Case study

HCIT Company grew revenue 44% in 12 months

Categories
SalesMarketing
Solutions provided
Campaign Strategy & Execution
Buyer Persona Development
Ideal Customer Profile Development
SDR Development
SEO/SEM & Digital
The key insight

By rebuilding the sales motion, and an in-house marketing engine, the healthcare company grew revenue 44% in 12 months and cut CAC 48%.

Results at a glance
44%
Revenue growth, 12 mo
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In Q4 of Year 1, the PE-backed healthcare company needed immediate operating leverage in the commercial engine. Cortado embedded with the CRO to stand up a measurable sales process, tighten CRM and reporting, and run a weekly cadence that translated to increased demand.

The challenge

Growth stalled because the commercial system could not convert demand into business, and sales and marketing lacked a shared process, roles, and accountability.

No consistent pipeline definitions, stages, or hygiene standards across reps
Limited visibility into funnel performance blockers, and next actions
CRM configuration and reporting did not support forecasting or conversion management
No weekly operating cadence to inspect pipeline, coach activity, and drive follow-up
The Cortado Group solution
Build ICP & Personas

Codified ideal provider and client profiles plus provider and buyer personas.

Stage the Sales Process

Implemented a 3-stage process with exit criteria, forecasting, and reporting.

Deploy Plays & Scripts

Delivered plays, talk tracks, and role-based scripts for every pod position.

Stand Up Sales Development

Launched an SDR function with hiring profiles, training, and operating cadence.

Rebuild Marketing Engine

Transitioned to an in-house, persona-based campaign engine with new leadership.

Full-Funnel KPIs

Established funnel metrics, dashboards, and weekly performance reviews.

Partner Program Design

Built a key provider partner program and strengthened vendor partnerships.

Results
44%
Revenue growth, 12 mo
Revenue rebounded $8.2M from $18.6M (Y1) to $26.8M (Y2) (+44%): after implementing pipeline inspection and conversion management.
Client inquiries increased 37% YoY: with tighter targeting and improved lead follow-up SLAs.
Lead Conversion improved by 50%: as stage definitions, handoffs, and cadence reduced leakage.
CAC dropped 48%: by instrumenting funnel KPIs and reallocating spend based on performance visibility.