Pulled referral lists and CRM data, reconciled sources, and created one working universe of referral targets.
Standardized fields, resolved duplicates, and flagged records that needed merge or removal to improve data integrity.
Assigned territories and built prioritized target lists by market so each BDL knew who to work, where, and why.
Defined stages, required steps, and follow-up expectations so outreach moved consistently from first touch to active referrer.
Set up stages, fields, and tracking to capture outreach activity, meetings, referrals, and outcomes in one place.
Built dashboards and launched a weekly operating cadence to review coverage, activity, conversions, and next actions.
Trained the team and worked alongside them to tighten reporting and improve usage in the first cycles.
Patient volume grew 13% over three years by cleaning referral data, clarifying BDL territories, configuring the CRM to track outreach, and running a weekly pipeline cadence.
