Risks and how to handle them

    • Metrics gamed

      Use usage, not page views.

    Evidence

    • HiringVP, Product Marketing (New York, posted October 16, 2026), reporting to the CMO: "translate a sophisticated technology portfolio into a story pharma and agency buyers act on"; "turn a complex product portfolio into clear positioning, packaging, and enablement"; "Maintain a clear, differentiated product narrative in a competitive healthcare technology market"; "Run a repeatable launch process that scales with the product portfolio"; equip Sales and Client Success with "demos, business cases, ROI frameworks, and objection handling"; know buyers across "brand, omnichannel, market access, medical, and data science".Source
    • Your websiteNewsroom (checked October 22, 2026): Cora launched September 10, 2026 ("the First Fully Agentic Marketing Platform for Healthcare"), Vistar DOOH August 18, Helix AI June 15, live sports targeting June 9, Lane4 and epocrates point-of-care May 26-28, OptimizeRx EHR May 21, a new CMO May 12, Helix March 19; Vitruvian Partners' $637M investment September 2025. Partner announcements such as Phreesia (September 14) and Tunnl (October 7) audiences joining the Audience Marketplace are not listed.Source
  • 14

    DeepIntent's data marketplace has "dozens of industry-leading data providers", with Phreesia and Tunnl added recently, but partner news is not in the newsroom and only some partners have product overviews in Insights.

    Medium impactMedium effort First result in 1 quarter Head of Partnerships

    First action

    Build pages for the five newest partners.

    How to measure it

    Partner pages

    Now
    –
    Target
    20
    By
    2 quarters

    Steps

    1. 1

      List partners

      All marketplace providers.

      Head of Partnerships 1 week

    2. 2

      Template

      Audiences, method, activation.

      Integrated Marketing Manager 1 week

    3. 3

      Collect content

      From partners.

      Head of Partnerships 1 month

    4. 4

      Publish

      Five at a time.

      Web Manager monthly

    5. 5

      Co-announce

      With each partner.

      Head of Partnerships ongoing

    6. 6

      Measure

      Audience activations per partner.

      Director, Client Analytics quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Head of Partnerships

    Smallest test

    Publish two partner pages.

    Why it works

    Give each partner a page (audiences offered, method, how to activate in Cortex or Cora) and announce new partners together. Partners link back and promote to their own clients.

    Every partner page is a search entry point and a co-marketing channel, and it shows the breadth of the marketplace.

    Risks and how to handle them

    • Partners slow to provide content

      Use a short standard form.

    Evidence

    • Your websitePartnerships page: a media marketplace of "thousands of always-on deals from top endemic and non-endemic publishers" and a data marketplace to "Shop audiences from dozens of industry-leading data providers" (survey-based handraisers, health-data modeled, geographic, contextual), combined on "health KPIs like Audience Quality". Capabilities include "Grab-and-go media packages" and optimization "for pharma KPIs like audience quality (AQ) and script lift".Source
    • Your websiteNewsroom (checked October 22, 2026): Cora launched September 10, 2026 ("the First Fully Agentic Marketing Platform for Healthcare"), Vistar DOOH August 18, Helix AI June 15, live sports targeting June 9, Lane4 and epocrates point-of-care May 26-28, OptimizeRx EHR May 21, a new CMO May 12, Helix March 19; Vitruvian Partners' $637M investment September 2025. Partner announcements such as Phreesia (September 14) and Tunnl (October 7) audiences joining the Audience Marketplace are not listed.Source
    • SitemapSitemap (432 URLs): 350 Insights posts under /deepdive, including COVID-era and general pieces such as "the-new-ceo-how-the-events-of-2020-changed-the-meaning-of-leadership", "16-leaders-share-tips-to-help-young-tech-professionals-find-the-right-mentor" and "13-cutting-edge-technologies-that-may-soon-be-making-a-big-impact", beside product overviews of Audience Marketplace partners. Solutions are DTC, HCP, Integrated and Custom; there is no page by therapeutic area such as rare disease, although DeepIntent sponsored Rare Disease Day 2026.Source
  • 15

    Insights holds 350 posts, including COVID-era pieces and general leadership articles, beside current product content. Search engines and AI assistants weigh the whole library.

    Medium impactLow effort First result in 1 quarter Integrated Marketing Manager

    First action

    Export posts with traffic for the last year.

    How to measure it

    Insights organic sessions

    Now
    –
    Target
    +20%
    By
    2 quarters

    Steps

    1. 1

      Audit

      Traffic and relevance.

      Integrated Marketing Manager 2 weeks

    2. 2

      Decide

      Keep, merge or redirect.

      Integrated Marketing Manager 1 week

    3. 3

      Build hubs

      Seven topics.

      Integrated Marketing Manager 1 month

    4. 4

      Redirect

      Old posts to hubs.

      Web Manager 1 week

    5. 5

      Link products

      From every hub.

      Web Manager 1 week

    6. 6

      Measure

      Search Console.

      Integrated Marketing Manager monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Integrated Marketing Manager

    Smallest test

    Redirect the ten oldest off-topic posts.

    Why it works

    Audit posts by traffic and relevance; merge or redirect thin and dated ones into hubs (CTV, EHR, DOOH, HCP, DTC, rare disease, measurement), each with a current guide and links to products.

    A focused library ranks better and sends readers to products instead of dead ends.

    Risks and how to handle them

    • Losing long-tail traffic

      Redirect to the closest page.

    Evidence

    • SitemapSitemap (432 URLs): 350 Insights posts under /deepdive, including COVID-era and general pieces such as "the-new-ceo-how-the-events-of-2020-changed-the-meaning-of-leadership", "16-leaders-share-tips-to-help-young-tech-professionals-find-the-right-mentor" and "13-cutting-edge-technologies-that-may-soon-be-making-a-big-impact", beside product overviews of Audience Marketplace partners. Solutions are DTC, HCP, Integrated and Custom; there is no page by therapeutic area such as rare disease, although DeepIntent sponsored Rare Disease Day 2026.Source
    • Your websiteCase studies (Insights, type "Case Studies"): Deerfield Group with Helix (May 2026), Evolvics rare disease launch (May 2026), "Why CTV Is the Rare Disease Channel You've Been Underestimating" (May 2026), "Omnichannel EHR Marketing Delivers 1.5X TRx Growth Among HCPs" (October 2025), a migraine brand "Reducing Cost-Per-Verified-Patient by 50%" (2022) and Matterkind script performance (2022); none yet on Cora or Helix AI. The topic filters on the page show "0" beside every topic in the page HTML.Source
  • 16

    DeepIntent's YouTube has 185 subscribers and 97 videos. Cora and Helix AI are visual: a question becomes an audience and a media plan in seconds.

    Medium impactLow effort First result in 1 quarter Integrated Marketing Manager

    First action

    Record the first demo.

    How to measure it

    Views per demo

    Now
    –
    Target
    2,000
    By
    1 quarter

    Steps

    1. 1

      Script

      Ten prompts.

      Integrated Marketing Manager 1 week

    2. 2

      Record

      Sample data.

      Integrated Marketing Manager 1 week

    3. 3

      Compliance check

      No patient data.

      Compliance 3 days

    4. 4

      Post

      Weekly.

      Integrated Marketing Manager weekly

    5. 5

      Seller sharing

      Agency contacts.

      Senior Account Executive, Agency Partnerships weekly

    6. 6

      Measure

      Views and clicks.

      Integrated Marketing Manager monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Integrated Marketing Manager

    Smallest test

    Post one demo this week.

    Why it works

    Record one 60-second screen demo per prompt page, with sample data, and post weekly on LinkedIn and YouTube Shorts. Ask account leads to share them with their agency contacts.

    Short demos travel where agency planners spend time and show what press releases cannot.

    Risks and how to handle them

    • Low reach

      Post from executives' profiles too.

    Evidence

    • Your channelsYouTube: 185 subscribers, 97 videos, about 238,000 views; DeepIntent also runs a podcast ("Deep" episodes in Insights), a newsletter and a Learning Lab page.Source
    • Your websiteCora Prompt Best Practice Guide (/cora-prompt-guide): a single long page with HCP and DTC use cases and prompt libraries, such as "How many HCPs in the US are treating [my brand's condition]? Break down by specialty." and "What's the total addressable HCP universe for EoE?"; sections for audience planning, competitive intelligence, omnichannel planning and dashboards.Source
    • Your websiteCora and Helix AI pages share much of their copy: both say "No SQL No waiting Just the data, at the speed you need to win", both offer "Ask anything in Natural Language" with "No SQL. No new platforms to learn", and both promise to "build rich, actionable profiles of your provider audiences" (specialty, prescribing patterns, patient populations) and push audiences to the Cortex DSP and social. Cora is a "single conversational interface"; Helix AI works "through the DeepIntent platform, ChatGPT, or Claude". The Helix AI page title is just "Helix AI".Source

Big bets 3

Larger plays that can change the trajectory.

  • 17

    Helix AI already works inside ChatGPT and Claude. Brand marketers who cannot get a demo slot would try a limited version: audience sizing and HCP specialty breakdowns on aggregated data, with no activation.

    High impactHigh effort First result in 3 quarters VP

    First action

    Define what the sandbox can and cannot answer.

    How to measure it

    Sandbox-to-opportunity rate

    Now
    –
    Target
    10%
    By
    1 year

    Steps

    1. 1

      Scope

      Aggregated answers only.

      VP, Product Marketing 1 month

    2. 2

      Compliance

      HIPAA and data-partner terms.

      Privacy Officer 1 month

    3. 3

      Build

      Rate limits and sign-up.

      Applied AI Engineer 1 quarter

    4. 4

      Launch

      With prompt pages.

      Integrated Marketing Manager 1 month

    5. 5

      Route leads

      To sellers with usage.

      Integrated Marketing Manager ongoing

    6. 6

      Review

      Conversion.

      Chief Marketing Officer quarterly

    First result
    3 quarters
    Cost
    Engineering and data costs
    Owner
    VP, Product Marketing

    Smallest test

    Pilot with 20 invited brand marketers.

    Why it works

    Offer a free, rate-limited Helix AI sandbox for verified business emails: aggregated audience sizing and trends only. Every answer offers "activate this audience" through a demo. Track sandbox users who become accounts.

    Letting buyers use the product before a sales call is the strongest proof of an AI product, and it captures demand the sales team cannot reach.

    Risks and how to handle them

    • Data licensing limits

      Use only data DeepIntent can show in aggregate.

    Evidence

    • Your websitedeepintent.com/llms.txt returns "Page not found" (October 22, 2026). Helix AI is sold as "HIPAA-compliant healthcare intelligence, accessible wherever you work", including ChatGPT and Claude.Source
    • Your websiteCora and Helix AI pages share much of their copy: both say "No SQL No waiting Just the data, at the speed you need to win", both offer "Ask anything in Natural Language" with "No SQL. No new platforms to learn", and both promise to "build rich, actionable profiles of your provider audiences" (specialty, prescribing patterns, patient populations) and push audiences to the Cortex DSP and social. Cora is a "single conversational interface"; Helix AI works "through the DeepIntent platform, ChatGPT, or Claude". The Helix AI page title is just "Helix AI".Source
    • Competitor researchRivals' own homepages: Komodo Health, "Ask Any Question About Healthcare and Get an Answer You Can Use" (real-world data plus "validated healthcare AI"); PulsePoint, "The Healthcare Marketing Platform" to "plan, activate, analyze and optimize"; OptimizeRx, "The only healthcare marketing partner that can truly sync patients and providers"; Swoop, "Improving patient outcomes by connecting the signals that matter".Source
  • 18

    DeepIntent reaches 98% of the prescribing HCP universe across CTV, EHR, DOOH, audio and point of care. Aggregated, that is a unique view of where HCPs and patients spend attention.

    High impactHigh effort First result in 3 quarters Chief Marketing Officer

    First action

    Draft the first five charts.

    How to measure it

    Report downloads

    Now
    –
    Target
    5,000
    By
    1 year

    Steps

    1. 1

      Define

      Metrics and cuts.

      Director, Client Analytics 1 month

    2. 2

      Privacy

      Aggregation rules.

      Privacy Officer 1 month

    3. 3

      Build

      Data pipeline.

      Applied AI Engineer 1 month

    4. 4

      Write

      Commentary.

      VP, Product Marketing 2 weeks

    5. 5

      Launch

      Press and webinar.

      Chief Marketing Officer 1 week

    6. 6

      Repeat

      Quarterly.

      Director, Client Analytics quarterly

    First result
    3 quarters
    Cost
    Analyst time
    Owner
    Chief Marketing Officer

    Smallest test

    Publish one chart in a LinkedIn post.

    Why it works

    Publish a quarterly report on HCP and patient media consumption by channel and specialty, with commentary. Launch with trade press, and give clients deeper cuts in Cora.

    Original data makes DeepIntent the source the trade press quotes and gives sellers a reason to call each quarter.

    Risks and how to handle them

    • Data partners object

      Only DeepIntent-owned media signals.

    Evidence

    • Your websiteHomepage (checked October 22, 2026): title "DeepIntent | Healthcare Marketing Demand Side Platform", H1 "the leading Healthcare Advertising Platform", "3.7M+ Verified HCPs", "250M+ Patient Profiles", "98% of prescribing HCP universe reached", "HIPAA and NAI-compliant", "Powered by 3 patented innovations". The menu calls the platform "The Healthcare Platform Stack For the Agentic Era" with Cora ("Agentic marketing platform"), Cortex ("Demand side platform") and Helix ("Healthcare marketing cloud"), but the homepage body never mentions Cora, Helix or Helix AI; its video is the Cortex film.Source
    • Your websiteNewsroom (checked October 22, 2026): Cora launched September 10, 2026 ("the First Fully Agentic Marketing Platform for Healthcare"), Vistar DOOH August 18, Helix AI June 15, live sports targeting June 9, Lane4 and epocrates point-of-care May 26-28, OptimizeRx EHR May 21, a new CMO May 12, Helix March 19; Vitruvian Partners' $637M investment September 2025. Partner announcements such as Phreesia (September 14) and Tunnl (October 7) audiences joining the Audience Marketplace are not listed.Source
    • News coverageCoverage: Adweek, "DeepIntent Releases Agentic Ad Platform As Pharma Marketing Grows More Complex" (September 10, 2026); PPC Land, "DeepIntent says Cora AI cuts pharma campaign planning time 50%" (September 11); Fierce Pharma on Helix AI (June 16); Adweek on the CMO hire, a former Trade Desk CMO (May 12); MM+M Agency 100 DSP listing (June 9).Source
  • 19

    The VP of Product Marketing must know buyers across "brand, omnichannel, market access, medical, and data science". Cora already answers payer-trend and prescribing questions that market access and medical teams ask.

    Medium impactHigh effort First result in 1 year VP

    First action

    Interview three market access leads.

    How to measure it

    Non-media pilots

    Now
    –
    Target
    4
    By
    1 year

    Steps

    1. 1

      Interview

      Ten leads.

      VP, Product Marketing 1 month

    2. 2

      Use cases

      Pages and prompts.

      VP, Product Marketing 1 month

    3. 3

      Compliance

      Medical and promotional rules.

      Compliance 1 month

    4. 4

      Pilot

      Two clients.

      Sales Director 1 quarter

    5. 5

      Price

      Seats for non-media teams.

      VP, Product Marketing 1 month

    6. 6

      Scale

      Enterprise sales.

      Sr. Director, Enterprise Sales 2 quarters

    First result
    1 year
    Cost
    Staff time only
    Owner
    VP, Product Marketing

    Smallest test

    Run one pilot conversation.

    Why it works

    Interview ten market access and medical leads, build a use-case page and prompt set for each, and pilot with two existing pharma clients' non-media teams.

    New buyers inside existing clients expand revenue without a new logo.

    Risks and how to handle them

    • Medical teams avoid promotional tools

      Position for insight, separate from promotion.

    Evidence

    • HiringVP, Product Marketing (New York, posted October 16, 2026), reporting to the CMO: "translate a sophisticated technology portfolio into a story pharma and agency buyers act on"; "turn a complex product portfolio into clear positioning, packaging, and enablement"; "Maintain a clear, differentiated product narrative in a competitive healthcare technology market"; "Run a repeatable launch process that scales with the product portfolio"; equip Sales and Client Success with "demos, business cases, ROI frameworks, and objection handling"; know buyers across "brand, omnichannel, market access, medical, and data science".Source
    • Your websiteCora and Helix AI pages share much of their copy: both say "No SQL No waiting Just the data, at the speed you need to win", both offer "Ask anything in Natural Language" with "No SQL. No new platforms to learn", and both promise to "build rich, actionable profiles of your provider audiences" (specialty, prescribing patterns, patient populations) and push audiences to the Cortex DSP and social. Cora is a "single conversational interface"; Helix AI works "through the DeepIntent platform, ChatGPT, or Claude". The Helix AI page title is just "Helix AI".Source
    • Your websiteCora Prompt Best Practice Guide (/cora-prompt-guide): a single long page with HCP and DTC use cases and prompt libraries, such as "How many HCPs in the US are treating [my brand's condition]? Break down by specialty." and "What's the total addressable HCP universe for EoE?"; sections for audience planning, competitive intelligence, omnichannel planning and dashboards.Source

Wildcards 2

Unexpected experiments, each with a cheap way to test it.

  • 20

    DeepIntent is hiring an Applied AI Engineer to build "a human and agentic operating system" for its own commercial teams. Buyers of an agentic marketing platform want to know the seller lives it.

    Medium impactLow effort First result in 1 quarter Chief Marketing Officer

    First action

    Pick the first internal agent to write about.

    How to measure it

    Applications for AI roles

    Now
    –
    Target
    +30%
    By
    2 quarters

    Steps

    1. 1

      Pick stories

      First agents shipped.

      Applied AI Engineer 1 month

    2. 2

      Measure

      Time saved.

      Applied AI Engineer 1 month

    3. 3

      Write

      Short posts.

      Integrated Marketing Manager 2 weeks

    4. 4

      Review

      No client details.

      Legal 1 week

    5. 5

      Publish

      Insights and careers.

      Web Manager 1 day

    6. 6

      Use

      In sales and recruiting.

      Chief Marketing Officer ongoing

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Chief Marketing Officer

    Smallest test

    Publish one story.

    Why it works

    Once the first internal agents ship, publish short pieces on what they do (RFP drafts, campaign QA, reporting) and the time saved, and use them in recruiting and sales.

    Practising what you sell is credible, and it attracts the AI talent DeepIntent is hiring.

    Risks and how to handle them

    • Reads as hype

      Use measured examples.

    Evidence

    • HiringApplied AI Engineer (New York): embedded with US commercial and operational teams "building a human and agentic 'operating system' that powers how we work as a company", using LLMs such as OpenAI and Anthropic Claude to automate commercial workflows. Engineering roles are also open in Pune and Belgrade.Source
    • Your websiteCora and Helix AI pages share much of their copy: both say "No SQL No waiting Just the data, at the speed you need to win", both offer "Ask anything in Natural Language" with "No SQL. No new platforms to learn", and both promise to "build rich, actionable profiles of your provider audiences" (specialty, prescribing patterns, patient populations) and push audiences to the Cortex DSP and social. Cora is a "single conversational interface"; Helix AI works "through the DeepIntent platform, ChatGPT, or Claude". The Helix AI page title is just "Helix AI".Source
  • 21

    DeepIntent sponsored Rare Disease Day and has recent rare disease case studies (Evolvics, CTV for rare disease), but its solutions are only DTC, HCP, Integrated and Custom. Rare disease brands search by their problem: small, hard-to-find audiences.

    Medium impactLow effort First result in 1 quarter VP

    First action

    Draft the page from the two case studies.

    How to measure it

    Rare disease demos

    Now
    –
    Target
    5 a month
    By
    2 quarters

    Steps

    1. 1

      Gather proof

      Case studies and data.

      VP, Product Marketing 1 week

    2. 2

      Write

      Page and prompts.

      Integrated Marketing Manager 1 week

    3. 3

      Compliance

      Claims review.

      Compliance 1 week

    4. 4

      Publish

      Under solutions.

      Web Manager 1 day

    5. 5

      Promote

      Patient advocacy events.

      Integrated Marketing Manager ongoing

    6. 6

      Expand

      Oncology, immunology.

      VP, Product Marketing 1 quarter

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    VP, Product Marketing

    Smallest test

    Publish the page this quarter.

    Why it works

    Build a rare disease page: precision HCP targeting, small patient audiences, CTV and EHR, proof from the case studies, and Cora prompts for rare conditions. Add more therapeutic pages if it works.

    Problem-specific pages convert better than channel pages and match how brand teams brief.

    Risks and how to handle them

    • Too narrow

      Use it as a test for other therapeutic pages.

    Evidence

    • SitemapSitemap (432 URLs): 350 Insights posts under /deepdive, including COVID-era and general pieces such as "the-new-ceo-how-the-events-of-2020-changed-the-meaning-of-leadership", "16-leaders-share-tips-to-help-young-tech-professionals-find-the-right-mentor" and "13-cutting-edge-technologies-that-may-soon-be-making-a-big-impact", beside product overviews of Audience Marketplace partners. Solutions are DTC, HCP, Integrated and Custom; there is no page by therapeutic area such as rare disease, although DeepIntent sponsored Rare Disease Day 2026.Source
    • Your websiteCase studies (Insights, type "Case Studies"): Deerfield Group with Helix (May 2026), Evolvics rare disease launch (May 2026), "Why CTV Is the Rare Disease Channel You've Been Underestimating" (May 2026), "Omnichannel EHR Marketing Delivers 1.5X TRx Growth Among HCPs" (October 2025), a migraine brand "Reducing Cost-Per-Verified-Patient by 50%" (2022) and Matterkind script performance (2022); none yet on Cora or Helix AI. The topic filters on the page show "0" beside every topic in the page HTML.Source
    • Your websiteCora Prompt Best Practice Guide (/cora-prompt-guide): a single long page with HCP and DTC use cases and prompt libraries, such as "How many HCPs in the US are treating [my brand's condition]? Break down by specialty." and "What's the total addressable HCP universe for EoE?"; sections for audience planning, competitive intelligence, omnichannel planning and dashboards.Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

ProgrammableAgency

1 of the 21 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Prospect lists1The list compiled from public sources, verified, deduplicated and delivered to your CRM.

A 30-minute session with the engineer who would build it, not a sales call. You leave with a plan whether or not you hire us.

Book a working session

Usually live within days.

Tools for the rest

ProgrammableDigital

Show it, don't just describe it

These ideas need something to show: a demo, a video, an animation, graphics or a deck. Digital turns screenshots or the site into all of them, in the company's own brand.

Make a demo (opens programmable.digital in a new tab)
Website review of deepintent.com More example playbooks and reviews

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 23, 2026, and cites them throughout. DeepIntent did not commission, review or endorse it, and Programmable is not affiliated with DeepIntent. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how DeepIntent runs its business.

Something wrong, or do you represent DeepIntent? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    The product map, a lighter homepage, the newsroom, prompt pages, llms.txt and the results page.

    Programmable can ship 1 of these in days.

  2. Days 31 to 6012 ideas

    Competitor comparisons and comparisons, the ROI kit, the benchmark, JBP kits, certification, self-service, the launch scorecard, partner pages, the Insights cleanup and demo videos; the agents story and the rare disease page.

  3. Days 61 to 903 ideas

    Commit to the big bets: the Helix AI sandbox, the quarterly Health Intelligence report and market access and medical buyers.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value healthcare-specific data and verified HCP reach. The most cited problem: siloed insights that are hard to act on.

  • Optimization to pharma KPIs such as audience quality and script lift
  • Months to build strategy for complex launches
  • In their words: “audience quality”

Market

Competitive landscape

4 competitors compared: Komodo Health, PulsePoint, OptimizeRx and Generalist DSPs.

  • Gap to exploit: Question-to-activation in one conversation
  • Komodo Health: Not a media activation platform
  • PulsePoint: Similar promise, less agentic story

Hiring signals

DeepIntent is hiring to sell a much bigger portfolio.

  • VP, Product Marketing: Clear positioning and packaging for a complex portfolio. Ideas 1, 4, 6, 7, 8, 13.
  • Director, Agency Partnerships: Joint Business Plans and large upsells. Ideas 8, 10.
  • Senior Account Executive, Agency Partnerships: Growing agency accounts and new brands. Idea 10.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
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  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
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  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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