Your sales engine,
built in five weeks.

We take early-stage healthcare companies from zero CRM to a fully segmented, enriched prospect pipeline ready for outreach.

Let's Talk

Three Phases. Five Weeks.

We compress months of trial and error into a structured engagement that delivers usable output at every stage.

Phase 01

HubSpot Foundation

Weeks 1–2
CRM setup & pipeline configuration
Lead scoring & custom properties
Dashboards & reporting views
Email & calendar integration
Team training on daily workflows
Phase 02

AI Sales Segmentation

Weeks 2–4
ICP definition workshop
Claude AI prospect scoring & tiering
500+ enriched contacts loaded
3–4 tier targeting segmentation
Competitive landscape mapping
Phase 03

Outreach Playbook

Weeks 3–5
Multi-touch email sequences
Messaging & objection handling
LinkedIn outreach templates
A/B tested subject lines
30-day post-handoff support
5 weeks
not 6–12 months
$15K
not $150K+ for a sales hire
500+
enriched, scored contacts

Built on experience, powered by AI.

Bill Floyd

Strategic Advisor
25+ years leading sales in healthcare technology
Built the AI-powered prospecting engine at HDAI using Claude, ZoomInfo, and HubSpot
Deep expertise in hospital sales cycles, CDI, and revenue cycle operations

Henry Floyd

Engagement Lead
MIT AI & Strategy Certificate
5+ years healthcare sales experience
Hands-on HubSpot builds, Claude AI segmentation, and outreach design
Day-to-day client delivery and point of contact

We've done this before

Built this exact system at HDAI — a production playbook, not theory.

AI is our edge

Claude-powered segmentation delivers in days what takes most firms weeks.

Healthcare is our language

Hospital buying cycles, CDI workflows, revenue cycle — we know your world.

You own everything

No lock-in. Your HubSpot, your data, your playbook. We build it, you keep it.

Let's build your
sales engine.

30 minutes is all we need to show you what this looks like for your company.

Get in Touch
Boston, MA