Powering Medusind's Next Chapter of Growth
A unified marketing partnership designed to accelerate brand awareness, fuel pipeline, and support Medusind's path to $20M+ in marketing-influenced bookings.
The Revenue Gap
Marketing is expected to drive $20–24M of the $40M bookings target, up dramatically from $2.9M last year.
Brand Awareness
In a field of 389+ RCM vendors, Medusind's service delivery outpaces its market visibility and brand recognition.
Marketing Stack
Your Salesforce + Pardot stack has potential, but scoring, nurture flows, web conversion paths, and CMS maintenance all need attention.
PE Exit Horizon
With a 2–3 year exit horizon, every quarter counts and marketing needs to demonstrate measurable pipeline impact quickly.
Marketing Challenges in More Detail
Low Brand Differentiation in a Saturated Market
In a field of 389+ RCM vendors, Medusind's brand doesn't yet reflect the quality of its service.
Sales Collateral That Doesn't Match the Product
Reps are building their own decks because the existing materials don't land, slowing deal velocity on opportunities that should be closing faster.
Demand Gen Infrastructure with Room to Scale
Paid media, SEO, and AI search strategy aren't yet aligned to the highest-value verticals, and the Salesforce/Pardot stack needs stronger scoring, nurture flows, and conversion paths.
Content That Isn't Yet Connected to Pipeline
Content is being produced but it doesn't ladder up to a clear funnel; the opportunity is to turn it from a checkbox into a pipeline driver.
Fragmented Measurement Across Platforms
Reporting is spread across platforms with no unified view tying ad performance, content engagement, and Salesforce pipeline together.
Creative, Content & Sales Enablement
Brand assets, collateral, campaigns, and content that make Medusind stand out in a crowded market.
Performance Marketing, SEO, Analytics & CRM
Qualified pipeline through paid media, organic search, AI visibility, CRM & lifecycle marketing, and data-driven reporting.
Brand & Creative Systems
Sales Enablement
Content Development
SEO & AEO
Demand Gen & Paid Media
Website & CRO
Analytics & Attribution
CRM & Marketing Automation
Events & Tradeshow
and much more
Initial Advertising Insights
The Markacy team reviewed Medusind's existing digital advertising accounts and identified the following opportunities for immediate improvement.
- Evaluate high-spend broad keywordsCertain broad match keywords (e.g., "online medical billing services") appear to be driving a significant portion of spend. Medusind should continue monitoring search term and lead quality, refine with negatives where necessary, and ensure spend is balanced toward higher-intent queries.
- Consolidate lower-volume specialtiesSeveral specialty campaigns are seeing very limited conversions and search volume. Rather than maintaining many small segments, consolidation can help improve smart bidding learning, increase impression share in priority areas, and reduce budget fragmentation.
- Align campaign structure to priority verticalsThe current structure includes a wide mix of specialties with limited search volume. A more focused approach would emphasize the four priority verticals while maintaining a core services campaign.
- Landing page alignment by specialtyKeyword to landing page alignment could be improved as keyword quality scores are below 5 out of 10 on key terms. Mapping keywords to specialty-specific landing pages and strategizing optimal layouts can improve quality score, conversion rate, and lead relevance.
SketchDeck: Creative & Content
Brand, content, sales enablement, design, events
Sales Enablement Materials
From-scratch creation of pitch decks, sell sheets, case study templates, battle cards, and proposal templates, all built to Medusind's new brand standards.
Website & Landing Pages
Ongoing Sanity CMS maintenance, specialty vertical landing pages, CRO improvements, and conversion-focused web design.
Messaging & Editorial Style
Tone & voice guidance, editorial standards, proofreading guidelines, and messaging frameworks for each specialty vertical.
Content Development
Editorial calendar, blog content editing, SEO-informed content review, ghostwriting support, and thought leadership positioning for key executives.
Ad Creative & Performance Design
Display banner ads, social image posts, Google Ads creative, and landing page design aligned with Markacy's performance campaigns.
Email Marketing Design
Email templates, nurture sequence design, and marketing email creative that works within Account Engagement (Pardot).
Event & Tradeshow Support
Booth design and materials, event collateral, signage, handouts, and supplemental assets for Medusind's tradeshow calendar.
Social Media Templates
Branded social post templates, infographic frameworks, and design systems that empower your team to produce content quickly.
Markacy: Performance & Analytics
Paid media, SEO/AIO, reporting, CRM alignment
Google Ads Strategy & Management
Full restructure and ongoing management of Google Ads campaigns focused on 5 priority verticals (FQHCs, pathology, behavioral health, radiology, dental).
Paid Media Optimization
Keyword alignment, audience targeting, bid strategy, and conversion optimization. Fixing the current misalignment between ad spend and high-value leads.
Technical SEO
Site health audit, crawlability improvements, schema markup, site speed optimization, and technical infrastructure to improve organic rankings.
AI Optimization (AIO)
Ensuring Medusind appears in AI-generated responses (ChatGPT, Perplexity, etc.). Content structuring, authority building, and AI visibility strategy.
Analytics & Reporting
Unified reporting via Snowflake data warehouse with Looker/Agency Analytics frontend. API connections to ad platforms, Salesforce, and web analytics.
CRM & Lifecycle Marketing
Platform setup and optimization across Salesforce + Pardot, list segmentation, automated lifecycle flows, creative and content strategy for email/nurture, and retention analytics including LTV and cohort modeling.
Matt Crider
Jeff Edwards
Tighe Flatley
Claire Gordon
Lauren Grykien
Laura Marzec
Ryan Mason
Elliot Miller
Emily Perman
And our team of 200+ marketers and creatives
Our proprietary platform is trusted by 90% of our clients to aid client communication, asset management, and workflow automation. As part of this proposal, your team will have access to this tool.
- AI-Assisted Project Briefs — Clear briefs lead to stronger outcomes
- Collaborative Visual Feedback — Version control without endless email chains
- Central Project & Asset Library — Searchable, secure, and compliant
- Real Time Metrics — Full visibility into spend, project mix, and SLA adherence
Powered by Markacy's Gather Analytics platform, we help you unlock transparency and maximize marketing & media ROI
Data Pipelines for Automated Reporting
API hooks into Meta, Google, Shopify, Amazon, and more to automate real-time reports at high and granular levels, fully customizable to you.
Unbiased Measurement
True incremental ROI (as opposed to platform/last-click metrics) increases transparency and avoids wasted spend.
Rapid Testing
High-impact controlled experiments uncover the business-impact from marketing.
Research & Insights
Gain market share from competitors via deep research and real-time competitor insights.
Foundation Setting
Platform access (Salesforce, Google Ads, Analytics, CMS, dashboards, SketchDeck platform). Align on KPIs and reporting framework. Brand audit, content audit. Brand and content training.
Early Impact
Google Ads restructure and optimization. Technical SEO audit and fixes. Initial landing page brief development. Sales enablement materials production (decks, sell sheets).
Scale & Execute
Full paid media campaigns live across priority verticals. AIO strategy deployed. Reporting dashboards operational. Blog editing and content refinement. Case study production. Sales enablement and ongoing creative support at full capacity.
Performance Refinement & Strategic Growth
Campaign optimization based on performance data. Expand to additional verticals. Nurture flow optimization. Event and tradeshow support. Brand guidelines development and rollout. Thought leadership campaigns. Full-funnel performance analysis and attribution refinements. PE reporting support to demonstrate marketing's impact on pipeline and bookings.
Communication Cadence
Weekly Syncs
Standing meetings with each PM covering creative/content and performance/analytics. Keep work moving, flag blockers, align on priorities.
Monthly Reviews
Performance reporting, creative review, and strategic planning. Recalibrate priorities and shift resources as needed.
Quarterly Strategy
Big-picture sessions with senior leadership. Review goals, plan campaigns, and evolve the roadmap based on results.
LeanTaaS is a healthcare capacity management software provider serving hospitals and ambulatory care centers. Four years ago, they partnered with SketchDeck to redesign their website. That project became an ongoing membership engagement spanning brand, creative, demand generation, and sales enablement.
Today, SketchDeck operates as an extension of the LeanTaaS marketing team. Month to month, the work flexes across whatever the business needs most: landing pages and CRO one quarter, sales collateral and event materials the next, ad creative and content design after that. The membership model makes this possible without re-scoping or renegotiating every time priorities shift.
The results compound over time. After the initial website launch, organic traffic and inbound leads grew 40% in three months. Four years in, the partnership continues to expand because it keeps delivering.
| Line Item | Monthly Fee |
|---|---|
|
Performance
Paid Media & Demand Gen
Paid media strategy and management, SEO and AI optimization, CRM and marketing automation, CRO, analytics and attribution. See appendix for full scope.
|
$10,000 / mo
Media spend not included
|
|
Creative
Design Support
Flexible monthly design credits across sales enablement, ad creative, landing pages, email, social, and events. Credits shift month-to-month based on priorities. See appendix for deliverable estimates.
|
$10,000 / mo
100 credits/mo at $100/credit
|
|
Content
Content Development
Editorial calendar, SEO-informed content production, blog editing, ghostwriting, and thought leadership. See appendix for full scope.
|
$10,000 / mo
100 credits/mo at $100/credit
|
|
Hosting
Website Hosting
Monthly hosting for Medusind's Sanity CMS website, including uptime monitoring and maintenance.
|
$3,600 / mo |
|
Program
Program Management
Two dedicated project managers, weekly syncs, monthly reporting, quarterly strategy sessions, and ongoing coordination across all workstreams.
|
$4,500 / mo |
| Project | Description | Est. Cost |
|---|---|---|
| Brand Guidelines Refresh | Discovery workshop, brand strategy & messaging, centering ideas & creative directions, recommended visual identity system (logo, color, typography, photography, iconography), and final brand guidelines document | $20,000+ |
| Brand Campaign | Campaign guidelines, core creative piece, landing page, digital ads, social graphics, press release, internal launch email, scalable with motion video, commercial production, and OOH creative | $50,000+ |
| Tradeshow Booth Design | Booth concept, printed booth design, backlit lighting, screen graphics, signage, and experiential elements; printing, fabrication, and installation scoped separately | $11,000+ |
All pricing is exclusive of media spend. Client provides and controls ad budgets directly.
Creative credits are flexible month-to-month. Unused credits roll over. Estimates may vary based on complexity.
Content strategy pricing pending from content team.
Onboarding and discovery (Weeks 1-2) is included in the monthly program fee.
Refine Proposal
We'll align on scope, pricing, and priorities so the final proposal reflects exactly what Medusind needs.
Execute SOW
Once aligned, we formalize the engagement with a statement of work covering deliverables, timelines, and terms.
Kickoff!
Onboarding begins with platform access, stakeholder introductions, and a shared project plan to hit the ground running.
| Workstream | Scope |
|---|---|
| Paid Media Strategy | Media strategy & KPI planning, campaign structure, ad management on client-provided budgets, spend pacing, creative advisory & testing |
| SEO & AI Optimization | Quarterly technical site reviews, schema & entity strategy, PR/AI seeding for backlinks, AI visibility reporting across LLMs, keyword research for SEO & AI inclusion |
| CRM & Marketing Automation | Platform setup & optimization (Salesforce + Pardot), list segmentation, automated lifecycle flows, email/nurture content strategy, retention analytics & LTV modeling |
| CRO | On-site growth testing recommendations, strategy & analytics for experimentation |
| Analytics & Attribution | Unified reporting (Snowflake + Looker), conversion tracking & attribution modeling, dashboard setup & maintenance |
| Deliverable | Est. Cost |
|---|---|
| Sales Enablement | |
| Pitch deck, 15-20 slides (incl. samples, 1 round edits) | $5,800 |
| Pitch deck, 15-20 slides (no samples, 1 round edits) | $4,400 |
| Presentation template, 12-15 slide layouts | $5,000+ |
| Slide deck, 20 pages | $3,500 |
| Sell sheet | $2,000 |
| Battle cards, 3 pages | $2,000 |
| Case study, 2 pages | $1,700 |
| Brochure, 3-4 pages | $2,900 |
| Document template (proposal, report, up to 5 pages) | $3,600 |
| Word template | $1,000 |
| Article template | $1,700 |
| Ad Creative & Performance Design | |
| Digital banner ads, x5 (incl. resizes) | $3,500 |
| Static display/social ad (2 samples + up to 5 resizes) | $2,000 |
| Digital ads (single, varies by complexity) | $400-$1,200 |
| Social Media & Content Design | |
| Social image posts, x5 | $4,600 |
| Social media template set | $2,000 |
| Infographic | $2,500-$4,000 |
| eBook, 15 pages | $2,500 |
| 2-pager / one-sheet | $1,200 |
| Website & Landing Pages | |
| Landing page design | $5,000 |
| Email marketing template (incl. development) | $3,000 |
| Email signature | $1,000 |
| Events & Tradeshow (design only) | |
| Booth concept and design | $5,000 |
| Event materials (2 handouts + 1 banner) | $3,200 |
| Content Type | Est. Range | Includes |
|---|---|---|
| Short article / blog post | $4.9k – $6.5k | 400-600 words, 1 interview, 2x revisions |
| Deep-dive article | $5k – $7.5k | 2,000+ words, ~2 interviews, 2x revisions |
| Case study | $5.5k – $9k | 300-400 words, 1 interview, 2x revisions |
| Infographic | $5.9k – $8.4k | Research of up to 3 data sets, 2x revisions |
| eBook / white paper | $7.1k – $8.5k+ | 1,500-2,500 words, visual layout, strategic review |
| Research report | $15.5k – $23k | 3,000-5,000 words, 3-4 interviews, 2-3x revisions |
| 10-slide deck (narrative + design) | $7k+ | Full storyline + copy, 2x revisions |
| 20-slide deck (narrative + design) | $10.4k – $12.4k | Extended narrative, 2-3x revisions |
| $5k – $7.7k | 300-400 words, 2x revisions | |
| Social post | $1.25k – $3k | Up to 4 platforms, 2x revisions |
| 1-pager / flyer | $3k – $5k | Short copy, 2x revisions |
Media Services
We bring extensive buying and optimization expertise across all forms of traditional and emerging media channels.
Paid Search
Without tight guardrails, it is easy to waste budget on misaligned terms and drive leads of lower quality without integration.
AI & Affiliate
We have the playbook to build an AI Visibility and Affiliate PR funnel with actionable measurement and monitoring plan.
Activities
- Map priority affiliate publishers, high-intent placements, and monetization requirements
- Define core AI prompts / query clusters aligned to Medusind's offerings
- Identify missing or malformed structured data entities
- Benchmark content for AI intake and citation across models (e.g., ChatGPT, Claude, Gemini)
Deliverables
- Affiliate + AI opportunity gap assessment
- AI-readiness readout with coverage, structure, enrichment, citation recommendations
Activities
- Design affiliate deal frameworks (tCPA targets, CPA/CPL hybrids, bonus tiers)
- Coordinate PR + affiliate content requirements to ensure monetization and citation eligibility
- Assist with implementation of schema and entity enhancements (Product, Offer, Review, Coverage)
- Assist writing team in optimizing priority content for LLM inclusion (titles, structure, comparison signals)
Deliverables
- Affiliate deal playbook + prioritized publisher short-list
- Schema / entity templates (3–5 patterns)
- LLM-ready content briefs and optimization guidelines
Activities
- Launch initial affiliate placements and PR-assisted content
- Deploy AI visibility monitoring tied to priority prompts and entities
- Track early performance signals across conversions, assisted impact, and AI mentions
Deliverables
- Performance dashboard tracking AI visibility and affiliate performance
- Pilot results report + scale recommendations
AI Content Optimization System
We have proprietary systems built to evaluate the optimal content structures across page types to effectively rank in LLMs and traditional search engines.
Content Corpus Evaluation
Audit existing pages and identify priority content types (guides, FAQs, reviews, product pages) most likely to surface in AI-generated answers and summaries.
AI Suitability Scoring
Apply our proprietary evaluation framework to assess how well content performs for LLM retrieval, summarization, and citation.
Content Structure Blueprint
Define the optimal page structure and content formatting to improve inclusion in AI-generated responses and search results.
Content Optimization & Creation
Apply the blueprint to update existing pages and guide the creation of new content aligned with AI retrieval patterns.
CRM & Lifecycle Marketing Services
We bring expertise in lifecycle marketing across CRM/ESP tools like Salesforce, Klaviyo, Braze, and more.
- Diagnose existing setup, data integrations, and revenue attribution gaps (e.g., GA4 discrepancies)
- Identify missing event tracking and integrations across website, product feeds, and profile tracking
- Optimize capture / list collection and lead generation through pop-ups, offers, etc.
- Cleanse existing lists and remove unengaged profiles or leads
- Segment customers based on type, frequency, and product category
- Map existing journeys across acquisition, purchase, and retention
- Build/rebuild core automated flows
- Institute tailored branches based on engagement and purchase data
- Audit existing campaign and flow messaging
- Develop modular templates aligned to buyer type and product interest categories
- Define KPIs beyond opens/clicks: revenue per email, flow performance, retention lift by cohort
- Establish LTV and cohort modeling and CRM's contribution to overall lead and sales volume
All pricing excludes media spend (client-provided). Creative credits are flexible month-to-month with rollover. Tradeshow booth printing/installation scoped as additional projects. Onboarding (Weeks 1-2) included in program fee. All estimates may vary by scope and complexity.