Discover how expert consulting can help HealthTech companies navigate regulatory challenges, optimize go-to-market strategies, and drive successful product adoption for long-term growth and market success.
🕑 Reading Time: 21 MinutesProven Frameworks
A structured and logical approach to developing a tangible plan to produce outcomes.
Proprietary Platform
Our own collaborative, AI-enabled software to supercharge strategy development and management.
Experienced Consulting
Business strategy combined with subject matter experts for specific game plans.
Maximize conversions & make every interaction matter by designing a plan to engage, convince and close.
Marketing and sales succeed with focus and insight, built on a strategy to engage, persuade, and close.
- Today’s buyers love to buy, but they hate being sold.
- They research, compare, and make decisions on their own terms.
- Every interaction is a chance to earn — or lose — a customer.
- You only have seconds to convey your purpose and value.
- To win them over, you must know them better than your competitors do.
- Without a clear message and plan, growth is a struggle.
A results-obsessed approach to develop marketing and sales tactics to win.
Growth strategies rooted in real-world tactics.
Market Strategy
Develop a plan to out-compete.
- Audience prioritization & personas
- Competitor analysis & benchmarking
- Vision, objectives & goals
- Acquisition & pricing models
- Product & business strategy
Positioning & Brand
Communicate your differentiation.
- Value propositions, differentiation & moat
- Brand & offering architecture
- Positioning & messaging
- Brand feel & voice
- Brand story-telling
Marketing & Sales
Plan to drive results.
- Customer journey design
- Sales playbook development
- Marketing & sales asset planning
- Interaction & conversion strategy
- Tactical & delivery planning
Customer journey design
Detail entry-points, audience mindset, key messaging, and conversion actions.
Sales playbook development
Clarify every interaction and what your sales team needs to do to win.
Marketing & sales asset planning
Outline existing and new assets to move prospects from one stage to the next.
Interaction & conversion strategy
Plan to convert by strategizing smart interactive experiences.
Tactical & delivery planning
Define specifics on how to execute your marketing & sales strategies.
Tactical marketing & sales strategy paired with our powerful AI-enabled platform.
When you work with Insivia, you get access to our AI-enabled strategy workspace that redefines building an agile growth strategy.
- Workshop with your team in real-time
- Research and organize target audiences
- Analyze and benchmark competitors
- Organize offerings and messaging
Not only will we be able to help build a better strategy faster, but you get a single source of truth for your team and the ability to continually evolve your strategy.
It’s a hard truth.
Strategic planning and consulting are broken.
So we fixed it.
The right strategy can propel you forward, but the process shouldn’t be painful.
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Typical consulting makes it hard to connect all the dots.
Silo’d strategy sessions, multiple PDF deliverables and even different consultants create disorganized and disconnected strategies.
We solve this by not only providing a progressive, systematic methodology, but also by leveraging our platform that automatically connects everything together to produce combined insights.
Plus your strategy is centralized to create one source of truth for your entire team.
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Gaps in knowledge leave your strategy full of holes.
Great strategies are built upon knowing the target audience you want to influence inside and out as well as who you will compete with.
Insivia has build a strategy platform that has built-in research and creation of highly defined Personas.
On top of target audiences, our platform can analyze competitors to evaluate weaknesses that can be leveraged into your strengths.
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Too many methodologies are not specific or logical.
Common business strategy methodologies guide you to gaps that need to be filled but often don’t exactly help you fill them.
Over two decades we have been honing our strategic methodology to include progressive exercises that logically lead you to define your strategy.
This means that you aren’t guessing or having unorganized conversations hoping to solve the problem, but instead guided towards the right answers in a logical way.
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Time is wasted in administration.
If you’ve every been in a strategy workshop there can be a lot of downtime, bringing people back together or processing info.
Our software, Frictionless, has real-time collaborative workshops that do all the work behind the scenes in milliseconds.
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Teams have a lot of baggage and bias that hurts the process.
You only know what you know and a lot of consulting relies on just leveraging your teams previous experiences alone.
With our process and technology, we have infused AI to provide unbiased research to help inform the decisions we make together.
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Strategies end up as static, unused PDFs.
If you have ever been delivered a PDF document from a consultant and then only opened it sporadically the next few months, you aren’t achieving anything.
We create one source of truth that is easy to update and share and makes your strategy a living, breathing part of your team.
What would you like to know?
Common questions about our Frictionless platform & services.
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What is Marketing & Sales Strategy?
A Marketing & Sales Strategy is a comprehensive plan designed to align your marketing efforts with your sales goals, ensuring that every action leads to measurable results. It’s about creating a cohesive roadmap that turns potential customers into loyal clients through intentional and well-executed tactics.
The foundation of a successful strategy starts with defining conversion actions & experiences. To convert prospects, you need to create compelling experiences and offers that provide real value and drive action. This means crafting interactions that resonate with your audience and encourage them to take the next step.
Next, narrowed, targeted campaigns are key to influencing the right people. Hyper-focused, segmented campaigns ensure that your message is reaching the most relevant audience, maximizing the impact of every effort. By narrowing your focus, you increase the likelihood of turning leads into conversions.
Optimizing performance requires a strong focus on data, measurement & performance planning. To improve results, you need to know exactly what to track, from lead generation to customer acquisition cost, and set clear benchmarks for success. This data-driven approach helps you make informed decisions and continuously refine your strategy for better outcomes.
A well-executed strategy also depends on tactical & responsibility planning. This involves clearly defining the actions that need to happen and assigning the right people to get them done. By outlining who is responsible for each task, you ensure smooth execution and prevent any gaps in the process.
Finally, ongoing execution management is essential for long-term growth. To scale your efforts, you need an experienced team continuously managing and refining your marketing and sales initiatives. This ensures that your strategy evolves with your business, driving sustainable growth and results over time.
In short, a Marketing & Sales Strategy is about aligning every action with your goals, tracking what matters, and maintaining consistency in execution to achieve measurable success and scalability.
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Is the Frictionless included with your consulting and Fractional CSO?
Yes.
Frictionless is a pillar of a successful strategy and team.
Clients that work with us through consulting services or a Fractional CSO engagement get free access to our Frictionless platform. If your engagement ends, we’ll provide Frictionless for a period of time at no cost.
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Why is your system and methodology unique?
It’s been honed over two decades and with over a hundred companies.
Insivia’s methodology is influenced by other proven business strategy models, but expanded with detailed and progressive exercises that remove gaps that exist in those methodologies.
Our approach has been to build smaller exercises that progress and compound upon each other to develop an outcomes. Other programs often tell you what gaps need filled, but provide no structured way to fill the gap.
This approach breaks strategy outcomes into structured, logical steps that remove bias and increase the quality of the insights developed.
Andy Halko
Founder & CEO
Founder & CEO
I started Insivia in 2002 and for over 22 years I have had the chance to work directly with hundreds of companies and founders to redefine or reinvent their businesses.