Diamond-account strategy pitch

Program management & strategy for a high-stakes multi-client pitch

USA
2024

A major pharmaceutical company engaged our team to help revive a legacy product that had once dominated the market but was now experiencing a sharp decline in utilization. The goal was to develop an experiential strategy that would increase patient uptake and reestablish relevance in the market, ultimately through a concept pitch that involved collaboration between the pharma client and a logistics partner.

The challenge required both behavioral insight and commercial clarity: we needed to define the problem, size the opportunity, and shape a strategic concept that could be prototyped and tested in-market.

Approach

The project combined light-touch qualitative research with market data and competitive insight to shape a behaviorally informed concept pitch. I worked closely with Managing Directors, Strategy Leads, and Account Teams to synthesize findings and structure an opportunity narrative, ultimately presenting to internal investment boards and client leadership.

Key components included:

  • Diary study to capture patient behaviors and beliefs

  • Secondary research audit (CDC + market data)

  • Market sizing and commercial framing

  • Simulation concept development

  • Cross-partner alignment and storytelling

Key Insights

I led the research effort and acted as day-to-day coordinator across multiple internal and client-facing workstreams. This included:

  • Designing and analyzing a diary study to understand behavioral patterns around product use

  • Synthesizing secondary research, including CDC data and statistical patterns related to uptake

  • Managing ongoing alignment across business case, concept development, simulation planning, and client presentation

  • Coordinating internal review cycles with senior leadership and subject matter experts

  • Scoping an experiential simulation for pre-launch testing, including service flow, enabling technology, and physical setup

  • Facilitating communication and value alignment between two distinct client partners (pharma and logistics)

Impact

The project culminated in a high-stakes pitch that outlined both a near-term pilot concept and a longer-term experiential vision. Our simulation framework allowed the client to test core service components prior to scaling, while the strategic narrative aligned both internal leadership and cross-sector collaborators around a shared opportunity.

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Product concepting