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B2B · Healthcare & life sciencesMercy BioAnalytics

Physician outreach
that had to scale without a bigger team.

Mercy BioAnalytics needed physicians in an Early Access Program, recruited and managed at a scale the team could not reach by hand.

Where it started
Program and systems
Engagement
Delivered
Depth reached
BrandExperiencePlatformGrowthDepths reached: Experience, Platform, Growth
Handed to us

The situation,as it arrived.

Recruiting clinicians into a program is high-touch work, and the number of clinicians needed was larger than the number of conversations the team could personally hold. Doing it by hand caps the program at the size of the calendar.

The requirement was therefore not more outreach but a program that could run outreach — scalable, trackable, and integrated with the systems the company already used.

What we did

Four moves,in the order they happened.

01

Design the program before automating it

What a physician is asked, in what order, and what happens at each response. Automating an undefined process only makes it inconsistent faster.

02

Integrate HubSpot with the core systems

HubSpot connected into the systems that hold the operational data, so outreach is driven by real state rather than by a static list.

03

Automate the sequence

The recruitment sequence built to run without manual assembly, with the exceptions routed to a person rather than dropped.

04

Measure what recruited

Reporting on the program rather than on sends, so the next cohort is designed from evidence.

What shipped

Everything thatleft the building.

  • Physician Early Access Program design
  • HubSpot integrated with core systems
  • Automated recruitment outreach
  • Program reporting
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