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Outreach Engine

Healthcare technology

OR Trax case study

Healthcare SaaS serving hospitals and surgery centers. Exited to Banyan Capital.

Industry:B2B SaaS Companies

Read the transcriptEddie Burchfield, Head of Sales and Marketing, OR Trax, with Outreach Engine · 1:34
  1. 0:00How many deals closed, anyway?
  2. 0:01They've been fabulous, and we've only been going a little over a month, maybe four to six weeks.
  3. 0:08And we've gotten appointments scheduled with decision makers in our target markets every single week for all three of our sales team.
  4. 0:16We're focusing on a market. There are 10,000 of these prospects across the US. So this has just been a very effective way of introducing our firm and getting in front of them.
  5. 0:31And two, it makes our sales reps so much more effective to have this segmented out. And the results have been prospect engagements with qualified target prospects every single week since we had the engagement.
  6. 0:46And I think I remember too there's like four in implementation that are kind of closed out already, from what I'm hearing.
  7. 0:52Yes. Not only presentations, but closed and now paying customers, if you will.
  8. 1:05But then some of them have actually resulted in entrée into higher level executives in these prospect companies. So it's not only brought in prospects, and two became customers or clients of ours, but then it became an entrée into the executives of that company, which we've been trying to penetrate.
  9. 1:21But we were able to go through Kevin, your group, bottom up into there, and that then ballooned out to even more prospects and clients.

From the video's captions, lightly edited for readability. Words in brackets correct a caption error.

Results

168
Demos booked since January 2025
$10M+
In accepted pipeline
$2M+
In closed revenue
70%
Of all sourced revenue in 2025
Post-exit
Partnership continued after the exit to Banyan Capital

The bottleneck.

Extremely hard to reach industry with fragmented buying committees across hospitals and local surgery centers.

What we did.

Built the playbook for cold calling, cold LinkedIn, and cold email, plus messaging documentation, and supported an events marketing motion alongside the internal team. Ran multi-channel outbound across phone, LinkedIn and email with structured messaging playbooks, plus pre-event and post-event outreach to convert booth traffic.

Channels run

  • Cold calling
  • Cold email
  • LinkedIn outreach
  • Event follow up
Outreach Engine was able to get all our sales people enterprise level meetings that closed within 4 weeks.
Eddie Burchfield, Head of Sales and Marketing, OR Trax

The service behind this.

More qualified meetings without adding SDR headcount, from a dedicated team that prospects, qualifies and books as an extension of yours.

SDR Outsourcing

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Keep exploring

How Revenue as a Service worksThe managed model that owns strategy, data, infrastructure and execution end to end.The 90 day operating cycleAudit and diagnosis, revenue buildout, controlled execution, then optimize and scale.The full capability surfaceEvery function required to build and run the revenue engine.Named client resultsReal programs and the measurable pipeline outcomes they produced.The team behind the programsOperators who build and run the revenue engine, not consultants who describe it.

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