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How The Smarketers Generated 28 SQLs and 1,000+Engaged Healthcare Contacts in 6 Months for a US Healthtech Leader

Executive summary

A leading US-based healthcare document management and digital workflow provider needed more meetings with healthcare operations leaders across hospitals, healthcare systems, and physician groups in the United States. A targeted account-and-contact database was built and a personalized LinkedIn outreach program was executed to accelerate access to the right stakeholders and create consistent conversation volume.

About the client

A leading Healthcare Document Management and Digital Workflow firm was positioned as a document management specialist for healthcare, education, financial services, and manufacturing organizations. Records and files were converted into searchable, accessible digital formats, and electronic workflow processes were supported across teams.

Business need

More meetings were required with healthcare operations decision-makers across:

Approach

Discovery and targeting were refined through stakeholder discussions, and the “right” decision-maker profile was defined for patient information management and adjacent operational functions.

The target personas were set as:

VP and Director

HIM, EHR, Ambulatory Operations, IT Operations, Clinical Operations

 200+ physicians

Epic users and non-Epic users were categorized to support tailored prioritization

What was delivered

Two outcomes were prioritized and delivered:
A high-quality target database of accounts and decision-makers aligned to the client’s ICP
A simple, personalized LinkedIn outreach motion designed to drive connections and conversations with relevant leaders

Execution process

  • Initial Epic account lists provided by the client were validated.
  • Additional accounts were extracted using LinkedIn data tools and other verified online sources.
  • Accounts were segmented into Epic and non-Epic users to support better targeting.
  • Decision-makers across the defined departments were extracted from each account using LinkedIn research workflows.
  • Email deliverability hygiene was strengthened using verification checks (NeverBounce) and inbox validation steps where required.
  • Connection requests were sent using personalized messaging.
  • Conversations were initiated around improving patient experience, reducing administrative burden, and strengthening patient record indexing and accessibility.
  • Engagement was sustained through opinion-led prompts to inform educational content, invitations to join community/group discussions, and sharing lead magnets tied to common operational challenges.
  • Acceptance and visibility performance were monitored, and outreach hygiene adjustments were made to maintain consistency.

     

Objective

What this enabled