Connecting You With Your Dream Clients
Connecting You With
Your Dream Clients
Connecting You With Your Dream Clients
At ProfitPath, we use outbound outreach to book meetings with decision makers onto your team's calendar.
At ProfitPath, we use outbound outreach to book meetings with decision makers onto your team's calendar.
We've Connected Our Clients With:
We've Connected Our Clients With:

ProfitPath Track Record
ProfitPath Track Record
In Revenue Generated
In Revenue Generated
Meetings Booked
Meetings Booked
Client Retention Rate
Client Retention Rate
ProfitPath Case Studies


$13M Annual revenue added in 9 months
Challenge
Inconsistent client acquisition created unpredictable revenue cycles and limited investor engagement.
Solution
Developed a scalable acquisition engine with nationwide email and LinkedIn outreach, tailored investor campaigns, and M&A infrastructure for buy- and sell-side deals.
$15M
Revenue growth from $2M/yr in 9 months
$100M+
Raised across client portfolio
80%+
Of the firm's revenue growth


$13M Annual revenue added in 9 months
Challenge
Inconsistent client acquisition created unpredictable revenue cycles and limited investor engagement.
Solution
Developed a scalable acquisition engine with nationwide email and LinkedIn outreach, tailored investor campaigns, and M&A infrastructure for buy- and sell-side deals.
$15M
Revenue growth from $2M/yr in 9 months
$100M+
Raised across client portfolio
80%+
Of the firm's revenue growth


$15M annual revenue in 9 months
Challenge
Inconsistent client acquisition created unpredictable revenue cycles and limited investor engagement.
Solution
Developed a scalable acquisition engine with nationwide email and LinkedIn outreach, tailored investor campaigns, and M&A infrastructure for buy- and sell-side deals.
$15M
Revenue growth from $2M/yr in 9 months
$100M+
Raised across client portfolio
80%+
Of the firm's revenue growth


$13M Annual revenue added in 9 months
Challenge
Inconsistent client acquisition created unpredictable revenue cycles and limited investor engagement.
Solution
Developed a scalable acquisition engine with nationwide email and LinkedIn outreach, tailored investor campaigns, and M&A infrastructure for buy- and sell-side deals.
$15M
Revenue growth from $2M/yr in 9 months
$100M+
Raised across client portfolio
80%+
Of the firm's revenue growth


$4M+ in revenue generated for the firm
Challenge
Limited investor network constrained large-scale funding rounds and reduced transaction completion rates.
Solution
Built a mandate-specific email infrastructure, identified aligned institutional investors, and created a reusable playbook that generated 20–30 qualified investor meetings per month.
$680M+
in active capital raises
$4M+
in revenue generated for Kadenwood


$4M+ in revenue generated for the firm
Challenge
Limited investor network constrained large-scale funding rounds and reduced transaction completion rates.
Solution
Built a mandate-specific email infrastructure, identified aligned institutional investors, and created a reusable playbook that generated 20–30 qualified investor meetings per month.
$680M+
in active capital raises
$4M+
in revenue generated for Kadenwood


$15M annual revenue in 9 months
Challenge
Limited investor network constrained large-scale funding rounds and reduced transaction completion rates.
Solution
Built a mandate-specific email infrastructure, identified aligned institutional investors, and created a reusable playbook that generated 20–30 qualified investor meetings per month.
$680M+
in active capital raises
$4M+
in revenue generated for Kadenwood


$4M+ in revenue generated for the firm
Challenge
Limited investor network constrained large-scale funding rounds and reduced transaction completion rates.
Solution
Built a mandate-specific email infrastructure, identified aligned institutional investors, and created a reusable playbook that generated 20–30 qualified investor meetings per month.
$680M+
in active capital raises
$4M+
in revenue generated for Kadenwood


$11M+ in generated revenue
Challenge
Struggled to break into enterprise food manufacturing accounts due to low brand recognition and reliance on traditional trade shows.
Solution
Executed nationwide email outreach to commercial bakeries and Fortune 1000 food manufacturers, distributing pricing and product data directly to large-volume ingredient buyers.
$11M+
in revenue generated
30+
monthly interested leads


$11M+ in generated revenue
Challenge
Struggled to break into enterprise food manufacturing accounts due to low brand recognition and reliance on traditional trade shows.
Solution
Executed nationwide email outreach to commercial bakeries and Fortune 1000 food manufacturers, distributing pricing and product data directly to large-volume ingredient buyers.
$11M+
in revenue generated
30+
monthly interested leads


$15M annual revenue in 9 months
Challenge
Struggled to break into enterprise food manufacturing accounts due to low brand recognition and reliance on traditional trade shows.
Solution
Executed nationwide email outreach to commercial bakeries and Fortune 1000 food manufacturers, distributing pricing and product data directly to large-volume ingredient buyers.
$11M+
in revenue generated
30+
monthly interested leads


$11M+ in generated revenue
Challenge
Struggled to break into enterprise food manufacturing accounts due to low brand recognition and reliance on traditional trade shows.
Solution
Executed nationwide email outreach to commercial bakeries and Fortune 1000 food manufacturers, distributing pricing and product data directly to large-volume ingredient buyers.
$11M+
in revenue generated
30+
monthly interested leads


$5M+ in closed projects
Challenge
Unsustainable acquisition costs on Meta ads and limited market penetration hindered profitability and growth.
Solution
Launched targeted email campaigns to affluent homeowners, showcased neighborhood projects to build trust, and positioned SweatDecks as a credible local contractor.
$5M+
in closed projects
500+
monthly interested leads
90%
reduction in cost per lead


$5M+ in closed projects
Challenge
Unsustainable acquisition costs on Meta ads and limited market penetration hindered profitability and growth.
Solution
Launched targeted email campaigns to affluent homeowners, showcased neighborhood projects to build trust, and positioned SweatDecks as a credible local contractor.
$5M+
in closed projects
500+
monthly interested leads
90%
reduction in cost per lead


$15M annual revenue in 9 months
Challenge
Unsustainable acquisition costs on Meta ads and limited market penetration hindered profitability and growth.
Solution
Launched targeted email campaigns to affluent homeowners, showcased neighborhood projects to build trust, and positioned SweatDecks as a credible local contractor.
$5M+
in closed projects
500+
monthly interested leads
90%
reduction in cost per lead


$5M+ in closed projects
Challenge
Unsustainable acquisition costs on Meta ads and limited market penetration hindered profitability and growth.
Solution
Launched targeted email campaigns to affluent homeowners, showcased neighborhood projects to build trust, and positioned SweatDecks as a credible local contractor.
$5M+
in closed projects
500+
monthly interested leads
90%
reduction in cost per lead


1000%+ ROI on ProfitPath engagement fees
Challenge
Relied solely on referrals, with prior outbound efforts failing to generate results in a high-touch enterprise market.
Solution
Executed targeted email campaigns to $500M+ organizations worldwide, using concise, case-driven messaging and strategic consulting partnerships to expand reach.
1000%+
ROI on ProfitPath's fees
10+
meetings per month with $500M+/yr firms


1000%+ ROI on ProfitPath engagement fees
Challenge
Relied solely on referrals, with prior outbound efforts failing to generate results in a high-touch enterprise market.
Solution
Executed targeted email campaigns to $500M+ organizations worldwide, using concise, case-driven messaging and strategic consulting partnerships to expand reach.
1000%+
ROI on ProfitPath's fees
10+
meetings per month with $500M+/yr firms


$15M annual revenue in 9 months
Challenge
Relied solely on referrals, with prior outbound efforts failing to generate results in a high-touch enterprise market.
Solution
Executed targeted email campaigns to $500M+ organizations worldwide, using concise, case-driven messaging and strategic consulting partnerships to expand reach.
1000%+
ROI on ProfitPath's fees
10+
meetings per month with $500M+/yr firms


1000%+ ROI on ProfitPath engagement fees
Challenge
Relied solely on referrals, with prior outbound efforts failing to generate results in a high-touch enterprise market.
Solution
Executed targeted email campaigns to $500M+ organizations worldwide, using concise, case-driven messaging and strategic consulting partnerships to expand reach.
1000%+
ROI on ProfitPath's fees
10+
meetings per month with $500M+/yr firms


$800,000 in revenue within 90 days
Challenge
Faced urgent market pressure ahead of the ERC deadline and needed to quickly reach and educate eligible SMBs before competitors captured market share.
Solution
Launched large-scale email outreach to 100K+ U.S. CFOs and CEOs, delivering educational ERC content and streamlined qualification workflows to connect prospects directly with CPAs.
$4M
in realized tax credits for clients
$800K
in revenue within 90 days
66
Meetings Booked in 90 Days


$800,000 in revenue within 90 days
Challenge
Faced urgent market pressure ahead of the ERC deadline and needed to quickly reach and educate eligible SMBs before competitors captured market share.
Solution
Launched large-scale email outreach to 100K+ U.S. CFOs and CEOs, delivering educational ERC content and streamlined qualification workflows to connect prospects directly with CPAs.
$4M
in realized tax credits for clients
$800K
in revenue within 90 days
66
Meetings Booked in 90 Days


$15M annual revenue in 9 months
Challenge
Faced urgent market pressure ahead of the ERC deadline and needed to quickly reach and educate eligible SMBs before competitors captured market share.
Solution
Launched large-scale email outreach to 100K+ U.S. CFOs and CEOs, delivering educational ERC content and streamlined qualification workflows to connect prospects directly with CPAs.
$4M
in realized tax credits for clients
$800K
in revenue within 90 days
66
Meetings Booked in 90 Days


$800,000 in revenue within 90 days
Challenge
Faced urgent market pressure ahead of the ERC deadline and needed to quickly reach and educate eligible SMBs before competitors captured market share.
Solution
Launched large-scale email outreach to 100K+ U.S. CFOs and CEOs, delivering educational ERC content and streamlined qualification workflows to connect prospects directly with CPAs.
$4M
in realized tax credits for clients
$800K
in revenue within 90 days
66
Meetings Booked in 90 Days


$500,000+ in confirmed revenue
Challenge
Enterprise acquisition was nearly absent despite LJM’s industry leadership with mid-market clients and billions saved through FedEx and UPS negotiations.
Solution
Tracked and structured performance data for strategic proof points, launched 100K+ monthly emails to senior logistics and finance leaders, and facilitated warm handoffs to senior sales.
$10M+
in qualified pipeline opportunities
$800K
in revenue within 90 days


$500,000+ in confirmed revenue
Challenge
Enterprise acquisition was nearly absent despite LJM’s industry leadership with mid-market clients and billions saved through FedEx and UPS negotiations.
Solution
Tracked and structured performance data for strategic proof points, launched 100K+ monthly emails to senior logistics and finance leaders, and facilitated warm handoffs to senior sales.
$10M+
in qualified pipeline opportunities
$800K
in revenue within 90 days


$15M annual revenue in 9 months
Challenge
Enterprise acquisition was nearly absent despite LJM’s industry leadership with mid-market clients and billions saved through FedEx and UPS negotiations.
Solution
Tracked and structured performance data for strategic proof points, launched 100K+ monthly emails to senior logistics and finance leaders, and facilitated warm handoffs to senior sales.
$10M+
in qualified pipeline opportunities
$800K
in revenue within 90 days


$500,000+ in confirmed revenue
Challenge
Enterprise acquisition was nearly absent despite LJM’s industry leadership with mid-market clients and billions saved through FedEx and UPS negotiations.
Solution
Tracked and structured performance data for strategic proof points, launched 100K+ monthly emails to senior logistics and finance leaders, and facilitated warm handoffs to senior sales.
$10M+
in qualified pipeline opportunities
$800K
in revenue within 90 days


$1.8M in annual recurring revenue added
Challenge
Relied on word-of-mouth and struggled to engage enterprise clients with structured procurement processes, creating unpredictable growth.
Solution
Built an enterprise-grade email infrastructure, crafted quality-focused messaging, and executed systematic outreach to senior marketing and sales executives.
$1.8M
in annual recurring revenue
400%
year-over-year revenue growth


$1.8M in annual recurring revenue added
Challenge
Relied on word-of-mouth and struggled to engage enterprise clients with structured procurement processes, creating unpredictable growth.
Solution
Built an enterprise-grade email infrastructure, crafted quality-focused messaging, and executed systematic outreach to senior marketing and sales executives.
$1.8M
in annual recurring revenue
400%
year-over-year revenue growth


$15M annual revenue in 9 months
Challenge
Relied on word-of-mouth and struggled to engage enterprise clients with structured procurement processes, creating unpredictable growth.
Solution
Built an enterprise-grade email infrastructure, crafted quality-focused messaging, and executed systematic outreach to senior marketing and sales executives.
$1.8M
in annual recurring revenue
400%
year-over-year revenue growth


$1.8M in annual recurring revenue added
Challenge
Relied on word-of-mouth and struggled to engage enterprise clients with structured procurement processes, creating unpredictable growth.
Solution
Built an enterprise-grade email infrastructure, crafted quality-focused messaging, and executed systematic outreach to senior marketing and sales executives.
$1.8M
in annual recurring revenue
400%
year-over-year revenue growth


$81M in qualified pipeline opportunities
Challenge
Needed a scalable system to reach employers and benefits brokerages for Section 125 plans in a relationship-driven market.
Solution
Launched parallel campaigns to CHROs and brokerage executives, using concise financial messaging to highlight cost-reduction opportunities.
$81M
in qualified pipeline opportunities
19
meetings with enterprise decision-makers in 19 days





$81M in qualified pipeline opportunities
Challenge
Needed a scalable system to reach employers and benefits brokerages for Section 125 plans in a relationship-driven market.
Solution
Launched parallel campaigns to CHROs and brokerage executives, using concise financial messaging to highlight cost-reduction opportunities.
$81M
in qualified pipeline opportunities
19
meetings with enterprise decision-makers in 19 days





$15M annual revenue in 9 months
Challenge
Needed a scalable system to reach employers and benefits brokerages for Section 125 plans in a relationship-driven market.
Solution
Launched parallel campaigns to CHROs and brokerage executives, using concise financial messaging to highlight cost-reduction opportunities.
$81M
in qualified pipeline opportunities
19
meetings with enterprise decision-makers in 19 days





$81M in qualified pipeline opportunities
Challenge
Needed a scalable system to reach employers and benefits brokerages for Section 125 plans in a relationship-driven market.
Solution
Launched parallel campaigns to CHROs and brokerage executives, using concise financial messaging to highlight cost-reduction opportunities.
$81M
in qualified pipeline opportunities
19
meetings with enterprise decision-makers in 19 days





$33.4M Annual Pipeline Added
Challenge
Relied on referrals and trade shows, limiting global reach and failing to engage Fortune 500 enterprises with complex decision layers.
Solution
Analyzed trial data to develop industry-specific case studies and executed segmented outreach to safety and operations executives worldwide.
$33.4M
Added in Annual Pipeline Value
185K+
Employees Worth of Pipeline
50+
Interested Leads in Under 60 Days





$33.4M Annual Pipeline Added
Challenge
Relied on referrals and trade shows, limiting global reach and failing to engage Fortune 500 enterprises with complex decision layers.
Solution
Analyzed trial data to develop industry-specific case studies and executed segmented outreach to safety and operations executives worldwide.
$33.4M
Added in Annual Pipeline Value
185K+
Employees Worth of Pipeline
50+
Interested Leads in Under 60 Days





$15M annual revenue in 9 months
Challenge
Relied on referrals and trade shows, limiting global reach and failing to engage Fortune 500 enterprises with complex decision layers.
Solution
Analyzed trial data to develop industry-specific case studies and executed segmented outreach to safety and operations executives worldwide.
$33.4M
Added in Annual Pipeline Value
185K+
Employees Worth of Pipeline
50+
Interested Leads in Under 60 Days





$33.4M Annual Pipeline Added
Challenge
Relied on referrals and trade shows, limiting global reach and failing to engage Fortune 500 enterprises with complex decision layers.
Solution
Analyzed trial data to develop industry-specific case studies and executed segmented outreach to safety and operations executives worldwide.
$33.4M
Added in Annual Pipeline Value
185K+
Employees Worth of Pipeline
50+
Interested Leads in Under 60 Days





$100M+ in potential credit facilities
Challenge
Strong SMB traction but no penetration into the top 100 U.S. construction firms needed for strategic subcontractor financing partnerships.
Solution
Developed intent-based email campaigns for financial leaders at large construction firms, using case studies to demonstrate mutual growth opportunities.
$100M+
in credit facilities through partnerships


$100M+ in potential credit facilities
Challenge
Strong SMB traction but no penetration into the top 100 U.S. construction firms needed for strategic subcontractor financing partnerships.
Solution
Developed intent-based email campaigns for financial leaders at large construction firms, using case studies to demonstrate mutual growth opportunities.
$100M+
in credit facilities through partnerships


$15M annual revenue in 9 months
Challenge
Strong SMB traction but no penetration into the top 100 U.S. construction firms needed for strategic subcontractor financing partnerships.
Solution
Developed intent-based email campaigns for financial leaders at large construction firms, using case studies to demonstrate mutual growth opportunities.
$100M+
in credit facilities through partnerships


$100M+ in potential credit facilities
Challenge
Strong SMB traction but no penetration into the top 100 U.S. construction firms needed for strategic subcontractor financing partnerships.
Solution
Developed intent-based email campaigns for financial leaders at large construction firms, using case studies to demonstrate mutual growth opportunities.
$100M+
in credit facilities through partnerships


$6M in monthly opportunities added
Challenge
Aggressive growth goals with no internal B2B outreach expertise and limited differentiation in a commoditized banking market.
Solution
Deployed large-scale email and LinkedIn campaigns to 500K SMB executives monthly, supported by full-time callers and incentive-based demos.
$6M
in monthly opportunities added
400+
monthly interested leads


$6M in monthly opportunities added
Challenge
Aggressive growth goals with no internal B2B outreach expertise and limited differentiation in a commoditized banking market.
Solution
Deployed large-scale email and LinkedIn campaigns to 500K SMB executives monthly, supported by full-time callers and incentive-based demos.
$6M
in monthly opportunities added
400+
monthly interested leads


$15M annual revenue in 9 months
Challenge
Aggressive growth goals with no internal B2B outreach expertise and limited differentiation in a commoditized banking market.
Solution
Deployed large-scale email and LinkedIn campaigns to 500K SMB executives monthly, supported by full-time callers and incentive-based demos.
$6M
in monthly opportunities added
400+
monthly interested leads


$6M in monthly opportunities added
Challenge
Aggressive growth goals with no internal B2B outreach expertise and limited differentiation in a commoditized banking market.
Solution
Deployed large-scale email and LinkedIn campaigns to 500K SMB executives monthly, supported by full-time callers and incentive-based demos.
$6M
in monthly opportunities added
400+
monthly interested leads


$560,000+ in annualized revenue
Challenge
Dependent on shared lead platforms like LendingTree, limiting exclusivity and compressing margins.
Solution
Launched outreach to 1M+ SMBs monthly via Arvio Capital, generating exclusive leads and expanding lending partner relationships.
$10M+
in monthly funding opportunities
$560k+
in annualized revenue
1,500+
qualified, exclusive leads monthly


$560,000+ in annualized revenue
Challenge
Dependent on shared lead platforms like LendingTree, limiting exclusivity and compressing margins.
Solution
Launched outreach to 1M+ SMBs monthly via Arvio Capital, generating exclusive leads and expanding lending partner relationships.
$10M+
in monthly funding opportunities
$560k+
in annualized revenue
1,500+
qualified, exclusive leads monthly


$15M annual revenue in 9 months
Challenge
Dependent on shared lead platforms like LendingTree, limiting exclusivity and compressing margins.
Solution
Launched outreach to 1M+ SMBs monthly via Arvio Capital, generating exclusive leads and expanding lending partner relationships.
$10M+
in monthly funding opportunities
$560k+
in annualized revenue
1,500+
qualified, exclusive leads monthly


$560,000+ in annualized revenue
Challenge
Dependent on shared lead platforms like LendingTree, limiting exclusivity and compressing margins.
Solution
Launched outreach to 1M+ SMBs monthly via Arvio Capital, generating exclusive leads and expanding lending partner relationships.
$10M+
in monthly funding opportunities
$560k+
in annualized revenue
1,500+
qualified, exclusive leads monthly


$209M+ in capital sourced for clients
Challenge
Inconsistent outreach results and reliance on referrals prevented sustainable client acquisition and capital-raising growth.
Solution
Built ongoing acquisition frameworks, expanded investor campaigns for clients, and established reusable systems for internal deployment.
$209M+
in capital for clients


$209M+ in capital sourced for clients
Challenge
Inconsistent outreach results and reliance on referrals prevented sustainable client acquisition and capital-raising growth.
Solution
Built ongoing acquisition frameworks, expanded investor campaigns for clients, and established reusable systems for internal deployment.
$209M+
in capital for clients


$15M annual revenue in 9 months
Challenge
Inconsistent outreach results and reliance on referrals prevented sustainable client acquisition and capital-raising growth.
Solution
Built ongoing acquisition frameworks, expanded investor campaigns for clients, and established reusable systems for internal deployment.
$209M+
in capital for clients


$209M+ in capital sourced for clients
Challenge
Inconsistent outreach results and reliance on referrals prevented sustainable client acquisition and capital-raising growth.
Solution
Built ongoing acquisition frameworks, expanded investor campaigns for clients, and established reusable systems for internal deployment.
$209M+
in capital for clients


103 Interested Leads In 2 Months
Challenge
JBEnvision’s AI underwriting platform showed strong product-market fit but struggled to reach enterprise developers and investors. Previous outbound efforts failed to generate meaningful engagement.
Solution
Launched targeted outbound campaigns to CFOs, COOs, and acquisitions executives at top real estate firms. Personalized messaging highlighted faster deal evaluation and proven ROI from early adopters.
103
Interested Leads in 60 days





103 Interested Leads In 2 Months
Challenge
JBEnvision’s AI underwriting platform showed strong product-market fit but struggled to reach enterprise developers and investors. Previous outbound efforts failed to generate meaningful engagement.
Solution
Launched targeted outbound campaigns to CFOs, COOs, and acquisitions executives at top real estate firms. Personalized messaging highlighted faster deal evaluation and proven ROI from early adopters.
103
Interested Leads in 60 days





$15M annual revenue in 9 months
Challenge
JBEnvision’s AI underwriting platform showed strong product-market fit but struggled to reach enterprise developers and investors. Previous outbound efforts failed to generate meaningful engagement.
Solution
Launched targeted outbound campaigns to CFOs, COOs, and acquisitions executives at top real estate firms. Personalized messaging highlighted faster deal evaluation and proven ROI from early adopters.
103
Interested Leads in 60 days





103 Interested Leads In 2 Months
Challenge
JBEnvision’s AI underwriting platform showed strong product-market fit but struggled to reach enterprise developers and investors. Previous outbound efforts failed to generate meaningful engagement.
Solution
Launched targeted outbound campaigns to CFOs, COOs, and acquisitions executives at top real estate firms. Personalized messaging highlighted faster deal evaluation and proven ROI from early adopters.
103
Interested Leads in 60 days





$16.8M Annual Pipeline Added
Challenge
GigWorker Solutions wanted to reach self-employed realtors eligible for tax credit claims but lacked a scalable outbound system to engage and qualify them effectively.
Solution
Executed targeted outreach campaigns focused on independent realtors, emphasizing eligibility benefits and simplified claim processing
$600K
Finalized Claims in Under 60 Days
$11.5M
Pipeline Added In Under 60 Days
965
New Clients in Under 60 Days





$16.8M Annual Pipeline Added
Challenge
GigWorker Solutions wanted to reach self-employed realtors eligible for tax credit claims but lacked a scalable outbound system to engage and qualify them effectively.
Solution
Executed targeted outreach campaigns focused on independent realtors, emphasizing eligibility benefits and simplified claim processing
$600K
Finalized Claims in Under 60 Days
$11.5M
Pipeline Added In Under 60 Days
965
New Clients in Under 60 Days





$15M annual revenue in 9 months
Challenge
GigWorker Solutions wanted to reach self-employed realtors eligible for tax credit claims but lacked a scalable outbound system to engage and qualify them effectively.
Solution
Executed targeted outreach campaigns focused on independent realtors, emphasizing eligibility benefits and simplified claim processing
$600K
Finalized Claims in Under 60 Days
$11.5M
Pipeline Added In Under 60 Days
965
New Clients in Under 60 Days





$16.8M Annual Pipeline Added
Challenge
GigWorker Solutions wanted to reach self-employed realtors eligible for tax credit claims but lacked a scalable outbound system to engage and qualify them effectively.
Solution
Executed targeted outreach campaigns focused on independent realtors, emphasizing eligibility benefits and simplified claim processing
$600K
Finalized Claims in Under 60 Days
$11.5M
Pipeline Added In Under 60 Days
965
New Clients in Under 60 Days





$33.4M Annual Pipeline Added
Challenge
IM4Health aimed to expand into large enterprise accounts but lacked direct access to HR decision-makers and struggled to build a qualified pipeline in the competitive employee benefits space.
Solution
Launched targeted outreach to HR and benefits leaders at Fortune 1000 companies, positioning IM4Health’s wellness programs as a cost-saving, engagement-boosting solution for large workforces.
$16.8M
Added Pipeline
23
Qualified Meetings




$33.4M Annual Pipeline Added
Challenge
IM4Health aimed to expand into large enterprise accounts but lacked direct access to HR decision-makers and struggled to build a qualified pipeline in the competitive employee benefits space.
Solution
Launched targeted outreach to HR and benefits leaders at Fortune 1000 companies, positioning IM4Health’s wellness programs as a cost-saving, engagement-boosting solution for large workforces.
$16.8M
Added Pipeline
23
Qualified Meetings




$15M annual revenue in 9 months
Challenge
IM4Health aimed to expand into large enterprise accounts but lacked direct access to HR decision-makers and struggled to build a qualified pipeline in the competitive employee benefits space.
Solution
Launched targeted outreach to HR and benefits leaders at Fortune 1000 companies, positioning IM4Health’s wellness programs as a cost-saving, engagement-boosting solution for large workforces.
$16.8M
Added Pipeline
23
Qualified Meetings




$33.4M Annual Pipeline Added
Challenge
IM4Health aimed to expand into large enterprise accounts but lacked direct access to HR decision-makers and struggled to build a qualified pipeline in the competitive employee benefits space.
Solution
Launched targeted outreach to HR and benefits leaders at Fortune 1000 companies, positioning IM4Health’s wellness programs as a cost-saving, engagement-boosting solution for large workforces.
$16.8M
Added Pipeline
23
Qualified Meetings


ProfitPath
Case Studies

Let's Talk About Your
Business Development
Schedule a complimentary consultation with a member of our team to see if you are a good fit for our service.

Let's Talk About Your
Business Development
Schedule a complimentary consultation with a member of our team to see if you are a good fit for our service.
