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Generated Nov 4, 2026
  1. Programmable
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growth playbook · Nov 4, 2026

smithrx.com (opens in a new tab)

SmithRx growth playbook

Diagnosis

SmithRx has a clear position (radically transparent, pass-through, client-aligned), real proof (30% PMPM savings in its featured case study, $9.5 million in autoimmune savings with Mark Cuban Cost Plus), a $60 million Series C and a large content library.

Its hiring says growth is next: a VP of Growth and an Outbound Growth Associate to build experiments, AI-assisted outbound and broker programmes, a product marketing director for AI trust, and pricing leaders for enterprise offers.

The website lags that plan: the brokers page offers only a login, the homepage does not link the repricing analysis, savings figures differ by page and template leftovers show. This playbook opens those doors first, then builds Form 5500-based outbound, broker firm programmes, comparison pages, a case-study library and repricing tools for brokers.

Growth Score

7/10

Biggest Opportunity

Make the repricing analysis the tool brokers and employers reach for at every renewal, starting with the pages they already visit.

Biggest Risk

Several transparent PBMs (Capital Rx, Rightway, Navitus, AffirmedRx, Liviniti) make similar promises, so without sharper proof and broker loyalty SmithRx competes on the same words.

01

Start here

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

  1. 1

    Give brokers a way in: the brokers page's only button is "Account Login"

    Add a "Request a repricing for a client" button to the brokers page hero today.

    High impact First result in 1 month
  2. 2

    Put the repricing analysis on the homepage, next to the logins

    Add the hero button and measure repricing requests from the homepage.

    High impact First result in 2 weeks
  3. 3

    Clean up the template leftovers a fiduciary buyer will notice

    Fix the date field on the article card component.

    Medium impact First result in 1 week

02

Your idea portfolio

22 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.

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 · 3Big bets · 8Fill-ins · 5Reconsider · 6
Effort →

Showing 22 of 22 ideas

This week 6

Quick wins with a clear first action.

  • 01

    SmithRx's VP of Growth post says the broker channel "drives much of PBM selection", and the Outbound Growth Associate must build "engagement frameworks for top-tier consultant and broker relationships". Yet the brokers page offers a broker who does not already work with SmithRx nothing to do: its only action is "Account Login". The repricing analysis, the contact-sales page and the Broker Brief newsletter all exist, but none is linked from it, even though the page carries broker testimonials citing 30% average first-year savings.

    High impactLow effort First result in 1 month VP of Growth Marketing

    First action

    Add a "Request a repricing for a client" button to the brokers page hero today.

    How to measure it

    Broker-sourced repricing requests

    Now
    –
    Target
    30 a month
    By
    90 days

    Steps

    1. 1

      Add the actions

      Repricing, broker call and Broker Brief buttons in the hero and after testimonials.

      Web and Content Manager 1 day

    2. 2

      Broker fields

      Broker firm and contact on the Marketo form, tagged as broker-sourced.

      Growth Operations 2 days

    3. 3

      Secure upload

      A compliant way to send the client's claims file, reviewed by compliance.

      Senior Staff Data Engineer 1 week

    4. 4

      Co-branded output

      Repricing summary with the broker's firm on the cover.

      Director, Product Marketing 1 week

    5. 5

      Broker call path

      A booking link to a named broker manager.

      Account Executive - Pharmacy Benefits 2 days

    6. 6

      Follow up

      Every broker request answered within one business day.

      Account Executive - Pharmacy Benefits ongoing

    7. 7

      Measure

      Requests, proposals and wins by broker firm.

      VP of Growth Marketing weekly

    First result
    1 month
    Cost
    Staff time
    Owner
    VP of Growth Marketing

    Smallest test

    Add the button and email it to ten brokers who already place clients with SmithRx.

    Why it works

    Add three clear actions to the brokers page: "Request a repricing for a client" (the existing analysis form, with a broker-of-record field and the option to send the claims file securely), "Talk to the broker team" (a 20-minute call with a named broker manager), and "Get the Broker Brief". Put the repricing action in the hero and after the testimonials, tag every lead as broker-sourced, and send each broker a co-branded summary they can take to the client.

    A broker with one unhappy client renewal is SmithRx's best lead, and right now that visit ends at a login screen. Making the repricing a broker tool turns each advisor into a repeatable source of employer opportunities, which is the loop the growth team is being hired to find.

    Ready to use

    ChecklistBrokers page front door

    [ ] "Request a repricing for a client" in the hero
    [ ] Broker firm and contact fields on the form
    [ ] Secure claims upload approved by compliance
    [ ] Co-branded repricing summary
    [ ] "Talk to the broker team" booking link
    [ ] Broker Brief sign-up on the page
    [ ] Broker-sourced tag in reporting

    Risks and how to handle them

    • Brokers worry about being bypassed

      Keep the broker of record on every proposal and say so on the page.

    • Claims data handling

      Use the secure upload only after compliance sign-off.

    Evidence

    • Your websiteBrokers page: "Smarter Pharmacy Benefits for Your Clients. Deliver average savings of 20% or more"; three named broker testimonials, one saying "Each of my employers that I've partnered with SmithRx have seen on average a 30% savings in the first year". The only action on the page is "Account Login": no link to the repricing analysis, the contact-sales page or the Broker Brief newsletter sign-up, which all exist elsewhere on the site.Source
    • HiringVP of Growth Marketing (remote): "PBM is a huge market that never got modern growth marketing." The role builds "a culture of high-velocity testing across messaging, channels, and outreach strategies", finds "the channels and partnership loops that land with complex healthcare buyers and the brokers who advise them", and builds "for both motions: selling direct to employers, and winning through the broker channel that drives much of PBM selection. It's regulated, so build compliance in as you go." It leads the Growth Ops and BDR team toward "a human-and-agent operating model: agents doing research and personalization at scale" and a "Technical Growth Pod" to "engineer new acquisition loops".Source
    • HiringOutbound Growth Associate (remote, updated November 3, 2026): "a founding member of our growth team" who designs "the foundational go-to-market (GTM) playbooks supporting our Enterprise team", tests "AI lead outbound strategy playbooks", iterates "targeting logic, segmentation strategy, and messaging frameworks", and must "Establish and define the engagement frameworks for top-tier consultant and broker relationships", presenting to "HR/Benefits leaders, CFOs, and outside consultants".Source
    • Your websiteEmployers page: "Cut Waste. Protect Your Plan. Support Your People.", five "Request Repricer Analysis" links, "our PBM clients save a whopping 30% or more on pharmacy spend in just the first year". The repricing page offers a custom savings comparison, a drug-by-drug cost comparison with the current PBM and a strategy digest from "your historical claims", through a Marketo form; it says "SmithRx clients save 20%+".Source
    • Your websiteSitemap (339 URLs, checked November 4, 2026): 188 blog posts, 41 resources, 36 event pages (dinners, giveaways, a Broker Account Manager Summit), 16 Full Disclosure webinar pages, sign-up pages for the Broker Brief, a Benefits Blueprint and a newsletter, a PBM risk assessment, and a Drug Pathways Engine page. There are blog posts on "legacy PBMs vs SmithRx" and critiques of big-PBM pricing models, but no comparison page against named transparent PBMs, and no case-study library beyond blog posts under "success stories".Source
  • 02

    The homepage is built for people who already use SmithRx: "Access Account" and three login cards. The repricing analysis, SmithRx's strongest offer, is linked five times from the employers page but not once from the homepage, where most new visitors arrive.

    High impactLow effort First result in 2 weeks Web and Content Manager

    First action

    Add the hero button and measure repricing requests from the homepage.

    How to measure it

    Repricing requests from the homepage

    Now
    –
    Target
    +50%
    By
    60 days

    Steps

    1. 1

      Write the button

      Two wording options.

      Director, Product Marketing 1 day

    2. 2

      Add to hero

      Primary action, login secondary.

      Web and Content Manager 1 day

    3. 3

      Add block

      Under the case study.

      Web and Content Manager 1 day

    4. 4

      Track

      Clicks and form completions.

      Growth Operations 1 day

    5. 5

      Test

      Wording A/B.

      VP of Growth Marketing 3 weeks

    6. 6

      Roll out

      Same pattern on blog posts.

      Web and Content Manager 1 week

    First result
    2 weeks
    Cost
    $0
    Owner
    Web and Content Manager

    Smallest test

    Add the button today.

    Why it works

    Add a primary "See what you would save" button in the hero that goes to the repricing page, keep "Access Account" as the secondary action, and add a short repricing block under the case study. Test the hero wording against the current version.

    A first-time HR or finance visitor gets one obvious next step, and every other campaign benefits.

    Risks and how to handle them

    • Members click by mistake

      Keep the login cards just below the hero.

    Evidence

    • Your websiteHomepage: "The #1 Modern PBM. Radically Transparent. Client-Aligned. Flexible by Design."; its buttons are "Access Account", three login cards (Members, Brokers, Employers) and "Read Case Study"; stats "20%+ Avg. Savings", "4.7/5 Client satisfaction score", "20%+ lower PMPM than the industry benchmark"; one featured case study (a national beverage distributor, 30% average PMPM savings 2023-2025, autoimmune drug costs down 65%). The page has no link to the repricing analysis or the contact-sales page, and its app section offers only "Download iOS App".Source
    • Your websiteEmployers page: "Cut Waste. Protect Your Plan. Support Your People.", five "Request Repricer Analysis" links, "our PBM clients save a whopping 30% or more on pharmacy spend in just the first year". The repricing page offers a custom savings comparison, a drug-by-drug cost comparison with the current PBM and a strategy digest from "your historical claims", through a Marketo form; it says "SmithRx clients save 20%+".Source
    • HiringVP of Growth Marketing (remote): "PBM is a huge market that never got modern growth marketing." The role builds "a culture of high-velocity testing across messaging, channels, and outreach strategies", finds "the channels and partnership loops that land with complex healthcare buyers and the brokers who advise them", and builds "for both motions: selling direct to employers, and winning through the broker channel that drives much of PBM selection. It's regulated, so build compliance in as you go." It leads the Growth Ops and BDR team toward "a human-and-agent operating model: agents doing research and personalization at scale" and a "Technical Growth Pod" to "engineer new acquisition loops".Source
  • 03

    SmithRx sells radical transparency to HR and finance committees. Visitors see article cards that say "date" instead of a date, a builder note ("Drop a Collection List into the 'CMS Content' property slot") and an empty "Upcoming" section on the Full Disclosure page, and "PRM RISK ASSESSMENT" as a headline. The homepage also links only the iOS app, although the member app is on Google Play.

    Medium impactLow effort First result in 1 week Web and Content Manager

    First action

    Fix the date field on the article card component.

    How to measure it

    Visible template errors

    Now
    –
    Target
    0
    By
    2 weeks

    Steps

    1. 1

      Fix dates

      Article card component.

      Web and Content Manager 2 hours

    2. 2

      Fix Full Disclosure

      Remove note, show next episode.

      Web and Content Manager 2 hours

    3. 3

      Fix headline

      PBM Risk Assessment.

      Web and Content Manager 10 minutes

    4. 4

      Add Android link

      Google Play badge.

      Web and Content Manager 30 minutes

    5. 5

      Check templates

      Every page type.

      Web and Content Manager 1 day

    6. 6

      Monthly check

      Top 30 pages.

      Web and Content Manager monthly

    First result
    1 week
    Cost
    $0
    Owner
    Web and Content Manager

    Smallest test

    Fix the dates today.

    Why it works

    Bind the date field on every article card, remove the builder note and show the next episode (or a sign-up) on Full Disclosure, fix the headline, and add the Google Play link. Add a monthly check of top pages for empty fields.

    Small errors undercut a precision message, and each fix takes minutes.

    Risks and how to handle them

    • Fixes break layout

      Preview each page type before publishing.

    Evidence

    • Your websiteTemplate leftovers visible to visitors: article cards show the placeholder word "date" instead of a date (nine times on the homepage, also on the brokers, repricing, contact-sales and Broker Brief pages); the Full Disclosure page shows the builder note "Drop a Collection List into the 'CMS Content' property slot" and an empty "Upcoming" section; the risk assessment headline reads "PRM RISK ASSESSMENT".Source
    • App storesThe SmithRx member app is on Google Play as well as the App Store (member ID, Apple Wallet card, prescriptions), but the homepage links only the iOS app.Source
    • Your websiteHomepage: "The #1 Modern PBM. Radically Transparent. Client-Aligned. Flexible by Design."; its buttons are "Access Account", three login cards (Members, Brokers, Employers) and "Read Case Study"; stats "20%+ Avg. Savings", "4.7/5 Client satisfaction score", "20%+ lower PMPM than the industry benchmark"; one featured case study (a national beverage distributor, 30% average PMPM savings 2023-2025, autoimmune drug costs down 65%). The page has no link to the repricing analysis or the contact-sales page, and its app section offers only "Download iOS App".Source
  • 04

    The homepage says "20%+ Avg. Savings", the employers page "30% or more ... in just the first year", the repricing page "20%+", and the case study 30% PMPM. Employers with fiduciary duties compare numbers carefully, and different figures on different pages invite doubt.

    High impactLow effort First result in 1 month Director

    First action

    List every savings figure on the site with its source.

    How to measure it

    Pages with a consistent claim

    Now
    –
    Target
    100%
    By
    30 days

    Steps

    1. 1

      Inventory claims

      Every page and PDF.

      Director, Product Marketing 2 days

    2. 2

      Agree method

      With pricing and compliance.

      Vice President, Pricing and Forecasting 1 week

    3. 3

      Write note

      Short method page.

      Director, Product Marketing 2 days

    4. 4

      Update pages

      Home, employers, brokers, repricing.

      Web and Content Manager 2 days

    5. 5

      Update collateral

      Decks and PDFs.

      Director, Product Marketing 1 week

    6. 6

      Brief sales

      One number to say.

      Director, Product Marketing 1 day

    First result
    1 month
    Cost
    $0
    Owner
    Director, Product Marketing

    Smallest test

    Add a method note under the homepage stats.

    Why it works

    Agree one headline claim with a short method note (what is compared, which clients, which years), use it everywhere, and show the 30% as "first-year average for clients switching from legacy PBMs" only if that is how it is measured. Link the method from every stat.

    A consistent, explained number is more believable and easier for brokers to repeat.

    Risks and how to handle them

    • Lower number looks weaker

      Show the range with its method.

    Evidence

    • Your websiteHomepage: "The #1 Modern PBM. Radically Transparent. Client-Aligned. Flexible by Design."; its buttons are "Access Account", three login cards (Members, Brokers, Employers) and "Read Case Study"; stats "20%+ Avg. Savings", "4.7/5 Client satisfaction score", "20%+ lower PMPM than the industry benchmark"; one featured case study (a national beverage distributor, 30% average PMPM savings 2023-2025, autoimmune drug costs down 65%). The page has no link to the repricing analysis or the contact-sales page, and its app section offers only "Download iOS App".Source
    • Your websiteEmployers page: "Cut Waste. Protect Your Plan. Support Your People.", five "Request Repricer Analysis" links, "our PBM clients save a whopping 30% or more on pharmacy spend in just the first year". The repricing page offers a custom savings comparison, a drug-by-drug cost comparison with the current PBM and a strategy digest from "your historical claims", through a Marketo form; it says "SmithRx clients save 20%+".Source
    • Your websiteBrokers page: "Smarter Pharmacy Benefits for Your Clients. Deliver average savings of 20% or more"; three named broker testimonials, one saying "Each of my employers that I've partnered with SmithRx have seen on average a 30% savings in the first year". The only action on the page is "Account Login": no link to the repricing analysis, the contact-sales page or the Broker Brief newsletter sign-up, which all exist elsewhere on the site.Source
  • 05

    SmithRx already built a PBM risk assessment with a PMPM calculator, a top drug worksheet and contract questions, but it is linked from neither the homepage nor the brokers page. Many HR leaders are not ready to share claims; a self-assessment is a smaller first step.

    Medium impactLow effort First result in 1 month VP of Growth Marketing

    First action

    Add the assessment link to the top 10 blog posts.

    How to measure it

    Assessment completions

    Now
    –
    Target
    100 a month
    By
    90 days

    Steps

    1. 1

      Link it

      Home, brokers, blog.

      Web and Content Manager 1 day

    2. 2

      Email results

      PMPM with benchmark.

      Growth Operations 1 week

    3. 3

      Broker version

      Co-branded.

      Director, Product Marketing 1 week

    4. 4

      Nurture

      Three emails to repricing.

      Growth Operations 1 week

    5. 5

      Promote

      LinkedIn and Broker Brief.

      VP of Growth Marketing 2 weeks

    6. 6

      Measure

      Completions to repricing.

      VP of Growth Marketing monthly

    First result
    1 month
    Cost
    $0
    Owner
    VP of Growth Marketing

    Smallest test

    Link it from the homepage this week.

    Why it works

    Link the assessment from the homepage, brokers page and relevant blog posts; email the PMPM result with a benchmark and an invitation to the repricing; give brokers a version to run with clients.

    A lighter offer captures earlier buyers and feeds the repricing pipeline.

    Risks and how to handle them

    • Benchmarks questioned

      Cite sources and ranges.

    Evidence

    • Your websitePBM Risk Assessment page: three self-assessments (a top drug comparison worksheet, a "Calculate Your PMPM" calculator, and contract and RFP questions, warning that "free" consultant RFP costs of "up to $7 PMPM" are often built into spread pricing). It is not linked from the homepage or the brokers page.Source
    • Your websiteHomepage: "The #1 Modern PBM. Radically Transparent. Client-Aligned. Flexible by Design."; its buttons are "Access Account", three login cards (Members, Brokers, Employers) and "Read Case Study"; stats "20%+ Avg. Savings", "4.7/5 Client satisfaction score", "20%+ lower PMPM than the industry benchmark"; one featured case study (a national beverage distributor, 30% average PMPM savings 2023-2025, autoimmune drug costs down 65%). The page has no link to the repricing analysis or the contact-sales page, and its app section offers only "Download iOS App".Source
    • Your websiteBrokers page: "Smarter Pharmacy Benefits for Your Clients. Deliver average savings of 20% or more"; three named broker testimonials, one saying "Each of my employers that I've partnered with SmithRx have seen on average a 30% savings in the first year". The only action on the page is "Account Login": no link to the repricing analysis, the contact-sales page or the Broker Brief newsletter sign-up, which all exist elsewhere on the site.Source
  • 06

    SmithRx is hiring Spanish-speaking member support and patient access specialists, but the site has no Spanish content and does not mention bilingual service. Employers with large Spanish-speaking workforces (manufacturing, distribution, food service) choose a PBM partly on how their people will be served.

    Medium impactMedium effort First result in 1 quarter Lead

    First action

    Translate the new-member page.

    How to measure it

    Spanish member page visits

    Now
    –
    Target
    2,000 a month
    By
    2 quarters

    Steps

    1. 1

      Pick pages

      Five member pages.

      Lead, Member Support 1 week

    2. 2

      Translate

      Reviewed by bilingual staff.

      Lead, Member Support 1 month

    3. 3

      Publish

      With language switch.

      Web and Content Manager 1 week

    4. 4

      Update sales pages

      Mention bilingual service.

      Director, Product Marketing 1 day

    5. 5

      Broker guide

      One-page Spanish guide.

      Director, Product Marketing 2 weeks

    6. 6

      Measure

      Visits and support calls.

      Lead, Member Support monthly

    First result
    1 quarter
    Cost
    Translation time
    Owner
    Lead, Member Support

    Smallest test

    Add "Bilingual member support" to the employers page.

    Why it works

    Publish Spanish member pages (getting started, finding medications, the app), say "Bilingual member support" on the employers and brokers pages, and give brokers a one-page Spanish member guide to include in proposals.

    It turns a support hire into a sales argument for employers and makes members more successful.

    Risks and how to handle them

    • Medical translation errors

      Pharmacist review of every page.

    Evidence

    • HiringAccount management and member support: a Senior Director, Account Management to scale "a high-performing Account Management organization", a Financial Data Analyst for account management, an Account Executive on the Customer Success team "communicating the value of our services in the context of customers' business goals", and Spanish-speaking roles (Bilingual Member Support Specialist in Lehi, UT, and two Bilingual Patient Access Specialists) among 22 open roles on SmithRx's Greenhouse board.Source
    • Your websiteHomepage: "The #1 Modern PBM. Radically Transparent. Client-Aligned. Flexible by Design."; its buttons are "Access Account", three login cards (Members, Brokers, Employers) and "Read Case Study"; stats "20%+ Avg. Savings", "4.7/5 Client satisfaction score", "20%+ lower PMPM than the industry benchmark"; one featured case study (a national beverage distributor, 30% average PMPM savings 2023-2025, autoimmune drug costs down 65%). The page has no link to the repricing analysis or the contact-sales page, and its app section offers only "Download iOS App".Source
    • Your websiteBrokers page: "Smarter Pharmacy Benefits for Your Clients. Deliver average savings of 20% or more"; three named broker testimonials, one saying "Each of my employers that I've partnered with SmithRx have seen on average a 30% savings in the first year". The only action on the page is "Account Login": no link to the repricing analysis, the contact-sales page or the Broker Brief newsletter sign-up, which all exist elsewhere on the site.Source

This quarter 11

The core plays for the next three months.

  • 07

    The Outbound Growth Associate is to test "AI lead outbound strategy playbooks", and the VP of Growth wants agents "doing research and personalization at scale". Employee benefit plans file Form 5500 with the Department of Labor, and the filings are public: plan size, plan year and service providers.

    High impactMedium effort First result in 1 quarter Outbound Growth Associate

    First action

    Pull filings for 200 employers in one state.

    How to measure it

    Outbound reply rate

    Now
    –
    Target
    8%
    By
    1 quarter

    Steps

    1. 1

      Define targets

      Size range and industries.

      Outbound Growth Associate 1 week

    2. 2

      Pull filings

      Public Form 5500 data.

      Senior Staff Data Engineer 2 weeks

    3. 3

      Agent research

      Enrichment and estimates.

      Outbound Growth Associate 2 weeks

    4. 4

      Write templates

      Approved by compliance.

      Outbound Growth Associate 1 week

    5. 5

      Human review

      Every message before send.

      BDR team ongoing

    6. 6

      Time by renewal

      Plan year start dates.

      Outbound Growth Associate ongoing

    7. 7

      Measure

      Replies and repricings.

      VP of Growth Marketing weekly

    First result
    1 quarter
    Cost
    Data tools
    Owner
    Outbound Growth Associate

    Smallest test

    Write 20 messages by hand from filings and compare replies.

    Why it works

    Have agents pull filings for employers in the target size range, enrich them with industry and location, estimate a pharmacy spend range from plan size, and write a first message that cites the employer's own plan year and size. People review every message before it goes out, and compliance approves the template.

    Messages that start from the employer's own facts get replies, and renewal timing tells sales when to reach out.

    Risks and how to handle them

    • Estimates off

      Present ranges, never exact spend.

    Evidence

    • HiringOutbound Growth Associate (remote, updated November 3, 2026): "a founding member of our growth team" who designs "the foundational go-to-market (GTM) playbooks supporting our Enterprise team", tests "AI lead outbound strategy playbooks", iterates "targeting logic, segmentation strategy, and messaging frameworks", and must "Establish and define the engagement frameworks for top-tier consultant and broker relationships", presenting to "HR/Benefits leaders, CFOs, and outside consultants".Source
    • HiringVP of Growth Marketing (remote): "PBM is a huge market that never got modern growth marketing." The role builds "a culture of high-velocity testing across messaging, channels, and outreach strategies", finds "the channels and partnership loops that land with complex healthcare buyers and the brokers who advise them", and builds "for both motions: selling direct to employers, and winning through the broker channel that drives much of PBM selection. It's regulated, so build compliance in as you go." It leads the Growth Ops and BDR team toward "a human-and-agent operating model: agents doing research and personalization at scale" and a "Technical Growth Pod" to "engineer new acquisition loops".Source
    • Your websiteEmployers page: "Cut Waste. Protect Your Plan. Support Your People.", five "Request Repricer Analysis" links, "our PBM clients save a whopping 30% or more on pharmacy spend in just the first year". The repricing page offers a custom savings comparison, a drug-by-drug cost comparison with the current PBM and a strategy digest from "your historical claims", through a Marketo form; it says "SmithRx clients save 20%+".Source
  • 08

    SmithRx already has broker testimonials and client logos from firms such as HUB International and Gallagher, and the growth team must define frameworks for "top-tier consultant and broker relationships". Large brokerages have many local offices that do not all know SmithRx.

    High impactMedium effort First result in 2 quarters Outbound Growth Associate

    First action

    Rank broker firms by SmithRx clients and offices.

    How to measure it

    Active broker offices

    Now
    –
    Target
    60
    By
    2 quarters

    Steps

    1. 1

      Rank firms

      Clients and offices.

      Outbound Growth Associate 1 week

    2. 2

      Map offices

      Producers per office.

      Outbound Growth Associate 2 weeks

    3. 3

      Firm case studies

      With permission.

      Director, Product Marketing 1 month

    4. 4

      Office sessions

      Lunch-and-learns.

      Account Executive - Pharmacy Benefits ongoing

    5. 5

      Give tools

      Repricing and assessment.

      VP of Growth Marketing 1 week

    6. 6

      Track

      Requests by office.

      Growth Operations monthly

    First result
    2 quarters
    Cost
    Event costs
    Owner
    Outbound Growth Associate

    Smallest test

    Run one office session.

    Why it works

    For the ten broker firms with the most SmithRx clients, map offices and producers, share case studies from that firm's own clients (with permission), run a lunch-and-learn per office, and give each office the repricing tool from idea 1.

    Proof from colleagues in the same firm spreads faster than outside marketing.

    Risks and how to handle them

    • Compliance on broker incentives

      Offer education, not payments.

    Evidence

    • HiringOutbound Growth Associate (remote, updated November 3, 2026): "a founding member of our growth team" who designs "the foundational go-to-market (GTM) playbooks supporting our Enterprise team", tests "AI lead outbound strategy playbooks", iterates "targeting logic, segmentation strategy, and messaging frameworks", and must "Establish and define the engagement frameworks for top-tier consultant and broker relationships", presenting to "HR/Benefits leaders, CFOs, and outside consultants".Source
    • Your websiteBrokers page: "Smarter Pharmacy Benefits for Your Clients. Deliver average savings of 20% or more"; three named broker testimonials, one saying "Each of my employers that I've partnered with SmithRx have seen on average a 30% savings in the first year". The only action on the page is "Account Login": no link to the repricing analysis, the contact-sales page or the Broker Brief newsletter sign-up, which all exist elsewhere on the site.Source
    • Your websiteTrust: SOC 2 with a Vanta trust center at trust.smithrx.com; URAC accreditation shown in the footer; client logos include HUB International, Gallagher, Northgate Benefits and Workday.Source
  • 09

    SmithRx's blog compares itself with legacy PBMs and critiques big-PBM models, but buyers who already want transparency are choosing between SmithRx, Capital Rx, Rightway, Navitus, AffirmedRx and Liviniti. The PMM role includes competitor comparisons.

    High impactMedium effort First result in 1 quarter Director

    First action

    Pick the three rivals met most often in finalist rounds.

    How to measure it

    Comparison-page requests

    Now
    –
    Target
    15 a month
    By
    2 quarters

    Steps

    1. 1

      Pick rivals

      From finalist data.

      Director, Product Marketing 1 week

    2. 2

      Research

      Public materials.

      Director, Product Marketing 2 weeks

    3. 3

      Write

      Fair tables with sources.

      Director, Product Marketing 1 month

    4. 4

      Legal review

      Claims and trademarks.

      Legal 2 weeks

    5. 5

      Publish

      Linked from brokers page.

      Web and Content Manager 1 week

    6. 6

      Refresh

      Quarterly.

      Director, Product Marketing quarterly

    First result
    1 quarter
    Cost
    Writing time
    Owner
    Director, Product Marketing

    Smallest test

    Write one comparison guide without naming rivals first.

    Why it works

    Publish fair comparison pages on pricing model, rebates, network, clinical programs, member service and reporting, with sources and dates, and a "how to compare transparent PBMs" guide for brokers.

    Comparison searches are high intent, and fair pages build trust with consultants.

    Risks and how to handle them

    • Rivals dispute claims

      Cite public sources and date each page.

    Evidence

    • HiringDirector, Product Marketing (remote): leads "go-to-market strategy, product positioning, and sales enablement", defines how SmithRx communicates "to brokers, employers, consultants, and members", leads "the narrative around Artificial Intelligence in healthcare" with "transparent, education-driven messaging that overcomes industry skepticism", and builds "pitch decks, case studies, competitor comparisons".Source
    • Your websiteSitemap (339 URLs, checked November 4, 2026): 188 blog posts, 41 resources, 36 event pages (dinners, giveaways, a Broker Account Manager Summit), 16 Full Disclosure webinar pages, sign-up pages for the Broker Brief, a Benefits Blueprint and a newsletter, a PBM risk assessment, and a Drug Pathways Engine page. There are blog posts on "legacy PBMs vs SmithRx" and critiques of big-PBM pricing models, but no comparison page against named transparent PBMs, and no case-study library beyond blog posts under "success stories".Source
    • Competitor researchRivals' own homepages: Capital Rx, "Affordable Pharmacy Benefits, Powered by Modern Infrastructure"; Rightway, "Clinical Care Navigation | Effective Transparent PBM"; Navitus, "transparent, cost-effective solutions"; AffirmedRx, "integrity, clarity and trust to pharmacy benefit management"; Liviniti, which says it "pioneered the transparent PBM business model".Source
  • 10

    The homepage features one case study, and success stories are scattered through 188 blog posts. A CFO at a 2,000-person manufacturer wants proof from a similar employer.

    High impactMedium effort First result in 1 quarter Director

    First action

    Tag existing success stories by industry and size.

    How to measure it

    Library-assisted requests

    Now
    –
    Target
    30%
    By
    2 quarters

    Steps

    1. 1

      Tag stories

      Industry, size, results.

      Director, Product Marketing 1 week

    2. 2

      Fill gaps

      Two new stories per quarter.

      Director, Product Marketing quarterly

    3. 3

      Build library

      Filters and pages.

      Web and Content Manager 1 month

    4. 4

      PDFs

      One-pagers.

      Director, Product Marketing 2 weeks

    5. 5

      Link

      Home, employers, brokers.

      Web and Content Manager 1 day

    6. 6

      Measure

      Views and requests.

      VP of Growth Marketing monthly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Director, Product Marketing

    Smallest test

    Publish the library with the existing stories.

    Why it works

    Build a /customers library with filters (industry, size, prior PBM type, results: PMPM, specialty spend, member satisfaction), one page per story, and a one-page PDF brokers can forward.

    Matching proof shortens decisions and gives brokers ready material.

    Risks and how to handle them

    • Clients want anonymity

      Use industry and size without names.

    Evidence

    • Your websiteHomepage: "The #1 Modern PBM. Radically Transparent. Client-Aligned. Flexible by Design."; its buttons are "Access Account", three login cards (Members, Brokers, Employers) and "Read Case Study"; stats "20%+ Avg. Savings", "4.7/5 Client satisfaction score", "20%+ lower PMPM than the industry benchmark"; one featured case study (a national beverage distributor, 30% average PMPM savings 2023-2025, autoimmune drug costs down 65%). The page has no link to the repricing analysis or the contact-sales page, and its app section offers only "Download iOS App".Source
    • Your websiteSitemap (339 URLs, checked November 4, 2026): 188 blog posts, 41 resources, 36 event pages (dinners, giveaways, a Broker Account Manager Summit), 16 Full Disclosure webinar pages, sign-up pages for the Broker Brief, a Benefits Blueprint and a newsletter, a PBM risk assessment, and a Drug Pathways Engine page. There are blog posts on "legacy PBMs vs SmithRx" and critiques of big-PBM pricing models, but no comparison page against named transparent PBMs, and no case-study library beyond blog posts under "success stories".Source
    • HiringDirector, Product Marketing (remote): leads "go-to-market strategy, product positioning, and sales enablement", defines how SmithRx communicates "to brokers, employers, consultants, and members", leads "the narrative around Artificial Intelligence in healthcare" with "transparent, education-driven messaging that overcomes industry skepticism", and builds "pitch decks, case studies, competitor comparisons".Source
  • 11

    The VP of Growth is asked to build "high-velocity testing". The repricing request is the conversion that matters most, so it is the first place to test.

    Medium impactMedium effort First result in 1 quarter VP of Growth Marketing

    First action

    Set up the experiment register and baseline conversion.

    How to measure it

    Form conversion

    Now
    –
    Target
    +25%
    By
    2 quarters

    Steps

    1. 1

      Baseline

      Current conversion.

      Growth Operations 1 week

    2. 2

      Register

      Shared log.

      VP of Growth Marketing 1 day

    3. 3

      Test 1

      Fewer fields.

      Growth Operations 2 weeks

    4. 4

      Test 2

      Example report preview.

      Growth Operations 2 weeks

    5. 5

      Test 3

      Turnaround promise.

      Growth Operations 2 weeks

    6. 6

      Review

      Keep winners.

      VP of Growth Marketing monthly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    VP of Growth Marketing

    Smallest test

    Remove two optional fields.

    Why it works

    Test form length, a claims upload versus a call, "what you will receive" previews (the example report), turnaround promises and broker fields. One test at a time, two weeks each, logged in a shared experiment register.

    Small gains on the key form compound across every channel.

    Risks and how to handle them

    • Low volume slows tests

      Test big changes first.

    Evidence

    • HiringVP of Growth Marketing (remote): "PBM is a huge market that never got modern growth marketing." The role builds "a culture of high-velocity testing across messaging, channels, and outreach strategies", finds "the channels and partnership loops that land with complex healthcare buyers and the brokers who advise them", and builds "for both motions: selling direct to employers, and winning through the broker channel that drives much of PBM selection. It's regulated, so build compliance in as you go." It leads the Growth Ops and BDR team toward "a human-and-agent operating model: agents doing research and personalization at scale" and a "Technical Growth Pod" to "engineer new acquisition loops".Source
    • Your websiteEmployers page: "Cut Waste. Protect Your Plan. Support Your People.", five "Request Repricer Analysis" links, "our PBM clients save a whopping 30% or more on pharmacy spend in just the first year". The repricing page offers a custom savings comparison, a drug-by-drug cost comparison with the current PBM and a strategy digest from "your historical claims", through a Marketo form; it says "SmithRx clients save 20%+".Source
  • 12

    SmithRx runs many events (36 event pages, dinners, giveaways, a Broker Account Manager Summit). Events build relationships, but pipeline from them is hard to see.

    Medium impactMedium effort First result in 1 quarter VP of Growth Marketing

    First action

    Add a tracked follow-up to the next event.

    How to measure it

    Repricing requests per event

    Now
    –
    Target
    5
    By
    2 quarters

    Steps

    1. 1

      Pick offers

      Per event type.

      VP of Growth Marketing 1 week

    2. 2

      Tracked links

      Per event.

      Growth Operations 1 day

    3. 3

      Sequences

      48-hour follow-up.

      Growth Operations 1 week

    4. 4

      Run

      Next events.

      Events team ongoing

    5. 5

      Report

      Pipeline per event.

      VP of Growth Marketing monthly

    6. 6

      Decide

      Keep or cut formats.

      VP of Growth Marketing quarterly

    First result
    1 quarter
    Cost
    Existing event budget
    Owner
    VP of Growth Marketing

    Smallest test

    Track one dinner.

    Why it works

    For each event, set a follow-up offer (repricing, assessment or a pharmacist call), a 48-hour follow-up sequence, and a tracked link. Report pipeline per event and cut the ones that do not produce it.

    Measurement shows which event formats are worth repeating.

    Risks and how to handle them

    • Long sales cycles hide results

      Track opportunities, not only closes.

    Evidence

    • Your websiteSitemap (339 URLs, checked November 4, 2026): 188 blog posts, 41 resources, 36 event pages (dinners, giveaways, a Broker Account Manager Summit), 16 Full Disclosure webinar pages, sign-up pages for the Broker Brief, a Benefits Blueprint and a newsletter, a PBM risk assessment, and a Drug Pathways Engine page. There are blog posts on "legacy PBMs vs SmithRx" and critiques of big-PBM pricing models, but no comparison page against named transparent PBMs, and no case-study library beyond blog posts under "success stories".Source
    • HiringVP of Growth Marketing (remote): "PBM is a huge market that never got modern growth marketing." The role builds "a culture of high-velocity testing across messaging, channels, and outreach strategies", finds "the channels and partnership loops that land with complex healthcare buyers and the brokers who advise them", and builds "for both motions: selling direct to employers, and winning through the broker channel that drives much of PBM selection. It's regulated, so build compliance in as you go." It leads the Growth Ops and BDR team toward "a human-and-agent operating model: agents doing research and personalization at scale" and a "Technical Growth Pod" to "engineer new acquisition loops".Source
  • 13

    The Full Disclosure series covers contracts, open enrollment, independent pharmacy and AI, but the page shows no upcoming episode. Each recording is an hour few will watch in full.

    Medium impactLow effort First result in 1 quarter Director

    First action

    Schedule the next episode and post it.

    How to measure it

    Registrations per episode

    Now
    –
    Target
    +50%
    By
    2 quarters

    Steps

    1. 1

      Set schedule

      Next three episodes.

      Director, Product Marketing 1 week

    2. 2

      Clip past episodes

      Five clips each.

      Content team 2 weeks

    3. 3

      Summary posts

      One per episode.

      Content team 2 weeks

    4. 4

      Sign-up

      On the page.

      Web and Content Manager 1 day

    5. 5

      Promote

      LinkedIn and Broker Brief.

      VP of Growth Marketing ongoing

    6. 6

      Measure

      Registrations and requests.

      VP of Growth Marketing monthly

    First result
    1 quarter
    Cost
    Editing time
    Owner
    Director, Product Marketing

    Smallest test

    Cut three clips from the latest episode.

    Why it works

    Publish the next three dates, cut each episode into short clips for LinkedIn and the Broker Brief, write a summary post per episode, and add a "next episode" sign-up.

    Clips reach brokers and HR leaders who will not watch an hour, and a schedule builds habit.

    Risks and how to handle them

    • Clips lose nuance

      Link the full recording.

    Evidence

    • Your websiteDrug Pathways Engine page: "Every Claim. Its Lowest Net Cost. Every Time." Each claim is checked for the right drug (clinically equivalent alternatives), the right place and the right price, "automatically". The Full Disclosure series ran episodes on open enrollment (September 15, 2026), contract readiness, independent pharmacy and AI in PBMs.Source
    • Your websiteTemplate leftovers visible to visitors: article cards show the placeholder word "date" instead of a date (nine times on the homepage, also on the brokers, repricing, contact-sales and Broker Brief pages); the Full Disclosure page shows the builder note "Drop a Collection List into the 'CMS Content' property slot" and an empty "Upcoming" section; the risk assessment headline reads "PRM RISK ASSESSMENT".Source
    • Your websiteSitemap (339 URLs, checked November 4, 2026): 188 blog posts, 41 resources, 36 event pages (dinners, giveaways, a Broker Account Manager Summit), 16 Full Disclosure webinar pages, sign-up pages for the Broker Brief, a Benefits Blueprint and a newsletter, a PBM risk assessment, and a Drug Pathways Engine page. There are blog posts on "legacy PBMs vs SmithRx" and critiques of big-PBM pricing models, but no comparison page against named transparent PBMs, and no case-study library beyond blog posts under "success stories".Source
  • 14

    The PMM must build trust in SmithRx's AI against "industry skepticism". The Drug Pathways Engine page explains the idea in general terms; a buyer cannot see what it does to a real claim.

    High impactMedium effort First result in 1 quarter Director

    First action

    Pick three sample claims with clear savings.

    How to measure it

    Engine page to repricing rate

    Now
    –
    Target
    +20%
    By
    2 quarters

    Steps

    1. 1

      Pick examples

      Three claims.

      Clinical team 1 week

    2. 2

      Script

      Each step.

      Director, Product Marketing 1 week

    3. 3

      Design

      Interactive walk-through.

      Web and Content Manager 1 month

    4. 4

      Compliance review

      No member data.

      Compliance 2 weeks

    5. 5

      Publish

      On the engine page.

      Web and Content Manager 1 week

    6. 6

      Use in sales

      Demos and training.

      Account Executive - Pharmacy Benefits ongoing

    First result
    1 quarter
    Cost
    Design time
    Owner
    Director, Product Marketing

    Smallest test

    Publish one example as a static graphic.

    Why it works

    Build an interactive example: a sample prescription, the alternatives checked, the pharmacies compared, the price paths and the final cost, with what a pharmacist reviews and what is automated. Use it in demos and broker training.

    Concrete examples build more trust in AI than claims about it.

    Risks and how to handle them

    • Examples seem cherry-picked

      Show an example with small savings too.

    Evidence

    • HiringDirector, Product Marketing (remote): leads "go-to-market strategy, product positioning, and sales enablement", defines how SmithRx communicates "to brokers, employers, consultants, and members", leads "the narrative around Artificial Intelligence in healthcare" with "transparent, education-driven messaging that overcomes industry skepticism", and builds "pitch decks, case studies, competitor comparisons".Source
    • Your websiteDrug Pathways Engine page: "Every Claim. Its Lowest Net Cost. Every Time." Each claim is checked for the right drug (clinically equivalent alternatives), the right place and the right price, "automatically". The Full Disclosure series ran episodes on open enrollment (September 15, 2026), contract readiness, independent pharmacy and AI in PBMs.Source
  • 15

    SmithRx is scaling account management and hiring a financial data analyst for it. Each client review already shows savings; it can also produce proof and introductions.

    High impactMedium effort First result in 1 quarter Senior Director

    First action

    Add the three asks to next month's reviews.

    How to measure it

    Client referrals

    Now
    –
    Target
    10 a quarter
    By
    2 quarters

    Steps

    1. 1

      Add asks

      Review template.

      Senior Director, Account Management 1 week

    2. 2

      Train

      Account managers.

      Senior Director, Account Management 1 week

    3. 3

      Track

      CRM fields.

      Financial Data Analyst, Account Management 1 week

    4. 4

      Run

      All reviews.

      Senior Director, Account Management ongoing

    5. 5

      Hand off

      Referrals to sales.

      Senior Director, Account Management ongoing

    6. 6

      Report

      Quarterly.

      Financial Data Analyst, Account Management quarterly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Senior Director, Account Management

    Smallest test

    Ask five happy clients for an introduction.

    Why it works

    Add three asks to each strong review: a reference call, a case study and an introduction to a peer employer or the client's broker. Track savings and asks in the CRM.

    Satisfied clients are the most trusted source for new ones.

    Risks and how to handle them

    • Clients feel sold to

      Ask only after strong results.

    Evidence

    • HiringAccount management and member support: a Senior Director, Account Management to scale "a high-performing Account Management organization", a Financial Data Analyst for account management, an Account Executive on the Customer Success team "communicating the value of our services in the context of customers' business goals", and Spanish-speaking roles (Bilingual Member Support Specialist in Lehi, UT, and two Bilingual Patient Access Specialists) among 22 open roles on SmithRx's Greenhouse board.Source
    • Your websiteHomepage: "The #1 Modern PBM. Radically Transparent. Client-Aligned. Flexible by Design."; its buttons are "Access Account", three login cards (Members, Brokers, Employers) and "Read Case Study"; stats "20%+ Avg. Savings", "4.7/5 Client satisfaction score", "20%+ lower PMPM than the industry benchmark"; one featured case study (a national beverage distributor, 30% average PMPM savings 2023-2025, autoimmune drug costs down 65%). The page has no link to the repricing analysis or the contact-sales page, and its app section offers only "Download iOS App".Source
  • 16

    SmithRx tells employers it helps them "fulfill their fiduciary responsibility". Committees that switch PBMs need to document why, and that paperwork falls on HR.

    Medium impactMedium effort First result in 1 quarter Director

    First action

    Draft the file template from a recent finalist proposal.

    How to measure it

    Finalist win rate

    Now
    –
    Target
    +10%
    By
    2 quarters

    Steps

    1. 1

      Draft template

      From a recent proposal.

      Pricing Strategy Director 2 weeks

    2. 2

      Legal review

      No legal advice wording.

      Legal 2 weeks

    3. 3

      Design

      Clean PDF.

      Director, Product Marketing 1 week

    4. 4

      Use

      All finalists.

      Account Executive - Pharmacy Benefits ongoing

    5. 5

      Broker version

      Space for their analysis.

      Director, Product Marketing 1 week

    6. 6

      Measure

      Win rate.

      VP of Growth Marketing quarterly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Director, Product Marketing

    Smallest test

    Use it in the next finalist round.

    Why it works

    Give every finalist a decision file: the repricing, the method, contract terms summary, a comparison of models, and a checklist of steps taken. Brokers can add their own analysis.

    Helping the committee document its decision removes a reason to delay and makes SmithRx the easy choice to defend.

    Risks and how to handle them

    • Seen as legal advice

      State clearly it is documentation support.

    Evidence

    • Your websiteEmployers page: "Cut Waste. Protect Your Plan. Support Your People.", five "Request Repricer Analysis" links, "our PBM clients save a whopping 30% or more on pharmacy spend in just the first year". The repricing page offers a custom savings comparison, a drug-by-drug cost comparison with the current PBM and a strategy digest from "your historical claims", through a Marketo form; it says "SmithRx clients save 20%+".Source
    • Your websitePBM Risk Assessment page: three self-assessments (a top drug comparison worksheet, a "Calculate Your PMPM" calculator, and contract and RFP questions, warning that "free" consultant RFP costs of "up to $7 PMPM" are often built into spread pricing). It is not linked from the homepage or the brokers page.Source
    • HiringPricing hires: a Pricing Strategy Director to "craft winning PBM offers, with an emphasis on larger enterprise clients" with the Sales and Proposals teams, and a Vice President, Pricing and Forecasting to ensure SmithRx is "providing the lowest possible drug costs" with "key clients".Source
  • 17

    Real Chrome visitors pass Core Web Vitals, but field LCP has slowed 15%, and in Google's phone test the main image appears at 14.9s with 2.7 MB downloaded, including about 730 KB for the chat widget.

    Medium impactLow effort First result in 1 month Web and Content Manager

    First action

    Switch the chat widget to load on click.

    How to measure it

    Field LCP p75

    Now
    –
    Target
    under 1.3s
    By
    60 days

    Steps

    1. 1

      Chat on click

      Button loads widget.

      Web and Content Manager 1 day

    2. 2

      Hero image

      Compress and size.

      Web and Content Manager 1 day

    3. 3

      Unused scripts

      Remove.

      Web and Content Manager 2 days

    4. 4

      Recheck

      PageSpeed.

      Web and Content Manager 1 day

    5. 5

      Watch field data

      Monthly.

      Web and Content Manager monthly

    6. 6

      Check chat use

      No drop in chats.

      Lead, Member Support monthly

    First result
    1 month
    Cost
    $0
    Owner
    Web and Content Manager

    Smallest test

    Load chat on click on the homepage only.

    Why it works

    Load chat only when a visitor clicks a chat button, compress the hero image, and recheck PageSpeed and field data.

    Faster first impressions help paid and outbound traffic arriving on phones.

    Risks and how to handle them

    • Fewer chats

      Keep the button visible.

    Evidence

    • Google PageSpeedGoogle PageSpeed (mobile, November 4, 2026): performance 59/100 (desktop 88); in the lab phone test the main image appears at 14.9s and the page downloads 2.7 MB, including about 730 KB from the Five9 chat widget. Real Chrome visitors pass Core Web Vitals (largest content 1.5s, INP 103 ms at the 75th percentile), though field LCP is 15% slower than before.Source

Big bets 3

Larger plays that can change the trajectory.

  • 18

    SmithRx's identity is transparency and it is hiring senior pricing leaders. Employers rarely see what drugs should cost; SmithRx's Mark Cuban Cost Plus work showed $9.5 million in autoimmune savings.

    High impactHigh effort First result in 3 quarters Vice President

    First action

    Pick the 50 drugs and agree what can be published.

    How to measure it

    Requests from the index

    Now
    –
    Target
    50 a quarter
    By
    1 year

    Steps

    1. 1

      Pick drugs

      Highest spend.

      Vice President, Pricing and Forecasting 2 weeks

    2. 2

      Legal review

      Contract limits.

      Legal 1 month

    3. 3

      Build

      Index and method.

      Senior Staff Data Engineer 1 quarter

    4. 4

      Publish

      Quarterly.

      Director, Product Marketing quarterly

    5. 5

      Press

      Benefits trade media.

      VP of Growth Marketing quarterly

    6. 6

      Connect

      To the worksheet and repricing.

      Web and Content Manager 1 month

    First result
    3 quarters
    Cost
    Analyst time
    Owner
    Vice President, Pricing and Forecasting

    Smallest test

    Publish ten drugs first.

    Why it works

    Publish a quarterly index of typical net cost ranges for the 50 highest-spend drugs, with method, and let HR leaders compare their own (from the risk assessment worksheet).

    Original pricing data earns press and links, and makes the repricing the natural next step.

    Risks and how to handle them

    • Contract confidentiality

      Publish ranges, not contract prices.

    Evidence

    • HiringPricing hires: a Pricing Strategy Director to "craft winning PBM offers, with an emphasis on larger enterprise clients" with the Sales and Proposals teams, and a Vice President, Pricing and Forecasting to ensure SmithRx is "providing the lowest possible drug costs" with "key clients".Source
    • Your websiteNews page: a $60 million Series C led by Venrock; with Mark Cuban Cost Plus Drug Company, "$9.5 Million in Client Savings Through Innovative Autoimmune Drug Sourcing"; a founding member of the Transparency-Rx coalition. The founder started SmithRx after caring for family members through cancer and specialty medications.Source
    • Your websitePBM Risk Assessment page: three self-assessments (a top drug comparison worksheet, a "Calculate Your PMPM" calculator, and contract and RFP questions, warning that "free" consultant RFP costs of "up to $7 PMPM" are often built into spread pricing). It is not linked from the homepage or the brokers page.Source
  • 19

    Brokers already log into the partner portal for existing clients. The VP of Growth's "Technical Growth Pod" is asked to build acquisition loops and internal growth tools.

    High impactHigh effort First result in 3 quarters VP of Growth Marketing

    First action

    Interview ten brokers on what they would need.

    How to measure it

    Broker portal repricings

    Now
    –
    Target
    100 a quarter
    By
    3 quarters

    Steps

    1. 1

      Interview brokers

      Ten.

      Outbound Growth Associate 1 month

    2. 2

      Design

      Upload and range.

      Product Manager 1 month

    3. 3

      Security

      Review and controls.

      Senior Staff Data Engineer 1 month

    4. 4

      Build

      Technical Growth Pod.

      Growth Engineering 1 quarter

    5. 5

      Pilot

      Ten brokers.

      Outbound Growth Associate 1 month

    6. 6

      Scale

      All partner logins.

      VP of Growth Marketing 1 quarter

    First result
    3 quarters
    Cost
    Engineering time
    Owner
    VP of Growth Marketing

    Smallest test

    Run indicative ranges by hand for five brokers.

    Why it works

    Let brokers upload a prospect's claims securely in the portal and get an indicative savings range within days, with a full repricing on request. Each use creates a tagged opportunity.

    Brokers run the tool for every renewal, which turns the portal into a lead engine.

    Risks and how to handle them

    • Data security

      SOC 2 controls and compliance sign-off.

    Evidence

    • HiringVP of Growth Marketing (remote): "PBM is a huge market that never got modern growth marketing." The role builds "a culture of high-velocity testing across messaging, channels, and outreach strategies", finds "the channels and partnership loops that land with complex healthcare buyers and the brokers who advise them", and builds "for both motions: selling direct to employers, and winning through the broker channel that drives much of PBM selection. It's regulated, so build compliance in as you go." It leads the Growth Ops and BDR team toward "a human-and-agent operating model: agents doing research and personalization at scale" and a "Technical Growth Pod" to "engineer new acquisition loops".Source
    • Your websiteBrokers page: "Smarter Pharmacy Benefits for Your Clients. Deliver average savings of 20% or more"; three named broker testimonials, one saying "Each of my employers that I've partnered with SmithRx have seen on average a 30% savings in the first year". The only action on the page is "Account Login": no link to the repricing analysis, the contact-sales page or the Broker Brief newsletter sign-up, which all exist elsewhere on the site.Source
    • Your websiteEmployers page: "Cut Waste. Protect Your Plan. Support Your People.", five "Request Repricer Analysis" links, "our PBM clients save a whopping 30% or more on pharmacy spend in just the first year". The repricing page offers a custom savings comparison, a drug-by-drug cost comparison with the current PBM and a strategy digest from "your historical claims", through a Marketo form; it says "SmithRx clients save 20%+".Source
  • 20

    The pricing team focuses on larger enterprise offers, and the repricing is a manual analysis. Smaller self-funded employers may never get one.

    Medium impactHigh effort First result in 4 quarters Pricing Strategy Director

    First action

    Model ranges from past repricings by size band.

    How to measure it

    Quotes

    Now
    –
    Target
    200 a quarter
    By
    4 quarters

    Steps

    1. 1

      Model ranges

      From past repricings.

      Pricing Strategy Director 1 month

    2. 2

      Design form

      Five questions.

      Director, Product Marketing 2 weeks

    3. 3

      Build

      Instant range.

      Growth Engineering 1 quarter

    4. 4

      Compliance

      Wording.

      Compliance 1 month

    5. 5

      Launch

      Paid and organic.

      VP of Growth Marketing 1 month

    6. 6

      Convert

      Full repricing offer.

      Account Executive - Pharmacy Benefits ongoing

    First result
    4 quarters
    Cost
    Engineering time
    Owner
    Pricing Strategy Director

    Smallest test

    Offer manual ranges to ten small employers.

    Why it works

    Build a short form (employees, plan type, current PBM, top drugs) that returns an indicative savings range immediately, with a full analysis offered after. Route through brokers where one is named.

    An instant answer opens a segment too small for manual analysis.

    Risks and how to handle them

    • Ranges set wrong expectations

      Show wide ranges and the method.

    Evidence

    • HiringPricing hires: a Pricing Strategy Director to "craft winning PBM offers, with an emphasis on larger enterprise clients" with the Sales and Proposals teams, and a Vice President, Pricing and Forecasting to ensure SmithRx is "providing the lowest possible drug costs" with "key clients".Source
    • Your websiteEmployers page: "Cut Waste. Protect Your Plan. Support Your People.", five "Request Repricer Analysis" links, "our PBM clients save a whopping 30% or more on pharmacy spend in just the first year". The repricing page offers a custom savings comparison, a drug-by-drug cost comparison with the current PBM and a strategy digest from "your historical claims", through a Marketo form; it says "SmithRx clients save 20%+".Source
    • Your websitePBM Risk Assessment page: three self-assessments (a top drug comparison worksheet, a "Calculate Your PMPM" calculator, and contract and RFP questions, warning that "free" consultant RFP costs of "up to $7 PMPM" are often built into spread pricing). It is not linked from the homepage or the brokers page.Source

Wildcards 2

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

  • 21

    SmithRx is hiring a pharmacy network contracting manager and ran a Full Disclosure episode on why independent pharmacy is key. Local pharmacists know local employers.

    Medium impactMedium effort First result in 2 quarters Pharmacy Network Contracting…

    First action

    Pick one city with several network pharmacies.

    How to measure it

    Pharmacy-referred leads

    Now
    –
    Target
    10
    By
    2 quarters

    Steps

    1. 1

      Pick city

      Network density.

      Pharmacy Network Contracting Manager 1 week

    2. 2

      Recruit pharmacies

      Five.

      Pharmacy Network Contracting Manager 1 month

    3. 3

      Co-host

      Employer breakfast.

      VP of Growth Marketing 1 month

    4. 4

      Referral path

      Simple form.

      Growth Operations 1 week

    5. 5

      Feature

      Member guides.

      Director, Product Marketing 1 month

    6. 6

      Review

      Leads and cost.

      VP of Growth Marketing quarterly

    First result
    2 quarters
    Cost
    Event costs
    Owner
    Pharmacy Network Contracting Manager

    Smallest test

    Host one breakfast.

    Why it works

    Partner with independent pharmacies in target cities: co-host employer breakfasts, give pharmacists a referral path for employers who complain about their PBM, and feature them in member guides.

    Trusted local voices reach employers that brokers and ads miss.

    Risks and how to handle them

    • Network conflicts

      Keep it educational.

    Evidence

    • Your websiteDrug Pathways Engine page: "Every Claim. Its Lowest Net Cost. Every Time." Each claim is checked for the right drug (clinically equivalent alternatives), the right place and the right price, "automatically". The Full Disclosure series ran episodes on open enrollment (September 15, 2026), contract readiness, independent pharmacy and AI in PBMs.Source
    • Your websiteNews page: a $60 million Series C led by Venrock; with Mark Cuban Cost Plus Drug Company, "$9.5 Million in Client Savings Through Innovative Autoimmune Drug Sourcing"; a founding member of the Transparency-Rx coalition. The founder started SmithRx after caring for family members through cancer and specialty medications.Source
  • 22

    The founder started SmithRx after caring for family through cancer and specialty medications. Employers want to know members are cared for, not just that costs fall.

    Medium impactLow effort First result in 1 quarter Director

    First action

    Ask member support for five recent stories.

    How to measure it

    Stories published

    Now
    –
    Target
    6
    By
    2 quarters

    Steps

    1. 1

      Find stories

      From member support.

      Lead, Member Support 2 weeks

    2. 2

      Consent

      Written, with privacy review.

      Compliance 2 weeks

    3. 3

      Write

      Short stories.

      Director, Product Marketing 2 weeks

    4. 4

      Publish

      Employers page.

      Web and Content Manager 1 week

    5. 5

      Use

      In proposals.

      Account Executive - Pharmacy Benefits ongoing

    6. 6

      Refresh

      Quarterly.

      Director, Product Marketing quarterly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Director, Product Marketing

    Smallest test

    Publish one story.

    Why it works

    Collect a few consented member stories about white-glove help (a specialty drug found cheaper, a hard prior authorisation solved) and use them on the employers page and in proposals.

    Human stories balance savings numbers and support the "Be a hero to your employees" message.

    Risks and how to handle them

    • Health privacy

      Consent, no identifying details unless agreed.

    Evidence

    • Your websiteNews page: a $60 million Series C led by Venrock; with Mark Cuban Cost Plus Drug Company, "$9.5 Million in Client Savings Through Innovative Autoimmune Drug Sourcing"; a founding member of the Transparency-Rx coalition. The founder started SmithRx after caring for family members through cancer and specialty medications.Source
    • HiringAccount management and member support: a Senior Director, Account Management to scale "a high-performing Account Management organization", a Financial Data Analyst for account management, an Account Executive on the Customer Success team "communicating the value of our services in the context of customers' business goals", and Spanish-speaking roles (Bilingual Member Support Specialist in Lehi, UT, and two Bilingual Patient Access Specialists) among 22 open roles on SmithRx's Greenhouse board.Source

03

How Programmable can help

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ProgrammableInfo

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Fill the events in this plan

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on November 4, 2026, and cites them throughout. SmithRx did not commission, review or endorse it, and Programmable is not affiliated with SmithRx. 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 SmithRx runs its business.

Something wrong, or do you represent SmithRx? 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 307 ideas

    Brokers page actions, homepage repricing button, template fixes, one savings claim, the PMPM calculator, bilingual service and faster mobile loading.

  2. Days 31 to 6011 ideas

    Form 5500 outbound, broker firm programme, comparison pages, case-study library, form experiments, event follow-up, webinar clips, the engine walk-through, referrals and the decision file; member stories.

  3. Days 61 to 904 ideas

    Start the big bets: a public drug price index, broker portal repricing and instant quotes; pilot independent pharmacy partners.

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 pass-through pricing with no spread or rebate games. The most cited problem: hidden PBM fees and spread pricing.

  • Real savings in the first year
  • Fiduciary pressure on HR
  • In their words: “PMPM”

Market

Competitive landscape

5 competitors compared: Capital Rx, Rightway, Navitus, AffirmedRx and 1 more.

  • Gap to exploit: Tools for brokers before a sale
  • Capital Rx: Similar transparency message
  • Rightway: Broader focus than pharmacy

Hiring signals

SmithRx is building a growth function from scratch: a VP of Growth Marketing for experiments, partnership loops and a human-and-agent outbound team, with the broker channel called out as driving "much of PBM selection"…

  • VP of Growth Marketing: Broker channel drives much of PBM selection; experiments and agents. Ideas 1, 2, 11, 19.
  • Outbound Growth Associate: AI lead outbound playbooks and broker frameworks. Ideas 7, 8.
  • Director, Product Marketing: Positioning, competitor comparisons, AI trust. Ideas 4, 9, 10, 14.

From the team that wrote this playbook

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  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
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