About the Portfolio Company
The portfolio company is a B2B HealthTech SaaS provider on a mission to build a new, accessible mental healthcare system. Their platform simplifies the process for therapists to accept insurance, manage patient interactions, and scale their practice efficiently. By bridging the gap between mental health professionals and those seeking care, they are making high-quality mental healthcare more accessible to everyone.
The Challenge
Despite strong demand for accessible mental healthcare solutions, the portfolio company struggled to convert inbound leads into paying customers. Several operational bottlenecks were hindering growth:
Slow Lead Response Times – Prospective customers experienced response delays exceeding one hour, causing engagement drop-offs and lost opportunities.
Inefficient Lead-to-Opportunity Process – The company lacked a structured speed-to-lead strategy, resulting in a low conversion rate at the top of the funnel.
Manual Sales Processes – Sales reps spent significant time on administrative tasks, reducing their ability to engage with leads effectively.
The investment firm recognized the company’s potential but didn’t know how to solve these critical sales inefficiencies. Without a clear strategy to optimize speed-to-lead and streamline operations, they risked continued underperformance. They needed a proven RevOps solution to turn things around.
Our Approach
To address the bottlenecks in the portfolio company’s sales process, we implemented a RevOps-driven strategy focused on speed-to-lead optimization and operational efficiency. Our approach prioritized three key areas:
Customer-First, Speed-to-Lead Strategy – We shifted the company’s approach to prioritize rapid engagement with inbound leads. By optimizing response times, we ensured that high-intent prospects received immediate attention, reducing drop-offs and increasing conversions.
Seamless Tech Integration – We integrated Twilio with Salesforce to automate inbound lead communication. This enabled instant responses through SMS, email, and automated call routing, ensuring prospects were engaged in real time.
Personalized Lead Engagement – We designed tailored response sequences based on lead sources, ensuring a personalized approach that built trust and nurtured prospects effectively. Whether a lead came from an ad, referral, or organic search, they received customized messaging aligned with their needs.
Process Automation for Sales Efficiency – By streamlining sales workflows and reducing manual data entry, we freed up sales reps to focus on high-value activities like lead nurturing and deal closures. CRM automation ensured that follow-ups happened on time, without reps having to track them manually.
This strategic intervention transformed how the company handled inbound leads, improving both conversion rates and overall sales team productivity.
The Results
Our RevOps-driven intervention delivered significant improvements in lead conversion, sales efficiency, and revenue growth:
20% Increase in Conversion Rates – The optimized speed-to-lead strategy and automated engagement helped the company exceed its initial conversion goals, turning more inbound leads into paying customers.
$25M in Additional Annual Revenue – By reducing lead drop-offs and accelerating the sales cycle, the company unlocked a major revenue opportunity that had previously been lost due to inefficiencies.
50% Reduction in Manual Effort for Sales Reps – Automation streamlined repetitive tasks, allowing sales teams to spend more time engaging with high-intent prospects instead of handling administrative work.
Is Your Portfolio Company Leaving Money On The Table?
67% of INC 5000 companies fail due to Revenue Operations issues. Don’t let your investment be one of them.
At Operatewise, we understand the high stakes of managing a diverse investment portfolio. If just one company falls short on revenue, it can jeopardize overall returns. We believe in driving real and measurable impact. If our solutions don’t yield a tangible increase in revenue, we’ll continue working at no extra cost until they do. Your returns are our highest priority.
Ready to Maximize Your Portfolio Performance?
Schedule a Preliminary Assessment
We invite you to a no-obligation conversation where we assess your underperforming portfolio company’s revenue potential. Discover how Operatewise can streamline operations, reinvigorate growth, and restore investor confidence.
