Case study
Cleo Health: US$12,025,877 in pipeline generated in 6 months.
Phone-led outbound into U.S. healthcare organizations, with 20 open deals in pipeline.
Healthcare AIThe engagement at a glance
- Sector
- Healthcare AI
- Market
- United States
- Buyer
- Hospital and health-system coding, compliance and health information leaders
- Channel
- Phone-led outbound
Sudha Medapati
GTM at Cleo Health
US$12,025,877
pipeline generated
Opportunity value generated in six months, not closed-won revenue.
20
open deals in pipeline
Open opportunities at the reporting snapshot, not completed sales.
6 months
result window
A measured engagement result, not a promise of future performance.
01. The challenge
Reach the right people inside complex healthcare organizations.
Cleo Health provides AI tools for acute-care documentation and revenue integrity. Reaching its market means navigating hospitals and health systems where clinical, coding and operational responsibilities sit with different stakeholders.
The campaign focused on hospital and health-system coding leadership, using relevant conversations and account context to develop new opportunities.
02. What we ran
Phone-led outbound, built for healthcare.
01
Relevant healthcare buyers
Focused outreach on coding, compliance and health information management leadership at hospitals and health systems.
02
Phone-led conversations
Cold calling opened conversations with healthcare decision-makers, with call outcomes captured for follow-up.
03
Account-aware follow-up
Used prior conversation context to make follow-up relevant rather than restart every conversation from zero.
04
Coordinated outreach
Aligned with Cleo’s sales team to avoid duplicating outreach on accounts already being actively worked.
03. How we executed
A structured, iterative process from day one.
Target
Identify relevant organizations
Focus on healthcare organizations and the leaders responsible for coding and documentation workflows.
Reach
Open conversations by phone
Connect the offer to the responsibilities of the person on the other end of the call.
Learn
Capture the conversation
Use call outcomes and account context to inform the next touch.
Follow up
Keep the account history
Revisit relevant conversations with context and coordinate with the client’s sales team.
Measure
Track real opportunities
Separate pipeline value and open deals from closed-won revenue.
04. Results
Meaningful conversations. Real pipeline.
US$12,025,877
pipeline generated in 6 months
020
open deals in pipeline
1What this shows: Focused healthcare outbound can create substantial enterprise pipeline. These figures describe this engagement’s pipeline, not revenue collected or a guaranteed outcome; open opportunities may change as deals progress.
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