Sales and Marketing Alignment

Health Services Company Gains $700,000 in Marketing Sourced Revenue after Automating Lead Gen with HubSpot CRM Platform

> $700,000 In Marketing Sourced Revenue

> 2x Marketing ROI

4x Increase Organic Search Traffic

4x Increase Targeted Referring Domains through Digital PR


Lake One partnered with NeoPath Health to grow revenue by building an inbound lead generating and qualifying machine and providing scale to limited sales resources using the HubSpot CRM Platform.


NeoPath Health is a provider of onsite health clinics for organizations. NeoPath designs and builds clinics for employers and staffs them with highly-skilled medical professionals that employees can access for primary care.

Neopath Health Case Study Cover


Capture demand, qualify leads and scale limited sales resources

NeoPath Health sells to a very specific market: mid-market employers with a budget and appetite for building onsite or near-site primary care clinics. Employers may or may not be actively seeking an onsite clinic, but certainly looking for creative solutions to healthcare challenges. Additionally, NeoPath’s sales team was small and couldn’t afford to spend time on developing top-of-funnel opportunities, primarily focusing on broker relationships that provided ready-to-close opportunities. With anemic inbound traffic and demand, NeoPath needed a partner to:

  • Develop an inbound strategy to grow qualified traffic to the site
  • Develop a content and conversion plan to educate and nurture prospects during a long sales cycle
  • Implement sales and marketing technology to qualify and deliver sales-ready leads to maximize limited sales resources


Multipronged inbound strategy and build an automated qualifying machine

With sales cycles that could stretch into years, and limited sales resources to maintain outreach and lead activity, Lake One recommended the HubSpot CRM Platform as the centerpiece of the growth solution. Specifically, Marketing Hub and Sales Hub were deployed scaling lead generation, nurturing, qualification, hand-off to sales, and enablement of efficiencies in the sales process.

Documenting a strategy to reach executive buyers

Lake One began by developing an in-depth strategy to reach and engage executive buyers who are looking at solutions to engage their employees in healthcare. Our planning included:

  • Persona Development and Interviews
  • Keyword Research and Content Trends
  • Competitive Analysis
  • Content Strategy
  • Digital PR Strategy
  • Paid Media Strategy
  • Existing Website Analysis
  • Social Media Strategy
  • Buyers’ Journey Mapping and Conversion Planning

Building the machine and adjusting course when needed

Lake One then engaged in orchestrated monthly execution against the plan using the HubSpot Marketing Hub including:

  • Blogging
  • Long-form content and lead generation
  • Social media
  • Paid media (search and social)
  • Conversion paths (call to actions, landing pages, thank you pages)
  • Email
  • Digital PR outreach and media monitoring
  • Nurture sequences and workflows

Quarterly, Lake One and NeoPath would evaluate and adjust. Revisiting keyword research and content trends as well as adjusting the overall plan as business needs evolved, for example, the inclusion of tribal health services or onsite clinic consulting content and pages based on SEO and market research.

Blogs, Digital PR and Outreach, and Lead Magnet Downloads were deployed to drive qualified demand

Providing scale to NeoPath’s sales team

Lake One worked with NeoPath leadership and sales to align sales and marketing to utilize HubSpot to nurture leads, qualify leads and hand them off to sales when they were sales-ready, becoming another high-quality source of opportunities for NeoPath’s limited sales resources to work in driving revenue. Lake One supported the sales and marketing alignment by:

  • Helping NeoPath come to an agreement on lifecycle definitions and automating the application of those stages. 
  • Combining a robust content library with progressive profiling to successfully qualify contacts over a long sales cycle by asking for additional details about the contact, company and opportunity.
  • Leveraging workflows to drive notifications and tasks to simplify the view sales had when in HubSpot.
  • Developing sequences for sales to quickly follow up at various stages post-marketing hand-off.


Marketing sourced revenue and pipeline on autopilot

NeoPath immediately saw its traffic begins to grow. Despite a sales cycle sometimes lasting multiple years, NeoPath has seen a positive return on marketing investment, closing marketing sourced revenue, and working a pipeline full of marketing qualified opportunities. Now, its sales team can easily stay on top of these opportunities for the long haul while more get qualified and added to the pipeline on autopilot.

Measured results include:

  • Generated more than $700,000 in marketing sourced revenue
  • Quadrupled, highly targeted, niche organic search traffic
  • Digital PR secured dozens of industry media placements

Looking Ahead

Support individual clinics by connecting employers and employees

Now that NeoPath has a well-oiled, targeted, and optimized sales and marketing program, we are identifying ways to improve clinic marketing using HubSpot. Initial plans include creating secure microsites for NeoPath Health clinics using the HubSpot CMS to better educate, engage, and interact with their patients.

exploring ways to connect providers and patients through employer clinics
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