How SurpassMD grows

Telehealth intake/qualification forms run 25-35 steps, mostly mandatory. Meta does not allow purchase as a feedback event for this category (close proxies like a checkout-page view are allowed). So start by optimizing to 'first question answered'; once there is enough data, move to 'five questions answered'; then to 'email entered'. Accept a 'learning cost' paid to Meta for any new product.

Built three AI skills from outside research and own experience that review all messaging: (1) platform guardrails - does the channel's policy (Meta, Google) permit it; (2) category rules - e.g. never call compounded drugs FDA-approved; (3) operating reality - claims like 'same-day shipping' must match what the pharmacies deliver. The skills flag issues; a human reviews each flag and either changes the copy or marks a false positive and runs as is. Run before uploading to the ad manager to avoid Facebook disapprovals and account suspensions.

Health data must never reach the ad network. Standard Facebook events are not used; only custom events. Before events are sent back, name, email and medicine information are stripped so no patient data is passed.

Anything after someone becomes a patient lives in the EHR with its own lifecycle tool (e.g. 'your refill is coming up'). Marketing lifecycle (e.g. a nutrition guide) runs in a separate tool with no patient information and must not mention the medication (e.g. tirzepatide) as the reason for the message. A controlled data boundary keeps PHI from crossing over.

Using Codex agents that operate their own computer: 'go to these five competitors, fill out their medical intake form and funnel, fill out mine, tell me where I do better and give your top five recommendations to reduce friction', then have the AI implement them. Next step: connect real data (Google Analytics, AppsFlyer, PostHog, free Microsoft Clarity heatmaps and recordings) to the agent and ask which step loses users, what they scroll on, what to double down on or remove.

Works only with US-based pharmacies and got LegitScript approval, which lets a prescription telehealth company advertise on digital ad platforms.