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Telehealth marketing plan for GLP-1 brands

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.

PartWhat it containsOwnerOutput
1. GoalNew customers per month and the payback windowFounder or growth leadOne sentence with a date
2. Allowable CACThe most you can pay for a customer and still recover itFinanceOne formula, one number per review
3. AudienceSegments you buy, written as targeting and message pairsGrowth leadSegment list
4. Offer and claimsWhat the ad may promise and what it never saysCompliance ownerApproved claims list
5. Channel splitBudget share per channel and a test reserveMedia buyerSplit table
6. Creative and test planVariants, one variable per test, minimum spendCreative leadTest log
7. TrackingChannel tag carried from click to intake to first fill to refillAnalytics ownerAttribution map
8. Compliance gateCertification and platform approvals before spendCompliance ownerDated checklist
9. CalendarWeek-by-week launchesGrowth lead90-day table
10. Review pointsDays 30, 60 and 90, with cut, hold or scale rulesFounderDecision 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.
ChannelJob in the planWhat the plan setsMeasured by
MetaVolume and creative testingAudience pairs, ad-set count, test cellsChannel CAC, ad rejection rate
OutbrainNative placements for comparison-minded readersContent angles, placement testsChannel CAC, refill rate by cohort
TikTokShort-video reachCreative formats, 18+ targetingChannel CAC, intake start rate
AffiliatesVolume from partners paid per saleOffer terms, approved claims, reportingAffiliate share of new customers
Instagram influencersReach through their own audiencesBrief, approved claims, tracking linksChannel CAC, refund rate
Comparison sitesVisitors already comparing providersPlacement and trackingIntake 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 itemWhat must be in placeOwner
LegitScript certificationMeta states “Meta requires online pharmacies and telehealth providers to be actively certified with LegitScript.”Compliance owner
Meta authorizationRequested after certification, through Meta’s onboarding stepsCompliance owner
TargetingOnly eligible countries (United States, Canada or New Zealand) and only countries where the brand is certified, aged 18 or olderMedia buyer
Ad type decisionMeta 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 isCompliance owner
Claims listApproved claims only; no outcome promises; no patient stories in adsCompliance owner
Other networksEach network’s own approval and creative rules checked before launchMedia 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.

MetricFormulaOwnerCadenceDecision rule
Channel CACChannel spend ÷ first fills from the channelMedia buyerWeeklyCompare with allowable CAC (see test rules)
Blended CACAll acquisition cost, including affiliate and influencer cost and fees ÷ all first fillsFinanceMonthlyMust stay below allowable CAC at each review
Intake start rateIntake starts ÷ landing sessionsGrowth leadWeeklyA drop triggers a landing page test
Intake complete rateCompleted intakes ÷ intake startsGrowth leadWeeklyA drop triggers a form review
First-fill rateFirst fills ÷ completed intakesClinical operationsWeeklyA drop by channel flags audience fit
Refill rate at month NCustomers with fill N ÷ customers in the first-fill cohortClinical operationsMonthly, by channel cohortIf below plan, recompute allowable CAC
Ad approval and rejection rateRejected ads ÷ submitted adsCompliance ownerWeeklyA rising rate pauses new submissions until reviewed
Account restriction countRestriction notices in the periodCompliance ownerWeeklyAny notice stops scaling on that account until reviewed
Affiliate share of new customersAffiliate first fills ÷ all first fillsMedia buyerMonthlyKeep inside the share range the plan sets
Refund and chargeback rateRefunds plus chargebacks ÷ first fillsFinanceWeeklyA 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.

WeeksWorkGate
0 to 2Certification and platform approvals, tracking build, creative library, claims listCompliance gate ticked before any spend
3 to 4Launch Meta plus one other channel with the test reserveFirst review window opens
5 to 8Add channels one at a time; launch affiliatesDay 30 review before the first addition
9 to 12Re-split the budget with measured weightsDay 60 review before the re-split
End of week 12Day 90 review: cut, hold or scale each channelWritten 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.

  1. Write the goal as one sentence with the payback window and a date.
  2. Calculate allowable CAC from monthly contribution and expected paid months.
  3. Tick the compliance gate: certification and Meta authorization where ads promote prescription drugs, targeting, claims list.
  4. Choose t, the starting weights and the cap, then compute each channel’s share.
  5. Build tracking so every first fill and refill carries its channel tag.
  6. Fill the 90-day calendar and name an owner on every row.
  7. 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

  1. Meta Transparency Center, Drugs and Pharmaceuticals (prescription drugs section; LegitScript, authorization and targeting rules) · accessed
  2. Telehealth.HHS.gov, Developing a direct-to-consumer telehealth strategy (last updated January 17, 2025) · accessed
  3. California Telehealth Resource Center, Telehealth Marketing Plan Development: A Step-by-Step Guide (2021 edition) · accessed
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