[Case Study Details]
Expanding Market Presence with Smarter Sales Strategies
[Case Study Details]
Expanding Market Presence with Smarter Sales Strategies
Client
NovaHealth Clinics
Location
Boston, Massachusetts, USA
Service
Growth Planning
Duraction
7 Months
Overview
NovaHealth, a rapidly expanding healthcare provider, had built a strong local reputation but struggled to break into new regional markets. Despite increasing demand for affordable care, inconsistent sales strategies, low brand visibility, and fragmented outreach limited their ability to scale. To succeed, NovaHealth needed a clear growth strategy backed by data and stronger sales execution.
How Optimo Started
Optimo was founded to help ambitious companies translate vision into measurable results. We noticed that many growing organizations had the right product-market fit but lacked structured planning to expand effectively. Our mission was to help NovaHealth turn scattered efforts into a unified growth strategy.
Limited insights into new market opportunities
Limited insights into new market opportunities
Limited insights into new market opportunities
Inconsistent sales processes across branches
Inconsistent sales processes across branches
Inconsistent sales processes across branches
Weak brand awareness in target regions
Weak brand awareness in target regions
Weak brand awareness in target regions
Difficulty converting leads into loyal patients
Difficulty converting leads into loyal patients
Difficulty converting leads into loyal patients
Our Approach
Optimo Consulting conducted a market opportunity analysis, identifying customer segments and competitive gaps. We worked with NovaHealth’s leadership to align sales goals, unify messaging, and implement scalable systems to boost growth in new territories.
Market research and customer segmentation
Market research and customer segmentation
Market research and customer segmentation
Standardized sales process development
Standardized sales process development
Standardized sales process development
Targeted digital campaigns for new regions
Targeted digital campaigns for new regions
Targeted digital campaigns for new regions
Sales team training and performance tracking
Sales team training and performance tracking
Sales team training and performance tracking
Results
Optimo’s strategy empowered NovaHealth to expand into new territories with confidence and precision. Clearer insights, stronger campaigns, and aligned sales processes accelerated growth across the board.
36%
Revenue Growth
36%
Revenue Growth
36%
Revenue Growth
44%
Lead Conversion Increase
44%
Lead Conversion Increase
44%
Lead Conversion Increase
29%
Patient Retention Growth
29%
Patient Retention Growth
29%
Patient Retention Growth
55%
Market Reach Expansion
55%
Market Reach Expansion
55%
Market Reach Expansion
Final Thoughts
At Optimo, we believe real growth comes from structured planning and disciplined execution. For NovaHealth, our tailored approach delivered not only stronger sales outcomes but also a scalable foundation for nationwide expansion.
How We Helped Clients Grow Smarter
How We Helped Clients Grow Smarter
How We Helped Clients Grow Smarter
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Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Streamlining Operations for Scalable Growth
Helping Vertex Manufacturing cut inefficiencies and achieve sustainable growth through smarter operations.
Driving Efficiency Through Digital Transformation
Helping Orion Tech modernize operations with automation, smarter workflows, and scalable digital systems.
Expanding Market Presence with Smarter Sales Strategies
Helping NovaHealth strengthen national reach with data-driven campaigns and optimized sales operations.
Digital Transformation with Streamlined Operations
Guiding Liora Health through a complete digital transformation by optimizing internal workflows.
Optimizing Workflow for Higher Profits
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Driving Growth Through Market Expansion
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Streamlining Operations for Scalable Growth
Helping Vertex Manufacturing cut inefficiencies and achieve sustainable growth through smarter operations.
Driving Efficiency Through Digital Transformation
Helping Orion Tech modernize operations with automation, smarter workflows, and scalable digital systems.
Expanding Market Presence with Smarter Sales Strategies
Helping NovaHealth strengthen national reach with data-driven campaigns and optimized sales operations.
Digital Transformation with Streamlined Operations
Guiding Liora Health through a complete digital transformation by optimizing internal workflows.
Optimizing Workflow for Higher Profits
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Driving Growth Through Market Expansion
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Streamlining Operations for Scalable Growth
Helping Vertex Manufacturing cut inefficiencies and achieve sustainable growth through smarter operations.
Driving Efficiency Through Digital Transformation
Helping Orion Tech modernize operations with automation, smarter workflows, and scalable digital systems.
Expanding Market Presence with Smarter Sales Strategies
Helping NovaHealth strengthen national reach with data-driven campaigns and optimized sales operations.
Digital Transformation with Streamlined Operations
Guiding Liora Health through a complete digital transformation by optimizing internal workflows.
Optimizing Workflow for Higher Profits
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Driving Growth Through Market Expansion
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Streamlining Operations for Scalable Growth
Helping Vertex Manufacturing cut inefficiencies and achieve sustainable growth through smarter operations.
Driving Efficiency Through Digital Transformation
Helping Orion Tech modernize operations with automation, smarter workflows, and scalable digital systems.
Expanding Market Presence with Smarter Sales Strategies
Helping NovaHealth strengthen national reach with data-driven campaigns and optimized sales operations.
Digital Transformation with Streamlined Operations
Guiding Liora Health through a complete digital transformation by optimizing internal workflows.
Optimizing Workflow for Higher Profits
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Driving Growth Through Market Expansion
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Streamlining Operations for Scalable Growth
Helping Vertex Manufacturing cut inefficiencies and achieve sustainable growth through smarter operations.
Driving Efficiency Through Digital Transformation
Helping Orion Tech modernize operations with automation, smarter workflows, and scalable digital systems.
Expanding Market Presence with Smarter Sales Strategies
Helping NovaHealth strengthen national reach with data-driven campaigns and optimized sales operations.
Digital Transformation with Streamlined Operations
Guiding Liora Health through a complete digital transformation by optimizing internal workflows.
Optimizing Workflow for Higher Profits
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Driving Growth Through Market Expansion
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Streamlining Operations for Scalable Growth
Helping Vertex Manufacturing cut inefficiencies and achieve sustainable growth through smarter operations.
Driving Efficiency Through Digital Transformation
Helping Orion Tech modernize operations with automation, smarter workflows, and scalable digital systems.
Expanding Market Presence with Smarter Sales Strategies
Helping NovaHealth strengthen national reach with data-driven campaigns and optimized sales operations.
Digital Transformation with Streamlined Operations
Guiding Liora Health through a complete digital transformation by optimizing internal workflows.
Optimizing Workflow for Higher Profits
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Driving Growth Through Market Expansion
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Streamlining Operations for Scalable Growth
Helping Vertex Manufacturing cut inefficiencies and achieve sustainable growth through smarter operations.
Driving Efficiency Through Digital Transformation
Helping Orion Tech modernize operations with automation, smarter workflows, and scalable digital systems.
Expanding Market Presence with Smarter Sales Strategies
Helping NovaHealth strengthen national reach with data-driven campaigns and optimized sales operations.
Digital Transformation with Streamlined Operations
Guiding Liora Health through a complete digital transformation by optimizing internal workflows.
Optimizing Workflow for Higher Profits
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Driving Growth Through Market Expansion
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Streamlining Operations for Scalable Growth
Helping Vertex Manufacturing cut inefficiencies and achieve sustainable growth through smarter operations.
Driving Efficiency Through Digital Transformation
Helping Orion Tech modernize operations with automation, smarter workflows, and scalable digital systems.
Expanding Market Presence with Smarter Sales Strategies
Helping NovaHealth strengthen national reach with data-driven campaigns and optimized sales operations.
Digital Transformation with Streamlined Operations
Guiding Liora Health through a complete digital transformation by optimizing internal workflows.
Optimizing Workflow for Higher Profits
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Driving Growth Through Market Expansion
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Streamlining Operations for Scalable Growth
Helping Vertex Manufacturing cut inefficiencies and achieve sustainable growth through smarter operations.
Driving Efficiency Through Digital Transformation
Helping Orion Tech modernize operations with automation, smarter workflows, and scalable digital systems.
Expanding Market Presence with Smarter Sales Strategies
Helping NovaHealth strengthen national reach with data-driven campaigns and optimized sales operations.
Digital Transformation with Streamlined Operations
Guiding Liora Health through a complete digital transformation by optimizing internal workflows.
Optimizing Workflow for Higher Profits
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Driving Growth Through Market Expansion
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Streamlining Operations for Scalable Growth
Helping Vertex Manufacturing cut inefficiencies and achieve sustainable growth through smarter operations.
Driving Efficiency Through Digital Transformation
Helping Orion Tech modernize operations with automation, smarter workflows, and scalable digital systems.
Expanding Market Presence with Smarter Sales Strategies
Helping NovaHealth strengthen national reach with data-driven campaigns and optimized sales operations.
Digital Transformation with Streamlined Operations
Guiding Liora Health through a complete digital transformation by optimizing internal workflows.
Optimizing Workflow for Higher Profits
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Driving Growth Through Market Expansion
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Streamlining Operations for Scalable Growth
Helping Vertex Manufacturing cut inefficiencies and achieve sustainable growth through smarter operations.
Driving Efficiency Through Digital Transformation
Helping Orion Tech modernize operations with automation, smarter workflows, and scalable digital systems.
Expanding Market Presence with Smarter Sales Strategies
Helping NovaHealth strengthen national reach with data-driven campaigns and optimized sales operations.
Digital Transformation with Streamlined Operations
Guiding Liora Health through a complete digital transformation by optimizing internal workflows.
Optimizing Workflow for Higher Profits
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Driving Growth Through Market Expansion
Expanding Harper & Co.’s retail presence with data-driven strategies for sustainable growth.
Streamlining Operations for Scalable Growth
Helping Vertex Manufacturing cut inefficiencies and achieve sustainable growth through smarter operations.
Driving Efficiency Through Digital Transformation
Helping Orion Tech modernize operations with automation, smarter workflows, and scalable digital systems.
Expanding Market Presence with Smarter Sales Strategies
Helping NovaHealth strengthen national reach with data-driven campaigns and optimized sales operations.
Digital Transformation with Streamlined Operations
Guiding Liora Health through a complete digital transformation by optimizing internal workflows.
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