Decoration
Case Study

HCIT Company grew revenue 44%
in 12 months

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.

  • Sales
  • Marketing

Company’s 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

Cortado Group Results

  • 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.

Cortado Group Solution Strategies

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.

Solutions Provided

  • Campaign Strategy & Execution
  • Buyer Persona Development
  • Ideal Customer Profile Development
  • SDR Development
  • SEO/SEM & Digital

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%.