The Best Way To Develop DTC Plans

Abstract visualization of connected data charts, waveforms, and network nodes

Knowledge is power, but too many DTC marketers may have the wrong type of knowledge. Market research may ask the wrong questions because you need to understand behavior that isn’t logical. They also fail to put themselves in their patients’ place in a very complicated healthcare system that treats people like numbers.

Learning about your audience and engaging with their questions in pharma marketing means working within two parallel tracks: research/insight-gathering (mostly unconstrained) and audience-facing communication (heavily constrained). Here’s how the best pharma marketers approach both.

Understanding the audience (low regulatory risk)

Primary research is still the gold standard because it’s compliant by design — you’re not making promotional claims, just listening:

  • HCP advisory boards and journey mapping interviews (run through Medical Affairs or Market Research, not directly by promotional marketing, to preserve the firewall)
  • Patient/caregiver research panels, often via market research vendors who de-identify and aggregate data
  • Segmentation studies (prescribing behavior, attitudinal/barriers research, digital behavior)

Syndicated and real-world data, which gives audience insight without touching individual patient identities:

  • Claims and EHR data (e.g., IQVIA, Symphony Health, Komodo) for prescribing patterns, treatment pathways, drop-off points
  • Publication and congress analytics — what HCPs are asking about at conferences, what KOLs are publishing
  • Search and content-engagement data on your own owned properties (HCP portals, disease-state sites) — this is compliant because it’s about content interest, not diagnosing or targeting based on health condition inference

Social/digital listening is usable but narrower than in other industries — you can track share of voice, sentiment, and unmet-need themes, but you generally can’t scrape or target based on inferred health status, and any adverse event mentions that surface must be routed to pharmacovigilance regardless of source.

Unsolicited questions themselves are a research goldmine. Medical Information (Med Info) call centers and MSLs field huge volumes of real questions from HCPs and patients — the pattern of what’s asked is one of the best proxies for real audience needs, and that data typically flows back to marketing as aggregated insight (not verbatim exchanges).

Answering their questions (high regulatory risk — this is where the real discipline is)

The core rule: who is asking, and is the question solicited or unsolicited, determines who can answer and how.

  • Solicited, specific medical questions (e.g., “does this work for X off-label use?”) generally route to Medical Affairs / Medical Information, not marketing or sales, and get a “Standard Response Letter” or a personalized medical letter — never an ad-hoc answer from a rep or marketer.
  • Unsolicited questions in public/social channels need a documented process: acknowledge publicly, take the conversation to a private/compliant channel, and route to Med Info for anything beyond on-label, on-approved-messaging content.
  • On-label promotional content (FAQs on branded sites, chatbots, banner ads) has to go through MLR (Medical, Legal, Regulatory) review, and every claim needs fair balance (efficacy claim paired with risk information) and substantiation on file.
  • Pre-approved FAQ/response libraries are the practical tool most pharma marketing teams build: a bank of MLR-approved answers to the most common real questions (pulled from that Med Info data above), so customer-facing teams (community managers, chatbots, reps) can respond fast without going off-script.
  • AI chatbots and digital assistants are increasingly used for this, but they’re built on closed, pre-approved content only — not open generative responses — specifically to avoid off-label or unsubstantiated claims.

The practical workflow that ties it together

  1. Insight generation (research, RWD, Med Info question patterns) → feeds Medical Affairs and Marketing jointly
  2. Marketing translates audience needs, not verbatim questions, into content strategy and creative briefs
  3. Content goes through MLR review before anything customer-facing launches
  4. Customer-facing teams use pre-approved FAQ banks; anything outside them gets escalated to Med Info
  5. Everything — social listening included — has an adverse-event-reporting tripwire regardless of channel

Smart marketers understand their audience beyond basic market research and build marketing plans around those questions rather than typical sales points.

About Richard Meyer

I’m Richard Meyer — a 25 year healthcare marketing strategist and writer focused on the intersection of direct-to-consumer marketing, healthcare economics, and human behavior.I started Work of DTC Marketing because too much of the conversation around pharma and healthcare marketing is either overly promotional, overly technical, or completely disconnected from how the system actually works.Here, I write about what DTC really does, how incentives drive behavior inside healthcare organizations, why patients are often treated like revenue streams instead of people, and why “best practices” are frequently just recycled assumptions.My background spans digital marketing, public relations, and healthcare strategy, and my approach is pragmatic, skeptical of hype, and grounded in data and lived experience. I’m less interested in what sounds good in a deck and more interested in what actually changes outcomes — for companies, doctors, and especially patients.

View all posts by Richard Meyer →

Leave a Reply