CASE STUDY: Laying the Foundation for Scalable Growth in Digital Health
OptimizeRx, a digital health SaaS platform, connects life science companies, providers, and patients through real-time messaging and point-of-care communication tools. Their growth had been driven primarily by a high-performing sales team—but after going public, they needed more than sales to scale. It was time to build a modern marketing engine that could fuel long-term growth and market leadership.
That’s when I—and a cross-functional team of marketing experts—were brought in to help lay the foundation.
The Challenge:
With no cohesive marketing strategy in place, OptimizeRx was missing opportunities to shape its brand narrative, generate pipeline, and accelerate revenue through a more aligned customer journey.
Our Approach:
Over a two-year engagement, we designed and executed a full-funnel marketing strategy grounded in modern best practices:
Revenue Operations (RevOps): Established marketing-sales alignment with improved lead tracking, attribution, and CRM hygiene.
Website Transformation: Led a full UX-focused redesign to enhance conversion paths and communicate brand value more clearly.
Strategic PR & Thought Leadership: Built a media and brand storytelling program to position OptimizeRx as a category leader in digital health.
Demand Generation: Deployed targeted LinkedIn campaigns that delivered high-intent leads within life sciences and health system verticals.
Content Strategy: Launched a high-impact content engine—white papers, leadership insights, and a monthly newsletter—to nurture audiences across the funnel.
SEO & Organic Growth: Rolled out a search-optimized content and technical SEO strategy to increase discoverability in a crowded health tech landscape.
My Role:
I helped direct these initiatives, partnered with external agencies, and acted as the strategic liaison between internal stakeholders and marketing teams. My focus was on building scalable systems, optimizing execution, and aligning brand, demand, and operations.
The Impact:
The outcome was a high-functioning, modern marketing organization capable of driving growth and visibility at scale. Since our engagement:
✅ OptimizeRx has more than doubled its revenue
✅ Brand visibility, lead quality, and pipeline velocity have all significantly improved
✅ A full-funnel marketing infrastructure is now in place—supporting long-term scalability and innovation