How to: Choose a Healthcare Marketing Agency

Your team has decided to engage a new healthcare marketing agency partner. The reasons might vary, e.g. your former agency let you down in some way, expectations weren’t aligned, new leadership wants a fresh point-of-view, or maybe this is your first agency. Regardless of the circumstance, you’re moving forward.

10 Considerations For New Healthcare Agency Selection

In no particular order, here are 10 considerations as you work through the process of bringing on a new healthcare marketing firm.

1. Category Expertise + Passion

We believe that creativity is fueled by knowledge, not stifled by it. There’s no replacement for having a deep understanding of, and passion for, a client’s industry and business. In this case, it’s healthcare, and all the nuances that come along with it. Same goes for audience understanding. And in healthcare, there are multiple stakeholders that matter. To inspire and move people to action, you need to understand them. Not just the obvious things like who they are or how old they are, but why they behave the way they do. Armed with this knowledge, this gives an agency the ability to develop powerful insights. And great work usually has a smart insight at its core. Insight also helps you to think in new ways about the business, new product and service concepts and new angles to address problems.

2. Fresh Point-of-View

We think our healthcare category knowledge is most potent when combined with outside category inspiration. One without the other makes for less courageous and stand-out solutions, as big insights and ideas often come from outside our immediate healthcare category. The key is to be able to take our knowledge, shake it up and apply it in new ways. In this way, marketing agencies help their clients become the disruptor rather than the disrupted. It’s on us to question everything about the business, paying no homage to sacred cows.

3. Effective vs. Efficient Work

Keep your eye on the ultimate prize. A healthcare agency’s job isn’t only to produce efficient work, but effective work. Work that builds brand reputation and drives business growth. You can be efficient with process or pre-pro work, but the underlying work itself had better be effective. Somehow in this era of time sheets and efficiency tools, the commitment and passion for excellence can fall by the wayside. Work is “good” enough to leave the building. But time and again, it’s been objectively proven that big ideas generally produce big returns that make up for upfront expenses. Lesson: be bold, be brave, be courageous.

4. Overarching Brand View & Brand Stewardship

It behooves any brand marketer to choose a marketing agency partner who shares their brand view. Do your partners subscribe to the idea of brands as an organizing principle for your healthcare organization? If not, then what navigation system do they suggest? Along these same lines, you might have multiple specialist agencies in your stable, e.g. digital, SEO, content marketing, etc. However, one agency needs to have a holistic brand understanding, to ensure brand message, tone of voice, design, communications and actions are coherent across the organization, its facilities, service lines and channels in order to continuously build brand equity.

5. Matching of Profiles

Borrowing on the analogy of online dating services, it’s not likely that everyone you meet will be compatible with you. So think about the dimensions most important to you in an agency partner. In the case of our health and wellness agency Trajectory, we match up best with smaller marketing departments who really rely on their agency as a true partner. We’re a smaller agency, which means our leadership is working on your business, we understand the bigger picture and naturally think about what challenges or opportunities might lie ahead. We pride ourselves on working with our health and wellness clients so closely that it feels like we’re a seamless extension of their internal marketing teams.

6. Similar Definition of Excellent Work

Obviously, it’s work that makes a client happy and drives business success. But more than that, client and agency should align on the definition of excellent work, and of creativity, to manage each other’s expectations. There is ample evidence that creative advertising has a far better chance of achieving better commercial results. So it should be a no‐brainer for clients to want the best creative from their agencies. And for agencies to constantly strive to provide groundbreaking ideas. But there needs to be a common ground definition.

7. Client Involvement In The Process

Do you want to be involved earlier in the creative process as part of your agency team? Creating exceptional client/agency relationships is critical to delivering great work. Collaboration builds a deeper level of trust which allows your agency to have more meaningful and open conversations about your business challenges.  Which should translate to the agency adding value and bringing business building ideas to the table.

8. Honesty

The relationship between agency leadership and client leadership should be strong and built on stark (though respectful) honesty. With no room for second guessing. Building depth to these relationships allows for difficult conversations, allows for respect to grow, and allows for the right work to be produced.

9. Communication

As with any productive partnership, there is a give and take required from both sides to ensure success. But what can the agency do to uphold their end of the bargain? Characteristics like reliabilitytrustworthiness and communication are key. Establishing a cadence of engagement and communication that goes beyond excellent customer service.

10. Results

Given the ever-changing shift in marketing budgets and the availability of analytics, integrated strategy and award-winning campaigns are no longer enough for brands to justify agency partnership to their stakeholders. Because when it comes down to it, what is a “partner” or a “strategy” without results? Today, data-proven results are the #1 “got to-have-it” indicator of success. Which means results that impact the bottom line and the growth of the business.

In Summary

Agency: Focus on the creative product, build a culture that fosters the process and look after your people.
Client: Invest in your agency relationships from the top, let the agency under the tent and liberate them to be creative in thinking and output.
Both: Be courageous (based on a mutually agreed definition).


Founded in 1999, Trajectory is the specialist healthcare + wellness branding and marketing agency partnering with clients across the health + wellness continuum to grow better business. Reach us at 973-292-1400.