Case 1: Strategic Portfolio Optimization

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    THE CHALLENGE:

    A mid-cap pharmaceutical company invited an agency to compete for Agency of Record (AOR) status across their entire in-line and near-term portfolio—far beyond the existing brand-level relationship. This represented both significant risk to the current business and unprecedented growth potential. The complexity was daunting: over 10 products spanning multiple business units and markets, with hundreds of pages of materials to analyze in a compressed timeframe. The team needed to develop a winning portfolio strategy despite having only surface-level familiarity with most brands.

    CLICK RIGHT ARROW FOR THE APPROACH.

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    THE APPROACH:

    Our solution combined specialized expertise with analytic rigor:

    Deep Data Immersion: Tina partnered with agency Medical leadership to establish a secure Claude AI Pro workspace, creating a firewalled environment for comprehensive product evaluation.

    Strategic Framework Development: We designed a modified BCG Growth Share Matrix specifically calibrated for pharmaceutical portfolio analysis, enabling rapid prioritization of opportunities across diverse therapeutic areas.

    Leadership Validation: The preliminary analysis underwent rigorous validation with senior leadership to refine strategic recommendations before presentation development.

    Compelling Narrative Creation: We crafted a persuasive presentation that demonstrated deep understanding of the client's portfolio challenges while strategically revealing our analytical methodology—showing enough expertise without overwhelming technical detail.

    CLICK RIGHT ARROW FOR THE RESULTS.

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    THE RESULTS:

    The strategic approach delivered multiple business wins:

    Secured agency invitation to present our business strategy in a live client meeting

    Successfully retained AOR status for existing brand relationships

    Provided compelling rationale that positioned the agency for expansion into additional portfolios

    Elevated agency visibility from brand-level to corporate business partnership

    Established foundation for broader client engagement across multiple business units.

    CLICK RIGHT ARROW FOR THE CHALLENGE.

Case 2: New Clinical Territory

  • Close-up of two people holding hands, one wearing blue scrubs and the other a medical gown with sunglasses pattern.

    THE CHALLENGE:

    A major pharmaceutical company invited an agency to compete for Agency of Record (AOR) status across their entire neuroscience portfolio, including both existing brand relationships and several unfamiliar products.

    Most concerning was a high-profile DTC mass-market brand in a therapeutic area where the team lacked specialized knowledge. With limited time before the pitch, we needed to quickly develop credible expertise and craft a compelling brand strategy that would stand out against competitors with established experience in this indication.

    CLICK RIGHT ARROW FOR THE APPROACH.

  • Close-up of two people holding hands, one wearing blue scrubs and the other a medical gown with sunglasses pattern.

    THE APPROACH:

    Our solution leveraged rapid insight gathering and advanced analytical methods:

    Accelerated Field Research: Tina designed and implemented a concentrated research protocol, conducting targeted customer interviews within an aggressive 7-day timeframe to capture authentic stakeholder perspectives.

    AI-Enhanced Insight Analysis: Using a secure Claude AI environment, we rapidly processed qualitative data to identify meaningful patterns and emerging themes that might have taken weeks with traditional methods.

    Cross-Functional Integration: Working closely with Strategy and Creative leadership, Tina transformed raw insights into a compelling narrative structure that highlighted key tension points in both HCP and patient journeys.

    Strategic Storytelling: We developed a presentation that authentically demonstrated our understanding of the clinical challenges while establishing a foundation for distinctive creative concepts—showing we could quickly master new therapeutic areas.

    CLICK RIGHT ARROW FOR THE RESULTS.

  • Close-up of two people holding hands, one wearing blue scrubs and the other a medical gown with sunglasses pattern.

    THE RESULTS:

    The strategic approach delivered clear business outcomes:

    Secured invitation to present the complete portfolio strategy in the final client pitch

    Successfully retained existing brand business and relationships in neuroscience

    Demonstrated ability to rapidly acquire deep therapeutic expertise

    Established credibility in a previously unfamiliar clinical area

    Positioned the team for future expansion opportunities within the neuroscience franchise

    CLICK RIGHT ARROW FOR THE CHALLENGE.

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