The Situation
A large PI firm had strong marketing but leads leaked between intake and operations, capping growth despite rising spend.
Our Mandate
Connect marketing, intake, and operations into one engine and grow revenue without more spend.
Actions Taken
- Rebuilt speed-to-lead and intake qualification
- Aligned operational capacity with signed-case volume
- Set shared targets and a weekly growth review across teams
- Deployed automation for lead follow-up and reporting
Lead-to-signed conversion rose sharply and revenue grew double digits on flat marketing spend.