FROM NICHE PLAYER TO LEADER: 1,744% LIFT IN MQLS

Electronic Health Records (EHR)

FROM NICHE PLAYER TO LEADER: 1,744% LIFT IN MQLS

Electronic Health Records (EHR)

01

THE

CONTEXT

Kareo, once a niche player in the crowded medical software market, recognized an opportunity to differentiate itself from the competition. They saw a need to resonate with independent practices, a segment often overlooked by larger software providers. By partnering strategically with their marketing team, Kareo grew into a $100M+ business.

01

THE CONTEXT

Kareo, once a niche player in the crowded medical software market, recognized an opportunity to differentiate itself from the competition. They saw a need to resonate with independent practices, a segment often overlooked by larger software providers. By partnering strategically with their marketing team, Kareo grew into a $100M+ business.

  • Competitive Landscape: The medical software market was saturated with hundreds of companies offering Electronic Health Records (EHR), Practice Management, and Practice Marketing solutions.

  • Escalating Costs: As competition intensified, advertising costs skyrocketed, making efficient growth and volume expansion a significant challenge.

  • Change-Averse Industry: The majority of medical practices were resistant to change, only considering software switches due to external factors like regulations or resource constraints.

  • Limited Resources: Operating with a constrained budget, adding significant resources or headcount wasn't an option.

02

THE

PROBLEM

02

THE PROBLEM

  • Competitive Landscape: The medical software market was saturated with hundreds of companies offering Electronic Health Records (EHR), Practice Management, and Practice Marketing solutions.

  • Escalating Costs: As competition intensified, advertising costs skyrocketed, making efficient growth and volume expansion a significant challenge.

  • Change-Averse Industry: The majority of medical practices were resistant to change, only considering software switches due to external factors like regulations or resource constraints.

  • Limited Resources: Operating with a constrained budget, adding significant resources or headcount wasn't an option.

03

OUR SOLUTION

  • Full-Funnel Reporting and Attribution Model: We implemented comprehensive reporting and attribution to measure performance across all touch points in the marketing journey, enabling data-driven budget optimization. This empowered us to allocate resources more effectively and ensure each channel contributed to achieving our overall goals.

  • Maximizing Visibility for High-Intent Traffic: We adopted a "full-court press" approach to capture high-intent traffic, particularly focusing on paid search. By leveraging Search Ads 360, we optimized bids based on lower-funnel engagement metrics such as demos or free trials, going beyond just "leads" or "conversions." This ensured we reached individuals actively seeking solutions, maximizing return on investment.

  • Creating Demand and Nurturing Leads: We harnessed the power of social media to build brand awareness and nurture leads throughout the decision-making process. Beyond simple awareness campaigns, we engaged with practices on social platforms, keeping them informed and valued as they considered their options. This helped increase funnel velocity and convert interest into qualified leads.

03

OUR

SOLUTION

  • Full-Funnel Reporting and Attribution Model: We implemented comprehensive reporting and attribution to measure performance across all touch points in the marketing journey, enabling data-driven budget optimization. This empowered us to allocate resources more effectively and ensure each channel contributed to achieving our overall goals.

  • Maximizing Visibility for High-Intent Traffic: We adopted a "full-court press" approach to capture high-intent traffic, particularly focusing on paid search. By leveraging Search Ads 360, we optimized bids based on lower-funnel engagement metrics such as demos or free trials, going beyond just "leads" or "conversions." This ensured we reached individuals actively seeking solutions, maximizing return on investment.

  • Creating Demand and Nurturing Leads: We harnessed the power of social media to build brand awareness and nurture leads throughout the decision-making process. Beyond simple awareness campaigns, we engaged with practices on social platforms, keeping them informed and valued as they considered their options. This helped increase funnel velocity and convert interest into qualified leads.

04

HOW WE HELPED

  • Enhanced Data Capture: Implemented a 1st-Party Tracking Cookie to maximize data collection, enabling deeper insights and optimized campaign performance.

  • Precise Measurement & Attribution: Utilized Call Tracking (Dialogtech/Invoca) to pinpoint the source of phone calls and accurately measure conversion rates, driving higher call volume.

  • AI-Powered Optimization: Leveraged AI and full-funnel data to fine-tune campaigns, maximizing performance at every stage. We implemented a "testing, testing, and more testing" approach, averaging over 8 conversion rate optimization and web tests per month for continuous improvement.

  • Enhanced Data Capture: Implemented a 1st-Party Tracking Cookie to maximize data collection, enabling deeper insights and optimized campaign performance.

  • Precise Measurement & Attribution: Utilized Call Tracking (Dialogtech/Invoca) to pinpoint the source of phone calls and accurately measure conversion rates, driving higher call volume.

  • AI-Powered Optimization: Leveraged AI and full-funnel data to fine-tune campaigns, maximizing performance at every stage. We implemented a "testing, testing, and more testing" approach, averaging over 8 conversion rate optimization and web tests per month for continuous improvement.

04

HOW WE

HELPED

05

THE RESULTS

  • Achieved 200% Cost-Savings: Streamlined operations and transitioned accounts away from other agencies. These dollars were then reinvested into purchasing media and additional resources.

  • Significantly increase funnel volume:

    • MQLs: +1,744%

    • Opportunities: +733%

    • Wins: +833%

05

THE

RESULTS

  • Achieved 200% Cost-Savings: Streamlined operations and transitioned accounts away from other agencies. These dollars were then reinvested into purchasing media and additional resources.

  • Significantly increase funnel volume:

    • MQLs: +1,744%

    • Opportunities: +733%

    • Wins: +833%

LET'S

TALK

LET'S TALK

I AGREE TO PRIVACY & TERMS OF SERVICE

KWW OFFICE

🍊 ORANGE COUNTY, CA

112 E Amerige Ave., Ste 114

Fullerton, CA 92832

USA

© 2025 Kimura Worldwide LLC. All rights reserved.

Growth Partner

LET'S TALK

I AGREE TO PRIVACY & TERMS OF SERVICE

KWW OFFICE

🍊 ORANGE COUNTY, CA

7700 Irvine Center Drive

Suite 800, Irvine, CA 92618

USA

© 2024 Kimura Worldwide LLC. All rights reserved.

Growth Partner