Visium — marketing the business can actually manage Visium — marketing the business can actually manage
Client
Visium — one of Ukraine’s largest ophthalmology chains
What we did
Strategic marketing partner, Marketing audit, Goals and KPIs, Incentives and reporting, CX audit and mystery shopping, Competitive advantages, Identity facilitation, Agency management
Industry
Healthcare · ophthalmology

Visium marketing the business can actually manage

In brief

Visium is one of Ukraine’s largest ophthalmology chains: adult and pediatric ophthalmology, microsurgery, an education academy and the ambition to scale. In a multi-clinic medical business, marketing has to be tied to operations, service, founders’ decisions, the CMO’s work and the patient experience. When those parts are disconnected, the brand looks busy and the business struggles to steer it.

Key insight

We became the CEO’s and CMO’s partner where business meets marketing

  1. 01 · Challenge

    Strategic misalignment

    Business goals, marketing, brand, agencies and patient experience each lived on their own. Plenty of activity, little control.

  2. 02 · Role

    Partner to the CEO and CMO

    Weekly strategy sessions: priorities, decisions, ownership and control over results.

  3. 03 · Result

    A management framework

    Goals tied closer to business results, a team with clear ownership, and management with transparent reporting.

Stage 1

Diagnostics

Misalignment

The brand looked busy, yet it was hard to manage

We started with a marketing audit: diving into the business, talking to the team, reviewing reports, processes and contractors. Each area below is a gap we found and the solution we used to close it.

Business goals

0 of 6 zones aligned

Marketing function

GapTasks scattered across different boards, with no single plan or activity calendar.

FixClear ownership: a plan by stream, roles, KPIs and incentives for each person.

Reporting

GapChannel reports didn’t add up to a full picture: no trends and no link to business results.

FixA reporting structure: what management sees, what the CMO sees, what each stream sees; activities kept apart from results.

Agencies and contractors

GapContractors worked “for the process”, and their KPIs were mixed with tasks that depended on the client.

FixContractor KPIs cover only what they control; clear briefs and sync points.

Patient experience

GapThe patient journey wasn’t mapped, so it was invisible where anxiety arises and where clarity is missing.

FixMystery shopping and a CJM: 12 journey stages, anxiety points and a solution for each.

Positioning

GapThe brand was easy to reduce to equipment and procedures — like everyone else.

FixA system of competitive advantages: “With us, it’s safer to make decisions about your vision.”

Brand

GapThe identity was being refreshed without a decision framework or a shared vision among the founders.

FixFacilitation: from goals to logo, a choice the founders aligned on, a rollout plan for the chain.

Stage 2

Management

Goals

Business goals became the language of marketing

We helped the team translate business goals into marketing terms: what exactly marketing should support, which tasks come first and which metrics matter for management. Together with the CMO we shaped the department’s incentive logic, so marketing delivers a clear business effect instead of sheer volume of work.

Business languageMarketing languageWhat we measureWho owns it
More new patientsWork with first-time and returning patients separatelyNew bookings by channel, cost per bookingCMO together with the COO
Opening new clinicsLaunch each new location as a separate project with its own communication planBookings and traffic per location in the first monthsCMO
A stronger brandAdd awareness channels alongside performanceBranded search, reach in target citiesCMO
Patient retentionWork the database: CRM, reminders, repeat visitsShare of repeat visitsMarketing and the contact center
Return on investmentEnd-to-end analytics from ad to visitAcquisition cost, channel paybackCMO and finance

Reporting

Reporting became a management tool

We structured the approach to reporting: what data management needs, what the CMO should see, how to tell activities from results and how to make marketing transparent for management.

  1. Managementchain-level decisions

    • new patients
    • revenue from marketing
    • acquisition cost
    • branded search
  2. CMOfunnel management

    • bookings by channel
    • cost per booking
    • week-over-week trends
    • dips by city
    • plan vs. actual
  3. Streamsday-to-day work

    • reach and engagement
    • campaigns
    • SEO tasks
    • content plan

Activity

  • posts published
  • campaigns launched
  • new banners
  • pages updated

Result

  • new bookings
  • repeat visits
  • cost per booking
  • branded search

Format

Every week — from data to decisions

DataChannel reports, bookings, trends by city — ready before the meeting.

AnalysisWhat worked, where the funnel dips and why.

DecisionsPriorities for the week: what we do, what we put on hold.

OwnershipWho does what and by when: team, agencies, contractors.

ReviewWhat changed — and what goes into the next iteration.

Weekly strategy sessions with the CEO and CMO — regular marketing management in place of ad hoc decisions.

Stage 3

Patient and value

Patient journey

We saw the clinic through the patient’s eyes

We traced how a patient moves from first contact to the experience inside the clinic: ran mystery shopping and pinpointed where anxiety arises, where clarity is missing and which touchpoints shape trust and decisions.

Before the visitAt the clinicAfter
  • Anxiety
  • Lack of clarity
  • Trust decision

01 · Before the visit

Awareness

The patient first hears about the clinic

Trust decision

Touchpointssearch, maps, ads, signage, referrals

Expectationsa good reputation and a modern feel

Where it breaksweak rating, distrust of advertising

02 · Before the visit

Consideration

Compares clinics and reads reviews

Lack of clarity

Touchpointswebsite, map listing, reviews, social media

Expectationshonest reviews, clear services and prices

Where it breaksunclear how the clinic differs from others

03 · Before the visit

Booking

Makes a decision and books

Lack of clarity

Touchpointsonline form, phone, front desk

Expectationsquick confirmation and a convenient time

Where it breakscomplicated form, no convenient slots

04 · Before the visit

Preparation

Receives reminders and instructions

Lack of clarity

TouchpointsSMS, messengers, phone call

Expectationswhat to bring and how to get there

Where it breaksno reminder arrived, unclear where to go

05 · At the clinic

Arrival

Arrives at the clinic

Anxiety

Touchpointsfacade, reception, wayfinding

Expectationseasy to find, a polite welcome

Where it breakshard to find the entrance, indifferent staff

06 · At the clinic

Waiting

Waits for the appointment

Anxiety

Touchpointswaiting area, front desk

Expectationsa wait of up to 15 minutes and an explanation for delays

Where it breakslong and with no information — “they forgot about me”

07 · At the clinic

Appointment

Goes through diagnostics and a consultation

Anxiety

Touchpointsdoctor, nurse, equipment

Expectationsattention to complaints, a clear explanation, honesty

Where it breakstoo formal, pressure to buy expensive services

08 · At the clinic

Next steps

Gets a plan

Lack of clarity

Touchpointsdoctor, front desk, recommendations

Expectationsclarity: what’s next and when the next visit is

Where it breaks“it’s over — figure it out yourself”

09 · At the clinic

Payment

Pays for services

Trust decision

Touchpointscashier, front desk

Expectationsa transparent total with no surprises

Where it breaksunexpected items on the bill

10 · At the clinic

Departure

Leaves the clinic

Lack of clarity

Touchpointsfront desk, documents

Expectationsgratitude, care, clarity

Where it breaksno documents handed over, next steps not explained

11 · After

Follow-up

Receives results and reminders

Trust decision

TouchpointsSMS, messengers, phone call

Expectationsresults, reminders, a request for a review

Where it breaksnothing was sent — contact lost

12 · After

Return

Comes back or recommends the clinic

Trust decision

Touchpointsonline booking, contact center, loyalty program

Expectationsan easy way to come back

Where it breakshard to book a second time, nothing was offered

Value

We found value beyond the equipment

In medicine, people choose what feels safer. So instead of hunting for a unique feature, we built a system of competitive advantages around the patient’s main fear — and every advantage comes with proof the patient can feel for themselves.

The patient’s main fear“I’m afraid of a misdiagnosis and a decision whose consequences will stay with me for life”

  1. Responsibility is never diluted

    • one owner for the entire journey
    • consistent patient follow-through
    • context carries over between visits
    • predictable service
  2. You’re safe with us on a human level

    • a sense of control
    • no rush
    • a calm tone
    • a feeling of being free from judgment
  3. The patient is part of the process

    • explanations in plain language
    • a clear action plan
    • room to revisit a decision
    • a clear logic for next steps
  4. You’re treated reasonably

    • zero pressure toward surgery
    • clear: needed / optional / unnecessary
    • decisions made together with the patient
    • no scare tactics about deadlines
  5. Decisions are evidence-based

    • a full set of data from multiple devices
    • complete diagnostics
    • documented results
    • an option for a second opinion
  6. There’s a system here

    • an examination protocol
    • a standardized patient route
    • a fixed scope of diagnostics
    • the same logic across all branches

Systematic ophthalmology with zero experimenting on patients

With us, it’s safer to make decisions about your vision

“Really, there’s no risk here I wasn’t warned about”

Stage 4

Brand

Identity

Logo ≠ brand. First — who we are

  1. Request

    We need new clients

    That’s where the task began.

  2. Decision 1

    Let’s update the website

    To raise conversion.

  3. Decision 2

    Let’s update the design

    To look modern.

  4. Question

    First — who we are

    Without positioning, a new website and logo are just new packaging. So the order is: goals → segments → strategy → positioning → identity.

We facilitated the identity work

The identity itself was designed by a design agency. We helped Visium and the agency run the process strategically: refining decisions, aligning expectations and facilitating the founders’ choice of logo — guided by questions: which goals should the changes achieve, how will we measure the rebrand’s success, does the mark match the brand’s tone.

Next came rolling the new identity out across the chain: what to update right away and what to phase in, how signage, offline materials and new branches move over within a single brand.

Result

Visium got a clear management framework for marketing. Goals moved closer to business results, the CMO got a framework for the team’s work, incentives and reporting, and management got a clear way to assess marketing performance.

On top of that: more structured work with agencies, sharper positioning and competitive advantages, a mapped patient journey, an agreed process for rolling out the identity, and a logic for growing the chain’s locations within a single brand.

What we’ll do for you

A strategic marketing partner for the CEO and CMO

For when there’s plenty of marketing and little control over it. We’ll work alongside the owner and the marketing director: translate business goals into marketing terms, build ownership, reporting and regular management — and look at the brand through the customer’s eyes.

  1. Visium: Diagnostics 01 Diagnostics An audit of marketing and the gaps between business and brand.
  2. Visium: Management 02 Management Goals, KPIs, incentives, reporting, weekly sessions.
  3. Visium: Value 03 Value Customer journey, competitive advantages, brand.

Team

Agency
DOGMA
Role
Strategic marketing partner to the CEO and CMO
Scope
Marketing audit, goals and KPIs, incentive logic, reporting structure, weekly strategy sessions, CX audit and mystery shopping, competitive advantage system, identity facilitation, agency management
Client
Visium

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