UNIFIED PERFORMANCE & GOVERNANCE

Executive overview

One operating view across paid media, organic search, social, lifecycle, website journeys, privacy, approvals and commercial outcomes.

⌁

Protected health data boundary is activeMarketing events are pseudonymised and aggregated. Conditions, assessment answers, medicines, prescriptions and clinician decisions remain inside authorised clinical systems.

Clinical governance review groupHealthcare content, claims and patient-facing campaigns are routed through controlled review before publishing.

4 reviewers active

MEDIA SPEND↗

$184,620

↑ 8.4%vs previous period

QUALIFIED HANDOFFS◎

4,286

↑ 14.2%privacy-safe events

COST / HANDOFF◒

$43.08

↓ 5.1%efficiency improved

FORECAST CONTRIBUTION✦

$612k

↑ 11.6%modelled, not clinical revenue

MARKETING EFFICIENCY◈

3.32×

On targetblended contribution ratio

PERFORMANCE TREND

Spend, handoffs and forecast contribution

Total handoffs4,286+14.2%

Average daily spend$6,154+8.4%

Forecast confidence86%Stable

6k4k2k0

1 Jun6 Jun11 Jun16 Jun21 Jun26 Jun30 Jun

Qualified handoffs Media spendDemonstration data only

CHANNEL CONTRIBUTION

Outcome mix

4,286handoffs

Google Ads1,84643.1%

Meta Ads1,41232.9%

Organic search60214.0%

Email & lifecycle2866.7%

Other1403.3%

FINANCIAL CONTROL

Budget, pacing and forecast

Control spend at portfolio, channel, service and campaign level with clear ownership and approval thresholds.

MONTHLY PORTFOLIO

Budget pacing

On plan

Approved budget$240,000

Spent to date$184,620

Forecast spend$238,400

76.9% spent · 77.4% of month elapsed

Google Ads$91.4k / $112kOn pace

Meta Ads$68.8k / $94kOn pace

Content & creators$13.0k / $24kUnder

Lifecycle & SEO$11.4k / $12.5kWatch

FORECAST

End-of-month outlook

86% confidence

$612kForecast contributionRange: $574k–$646k

Base case3.32×Current efficiency

Upside3.58×Mobile funnel gain

Downside2.94×Higher auction costs

✦

Recommended actionShift $8,000 from low-performing awareness placements into high-intent search after compliance approval.

CAMPAIGN OPERATIONS

Cross-channel campaign portfolio

Every campaign has an owner, objective, approved budget, landing page, creative set, compliance state and reporting destination.

⌕

Campaign	Owner	Channel	Objective	Status	Budget	Pacing	Handoffs	Cost / handoff	Compliance
G Weight care · High intentSearch · Australia · Always on	Olivia Chen	Google Ads	Qualified handoff	Live	$52,000	99%	1,146	$37.24	Approved	•••
G Brand protectionSearch · Australia · Always on	Noah Williams	Google Ads	Conversion	Live	$22,000	103%	526	$34.68	Approved	•••
M Care pathways · AwarenessFacebook + Instagram · Prospecting	Priya Shah	Meta Ads	Qualified traffic	Live	$44,000	97%	748	$42.67	Approved	•••
M Hair health · EducationInstagram · Video series	Sam Walker	Meta Ads	Education	Paused	$28,000	84%	404	$56.53	Review	•••
S Clinician content seriesOrganic social · Multi-channel	Mia Brown	Social	Trust	Scheduled	$12,000	—	186	Assist	Approved	•••
E Patient education lifecycleConsent-based email · Existing accounts	Daniel Lee	Email	Education	Live	$6,500	96%	286	$15.59	Approved	•••

MEASUREMENT

Funnel, attribution and experience quality

Optimise against privacy-safe milestones and operational quality—not sensitive health information.

ACQUISITION FUNNEL

Website to qualified handoff

Aggregated only

◉128,420Sessions100%

→

▤18,694Assessment starts14.6%

→

✓8,192Assessment submits43.8%

→

◫4,286Qualified handoffs52.3%

✦

Largest experience opportunityMobile assessment completion trails desktop by 11.8 percentage points. Review form length, keyboard behaviour and interruption recovery.

ATTRIBUTION MODEL

Contribution by touchpoint

Data-driven model72%of conversions involve 2+ channels

Paid search38%

Paid social29%

Organic search17%

Email9%

Direct / other7%

EXPERIENCE QUALITY

Operational guardrails

Healthy

92/ 100Composite service score

Mobile completion43.8%Watch

Page performance2.1sGood

Support contacts3.2%Stable

Refund rate1.4%Within target

AUDIENCE GOVERNANCE

Approved audience strategy without sensitive-health targeting.

Audience definitions are based on consent, channel policy and allowed behavioural signals—not diagnosed conditions, prescriptions or assessment answers.

PROSPECTING

Contextual health education

Approved

Broad or contextual placements around approved health-education topics and service access.

Australia18+ContextualExcludes clinical data

RE-ENGAGEMENT

Consent-based website returners

Approved

Users who consented to marketing measurement and visited non-sensitive public content.

Consent required30-day windowPublic pages only

LIFECYCLE

Account education segments

Restricted

Operational and promotional messaging are separated. Promotional use requires explicit marketing consent.

EmailConsent groupsSuppression rules

CONTENT OPERATIONS

Creative library and approval workflow

Every public asset carries evidence, owner, version, clinical reviewer, legal status and channel restrictions.

APPROVAL QUEUE

Items requiring action

6 open

Weight care pathway — homepage heroWebsite · Claim update requested

Clinical review

“Care made simple” paid social copyMeta · Testimonial language detected

Compliance

Meet the clinician — Dr ManassaLinkedIn · Registration detail refresh

Profile check

▶

Online consultation explainerYouTube · Caption accessibility review

Accessibility

ASSET LIBRARY

Content inventory

428Total assets

312Approved

48Expiring < 30d

6Blocked

Evidence and approval expiry

Clinical claims14 due

Practitioner profiles8 due

Service information5 due

LIFECYCLE OPERATIONS

Consent-aware automations

Operational care messages, service notifications and promotional marketing are governed separately.

OPERATIONAL

Assessment reminder

Reminds a patient that an unfinished assessment is available in their secure account.

OPERATIONAL

Consultation preparation

Explains what information may be required and how to join a consultation.

PROMOTIONAL · CONSENT REQUIRED

Health education series

Sends approved educational content only to contacts with valid marketing consent.

REPUTATION MANAGEMENT

Reviews, feedback and service recovery

Public-review performance is separated from clinical outcomes and routed through appropriate response policies.

4.8★★★★★Demonstration review score

5 star88%

4 star8%

3 star2%

1–2 star2%

SERVICE THEMES

Feedback classification

Last 30 days

Speed & convenience42%Positive

Clinician communication24%Positive

Delivery visibility18%Improve

Billing clarity9%Improve

Other7%Mixed

SERVICE RECOVERY

Open escalations

7 open

Billing dispute2Finance SLA 4h

Delivery delay3Operations SLA 2h

Privacy enquiry1Privacy officer

Clinical complaint1Clinical lead

HEALTHCARE MARKETING GOVERNANCE

Compliance centre

Automated screening supports—but does not replace—clinical, legal and regulatory review.

91/100Portfolio score

CONTROL STATUS

Strong with three actions due

Prescription medicine screening, substantiation, testimonials, practitioner profiles, consent and pixel governance are checked before publication.

CONTROL REGISTER

Portfolio checks

184 assets scanned

✓

Prescription medicine screeningNo prohibited product references detected

Pass

✓

Clinical claim substantiationEvidence library linked to active claims

Pass

Testimonials and endorsements3 assets require clinical-aspect review

Action

✓

Consent and pixel controlsLast technical audit completed 2 days ago

Pass

Practitioner profile currency2 registration details require verification

Action

AUDIT ACTIVITY

Recent decisions

09:42

Meta video V12 approvedClinical reviewer: Dr A. Manassa

09:18

Search campaign claim updatedOwner: Olivia Chen · Version 7

08:54

Privacy scan completedNo sensitive parameters detected

Yesterday

Homepage trust metric blockedEvidence source inconsistent across pages

PRIVACY & CONSENT

Data flows that marketing, clinical and privacy teams can inspect.

Every event has a purpose, lawful basis, consent state, destination, retention rule and owner.

DATA FLOW MAP

Approved marketing measurement

Boundary active

PUBLIC WEBSITEPage and consent eventsNo assessment answers

→

TAG GOVERNANCEAllowlist + redactionParameter controls

→

SECURE WAREHOUSEPseudonymous eventsAggregation thresholds

→

AD PLATFORMSApproved conversionsNo clinical attributes

INTEGRATION CONTROL

Connected systems and data health

Monitor authentication, sync freshness, schema changes, consent configuration and ownership.

Google AdsSynced 4 min ago · 12 accounts

Healthy

Meta AdsSynced 6 min ago · 8 accounts

Healthy

Google Analytics 4Consent mode active · 3 properties

Healthy

Search ConsoleSynced 38 min ago · 1 domain

Healthy

Email platformConsent groups synced · 18 flows

Healthy

Secure data warehouseAggregate outcomes only

Healthy

Social publishing4 channels · 2 tokens expire soon

Attention

Patient supportTicket themes and SLA data only

Healthy

REPORTING CENTRE

Audience-specific reports from one governed source.

Board, executive, marketing, clinical governance and operational reports use the same metric definitions.

BOARD

Monthly growth & risk report

Commercial performance, forecast, risks, compliance, privacy and priority actions.

EXECUTIVE

Weekly operating review

Channel performance, budget pacing, experience quality, support themes and decisions required.

MARKETING

Campaign performance pack

Spend, attribution, creatives, landing pages, audiences, experiments and next actions.

GOVERNANCE

Clinical content register

Claims, reviewers, evidence, expiry dates, approvals, blocks and audit trail.

ADMINISTRATION

Roles, access and operational ownership

Least-privilege access, separation of duties and full auditability across marketing and healthcare governance.

ROLE-BASED ACCESS

Workspace roles

42 users

Enterprise administrator3Full platform configuration

Growth lead5Budget and campaign approval

Campaign manager12Build and optimise campaigns

Clinical reviewer8Healthcare content approval

Privacy & compliance4Data and regulatory controls

Analyst / read-only10Reporting access

DECISIONS REQUIRED

Executive action queue

5 open

Approve July budget reallocationOwner: Head of Growth · Due today

Resolve inconsistent trust metricsOwner: Operations + Legal · Due 17 Jul

Confirm legacy consent remediation planOwner: Privacy Officer · Due 18 Jul

Approve practitioner profile refreshOwner: Clinical Lead · Due 20 Jul

Executive overview

Spend, handoffs and forecast contribution

Outcome mix

Budget, pacing and forecast

Budget pacing

End-of-month outlook

Cross-channel campaign portfolio

Funnel, attribution and experience quality

Website to qualified handoff

Contribution by touchpoint

Operational guardrails

Approved audience strategy without sensitive-health targeting.

Contextual health education

Consent-based website returners

Account education segments

Creative library and approval workflow

Items requiring action

Content inventory

Publishing, community management and escalation

Upcoming content

Community & messages

Consent-aware automations

Assessment reminder

Consultation preparation

Health education series

Reviews, feedback and service recovery

Feedback classification

Open escalations

Compliance centre

Strong with three actions due

Portfolio checks

Recent decisions

Data flows that marketing, clinical and privacy teams can inspect.

Approved marketing measurement

Current distribution

Connected systems and data health

Audience-specific reports from one governed source.

Monthly growth & risk report

Weekly operating review

Campaign performance pack

Clinical content register

Roles, access and operational ownership

Workspace roles

Executive action queue