Case study / Financial services

How we helped Consultex PM book owners of seven-figure mental health practices

A fractional CFO and billing firm built for mental health practices. $300K+ in revenue from a market most agencies can't reach.

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"Partnering with GrowSurely has been nothing short of exceptional. The results they've delivered in the B2B space have exceeded our expectations, and we've been so impressed by their commitment to results that we're expanding their work into our second company."

Candice Utush CEO, Consultex PM
$0 Revenue generated
0 Meetings booked
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Profit-focused CFO and billing services for mental health practices, with a banker's mindset.

Industry

Financial services

Headquarters

California, USA

Company size

Around 10 employees

// The challenge

Scaling in a market that doesn't want to be found.

Consultex PM knew how to run finances for mental health practices, but the buyers themselves were the hardest part: fragmented, low online presence, and not on the usual lists.

01

No access to the right people

Couldn't identify or reach decision-makers at scale. Mental health practices are fragmented and contact info isn't centralized anywhere.

02

Referrals only, no outbound system

Acquisition came entirely from word-of-mouth and partnerships. Without a dedicated channel, growth was inconsistent and unpredictable.

03

No bandwidth or in-house expertise

The team had no time to run outbound themselves and didn't have the systems, tools, or messaging strategy to do it right.

// The approach

A research-driven outbound engine.

Bulletproof deliverability, hyper-segmented prospecting from scratch, and copy that spoke to specific practice types in specific states.

// 01

Setup & deliverability

  • Multi-provider sending stack across Google Workspace, Outlook, and Maildoso
  • Pre-warmed mailbox rotation, swapping in backups continuously
  • SPF, DKIM, MX and DMARC authentication across every sending domain
  • Zero deliverability incidents over the full engagement
// 02

Data & targeting

  • Built lists from scratch using Google Maps, online directories, and LinkedIn
  • Enriched with Clay to find verified decision-maker emails at $500K+ revenue practices
  • Segmented by practice type: substance use clinics in CA, psychiatric practices in TX, pediatric mental health in NY
  • Filtered by industry, annual revenue, location, and practice subtype
// 03

Messaging & personalization

  • 5 personalized email sequences mapped to segment-specific pain points
  • Local personalization including city name, practice type, and even phone number in the body
  • 3 follow-ups over 14 days with a 90-day re-engagement cycle
  • Direct meeting CTAs outperformed content lead magnets for booking call volume
// The results

A year of compounding outbound.

Predictable meetings from a market that other agencies couldn't unlock.

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Total emails sent
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Average reply rate across campaigns
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Qualified leads generated
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Meetings booked
$0
In new revenue closed
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Return on investment
// The outcome

From fragmented market to predictable pipeline.

Consultex PM now has a repeatable channel into a market that previously felt unreachable.

  • 76 qualified meetings landed with mental health practice decision-makers
  • Over $300,000 in new revenue closed from outbound alone
  • 234 qualified leads added to the sales pipeline
  • 5.7% reply rate across personalized state-and-specialty segments
  • Consultex PM is now expanding the playbook to a second company they own
  • An always-on outbound channel running alongside referrals
// Key takeaways

What made this work.

// 01

Data is everything

No list? No problem, if you're willing to scrape, enrich, and go deep. Building from Google Maps and LinkedIn beat any pre-existing list.

// 02

Right message, right person, right time

When the pain points are clearly mapped to the segment, cold email converts. State-by-state and specialty-by-specialty targeting was the unlock.

// 03

Outbound works even in the hardest niches

With the right strategy, no market is unreachable. Fragmentation is an opportunity, not a barrier.

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