PREPARED FOR_
2026-03-09
A personal walkthrough of what we found and what we'd do.
You're generating awareness but leaving pipeline on the table. Here's the gap. Here's the system to close it.
Every page funnels to "Book a Demo," no mid-funnel capture, no nurture, no self-serve path
1-point SERP lead over InPractice (37 vs. 36), one content push from flipping
Product jargon ("defensible," "AI-powered") while customers say "cuts costs" and "streamlined"
HubSpot captures contacts but doesn't score, route, or nurture them. No enrichment, no triggers.
Your site drives traffic. Your content cadence is strong. But between awareness and revenue, there's a conversion gap costing you pipeline every day.
Before you spend a dollar, take these. We built them during our research. They're yours whether you hire us or not.
50 enriched accounts with firmographic, technographic, and intent signals, ready to import
Custom properties, lifecycle stages, lead scoring, and automation workflows for your HubSpot
11-item prioritized checklist with JSON-LD templates and Webflow implementation notes
2,700-word SEO blog post targeting your highest-opportunity keyword, scored 9/10
AI Governance webinar transformed into a blog post, 10 LinkedIn posts, and a playbook
Every featured snippet and PAA position mapped into four priority tiers
Production-ready replacement, 98% smaller, with everything AI systems need to recommend Wisedocs
We ran your top keywords through the same content pipeline you'd get as a client. Keyword research, competitive analysis, brief, draft, SEO review. These 11 posts are publication-ready. Each one targets a keyword where Wisedocs can win. This is what the content engine produces at scale. The same pipeline works for pillar content, webinar transcripts, podcast episodes, customer interviews. Any source material goes in, SEO-optimized content comes out.
Insurance, legal, and IME buyer's guide targeting "ai medical document processing"
Practical buyer's guide for medical record summarization AI
Buyer's guide for independent medical exam record processing
Buyer's guide for insurance and legal teams
Complete guide for claims teams
Where automation stalls and how to fix it
IT and claims buyer's guide
How AI speeds up timeline creation
How AI is changing claims processing
Guide for attorneys and claims teams
How AI cuts review time
Three systems that compound. Each one generates pipeline independently. Together they create a flywheel.
Technical SEO fixed, schema deployed, messaging rewrite brief delivered, llms.txt optimized
Crawl errors down, schema validation passing, AEO score 65 → 75+
Homepage rewritten, ROI calculator live, 4 posts expanded, featured snippet optimization live, G2 outreach launched
Form conversion rate baseline, calculator captures, snippet positions gained
Insurance pillar pages live, outbound sequences activated, Reddit ads running, executive LinkedIn pipeline producing
New page traffic, outbound reply rates, SERP gap vs. InPractice widening
Full content engine at 6+ pieces/month, 15+ G2 reviews, ABM activated, all ad channels running
Pipeline from new channels, SERP score 37 → 45+, monthly non-demo leads
You don't manage this. I ship, measure, and adjust. You get a Friday async update.
Review last week's data, prioritize this week
Ship deliverables: content, pages, campaigns, HubSpot builds
Measure results + send you an async update
I embed with your team as fractional GTM engineering. HubSpot, Clay, content ops, ABM, technical SEO. I build the engine so your 3-person team can focus on strategy, not execution.
Your tools capture visitors but can't orchestrate what happens next. Four additions close the gap between "lead captured" and "meeting booked."
| Tool | Plan | Monthly Cost | Status |
|---|---|---|---|
| Clay | Explorer | $349/mo | Necessary |
| Zapier | Professional (annual) | $20/mo | Necessary |
| Calendly | Teams, 3 seats (annual) | $48/mo | Necessary |
| Claude Pro | Per user | $20/mo | Optional |
| Total (required) | $417/mo | ||
| Total (with optional) | $437/mo |
These tools pay for themselves fast. Clay alone replaces hours of manual account research per week. Zapier eliminates every manual handoff between your systems. Calendly turns "Book a Demo" from a 24-hour response loop into a 30-second calendar drop.