Revenue
Sales Automation
Engineered sales motions — sequences, routing, enrichment, and AI follow-up — built into your CRM so no qualified opportunity goes cold.
Best-fit operators
Outcomes
What you walk away with.
Concrete, measurable shifts our partners see when we own this work end-to-end.
- 01
Faster lead response & routing
- 02
Automated multi-touch follow-up
- 03
Higher show-up and close rates
- 04
Pipeline visibility for leadership
Common challenges
The problems we solve here.
Patterns we see again and again across California healthcare organizations — and how we work through them.
Qualified leads sit in an inbox for hours before anyone responds.
Our approach
Automated routing and instant first-touch — SMS, email, or AI voice — so every lead gets a response in minutes.
Follow-up depends on the discipline of individual reps and most opportunities go cold after touch two.
Our approach
Multi-touch sequences with AI-drafted personalization that keep every qualified opportunity warm without rep overhead.
Leadership can't tell which channels and reps are actually producing revenue.
Our approach
Pipeline dashboards tying every stage and channel to closed revenue so coaching and budget decisions are evidence-based.
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All services
Patient & Member Acquisition
SEO, paid media, landing pages, and community outreach engineered for California healthcare.
CalAIM Growth Services
ECM enrollment, Community Supports referrals, and managed care plan partnership marketing.
Provider Recruitment
Recruitment marketing for physicians, behavioral health staff, care managers, and CHWs.