Case files.
Six of the 31 engines I’ve built since 2023, each with the problem, the build and the numbers it moved. Client names changed where NDAs apply.
Senior Living
A tour offers a first impression, but it cannot fully capture what makes a community special. Custom editorial books bring its people, culture, hospitality, and everyday life into focus—giving prospective residents and families something meaningful to revisit and discuss as they consider their next chapter.
7.4%
reply rate, up from 1.9%
$1.1M
pipeline in the first 90 days
Elective Healthcare
Choosing an elective procedure involves more than understanding the treatment itself. Thoughtfully crafted books communicate a provider's expertise, philosophy, approach to care, and patient experience—helping prospective patients develop a deeper understanding and greater confidence in their decision.
9h → 4m
median first response
+31%
demo-to-opportunity rate
Fertility
Fertility decisions are deeply personal and often complex. Editorial books help communicate a clinic's philosophy, medical expertise, treatment journey, and approach to patient care—giving individuals and their partners a thoughtful resource to understand, revisit, and consider as they explore the path ahead.
48k
accounts scored and tiered
+18%
win rate on Tier 1 accounts
Closed-lost revival play
Watched 2,100 closed-lost opportunities for champion job changes, new funding and fresh hiring, then re-opened the ones that heated up with a context-aware note from the original AE.
$640k
pipeline revived in two quarters
22%
of revived deals closed
Champion tracking
Tracked 3,800 past users and buyers as they moved companies, enriched their new accounts and routed warm intros to the owning rep within a day of the change.
3.2x
meeting rate vs cold outbound
140
warm intros routed per quarter
Webinar-to-pipeline follow-up
Turned every webinar sign-up into a scored, researched lead with a personal follow-up drafted from their questions and firmographics, sent within an hour of the session ending.
11%
attendee-to-meeting rate
<1h
from session end to follow-up
P.S.
If your reps spend more time researching than selling, let’s fix that.
Twenty minutes, no deck. Bring your CRM questions and I’ll tell you what I’d build first, even if we never work together.