Blog

Marketing Analytics for Digital Health

by Jason Shafton

Digital health marketing analytics fails in ways traditional SaaS attribution never accounted for – PHI-adjacent data you cannot send to a standard ad platform, multi-stakeholder deals where five people engage with the funnel before signing, and consumer-side FTC limits on what you can track at all. We build a measurement layer that mirrors how your buyers really move, not how a generic dashboard template expects them to.

The Challenge

Your attribution model was designed for one buyer, while health system and payer deals include five

A clinical champion downloads a whitepaper, an IT security lead attends a webinar six weeks later, and a procurement stakeholder finally fills out the demo form – standard last-touch or even multi-touch attribution credits one channel and erases the other four. Leadership ends up defunding the channel that actually built the deal because the dashboard never saw it. This is a structural gap in most marketing analytics stacks, not a configuration error.

You cannot send PHI-adjacent data to Google Analytics or Meta like a typical SaaS company can

If your product touches patient-level information, condition-specific search terms, or anything that could be construed as protected health information, standard ad-platform pixels and event tracking create real HIPAA and business-associate-agreement exposure. Most marketing teams either under-track out of fear or over-track and create a compliance liability nobody catches until legal audits the pixel list. Either failure mode costs you – one blinds the team, the other creates risk.

Your sales cycle lasts six to twenty-four months, while your dashboards measure a thirty-day window

Enterprise health buyers move through security review, clinical pilot, and procurement approval on a timeline that has nothing to do with a standard SaaS reporting cadence. A program that is actually on pace gets read as underperforming because the dashboard compares this month's pipeline to last month's, instead of tracking deal-stage velocity against a realistic multi-quarter benchmark. Marketing gets blamed for a timing mismatch, not an actual performance problem.

DTC health and wellness campaigns are measured using the same tracking assumptions as any consumer app, overlooking FTC scrutiny of health claims

If part of your business sells directly to consumers, FTC guidance on health claims and testimonial substantiation constrains what you can say in an ad and what you can legally track about a user's health condition to retarget them. Teams that build consumer funnels without this constraint baked into the measurement plan end up with campaigns that either can't scale past a compliance review or get pulled after the fact, wasting the spend already committed.

How We Support You

We begin by auditing what you can realistically measure within your compliance posture – which data your BAAs permit you to move into third-party advertising and analytics platforms, what must remain first-party, and where your existing tracking creates exposure that nobody has identified. This is not a standard tracking audit; it is tailored to your specific data flows, whether you have an EHR-integrated B2B product or a consumer-facing app that collects health information directly.

Next, we design a multi-touch attribution model around your actual buying committee – clinical, IT/security, procurement, executive sponsor – and distribute credit across the entire deal rather than only the final form fill before close. For B2B digital health companies selling to health systems and payers, that generally means structuring attribution around account-level engagement instead of individual lead scoring, because the account ultimately closes, not one contact.

We restructure your reporting cadence around the true length of your sales cycle rather than a default thirty- or ninety-day window. Leadership can then evaluate deal-stage velocity and committee engagement instead of a monthly pipeline figure that inevitably appears erratic against a cycle measured in quarters.

For teams with a consumer or DTC element, we create the tracking plan around what FTC health-claims guidance and platform policies actually permit, so campaigns are not built on data that must later be removed. This includes first-party data strategies that lessen reliance on ad-platform pixels for anything condition-adjacent.

We build the dashboard layer as well – the real reporting your team and board will review weekly and monthly – instead of delivering a strategy document and leaving your internal team to implement it. Dashboards are created in the tools you already use, whether that means a BI layer over your CRM or a lightweight reporting stack, so adoption does not require anyone to learn a new system.

Unlike a standard marketing analytics engagement, we have built these stacks specifically for health system and payer sales motions rather than retrofitting a generic SaaS attribution framework afterward.

We operate as an embedded team, not a consultancy that delivers a report and leaves. Our fractional model gives you senior operators who have built these dashboards before, working at the cadence your team requires, without the overhead of a full-time analytics hire before you are ready.

What we deliver

Most digital health marketing analytics issues are not measurement failures – they are timeline mismatches, where a program tracking toward an eighteen-month enterprise cycle loses funding because it was judged by a thirty-day dashboard designed for another type of business.

Our Methodology

We deliver digital health marketing analytics through a 90-day sprint. The first 30 days focus on a compliance-aware tracking audit and buying-committee mapping – determining what data you can legally move where and who actually interacts with a deal before close. During days 30 through 60, we build the attribution model and reporting cadence around your true sales cycle, along with the first version of the dashboards your team and board will use. Days 60 through 90 focus on validation – testing the new model against closed and active deals to verify that it credits the channels and interactions that truly advanced the deal, then handing over a reporting rhythm your team can operate without us attending every weekly meeting.

Unlike a conventional analytics consultancy, we do not deliver a strategy deck and vanish. We create the actual dashboards inside your actual tools, then remain involved through the first complete reporting cycle to ensure the numbers stand up during a real board meeting. Fractional does not mean part-time focus – it means senior analytics operators embedded at your cadence, rather than a junior analyst encountering digital health for the first time during your engagement.

The Insights You Want

Right in your inbox. We’ve done the work, and now we’re sharing it with you. Sign up to stay in the loop.

Get The Latest Updates


Enter your email address

Our Working Process

The first 30 days cover discovery: we review your existing tracking setup, BAAs and data-handling restrictions, plus your real sales cycle from initial touch through signature. We document the actual buying committee for your deal type and pinpoint where the current attribution model fails to assign credit.

From days 30 through 60, we build – the attribution model, compliance-aware tracking plan, and dashboards themselves. This stage requires access to the people responsible for your CRM, ad platforms, and compliance approval, because the tracking plan must pass the same review as your product data.

During days 60 through 90, we validate the system against real deal history and hand over a reporting cadence: usually a weekly pipeline-velocity review and a monthly board-level report benchmarked against your actual sales cycle, rather than a standard SaaS quarter. Most engagements extend beyond 90 days as an ongoing fractional analytics function, because a one-time dashboard that is never updated loses accuracy within a couple of quarters as your GTM motion changes.

Throughout the engagement, our cadence includes a weekly working session with the person responsible for marketing operations on your team, along with the monthly board-level readout. We require a designated point of contact who can quickly provide access to CRM and compliance stakeholders – projects lose momentum when arranging that access takes weeks.

If your digital health company needs marketing analytics leadership, we should talk.

Expand your marketing team output with our experts

Let us take a custom approach to your growth goals by assembling and leading the best-in-class marketing team to support your next stage.

Frequently asked questions

What does a marketing analytics engagement cost for a digital health company?

Pricing depends on the complexity of your data environment – the number of systems feeding the attribution model, whether you operate a consumer-facing component governed by FTC constraints, and the amount of compliance review required for the tracking plan. A B2B-only company targeting a single buyer type costs less than a hybrid B2B and DTC business with additional moving parts.

When will we have dashboards we can use?

You receive the first version of your dashboards by day 60. From days 60 through 90, we validate the attribution model using real closed deals before considering it final, because a dashboard that has not been tested against actual outcomes cannot yet be trusted.

Will you need patient data or PHI to complete this work?

No. A specific part of the engagement is designing tracking that prevents PHI from being moved into third-party platforms in the first place.

How does your team collaborate with our current marketing ops or RevOps staff?

We collaborate directly with them instead of taking their place. Your internal team retains daily ownership of the CRM and ad platforms; we develop the attribution model and dashboard architecture, then train your team to maintain both after the active build phase of the engagement is complete.

How is this different from a typical marketing analytics agency?

Most analytics agencies use a standard SaaS attribution framework and thirty-day reporting window no matter who the buyer is. We build around the health system and payer buying committee, the true sales cycle duration, and the compliance requirements that distinguish health data from a typical e-commerce or SaaS funnel.

How do you evaluate the ROI of this engagement?

We assess whether the new attribution model accurately credits the channels and interactions found in your closed-deal history, and whether your board-level reporting is no longer flagged for conflicting with actual pipeline health. Those are the two problems this engagement is designed to solve, so those are the two outcomes we evaluate.

Which type of digital health company is best suited to this service?

Series A to Growth-stage digital health companies, approximately 5M to 100M ARR, with meaningful marketing spend and a sales cycle long enough for existing dashboards to cause internal disagreement over whether the program works. If you sell to a health system, payer, employer, or regulated consumer audience, this service is designed for you.


Related Solutions

Solutions

Top Articles

Frank Growth – Episode 239 – Your Back Office Is Obsolete with Adam Spector

Tuesday, September 29, 2026

Frank Growth – Episode 239 – Your Back Office Is Obsolete with Adam Spector

Episode #239: Adam Spector – Why startups should automate or outsource before they hire How to decide whether a task needs a new hire, AI, or an outside vendor. For founders of early-stage, venture-backed companies with 5 to 75 employees who are about to add headcount. Adam Spector is the founder and CEO of Chore,...
Frank Growth – Episode 238 – The Best Kept Secret Sport with Ozge Erturk

Tuesday, September 22, 2026

Frank Growth – Episode 238 – The Best Kept Secret Sport with Ozge Erturk

Episode #238: Ozge Erturk – Hitting #1 in the App Store on zero paid media FloSports is profitable, covers 25+ sports, and has a million subscribers. Its CMO explains how that math works. For subscription operators, growth leads, and anyone marketing to an audience the mainstream ignores. Ozge Erturk is the CMO of FloSports, a...
Frank Growth – Episode 237 – Stop Buying Users Who Leave with Michelle Matthews

Tuesday, September 15, 2026

Frank Growth – Episode 237 – Stop Buying Users Who Leave with Michelle Matthews

Episode #237: Michelle Matthews – Acquisition is the easy part in health and wellness This episode is about the gap between what marketing promises and what the product delivers, and what that gap actually costs a company. For growth leaders, founders, and product teams building for people who show up on a bad day. Michelle...
Frank Growth – Episode 229 – Longevity Medicine’s Dirty Secret with Jim Donnelly

Tuesday, July 21, 2026

Frank Growth – Episode 229 – Longevity Medicine’s Dirty Secret with Jim Donnelly

Episode #229: Jim Donnelly — Franchising longevity medicine without losing medical quality How to scale a medical franchise when you can’t train a local owner to interpret biomarkers. For operators and founders standardizing a complex, high-trust service across many locations. Jim Donnelly scaled Restore Hyper Wellness to 260 locations before starting Humanaut Health, a concierge...

See more

Browse Categories

See more

Ready to unlock your growth?

Book Free Call

We take a custom approach to your growth goals by assembling and leading the best-in-class marketing team to support your next stage.