Launch Toolkit

A step-by-step guide to launching Truemed with your service business.

Welcome. This toolkit walks you through everything you need to launch Truemed with your customers, from understanding how the product works to scaling promotion throughout the year. Follow the phases in order for a first launch, or jump directly to a section as a reference.

Phase 1: Understand the Product

Before promoting Truemed to your customers, get familiar with how HSA/FSA reimbursement works and what your customers will experience.

Welcome to Truemed: How It Works

How Truemed drives ~30% savings for eligible customers, where to find your qualification link, and how to monitor engagement in your dashboard.

The Customer Journey

What your customers experience from awareness through reimbursement, including the health survey, LMN review, payment, and reimbursement steps.

Phase 2: Launch Your Marketing

Set up the core assets that make HSA/FSA eligibility visible across your website, emails, and social channels.

Marketing Playbook: A Successful Launch

The full playbook: HSA/FSA landing page, launch email, email footers, homepage feature, pricing page banner, social post, in-app push, and in-studio QR flyer.

Phase 3: Sustain Ongoing Promotion

Once launched, layer HSA/FSA messaging into your existing customer touchpoints so it becomes a year-round revenue driver.

HSA/FSA Lifecycle Flows

How to integrate HSA/FSA messaging into welcome flows, footers, win-back emails, cancellation flows, and quarterly promotions.

Using Truemed in Targeted Advertising

Ad messaging that converts, targeting strategies for HSA/FSA consumers, and links to case studies from partner brands.

Phase 4: Plan for Seasonal Peaks

HSA/FSA spending follows a predictable annual cycle. Time your campaigns around the moments when customer intent is highest.

HSA/FSA Promotion: Seasonal Planning

Quarter-by-quarter best practices and key messaging themes for the full calendar year.

Q4 Promotion

The highest-impact quarter for HSA/FSA spending. Homepage banners, FSA “use it or lose it” messaging, open enrollment reminders, and stack-your-savings BFCM campaigns.

Year-End HSA/FSA Ad Templates

Ready-to-use ad templates and messaging examples for FSA expiration and New Year, New You campaigns.

Need Help?

Reach out to your Truemed account manager or email merchants@truemed.com for help launching, reviewing marketing assets, or planning seasonal campaigns.