WMG Helps Healthcare Consulting Firm 5x Pipeline Revenue Without Increasing YoY Marketing Budget
Client Overview
Industry:
Business Services
Revenue:
$1m-$5m
FTE's:
25-50
Challenge
After a series of internal setbacks—including the departure of a key marketing manager and a failed hire that left them with mismanaged systems and wasted spend—this business services firm faced a rapidly shrinking pipeline and dwindling marketing performance. Despite offering high-quality services and having a strong client base, they lacked the infrastructure and strategy to generate consistent new business. Leadership knew they needed to act quickly but didn’t know where to start.
Solution
Wheelock Marketing Group (WMG) stepped in as a full-spectrum marketing partner, combining strategic oversight with hands-on execution. We identified core weaknesses across the client's marketing ecosystem and implemented focused, high-impact solutions to drive immediate results and build long-term scalability. Our collaborative model ensured that every initiative—whether technical, creative, or operational—aligned with real business goals and delivered measurable ROI.
Consulting
Audited the existing tech stack to identify redundancies, inefficiencies, and unnecessary spend.
Consolidated platforms to streamline marketing operations and reduce vendor overhead.
Implemented project management tools (e.g., Asana, Trello) to organize workflows and drive accountability.
Facilitated weekly leadership meetings to ensure cross-functional alignment and maintain executional momentum.
Websites & SEO
Completely redesigned the website with modern UX/UI principles to improve navigation and lead conversion.
Optimized mobile responsiveness and page speed to reduce bounce rates and improve SEO performance.
Reorganized site structure and CTAs to better guide users through the funnel.
Integrated analytics and heat mapping tools to inform ongoing optimization.
CRM Systems
Rebuilt lead tracking and pipeline stages to improve sales visibility and follow-up workflows.
Created custom dashboards for marketing attribution and opportunity forecasting.
Implemented automated lead nurturing and task reminders to reduce manual effort and lead leakage.
Trained internal team on best practices for data hygiene and CRM utilization.
Design (Sales Enablement)
Refreshed sales collateral including pitch decks, one-pagers, and service line brochures.
Introduced updated branding elements and visual hierarchy to improve professionalism and clarity.
Designed slide templates and customizable content blocks for scalable use by the sales team.
Aligned visuals and messaging with the updated website for consistency.
Social Media
Audited existing social content for engagement trends and brand consistency.
Developed a refreshed content calendar with a focus on thought leadership and lead-gen campaigns.
Optimized post timing and formatting for each platform to maximize organic reach.
Implemented basic automation and scheduling to reduce management overhead.
PPC Advertising
Rebuilt paid search and social campaigns from the ground up using refined targeting and negative keyword lists.
Developed new ad creatives and split-tested variations to improve click-through rates and conversions.
Installed tracking pixels and conversion goals across platforms to monitor ROI.
Reduced wasteful spend by pausing underperforming ad groups and reallocating budget to top performers.
Email Marketing
Rewrote core email sequences with a focus on segmentation, personalization, and clarity of CTA.
Implemented lifecycle-based campaigns for re-engagement, upselling, and onboarding.
Designed mobile-friendly email templates to increase readability and click-through rates.
Analyzed performance metrics and A/B tested subject lines to refine content strategy.
Consulting
Identified redundant tools and consolidated platforms to reduce waste and improve workflow efficiency; ran weekly meetings to ensure alignment across teams and departments.
Websites & SEO
Redesigned and rebuilt webiste with focus on modern UX/UI design to drive engagement and improve conversion paths.
CRM Systems
Overhauled CRM system to ensure accurate lead tracking, reporting, and follow-up processes, increasing pipeline visibility.
Design
Updated and modernized sales materials, including pitch decks, one-pagers, and service line visuals, to better support frontline conversations.
Social Media
Rebuilt digital ad campaigns to increase ROAS (return on ad spend) and eliminate underperforming channels.
PPC Advertising
Rebuilt digital ad campaigns to increase ROAS (return on ad spend) and eliminate underperforming channels.
Email Marketing
Developed new email sequences with compelling, segmented messaging to increase open rates and click-throughs.
Outcome
By combining high-level strategy with hands-on execution, Wheelock Marketing Group (WMG) transformed their marketing operations from dysfunctional to high-performing in under six months—without additional overhead.
