what Could Go and what Can Stay for ServingOverSelling
As part of this movement, The ServingOverSelling Pledge calls for health systems to reallocate their promotional marketing in whatever way possible to serve patients and communities rather than selling to them. But what does that actually mean? To understand how the time, energy and budget for promotional marketing can be better used, review The New CMO Role. But how do we define promotional marketing? What should you cut? What makes sense to keep? The answer to these questions will vary from organization to organizations, but here are some guidelines to follow that will apply to the vast majority of situations out there.
Changing the organizational mindset
To start, it helps to identify the key drivers and perceptions that need to be changed to put ServingOverSelling. Combined with specific types of marketing strategies you should reconsider funding (see below), you’ll be able to quickly spot where to reallocate your promotional marketing spend to help your patients and the communities you serve.
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The easiest way to put ServingOverSelling is straightforward: reallocate money, time and energy from anything where the sole purpose is to sell your audience on your organization, your services, your doctors, whatever. If the only value to the audience is learning about your organization or why you’re better, that’s “promotional” and you can likely do without it. (See “The Case” to understand why). Another qualifier here is what we term “proactive” promotional activities – those marketing efforts where you spend money to reach out to your audience to sell your organization’s services. For most organizations, that’s the bulk of their advertising spend. Where it still makes sense to dedicate resources while adhering to ServingOverSelling principles is with what we term “reactive” marketing efforts. Those are efforts designed to engage audiences who are actively seeking you out. In those cases, there’s value in helping them understand what you offer and how to best seek care. See the “What stays” section below for more on this.
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It’s probably fair to say that the majority of promotional marketing issued by health systems is not to support true business strategy but instead because of pressure coming from inside the organization. Take US News and World Report rankings. Most CMOs know there is little to no value in promoting these, yet across the country, when the new rankings hit in July, health systems have a temporary loss of sanity, spending huge sums to promote high rankings, or spending huge sums to promote their organizations to overcome poor rankings. But of course, it’s not just US News promotional campaigns that are frivolous from a business standpoint. Brand campaigns, service-line campaigns, advertising promoting new facilities, Super Bowl ads, sports sponsorships – these are all too often driven by internal pressures. Of course, everyone should take pride in the work they do, individually, as a team, or as an organization. But when that pride overrides effective business practices – especially in the face of a growing affordability crisis in healthcare – then it’s time to address this systemic issue. If the industry could convince itself to only support marketing efforts that make real business sense, we’d likely see a dramatic reduction in promotional marketing efforts on day one.
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Another way to determine whether your promotional marketing effort should stay or go is whether you’d feel comfortable defending it to a room full of patients who demand to know why you’re spending money on such an effort. This goes back to the mantra “stop selling your audiences and start helping them instead.” The excuse that your brand campaign or service-line marketing is necessary “because consumers need to know what services we offer” no longer holds water and honestly hasn’t for years. If someone wants to figure out where to receive care, do we honestly believe they seek out, see or even value health system advertising? They will talk to friends and family, they will talk to a physician for advice or a referral, they will use tools provided by their insurance company, they will search online, they will review websites, they will ask AI. Promoting your organization or services is selling your audiences, not serving them, and that rationale will not stand up in the court of public opinion. As healthcare costs continue to climb in this country and more people face financial hardship just for receiving care, there will be more scrutiny of how health systems spend their money. Any potential positive brand lift from your pro sports team sponsorship will be overshadowed by one media story citing the $5 million cost of that sponsorship. If you can’t look a patient in the eye who is struggling to pay for their care and explain why your organization spends millions on promotional marketing instead of using those resources and energy to help patients instead, then that promotional marketing should probably go.
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Just because we’re calling for reallocating promotional marketing spend – including brand campaigns – doesn’t mean brand doesn’t have value. In fact, your brand may be one of the most valuable line items on your balance sheet. The problem isn’t brands per se, it’s how health systems go about trying to build brands. For years, brand experts – including myself – have espoused the idea that brand reputations in the health system space are built on what you do as an organization, not what you say. The experience you deliver, the clinical excellence you offer, access to your services, etc. – all of that is what matters. Why? Because word of mouth and physician referrals are top influences on consumer choice and those are driven by experience you deliver (other influences, such as a patient’s connection to an existing provider, proximity and in-network coverage are next to impossible to control). So spending millions on a campaign to “build your brand” is a backwards approach at branding.
As is believing you can change your organization’s brand experience through a marketing-driven brand strategy, or worse yet, a promotional campaign. Early in my career in health system marketing, a hospital client was struggling from a poor reputation in their orthopedics department due to a difficult physician group and a poor patient experience. The CMO shared that the CEO had come to him and declared: “We need to fix our reputation – you need to run an ad campaign.” The experience your organization delivers is based on leadership, strategic decisions and investments, your organization’s mission, vision and values, your culture, how you treat your workers, etc. The idea that marketing will come up with a promotional campaign or brand strategy that impact the reality of the experience in some way is fruitless.
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The stock approach for most health systems when it comes to marketing is to hire an agency of record to develop research, strategy, and creative for promotional campaigns, along with execution and production. Reallocating your promotional marketing spend likely eliminates the need for such a massive expense. Further, consider that even 5 years ago, the health system marketing vendor space was dominated by small to mid-size firms. Today, the two largest firms dedicated to health system marketing have or had private equity backing, with a third private-equity backed agency entering the space in 2025. I subscribe to the belief that private equity brings all kinds of negative impacts to the U.S.. Whether you agree with that sentiment or not, there’s no arguing that PE’s number one goal is making money, typically through driving “efficiencies” and raising prices. That means the largest health system marketing firms in the space are driven solely by profit and will continue to increase pricing to help achieve it. Given the advances in AI, which can reproduce much of what a full-service agency can do for a fraction of the cost, and adhering to ServingOverSelling, ending your agency relationships is key to reducing your promotional marketing spend.
The promotional marketing hit list
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Brand experts and most CMOs realize that a health system’s brand is built on what it does, not on what it says. That means your experience, location, clinical outcomes and more determines your brand equity in a market, not spending millions on promoting how great you are. The best example of this is the Mayo Clinic, which became the most respected healthcare brand in the world decades ago, but only started advertising 15 years ago. Imagine if you reallocated the money you spend on these campaigns to be used instead to engage the community around health, or to improve access or your experience – how much stronger would your brand perception be?
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This includes promotional advertising campaigns and direct performance-based marketing efforts, like targeted email or advertising campaigns. SEO and SEM efforts are exceptions here, as they target those who are actively seeking care (see below). But promoting your cancer center to “increase oncology volumes” is almost always a waste of resources.
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This includes the cost to license the rankings, the campaigns to promote the rankings, and any marketing effort aimed at influencing physician voters to help the reputational component of your rankings. The entire US News dynamic plays out like a business-oriented extortion racket, preying on the pride of health system leaders and physicians. It does nothing to add to the value of healthcare in the U.S., and given the spend, effort and angst it drives within health systems, I would argue it actually causes harm.
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The ultimate ego-driven marketing expense. Whether the ad runs nationally, regionally or locally, it’s maybe the most egregious waste of money from a marketing perspective, and one that is most likely to earn the system a reputational black eye.
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Similar to the Super Bowl ads, sports sponsorships – especially at a collegiate and pro level – are nearly universally funded in response to organizational pressure. They are notoriously difficult to show any positive impact to an organization and again are an obvious target for the growing scrutiny on health systems relative to healthcare costs in the country.
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This is a difficult one, as all businesses need to update their identities over time to reflect a modern image. In the non-profit health system space, this timeframe should be longer than for-profit companies given the nature of healthcare in the U.S. These costs are also often necessary following a consequential merger or acquisition. What’s not necessary are optional changes, such as making small letter or word shifts to the system’s name or slightly updating the logo. Brand identity changes can cost millions of dollars to activate across a system and should only happen when absolutely necessary.
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Many health systems confuse the idea that their employees are their strongest brand ambassadors (true) with the idea that therefore, their promotional brand campaign and brand embodiment efforts should prioritize internal audiences (false). I have heard CMOs say that the most important audience for an external brand campaign is the internal staff, given they are the most important brand ambassadors. Spending millions on a brand advertising campaign with the primary purpose of influencing your own organization is not only a super expensive long way around that mountain, it also may be insulting to your staff. Would they want you spending millions on an advertising campaign to make them feel better, or find a way to use that money to help their experience as healthcare workers, or the experience of the patient?
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Many systems pour thousands of dollars into consumer research to support a brand or service-line campaign under the auspices of determining “what consumers want.” Given all of the research done over the past 30 years, if an organization doesn’t know what consumers want by now – both in general and for any given service line – then someone needs to ask some serious questions. This research exists, and there’s no reason to pay a research firm or agency to run surveys, focus groups or consumer/patient interviews. Sure, there may be regional differences that matter. But unless your health system just opened last year, the research on your own community also already exists. Finally, AI deep research will find what you need if you do need something new and provide 90% of the intel for next to nothing in cost.
What can stay?
Taking The ServingOverSelling Pledge and working to reallocate your promotional marketing spend wherever possible means there is room for some promotional marketing efforts. For starters, we’re not counting here all the ways a CMO and her department can serve patients and consumers rather than selling them – see “The New CMO Role” for more on that. In the case of promotional marketing, here are three areas that will, at least for the time being, still deserve focus and resources:
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As noted above, we’re defining promotional marketing as proactive efforts to sell an audience on your organization or services. But what about when someone is actively seeking care? Being ready to help those who are actively looking for care is what we mean when we say “reactive marketing efforts,” because you’re responding to someone who has raised their hand for help. This includes having a clear and easy to navigate website (until AI bots change what we need from websites), SEO activities (to support your website), SEM activities (the only form of paid advertising that is excluded in our call to reallocate promotional marketing because it serves to help people who are seeking care, this too will have value as long as search engines do), signage and wayfinding, and patient education content.
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Many systems have invested hundreds of thousands to millions of dollars in CRM systems, though many have failed to realize any real ROI from that investment. Using CRM as a tool of promotional marketing – say targeting those with a “propensity for cancer” – would fall under the list of marketing efforts that most likely can stop. But a CRM system can be used to better understand and serve existing patients, an often overlooked and under-utilized function of CRM. Supporting your existing patients to stay healthy or navigate disease or acute care needs through relevant content is an example of helping those you serve rather than selling them. The same holds true for Physician Relationship Management systems (PRM). If they are used to help referring physicians support their patients access your care, or to understand the physician’s needs in that process, or to help educate them on their specialty – all of these uses fit the criteria of helping an audience and would fall outside the promotional marketing reduction.
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While paid promotional marketing in terms of brand or service line advertising does little or nothing to influence patients, positive media coverage (or effectively managing negative media coverage) certainly does. Again, just because we call for the end to wasteful brand campaigns doesn’t mean we no longer believe in the power of brand. While consumers will dismiss your voice as a valid, objective source when delivered through advertising, they will pay attention to objective and/or third-party voices in terms of evaluating your organization.