Outreach that Works: Building Initiatives & Measuring ROI
In this session, we’ll show you how to move beyond ad hoc outreach and spreadsheets by leveraging Marketware’s Initiatives feature. Learn how top healthcare organizations use structured, data-informed outreach to align team goals, track progress, and start measuring ROI through Marketware’s PRM.
Whether you’re just getting started with initiatives or looking to optimize your current outreach, this session offers practical guidance and real-world examples to help you maximize impact and demonstrate value.
Here’s what we cover in this session to help you make your outreach more strategic and results-driven, while effectively measuring ROI:
1. Why Initiatives Matter
Standard outreach tasks are important, but initiative-driven outreach brings strategy, structure, and measurable outcomes to your team’s efforts. Learn the difference between ad hoc tasks and initiative-based tracking, and how to align your work with broader goals.
2. Use Data to Drive Strategic Outreach
Discover how field intelligence, internal data from your EHR, and external claims data can help you pinpoint target providers and reduce referral leakage. We’ll also share insights into how top-performing teams use these data sources to shape smarter initiatives.
3. Build Effective Initiatives in Marketware
Get a step-by-step look at how to create and structure initiatives in the PRM, including goal setting, member targeting, task planning, and naming conventions. We’ll also cover timeframes and framework reuse for scaling efforts across your team.
4. Connect Outreach to ROI
See how Marketware’s dashboards help tie activities to real results, such as first-time referrals and referral volume trends. Learn how to demonstrate initiative impact through internal and external data sources, including the Return on Initiatives and First Referrals dashboards.
5. Common Pitfalls & Pro Tips
Avoid common challenges by learning from real-world examples. Topics include optimal initiative size, tracking visits by provider vs. group, creating measurable objectives, and the importance of closing out completed initiatives.
Speakers
Danielle Krystyniak
VP of Client Success
Marketware
