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How Consultex PM Unlocked Predictable Revenue in a Hard-to-Reach Market

$300,000+Revenue Generated
9XROI
visual proof
Services
Profit-focused CFO and billing services for mental health practices - with a banker's mindset
Industry
Financial Services
Headquarters
California
Company size
~10 employees
Pre-Engagement Challenges

1. Relied heavily on referrals and word-of-mouth.

2. No outbound system in place.

3. Struggled to scale due to lack of access to reliable contact data for mental health professionals.

4. Client acquisition was unpredictable and inconsistent.

The Challenge: Scaling in a Market That Doesn't Want to Be Found
Consultex PM was facing two major problems:
1. No Access to the Right People
  • Couldn't identify or reach decision-makers at scale
  • Mental health practices are fragmented, and their contact info isn't centralized
2. No Time or In-House Expertise
  • The team had no bandwidth to run outbound themselves
  • Didn't have the systems, tools, or messaging strategy to do it right
The Solution: A Scalable, Research-Driven Outbound Engine
1. Bulletproof Deliverability Setup
  • Email Infrastructure: Deployed across Google Workspace, Outlook, and Maildoso to diversify risk
  • Rotation Strategy: Continuously replaced underperforming inboxes with pre-warmed backups
  • Technical Setup: Implemented SPF, DKIM, MX, and DMARC across all sending domains to avoid spam traps
2. Hyper-Segmented Outreach with Clay
  • Targeting:
    • Built from scratch using Google Maps, online directories, and LinkedIn.
    • Enriched with Clay to find verified emails of decision-makers in practices making $500k+ in revenue.
  • Segmentation Examples:
    • Substance use clinics in California
    • Psychiatric practices in Texas
    • Pediatric mental health providers in New York
  • Filters:
    • Industry
    • Annual revenue
    • Location
    • Practice type
3. Custom Messaging at Scale
  • Copy Strategy
    • 5 personalized email sequences based on segment pain points
    • Case study matching: aligned copy with past wins from similar practices
    • Local personalization: included city name, type of practice, and even phone number in some emails
  • Sequencing
    • 3 follow-ups over 14 days
    • 90-day re-engagement cycle with new angles
  • Lead Magnets
    • Initially tested content-based offers, but direct meeting CTAs drove the highest call volume
Results
96,000Total Emails Sent
5.7%Reply Rate
234Leads Generated
76Meetings Booked
3Closed Deals in 90 Days
$300,000+Total Revenue
9XROI
Testimonial
Partnering with GrowSurely over the past year has been nothing short of exceptional! The results they've delivered in the B2B space have exceeded our expectations. Their step-by-step guidance and counseling has made even the most complex marketing process clear and manageable. Their expertise and adaptability to our company's evolving needs are truly unmatched and we've been so impressed by their commitment to results and especially relationship building that we're expanding their marketing efforts into our second company! GrowSurely is the partner you have been waiting to meet!
Candice Utush- Candice Utush, CEO, Consultex PM
Key Takeaways
  • Data is Everything: No list? No problem - if you're willing to scrape, enrich, and go deep
  • Right Message, Right Person, Right Time: When the pain points are clear, cold email converts
  • Outbound Works — Even in the Hardest Niches: With the right strategy, no market is unreachable

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