Confidential - Prepared for Prevail Care - Discovery Workshop Part 1
Discovery Workshop Part 1

The Story So Far

A comprehensive discovery into Prevail Care's operations, participant base, and marketing landscape - laying the foundation for a data-driven growth strategy.

Explore Findings → Complete Homework
The Context

The Story So Far

On 6 April 2026, we conducted the first half of our Discovery Workshop with Chris and the team at Prevail Care. Here's what we've learned.

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Workshop Part 1 Summary

The first session focused on understanding Prevail Care's business model, current marketing state, participant demographics, and operational structure. We covered the performance and data side of the discovery process.

Key outcome: We've established a clear picture of where Prevail Care sits today - a $7M revenue NDIS provider with ~70 active participants, ~90 support workers, and significant untapped marketing potential.

Part 2 (with Kat): Will focus on brand positioning, content strategy, competitor analysis, and visual identity assessment.

Business Snapshot

Prevail Care By The Numbers

$7M
Annual Revenue
70
Active Participants
90
Support Workers
5-7%
Profit Margin
1
1300 Number
0
Marketing Spend
Participant Personas

Understanding Who We Serve

We identified four primary persona segments that interact with Prevail Care - each with distinct needs, referral pathways, and marketing considerations.

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Guardians

30-40% of Participants

Family members or Office of the Public Guardian managing affairs for participants who cannot self-manage.

Split: ~50% Public / 50% Private
Referral: Through support coordinators
Key Need: Trust, transparency, proven track record
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Support Coordinators

Key Referral Channel

Case managers who coordinate NDIS services for participants. Critical gatekeepers for participant referrals.

Market: ~100 in Perth, ~20 are coordination-only
Relationship: Phone calls, email, preferred suppliers
Key Need: Reliability, communication, professionalism
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Self-Managed Participants

Direct Engagement

Primarily parents managing their children's NDIS funding. Less common - approximately 10% of participants.

Demographics: Mostly parents, rare adults
Challenge: "Spanish Inquisition" - trust barriers
Key Need: Proof of value, testimonials, transparency
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High-Needs Participants

Premium Care Segment

Participants with complex needs requiring 24/7 or intensive support. Funding ranges from $200K-$600K annually.

Conditions: High-level psychosocial, immobility, complex needs
Service: 2-3 shifts/day, 7 days/week
Key Need: Specialist care, consistency, trust
Discovery Insights

Key Findings

Critical insights from our discovery session that will shape the marketing strategy.

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Support Coordinator Channel Underutilized

Only ~20 dedicated support coordination providers in Perth. These are key referral gatekeepers who could drive significant participant acquisition through targeted B2B marketing and relationship building.

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Financial Pressure = Marketing Urgency

$250K unpaid claim and thin 5-7% margins create urgency for efficient growth. The recent $30K/month cost saving from concluding the complex case creates budget breathing room for marketing investment.

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Technical Capability Exists

Chris (B) has CLI/API automation skills and Brevity has API access. This enables closed-loop attribution by integrating CRM data with marketing dashboards - a significant competitive advantage.

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No Analytics Foundation

Google Analytics removed in August 2025, no call tracking, no conversion measurement. The first phase of any strategy MUST be establishing measurement infrastructure before scaling spend.

Current State

Marketing Technology Stack

A comprehensive audit of Prevail Care's current digital infrastructure and marketing tools.

Platform Status Notes
Brevity (CRM) ✓ Active NDIS participant management - has API access
Xero ✓ Active Accounting and financial management
WordPress Website ✓ Active Hosted on Servosaurus, domain on GoDaddy
Google My Business ✓ Active Single WA location, recently set up interstate virtual offices
YouTube ✓ Active Embedded video content on website
Social Media ◐ Partial Facebook, Instagram, LinkedIn - minimal impact, ~no followers
Google Ads ◐ Inactive Previously active late 2024/early 2025, status unclear
Google Analytics ✗ Removed Removed August 2025 - likely during website migration
Call Tracking ✗ None 1300 number only - no recording or analytics
Strategic Assessment

Gaps & Opportunities

Areas identified during discovery that present immediate opportunities for improvement.

✗ Critical Gaps

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No Analytics Infrastructure
Google Analytics removed, no conversion tracking, no call attribution
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No Historical Marketing Data
Previous Google Ads campaigns not accessible, no performance baseline
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No Dedicated Marketing Resource
All marketing falls on directors with limited capacity
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Social Media Underperforming
Minimal followers, no paid strategy, limited engagement

✓ Key Opportunities

✓
B2B Support Coordinator Marketing
~20 dedicated coordinators in Perth - high-value referral channel
✓
API Integration Capability
Brevity API + technical skills = closed-loop attribution possible
✓
Geographic Expansion
Virtual offices set up interstate, potential for Australia-wide marketing
✓
$30K/Month Freed Up
Recent case conclusion creates budget capacity for growth investment
Client Homework

Discovery Questionnaire

Please complete the following questions to help us fill the gaps identified during our workshop. Your answers will directly inform the marketing strategy.

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How This Works

Fill in your answers below and click Submit Answers. Your responses will be securely sent to the 121 Group team and linked to this project for strategy development. You can save your progress and return to complete later.

📊 Business Data

📈 Marketing History

🎯 Goals & Ambitions

⚙️ Operations & Capacity

📝 Additional Information

Your Details

Your responses will be sent to the 121 Group strategy team

What's Next

Next Steps

We're halfway through the discovery process. Here's what comes next.

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Workshop Part 2 with Adam & Kat

The second half of the Discovery Workshop will be conducted with Adam Ducquet and Kat to complete the discovery process.

Part 2 Focus Areas: Brand positioning • Competitor analysis • Content strategy • Visual identity assessment • Messaging framework

Completed ✓
Discovery Workshop Part 1
Business context, participant personas, technology stack, and operational data collected.
In Progress
Client Homework Questionnaire
Awaiting responses to fill data gaps and refine strategy direction.
Upcoming
Discovery Workshop Part 2 (Adam & Kat)
Brand positioning, competitor analysis, content strategy, and visual identity assessment.
Upcoming
Audit, Analysis & Persona Development
Full digital audit, participant profiling, revenue attribution modelling.
Final Delivery
Strategy Presentation
Comprehensive marketing strategy, 12-month roadmap, and recommendations.