Compendium

Resources for
real marketers

Articles here are from real-world best practices from proven marketers. Actionable insights. Put them to use today.

02

Browse the library

16 resources
Tools & Tactics7 min read

A practitioner's guide to DAM and customization tools

A practical map of the digital asset management and customization tools B2B2C teams use to produce client materials at scale.

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Strategy & Growth · Measurement & Analytics6 min read

The incentive illusion

Enrollment incentives inflate top-of-funnel numbers while raising CAC and churn — here's what the data shows and what to do instead.

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Career & Team6 min read

Marketing team leveling framework for professional development

A shared language for what “good” looks like at every stage of a B2B2C marketing career — built to start better growth conversations.

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Strategy & Growth · Tools & Tactics7 min read

Breaking free from the approval spiral

The teams that escape endless client approval loops redesign the default — with tiering, contract language, and opt-out calendars.

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Tools & Tactics · Measurement & Analytics6 min read

The envelope still wins

Done right, direct mail is still one of the highest-converting channels in B2B2C health benefits marketing.

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Career & Team · Strategy & Growth5 min read

Fostering collaboration between teams and partners

In B2B2C, the difference between disconnected campaigns and seamless execution comes down to how well teams collaborate internally and align with external partners.

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Strategy & Growth · Audience & Targeting6 min read

Aligning B2B and B2C for maximum impact

B2B2C is more than a hybrid of two playbooks — aligning insights, branding, approvals, and long-term strategy is what turns the intersection into a competitive advantage.

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Strategy & Growth · Tools & Tactics7 min read

Healthcare messaging: stop talking like a doctor

End users respond to lifestyle and emotional messaging, not efficacy data — here's how to make the shift across copy, landing pages, and email.

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Strategy & Growth · Tools & Tactics7 min read

Starting off on the right foot with employer partners to maximize adoption

Introducing a new benefit is a change-management exercise — and the discovery work you do during implementation determines whether adoption takes off.

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Tools & Tactics7 min read

How B2B2C marketers are putting AI to real use

AI adoption in this community is pragmatic, not hype-driven — marketers use custom GPTs, translation tools, and copy generators to solve specific workflow problems.

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Tools & Tactics · Strategy & Growth5 min read

The above-the-fold framework for enrollment landing pages

What a member sees before they scroll decides whether they continue — here's the above-the-fold framework that actually converts.

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Strategy & Growth · Tools & Tactics5 min read

Practical provider referral marketing that works

The gap between 'we agree to refer' and 'patient sees the referral' is where most provider marketing programs fall apart. Here's what actually moves the needle.

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