Project: Revenue Estimator Experience Campaign

Objective: Generate demand for new concierge care memberships by helping health system execs visualize revenue potential from patient subscriptions and increased in-network utilization, instantly.

Summary

To quickly prove ROI early to health system executives, we built an interactive estimator that showed health systems their potential concierge care revenue using market and census data tied to where each one operated. This became the centerpiece of a hyper-personalized campaign that hit both MQL and SQL goals.

Solution

• Interactive Estimator: Delivered instant, localized projections for membership and utilization revenue.
• Custom Opportunity Guides: Paired estimator data with earnings report insights to align with org-level goals.
• Behavior-Based Nurturing and Sales Outreach Automation: Triggered personalized emails and sales touch points with call script guides based on levels of engagement across the funnel. 
• AI Q&A Assistant: Handled real-time prospect questions and deepened interest without extra lift on sales.

Results



• Met sales qualified lead goals
• Helped sales move faster with pre-personalized insights
• Created a repeatable, scalable GTM play that blended data, content, automation, and AI