INTERNAL · Self-Service Discussion Prep · 2026
PharmaForceIQ
Equals 5 · Self-Service Platform Discussion
Relationship Status
Active Client
First won: Apr 27, 2026
Current Program
$85K
SpringWorks Ogsiveo Meta Campaign
Owner / Lead
Chad Holloway
SVP, Media & Platform Partnerships
Discussion Stage
Self-Service Scope
Logistics · Integration · Pricing
Meeting Agenda · 3 Topics
PharmaForceIQ wants to discuss a self-service option. Here’s what we’re covering and what we’re prepared to answer.
1
Topic 1
2
Topic 2
3
Topic 3
Partnership / Executive Snapshot
PharmaForceIQ · Active Media Partner · Self-Service Expansion
May 25, 2026
PharmaForceIQ is an active EQ5 client (SpringWorks Ogsiveo Meta Campaign, $85K, won 4/27) currently in managed delivery. They’ve asked about a self-service option to operate the platform themselves at lower CPM — typical for media partners who want to own the day-to-day campaign mechanics while licensing EQ5’s NPI-matching and identity-resolution infrastructure. This discussion sets the operating model, integration pathway, and pricing for a self-service relationship.
$85K
Active program
(Ogsiveo Meta)
(Ogsiveo Meta)
40%
Avg CPM discount
(self-service vs. managed)
(self-service vs. managed)
3
Channels
self-service today
self-service today
~3 wks
Standard
onboarding
onboarding
Why They’re Asking
PharmaForceIQ runs media for pharma clients (e.g., SpringWorks Ogsiveo). Operating EQ5 self-service lets them retain more margin, control campaign cadence directly, and bundle EQ5’s NPI data into their own client offerings. The Ogsiveo campaign validated that EQ5 delivers — now they want to scale across their book without paying full managed-service rates.
What We Need to Land
Clear definition of the operating model (who does what), a pragmatic data integration pathway (SFTP / API / S3 with our FIA spec as the anchor), and a pricing model that protects EQ5’s data value while making self-service economically attractive vs. them building it themselves. Outcome: a signed scope-of-work with the tier and commercial terms that fit PharmaForceIQ’s book.
Topic 1 · Self-Service Logistics
Equals 5 Owns
The data, identity, and activation infrastructure
- NPI list ingestion + deterministic identity match (85%+ Meta, 75%+ LinkedIn)
- Audience build, syncing to social destinations
- EQ5 Signals Pixel + closed-loop NPI engagement tracking
- Prescriber-Level Data (PLD) pipeline and engagement scoring
- Identity resolution + privacy / HIPAA compliance posture
- Platform-side technical support (engineer-to-engineer)
PharmaForceIQ Owns
The client relationship and campaign operations
- Day-to-day campaign setup, trafficking, QA
- Creative production, ad approvals, regulatory review
- Client billing and end-client commercial relationship
- Campaign pacing, optimization decisions, dashboard interpretation
- First-line client support and reporting interpretation
- Their own internal account management of pharma brands
Operating Model
Hybrid — EQ5 platform-as-a-service, PharmaForceIQ runs the meter
PharmaForceIQ has access to EQ5’s NPI-matching and audience-activation tech as a back-end. They keep their pharma client relationships fully white-labeled or co-branded, depending on the brand’s preference. EQ5 stays invisible to the end client unless they ask. Reporting can be branded PharmaForceIQ + Equals 5 or PharmaForceIQ-only with an EQ5 footer.
Critical: NPI list ownership and identity-resolution stay 100% with EQ5 — PharmaForceIQ does not get raw match data export. They get the activation outcome and PLD pipeline. This protects EQ5’s data asset.
Critical: NPI list ownership and identity-resolution stay 100% with EQ5 — PharmaForceIQ does not get raw match data export. They get the activation outcome and PLD pipeline. This protects EQ5’s data asset.
Onboarding Timeline
~3 weeks from MSA signed to first live campaign
Week 1 — Spec exchange: FIA walk-through, agree on data formats and delivery mode (SFTP / API / S3). PharmaForceIQ provides their internal data model.
Week 2 — Credentials + sandbox: SFTP / API keys provisioned, sandbox NPI list round-trip tested, engagement pixel deployed on a test landing page, sample PLD file delivered.
Week 3 — First live campaign: Production launch with a small budget pilot. EQ5 engineer on standby for 48 hrs post-launch.
Ongoing: Monthly account review, quarterly capacity planning, dedicated Slack / shared Jira channel for engineer-to-engineer.
Week 2 — Credentials + sandbox: SFTP / API keys provisioned, sandbox NPI list round-trip tested, engagement pixel deployed on a test landing page, sample PLD file delivered.
Week 3 — First live campaign: Production launch with a small budget pilot. EQ5 engineer on standby for 48 hrs post-launch.
Ongoing: Monthly account review, quarterly capacity planning, dedicated Slack / shared Jira channel for engineer-to-engineer.
Key Constraints to Flag on the Call
1. PLD pipeline is operated by EQ5. PharmaForceIQ doesn’t run identity resolution themselves — they receive the PLD via the agreed integration pathway. This keeps the value asymmetric (we own the match; they own the workflow).
2. Multi-tenancy. PharmaForceIQ operates across multiple pharma brands. Each brand gets a logical workspace inside EQ5’s platform with isolated NPI lists and reporting. Cross-brand list leakage is prevented at the infrastructure level — relevant for compliance review.
2. Multi-tenancy. PharmaForceIQ operates across multiple pharma brands. Each brand gets a logical workspace inside EQ5’s platform with isolated NPI lists and reporting. Cross-brand list leakage is prevented at the infrastructure level — relevant for compliance review.
Topic 2 · Data Integration Pathways
Inflow — PharmaForceIQ → EQ5
What we ingest to launch a campaign
Required:
Encryption: PGP for SFTP, TLS 1.2+ for API/S3.
- NPI target list — CSV (NPI, optional specialty, optional client-defined cohort tag)
- Campaign parameters — brand, channels, budget, flight dates, creative URLs
- Landing-page URL (for Signals Pixel deployment)
- Custom audience tags / segmentation cohorts
- Prior-campaign suppression list
- HCP demographic enrichment data (we’ll merge if provided)
Encryption: PGP for SFTP, TLS 1.2+ for API/S3.
Outflow — EQ5 → PharmaForceIQ
What we return as identified data
Standard PLD file (every campaign):
Cadence: Daily, weekly, or on-demand — PharmaForceIQ’s choice.
- NPI · specialty · city / state / DMA
- Date / time exposed · channel · creative ID
- Activity type (impression / click / engagement) · campaign ID
- Aggregate impression + click counts per NPI
- Per-HCP engagement signal across every channel
Cadence: Daily, weekly, or on-demand — PharmaForceIQ’s choice.
The FIA — File Integration Agreement
A two-page spec doc that locks every byte of the data exchange — we’ll walk it live on the call
The FIA is EQ5’s standard integration spec. It’s a short, dense document that defines exactly what the inflow and outflow look like for a partner so engineers on both sides can build to it with no ambiguity. It’s the single artifact that has to be agreed before week-2 of onboarding.
What the FIA defines:
On the call: Bring up the standard FIA template and walk through it side-by-side with PharmaForceIQ’s data engineering lead. Edits and red-lines done live cut a week off onboarding.
What the FIA defines:
- Column-by-column field mappings (NPI, specialty, name fields, geography, identifiers, etc.)
- Delivery cadence (real-time, hourly, daily, weekly)
- File naming conventions + version suffixes
- Encryption (PGP keys exchange, key rotation schedule)
- Error handling + retry / fallback SLAs
- Reconciliation reporting (record-count match, error-row escalation)
- Authentication mode (SSH key, IAM role, API key, OAuth)
- Data-retention rules + scrubbing schedule
On the call: Bring up the standard FIA template and walk through it side-by-side with PharmaForceIQ’s data engineering lead. Edits and red-lines done live cut a week off onboarding.
Topic 3 · Pricing
Self-Service Tier Structure
Self Service
Self Service
No commitment
10% off
vs. Managed CPM
- Pay-as-you-go — no minimum
- Any channel, any volume
- Standard integration (SFTP)
- Weekly PLD pipeline
Self Service
$2M+ Tier
Over $2M committed spend
20% off
Once spend threshold is met
- $2M+ committed spend
- Multi-brand workspaces
- SFTP + S3 access
- Daily PLD + webhook events
Self Service
$3M+ Tier
Over $3M committed spend
25% off
High-volume partner pricing
- $3M+ committed spend
- Unlimited brand workspaces
- Full integration (SFTP / S3 / API)
- Real-time PLD + custom scoring
- Dedicated engineer + named CSM
Bundled in CPM
- NPI list ingest + deterministic identity match
- Audience build + activation to all supported channels
- EQ5 Signals Pixel (one-time per landing page)
- Standard PLD file (cadence per tier)
- Engagement scoring
- Dashboard access (self-service portal)
- Privacy / HIPAA compliance posture
Billed Separately / On-Demand
- Custom FIA work beyond standard spec (T&M)
- Custom data exports / one-off PLD pulls outside cadence
- White-label or co-branded dashboard build (one-time)
- Snowflake Data Share setup (optional integration)
- Field-trigger / MSL-Ready webhook customization
The Pricing Narrative
The discount maps to the labor PharmaForceIQ takes on — campaign management, trafficking, optimization. The CPM still reflects the value of the data — the NPI match, the audience build, the PLD pipeline. That’s priced the same whether they run it or we run it.
Recommended starting position: Self Service $3M+ tier (25% off) if the spend threshold is plausible across their book within 12 months. If they want to ease in, Self Service with no commitment (10% off) lets them test scale before committing.
Recommended starting position: Self Service $3M+ tier (25% off) if the spend threshold is plausible across their book within 12 months. If they want to ease in, Self Service with no commitment (10% off) lets them test scale before committing.
Next Steps
Path Forward