A telehealth marketing plan for a GLP-1 brand is a written document with ten parts: goal, allowable CAC, audience, offer and claims, channel split, creative and test plan, tracking, compliance gate, calendar and review points. Each part has a named owner. The best-known public template, from the California Telehealth Resource Center, is built around a sample hospital program; this one is for a direct-to-consumer brand that buys traffic.
What a telehealth marketing plan contains
A telehealth marketing plan for a GLP-1 brand has ten parts, and each part has one owner and one output. If a part has no owner, nobody updates it. Use the table as your template.
| Part | What it contains | Owner | Output |
|---|---|---|---|
| 1. Goal | New customers per month and the payback window | Founder or growth lead | One sentence with a date |
| 2. Allowable CAC | The most you can pay for a customer and still recover it | Finance | One formula, one number per review |
| 3. Audience | Segments you buy, written as targeting and message pairs | Growth lead | Segment list |
| 4. Offer and claims | What the ad may promise and what it never says | Compliance owner | Approved claims list |
| 5. Channel split | Budget share per channel and a test reserve | Media buyer | Split table |
| 6. Creative and test plan | Variants, one variable per test, minimum spend | Creative lead | Test log |
| 7. Tracking | Channel tag carried from click to intake to first fill to refill | Analytics owner | Attribution map |
| 8. Compliance gate | Certification and platform approvals before spend | Compliance owner | Dated checklist |
| 9. Calendar | Week-by-week launches | Growth lead | 90-day table |
| 10. Review points | Days 30, 60 and 90, with cut, hold or scale rules | Founder | Decision record |
The California Telehealth Resource Center’s 2021 plan guide is written around a sample hospital program. Its sections run from executive summary and objectives to audience, message, media, activities, success metrics and financials. The federal direct-to-consumer telehealth guide (last updated January 17, 2025) covers marketing in a short passage on materials and channels and treats evaluation as objectives, metrics and regular review. This plan keeps that evaluation loop and adds the spend rules a traffic-buying brand needs.
Set the goal and the allowable CAC
Allowable CAC is the most a GLP-1 telehealth brand can pay for one new customer and still earn it back inside the payback window. The plan states the formula and how each term is measured. It does not state example values.
- Allowable CAC = monthly contribution per customer × expected paid months inside the payback window.
- Monthly contribution = revenue per month minus clinician, pharmacy, shipping, payment, support and refund costs.
- Expected paid months = how long a customer stays, computed from the refill rate you observe, not the rate you hope for.
Recompute allowable CAC at every review, because refill rate changes it. For benchmarks and what counts as a customer, see patient acquisition cost.
Split the budget by channel
The channel split gives each channel a share of the budget in proportion to how far it beats allowable CAC, after setting aside a test reserve. The weights come from the last review window, so the split moves with results.
- Test reserve share = t, a plan parameter reserved for new channels and new creative.
- Channel share = (1 − t) × channel weight ÷ sum of all weights.
- Channel weight = allowable CAC ÷ channel CAC from the last review window, capped so one channel cannot take the whole budget.
- A channel with no data starts at a set starting weight and is replaced by its measured weight at its first review.
| Channel | Job in the plan | What the plan sets | Measured by |
|---|---|---|---|
| Meta | Volume and creative testing | Audience pairs, ad-set count, test cells | Channel CAC, ad rejection rate |
| Outbrain | Native placements for comparison-minded readers | Content angles, placement tests | Channel CAC, refill rate by cohort |
| TikTok | Short-video reach | Creative formats, 18+ targeting | Channel CAC, intake start rate |
| Affiliates | Volume from partners paid per sale | Offer terms, approved claims, reporting | Affiliate share of new customers |
| Instagram influencers | Reach through their own audiences | Brief, approved claims, tracking links | Channel CAC, refund rate |
| Comparison sites | Visitors already comparing providers | Placement and tracking | Intake start rate, first-fill rate |
For why each channel earns a line, read GLP-1 marketing strategy. Channel rules live in how to advertise GLP-1. Our own paid-media lines are on paid media for GLP-1 brands.
Put the compliance gate before the first dollar
The compliance gate is a dated checklist that must be fully ticked before any spend starts. On Meta, a telehealth provider promoting prescription drugs needs active LegitScript certification and Meta’s authorization first.
Policy checked on November 2, 2026, against Meta’s Drugs and Pharmaceuticals policy.
| Gate item | What must be in place | Owner |
|---|---|---|
| LegitScript certification | Meta states “Meta requires online pharmacies and telehealth providers to be actively certified with LegitScript.” | Compliance owner |
| Meta authorization | Requested after certification, through Meta’s onboarding steps | Compliance owner |
| Targeting | Only eligible countries (United States, Canada or New Zealand) and only countries where the brand is certified, aged 18 or older | Media buyer |
| Ad type decision | Meta says written authorization is not needed for ads that promote telehealth services generally, but it is for ads that promote prescription drugs. The plan states which type each ad is | Compliance owner |
| Claims list | Approved claims only; no outcome promises; no patient stories in ads | Compliance owner |
| Other networks | Each network’s own approval and creative rules checked before launch | Media buyer |
Certification takes time, so start it in week 0. See how long LegitScript certification takes for the timeline.
Build the KPI table
The KPI table lists every metric with a formula, an owner, a cadence and a decision rule. Each metric needs the customer’s channel tag from the first click, carried through intake, first fill and every refill. Definitions of the funnel stages are in the GLP-1 patient journey.
| Metric | Formula | Owner | Cadence | Decision rule |
|---|---|---|---|---|
| Channel CAC | Channel spend ÷ first fills from the channel | Media buyer | Weekly | Compare with allowable CAC (see test rules) |
| Blended CAC | All acquisition cost, including affiliate and influencer cost and fees ÷ all first fills | Finance | Monthly | Must stay below allowable CAC at each review |
| Intake start rate | Intake starts ÷ landing sessions | Growth lead | Weekly | A drop triggers a landing page test |
| Intake complete rate | Completed intakes ÷ intake starts | Growth lead | Weekly | A drop triggers a form review |
| First-fill rate | First fills ÷ completed intakes | Clinical operations | Weekly | A drop by channel flags audience fit |
| Refill rate at month N | Customers with fill N ÷ customers in the first-fill cohort | Clinical operations | Monthly, by channel cohort | If below plan, recompute allowable CAC |
| Ad approval and rejection rate | Rejected ads ÷ submitted ads | Compliance owner | Weekly | A rising rate pauses new submissions until reviewed |
| Account restriction count | Restriction notices in the period | Compliance owner | Weekly | Any notice stops scaling on that account until reviewed |
| Affiliate share of new customers | Affiliate first fills ÷ all first fills | Media buyer | Monthly | Keep inside the share range the plan sets |
| Refund and chargeback rate | Refunds plus chargebacks ÷ first fills | Finance | Weekly | A channel above the plan limit is cut whatever its CAC |
Run the 90-day calendar
The 90-day calendar launches one channel at a time, so each result can be tied to one change. Nothing launches before the compliance gate is ticked, and if certification is not done by week 3, the launch moves.
| Weeks | Work | Gate |
|---|---|---|
| 0 to 2 | Certification and platform approvals, tracking build, creative library, claims list | Compliance gate ticked before any spend |
| 3 to 4 | Launch Meta plus one other channel with the test reserve | First review window opens |
| 5 to 8 | Add channels one at a time; launch affiliates | Day 30 review before the first addition |
| 9 to 12 | Re-split the budget with measured weights | Day 60 review before the re-split |
| End of week 12 | Day 90 review: cut, hold or scale each channel | Written decision record |
Set test cadence and review rules
A test is one variable, run in a cell that spends at least a minimum multiple of allowable CAC. The multiple is a plan parameter. Set it before the test starts, so a result is never read early.
- One variable per test: creative, audience, landing page or offer. Never two together.
- Minimum spend per test cell = k × allowable CAC, where k is the plan’s multiple.
- Scale a channel when its CAC is below allowable CAC in consecutive review windows.
- Hold a channel whose result flips between windows.
- Cut a channel when its CAC is above allowable CAC in consecutive review windows, or when its refund and chargeback rate is above the plan limit.
- Log every test with its variable, spend, result and decision.
How we run it
The GLP1.partners media team runs six lines for GLP-1 brands: Meta, Outbrain, TikTok, an affiliate network we manage, an Instagram influencer network and our own comparison sites, which is why the split above has six lines. We run GLP-1 and telehealth traffic at scale with platform approvals on every network we buy.
- On Meta, we use established agency accounts built for GLP-1 scale, with a dedicated Meta agency contact.
- On Outbrain, we use established Outbrain accounts with a dedicated setup for GLP-1.
- The brand brings its own LegitScript certification, and our agency accounts are suited to run prescription ads once it is in place.
- Across our work we have managed $38M in GLP-1 media and scaled 27 GLP-1 brands.
Which lines a brand starts with and in what order is agreed on a call.
Write the GLP-1 marketing plan in 7 steps
You can write this plan without us. Follow the steps in order.
- Write the goal as one sentence with the payback window and a date.
- Calculate allowable CAC from monthly contribution and expected paid months.
- Tick the compliance gate: certification and Meta authorization where ads promote prescription drugs, targeting, claims list.
- Choose t, the starting weights and the cap, then compute each channel’s share.
- Build tracking so every first fill and refill carries its channel tag.
- Fill the 90-day calendar and name an owner on every row.
- Hold the reviews at days 30, 60 and 90, and re-split the budget from measured weights.
Questions
What goes in a GLP-1 marketing plan? The ten parts in the first table: goal, allowable CAC, audience, offer and claims, channel split, creative and test plan, tracking, compliance gate, calendar and review points. What is specific to GLP-1 is the refill-based CAC and the certification gate before prescription-drug spend.
Is a telemedicine marketing plan different from a telehealth marketing plan? The structure is the same. The California Telehealth Resource Center guide lists telemedicine as a common alternate term for telehealth, and the ten parts apply to either. A brand that buys traffic needs the budget formula and KPI table more than a clinic that promotes to existing patients.
Is there a telehealth marketing plan template? The tables on this page are the template: copy the ten parts, the KPI table and the calendar, then fill the formulas with your own measured values. The California Telehealth Resource Center’s public guide is built around a sample hospital program.
Sources
- Meta Transparency Center, Drugs and Pharmaceuticals (prescription drugs section; LegitScript, authorization and targeting rules) · accessed
- Telehealth.HHS.gov, Developing a direct-to-consumer telehealth strategy (last updated January 17, 2025) · accessed
- California Telehealth Resource Center, Telehealth Marketing Plan Development: A Step-by-Step Guide (2021 edition) · accessed