A Complete Marketing Foundation and Demand Engine, From End to End, Delivering a Pipeline of Qualified Leads 

Who Are They?

Yosi Health is a customizable patient management platform for healthcare practices serving 1,300+ clients nationwide, competing in a crowded, commoditized category. 

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The Problems They Faced?

No marketing function. No strategy. An unused marketing budget. Marketing not focused on the biggest revenue opportunity. No personas, no messaging framework. No measurement or tracking to see where leads were coming from and a website that wasn’t converting. Assets scattered with no single source of truth. Agencies operating disconnected from any strategy or from each other. 

 

​What Did We Do To Solve It?

The foundation had to be rebuilt while marketing kept moving. There was no pausing one to fix the other. Most companies solve this in sequence: fix the team, then the message, then the systems, then turn on demand gen. There wasn't time for sequence. A market and competitive analysis uncovered a bigger revenue opportunity, and the organization shifted focus toward it. Personas, positioning, and a messaging framework were built where none existed. The team and outside partners were reassessed and rebuilt - the wrong fits ended, the gaps filled. All of it happened while demand generation launched across multiple channels, and while the system to measure any of it was still being built.​

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The Results

• A market and competitive analysis uncovered a bigger revenue opportunity, and the organization shifted focus toward it.

• Personas, positioning, and a messaging framework built where none existed.

• All assets consolidated into one organized system, with a single source of truth for every external claim.

• Built the system to measure and qualify leads for the first team.

• Over 300 qualified leads delivered across a demand-gen campaign, email campaigns, and events.

• Events tracked for the first time - 37 leads, 5 MQLs, 4 SQLS

• Email open rate up ~3x and click-through rate up ~15x year over year, through targeted sends and new messaging.

• Cold outreach tested for the first time and proved viable, delivering a qualified lead on the first attempt.

• A website refresh now underway as a direct result of the diagnosis.

• The team and outside partners reassessed and rebuilt - the wrong fits ended, the gaps filled, and permanent hires in motion.