Executive Summary
Company Background
ClosedLoop has established itself as a leader in healthcare AI, winning the prestigious $1.6 million CMS AI Health Outcomes Challenge in 2021 and being consistently recognized as the top performer in healthcare AI by KLAS.
The Transformation Partnership
OffDeck partnered with ClosedLoop during a pivotal growth phase, coinciding with the onset of COVID-19 in March 2020.
Our engagement focused on three critical areas:
- Building and scaling a robust outbound sales engine
- Establishing comprehensive data and analytics infrastructure
- Creating a sophisticated marketing and demand generation program
Through strategic implementations across these domains, we helped transform ClosedLoop from an innovative startup to a market leader in healthcare AI. The partnership demonstrated how technical innovation in healthcare could be successfully scaled through systematic, data-driven operations without compromising the core mission of improving patient care.
Transformation Journey
Multi-Channel Engagement Strategy
We developed a sophisticated dual-channel approach combining LinkedIn outreach with targeted email campaigns:
LinkedIn Campaign Optimization
- Generated over 500 targeted connection requests weekly
- Achieved 60% acceptance rates on connection requests
- Maintained 40% response rates from connected prospects
- Delivered 20-40 qualified meetings per quarter per rep
Email Sequence Engineering
- Built sophisticated multi-touch email sequences
- Leveraged APIs for email discovery and verification
- Implemented advanced deliverability optimization
- Created personalized, sector-specific messaging
- Achieved consistent 30%+ open rates
The scale of this engagement was unprecedented for ClosedLoop. Over the course of our partnership, we helped them meaningfully engage with more than 18,000 potential leads across the healthcare ecosystem. This wasn't just about volume – it was about creating quality conversations with decision-makers at healthcare providers, ACOs, payers, and pharmaceutical companies.
- potential leads meaningfully engaged across the healthcare ecosystem
- more than 18,000
Technical Infrastructure
To manage this dramatic increase in prospect engagement, we built a sophisticated technical infrastructure:
Real-Time Response Management
- Custom Slack integrations providing instant visibility into responses
- Automated lead creation and enrichment in Copper CRM
- Real-time activity tracking in our custom data warehouse
- Intelligent routing and notification systems
Campaign Automation
- Territory-based campaign management
- Automated sequence triggers based on prospect behavior
- Integration with email verification and deliverability tools
- Custom reporting dashboards for campaign performance
Data Intelligence
- Prospect data enrichment and verification
- Engagement scoring and prioritization
- Response pattern analysis
- Territory penetration tracking
Sales & Revenue Operations
When we began working with ClosedLoop, the disconnect between their groundbreaking technology and their sales operations was striking. Despite having AI technology sophisticated enough to predict patient outcomes across entire healthcare systems, there was no reliable way to track or predict their own sales performance.
The challenge wasn't just about implementing a CRM system – it was about creating a complete revenue operations ecosystem that could scale with ClosedLoop's rapid growth. The CEO, who was personally overseeing sales and revenue operations, needed visibility into performance metrics that Copper CRM couldn't provide out of the box.
Our approach was comprehensive:
- Built a custom data warehouse that ingested real-time data from Copper CRM
- Implemented an NCL pipeline for continuous data flow
- Deployed Metabase for sophisticated visualization and reporting
- Created executive dashboards tracking all revenue metrics
This transformation gave ClosedLoop's leadership team their first reliable view of the sales pipeline, enabling data-driven decisions about resource allocation and growth strategies. The impact was immediate – sales teams could now track their performance in real-time, and executives could forecast growth with confidence.
Outbound Sales Motion
When ClosedLoop approached us, their sales team was struggling to consistently engage with healthcare decision-makers. Sales reps were managing fewer than a dozen prospect conversations per month, severely limiting the company's growth potential despite their groundbreaking AI technology.
We engineered a comprehensive outbound sales engine that transformed their ability to reach and engage with healthcare executives at scale. The results were transformative: within months, individual reps went from a handful of conversations to managing hundreds of meaningful prospect engagements.
Impact on Sales Operations
The transformation was dramatic. Sales reps who previously struggled to fill their calendars now had a steady stream of qualified meetings. The system we built enabled:
- Consistent pipeline generation
- Predictable meeting volume
- Higher quality conversations
- More efficient territory coverage
- Better prospect engagement tracking
Most importantly, this wasn't just a temporary boost – we created a sustainable, scalable system that continued to drive growth. The infrastructure we built enabled ClosedLoop to systematically expand their market presence, contributing to their success in winning the CMS AI Health Outcomes Challenge and their subsequent $34 million Series B funding round.
This outbound motion became a core engine of growth for ClosedLoop, transforming them from a company struggling to reach prospects into one that could systematically engage with thousands of healthcare decision-makers.
- targeted connection requests weekly
- over 500
- acceptance rates on connection requests
- 60%
- response rates from connected prospects
- 40%
- qualified meetings per quarter per rep
- 20-40
- open rates (consistent)
- 30%+
Data Infrastructure
In healthcare, data integrity isn't just important – it's mission-critical. ClosedLoop's platform demonstrated this daily in their product, but their internal data systems needed to reflect the same level of sophistication.
We approached this challenge systematically:
- Architected a custom data warehouse that could handle both structured and unstructured data
- Built real-time integration pipelines from multiple sources
- Implemented sophisticated data quality checks and enrichment processes
- Created automated reporting systems that maintained data lineage
The result was more than just better reporting – it was a fundamental shift in how ClosedLoop operated. Every decision, from sales territory planning to marketing campaign optimization, could now be backed by reliable data.
Marketing System Foundation
March 2020 marked a pivotal moment for ClosedLoop.
We built their marketing foundation from the ground up:
- Implemented sophisticated event tracking through Google Tag Manager
- Deployed Autopilot as their first marketing automation system
- Created automated customer journey workflows
- Established conversion tracking and attribution systems
This wasn't just about implementing tools – it was about creating a marketing engine that could match the sophistication of their AI technology. We helped ClosedLoop tell their story at scale, precisely when the healthcare industry needed to hear it most.
Transforming the Marketing Experience
Perhaps our most challenging task was making ClosedLoop's complex AI technology accessible and compelling to healthcare decision-makers. Their existing website was static and failed to capture the transformative potential of their platform.
We revolutionized their market presence through:
- Creation of an innovative use case library, showcasing real-world applications
- Development of visual data flow demonstrations
- Design of interactive tools showing predictive modeling impacts
- Implementation of sophisticated conversion journeys
The cornerstone of this part of the transformation was our visualization of ClosedLoop's data flow and predictive capabilities. We created detailed, sector-specific examples showing how their AI platform ingested diverse healthcare data – from EMRs to unstructured clinical notes – and generated actionable predictions.
This wasn't just a website redesign; it was a fundamental reimagining of how to communicate complex healthcare AI solutions.
Strategic Value
Our partnership with ClosedLoop demonstrated the power of comprehensive digital transformation in scaling innovative healthcare technology. By building robust sales and marketing operations while maintaining focus on their core mission of improving patient outcomes, we helped position ClosedLoop for sustainable growth and market leadership.
The success of this engagement exemplifies OffDeck's ability to:
- Transform technical innovation into market success
- Build scalable sales and marketing operations
- Create compelling narratives for complex solutions
- Drive sustainable growth through process automation
- Enable data-driven decision making across operations
Looking Forward: More Than Just Transformation
Working alongside ClosedLoop's team of visionary thinkers and dedicated professionals, we were inspired by their unwavering commitment to improving patient care through AI.
Their victory in the CMS AI Health Outcomes Challenge and recognition as the top performer in healthcare AI by KLAS validates that better healthcare analytics can transform patient outcomes.
For us at OffDeck, this engagement reinforced why we do what we do. Yes, we transform companies through technology and process innovation. But when that transformation helps visionary companies like ClosedLoop expand their reach and impact, we're not just building better businesses – we're contributing to better healthcare outcomes for all.
This wasn't just another digital transformation project. It was a partnership that reminded us why we love what we do: working with incredible teams, solving complex challenges, and ultimately contributing to something larger than ourselves.
