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CASE STUDY: Sovereign Health Care

Clarify the key building blocks of B2B marketing strategy

Company profile

Founded:
1873
Business type:
Insurance - Health Cash Plan Provider
Engagement goals: ​
Marketing strategy alignment to technology / business transformation
Collaborating with: ​
CEO and Head of Marketing
Service:
Marketing Strategy development
Find out more:
https://www.sovereignhealthcare.co.uk/

The challenge

Sovereign Health Care is undertaking a technology transformation to fuel long-term growth. With an in-house sales and marketing team focused on day-to day delivery, strategic support was required to build a marketing strategy and roadmap to align growth ambitions, marketing priorities and technological advances.

The process

With a strong product suite and clear value proposition already well defined, Open Velocity worked alongside the CEO and Head of Marketing to clarify the key building blocks of their B2B marketing strategy:

Sector analysis & audience segmentation: Conducted a deep-dive into target sectors to identify the most attractive audience groups, forming segments aligned to proposition needs and critical sales enablers.

Growth enablers: For each core segment, pinpointed essential growth drivers – defining brand positioning strategy, proposition requirements, optimal sales channels, and experience delivery standards.

Revenue growth model: Leveraged market analysis and internal data to build a revenue model forecasting  segment mix, revenue composition (new vs. retained), product and channel distribution across growth scenarios, with recommendations aligned to technology roadmap, strategic goals and delivery capabilities.

Skills & capability mapping: Mapped the marketing capabilities needed to execute the strategy over a 3-year horizon, categorising skills as new, evolved or transitional.

The results

  • Core strategic building blocks clearly defined, providing the Board with clarity on how current sales and marketing capabilities need to evolve to execute business growth plans aligned with the technology roadmap.

 

  • Revenue forecast model that can be further developed to support broader business planning.

The process

The results

How we add value for our clients

Success stories are best told in the words of their subjects. Here’s what some of our clients have to say about working with Open Velocity.

Open Velocity
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