152 Appointments and 60% Growth: How We Helped a Health Tech Company Scale in Just 7 Months

Client Snapshot

• Company: PathFree
• Industry: Healthcare Technology
• Audience served: Investors and potential clients
• Campaign length: 7 months
• Channels used: B2B Telemarketing, Email Marketing
• Goal: Connect PathFree with qualified investors and healthcare partners to secure funding and grow its market presence through meaningful appointments.

About PathFree

PathFree works in healthcare tech, creating solutions to improve patient outcomes and transform care. Its strategy targets attracting investors and promoting products to expand its financial and market reach. They aimed to grow but needed a partner to build connections.

Challenges

Despite having innovative technology and a solid business model, they lacked a scalable system to convert prospects into qualified appointments. Their team struggled to engage high-quality leads, and without a reliable way to secure new meetings, growth stalled. They needed a partner with expertise to qualify leads and secure crucial appointments to close deals.

Objectives

• Implement a system to consistently identify and qualify individuals who are likely to be interested in either investing in PathFree as a company or investing in their specific healthcare products.
• Convert these leads into pre-scheduled appointments with key decision-makers and high-potential investors, bypassing gatekeepers and ensuring direct contact.
• Ultimately, our goal was to make a measurable impact on PathFree’s business, fueling its growth by increasing both financial support and market presence.

Strategy to Overcome Challenges

Telemarketing

• We launched a targeted B2B telemarketing campaign aimed at identifying and engaging with individuals who had a proven interest in tech and startups, positioning PathFree as an attractive investment opportunity.
• Concurrently, we ran a second campaign targeting prospects interested in investing directly in the healthcare products themselves, highlighting the concrete benefits and potential for high returns.

Email Marketing

• We used email as a powerful follow-up tool, sending targeted information and case studies to prospects who showed interest during a cold call.
• Our campaigns were designed to nurture leads who were not immediately available for a call, keeping PathFree top-of-mind and encouraging future engagement.
• We achieved an impressive email open rate of 95%, showing our ability to trade powerful subject lines and relevant content that resonates with a busy, high-value audience.

Appointment Setting

• We qualified every lead by thoroughly prescreening before scheduling an appointment, with our expert B2B appointment setters asking key questions to ensure they met PathFree’s criteria for a potential investor or client.
• Our specialists managed the scheduling process, coordinating with prospects to find a time that worked for them and ensuring the appointment was confirmed and logged in a shared system.
• Crucially, we provided PathFree with detailed notes and context for each appointment, so their team was fully prepared and knew exactly who they were meeting and what their interests were.

Results

• Our efforts resulted in a staggering 60% growth rate in PathFree’s lead pipeline, providing them with a wealth of new opportunities.
• By focusing on lead qualification, we drastically improved their 20% conversion rate, turning a higher percentage of initial contacts into scheduled meetings.
• Our email campaigns achieved an outstanding 95% open rate, a testament to our ability to craft compelling and targeted messaging.
• We confirmed 152 sales-qualified appointments within just 7 months, averaging almost 22 meetings per month, which is a significant achievement for the investment industry.

Why It Worked

• We understood that a single campaign would not address their dual goals of attracting both investors and clients. We built two distinct campaigns that perfectly matched their needs.
• We integrated cold calling and email marketing into a cohesive, multi-touch strategy, nurturing leads from initial contact to final appointment using AI technology and CRM tools.
• Our top priority was to set high-quality appointments. We aimed to deliver qualified leads ready for meaningful conversations, avoiding the waste of time that comes with bad appointments.

Sample Workflow

• We received a list of contacts from the PathFree team. Our telemarketing specialist made a cold call, introducing PathFree and its mission to the prospect.
• If the prospect showed interest, we engaged in a qualifying conversation to determine their specific interest in either the company or its products.
• A personalized email was sent, providing more detailed information and a link to a company overview.
• The specialist worked with the prospect to find a convenient time for a call with the PathFree team and confirmed the appointment via email.
• The appointment was logged, and a detailed summary of the conversation was provided to the PathFree team, ensuring they were fully prepared for the meeting.