Trella Health’s Post

“We’re in real trouble” An email I received in April from the VP of Marketing & Sales in May from one of our biggest medical practices. 10 minutes later, another email setting up a call to figure out what was going on. All hands on deck. We were going to figure this out fast. Rewind to the beginning of April. I saw their numbers; Q1 was the biggest quarter in the company's 30-year history. The data had a straight line from our work to these results. None of our data suggested there were now issues less than 2 months later. Quite the opposite. They had more calls. More bottom-of-funnel traffic than they’d ever had. The next day, everyone jumped into a meeting and started to comb through the data. - Their opportunities were falling through the floor.  - Their phone calls were going through the roof. Something was wrong. I jumped onto their online scheduler. They were booked out until October, and we were currently in May. VP- “that’s not true; I can get an appointment tomorrow!” “Well, not according to your scheduler.” - I shot back. This was the perfect storm. - The doctors had blocked out their schedules until October because no one was following up with the patients' booking online. These patients had a higher no-show rate. Our phone tracking system has a feature that tags calls that were opportunities but not booked. They were closing less than 20% of the qualified calls. (Industry average is above 60%)  - It took them 4 months to right the ship. - A new director of operations. - A new phone tree. - A new online scheduling procedure. - Educating the doctors on the importance of proper schedule management. Q4 is back to Q1 numbers. They are tracking opportunities daily now. Versus monthly. If something slips, they will fix it immediately. I love sharing data across teams and companies to fix issues. In this case, it didn’t happen fast enough. 𝗛𝗼𝘄 𝗱𝗼 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀, 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴, 𝗮𝗻𝗱 𝘀𝗮𝗹𝗲𝘀 𝘄𝗼𝗿𝗸 𝗯𝗲𝘁𝘁𝗲𝗿 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿 𝘀𝗼 𝘁𝗵𝗲𝘀𝗲 𝗶𝘀𝘀𝘂𝗲𝘀 𝗱𝗼𝗻’𝘁 𝗮𝗿𝗶𝘀𝗲?

Are your reps still chasing a paper trail to manage high-value referrals in their territory? 📝🚫 This case study is a must-read if that sounds familiar (or even if it doesn't). 📖✨ Trella Health's very own Katherine Karalis sat down with Amanda Campbell, Territory Sales Manager at TwelveStone Health Partners, to reveal how Marketscape CRM and Insights helped her build stronger relationships with key referrals and stay on top of her territory—no more messy paper trails! 💡 Click here to read the full case study. 👉 https://buff.ly/3OPlv60 #ReferralGrowth #CRM #RelationshipBuilding

💫 How does growing your occupancy by more than 20% sound? That's exactly what St. Anne's Terrace achieved when the team invested in Aline CRM With Prospect-Centered Selling®. With a more modern CRM supported by a proven sales methodology, the St. Anne's sales team had the right tools and training to implement a more personalized, nurturing sales process and ultimately improve conversions. Want to learn more about how your sales team can experience these same powerful results? Read the full story here: https://hubs.ly/Q02Sz5lp0. #SeniorLivingSales #SeniorLivingMarketing #SeniorLivingBusiness

More information does not necessarily lead to better outcomes. Buyers have access to endless data, just like sales teams have endless tools, but we’re seeing win rates and ARR drop and sales cycles get longer. What matters is not the amount of information or tools, but the ability to distill what’s truly relevant and impactful. #SaaSsales #Sales #AE

Keeping sales and marketing teams aligned is so important for success, and I've had many conversations with people in the industry about how to do this over the years. One of the best ways to do this is by starting with quality reports that provide insight into lead quality, campaign effectiveness, and customer behavior. My good friend Neal Latman ✌🏻 is joining Full Circle Insights to shed some light on this to discuss the top 10 reports sales wants to see from marketing on Wednesday, July 24th, at 1 pm ET. Check it out and register here: https://okt.to/gnz6rm

Intimacy and trust are the foundations of any great relationship, right? ❤️ The same goes for you and your patients. Building trust takes time, but it's worth every second. ⏱️ That's where a well-crafted sales funnel comes in. funnel It's like a journey that guides your patients closer to you, step by step. 👣 We'll show you how to create a funnel that feels natural and respectful of their space. 🪴 Curious to learn more? Check out our full video called "Why Do You Need a Sales Funnel For Your Clinic To Grow Exponentially" on YouTube or our website. Don't miss out! 🔍 _________________________________________ #trustbuilding #salesfunnel #patientjourney #medicalpractice #doctormarketing #medicaladvertising #growyourpractice #patientengagement #healthcaremarketing #medicalmarketing #doctormarketing

Keeping Sales & Marketing Teams aligned is vital for driving success across an organization. One of the best ways to do this is by starting with quality reports that provide insight into lead quality, campaign effectiveness, & customer behavior. My expert colleague Neal Latman ✌🏻 is joining Full Circle Insights to shed some light on this to discuss the top 10 reports sales wants to see from marketing on Wednesday, July 24th. See you there✌🏻 https://okt.to/4o5D3p

👏 Lyra Health's world-class sales and marketing team revolutionized their go-to-market strategy! Revenue leaders Kerry Hennessey Fortman, Harjot(har-joe-t) Singh, and Brian Grady shared their stories of Lyra's transformation and journey with 6sense. They successfully bridged the gap between marketing and sales to create a unified, effective approach to customer engagement! Check out the impact: ➡️ 6sense has become the central platform for Lyra’s marketing, sales, and BDR teams. They align on goals and act on the same data. ➡️ The sales team now has a balanced view of account activity, which has transformed their approach from cold-calling to relevant, personalized outreach based on intent signals. ➡️ Lyra’s revenue team significantly accelerated pipeline by focusing on the right accounts at the right time, using predictive models for intent and profile fit. Get the full scoop: https://okt.to/6mFJfs

Helping our prospects become ready takes TIME. ⏳ If we can spend a little extra time to nurture our prospects, we can see a huge impact on our overall residents length of stay. Now this is not to say we don't want to help those who have a shorter sales cycle (our prospects with urgent needs). It is all about how we balance our time between our urgent prospects and those who need just a little bit of help untangling their emotions on if moving is the right choice for them. Download our 2023 Aline Benchmark Report to get more insights on optimizing your sales and marketing performance: https://hubs.ly/Q02sqCxR0.

The quickest way to get results for your clients? Reactivate their existing customer base. Use GoHighLevel's reactivation campaign to reach out to clients and say, “We can get you customers back in as little as a day.” All you need is a list of at least 100-500 contacts. Ideal for businesses with a large database, like medical practices, or those with higher ticket offers and fewer clients. It’s a simple, effective way to drive results quickly. #leadgeneration #clientretention #marketingstrategy #businessgrowth #sales #gohighlevel