The Challenge
A fast-growing preventative care medical practice partner dedicated to supporting both SNF and LTC facilities and their clinical teams had a strong clinical model and a solid foundation of results: preventing hospitalizations while optimizing the quality of care. But to expand meaningfully, they needed more than momentum. They needed structure.
Their goals were clear: reach more of the right prospects aligned with their care model, improve sales process visibility, secure high-level introductions to C-suite decision makers, and position the company for long-term, sustainable growth. They had the outcomes to support their message. Now they needed the go-to-market strategy to match.
The Solution
HL Advisors partnered with the organization to implement a go-to-market plan focused on targeted expansion, operational visibility, and warm-market access.
- Strategic Outreach & Relationship Development
We aligned on target client types and launched coordinated outreach efforts, supported by HL Advisors’ national network of senior care executives. Within the first quarter, the organization expanded its presence across six high-priority provider groups. - CRM Implementation & Sales Process Enablement
We supported CRM integration and onboarding, ensuring teams had tools to track pipeline activity, manage accountability, and forecast with confidence. - High-Touch Onboarding & Client Experience
To support long-term retention, we developed a white-glove onboarding playbook and offered ongoing relationship management support, designed to deepen trust and ensure satisfaction from day one.
The Result
Within one quarter, HL Advisors helped deliver:
- Expansion into six major post-acute provider networks
- Full CRM integration and visibility into sales performance
- Structured outreach campaigns aligned with business goals
- Warm introductions to key decision-makers across the industry
- Ongoing support for I-SNP qualification
- A repeatable onboarding and client success strategy
The Conclusion
By combining a strong clinical offering with HL Advisors’ sales infrastructure and relationship-building expertise, this organization turned early success into a scalable commercial strategy. Together, we laid the foundation for meaningful growth, rooted in process, visibility, and trusted industry access.