To protect sensitive business data and honour client confidentiality, this case study has been white-labelled. While the insights, strategies, and outcomes are based on a real engagement, all identifying details have been anonymised. This approach allows us to showcase the value and impact of our work while maintaining the highest standards of privacy and trust.
We are proud to partner with a pioneering healthcare AI company specialising in advanced cancer detection through cutting-edge screening technology. Based in the US and recently expanded to the EU, their full-body MRI can detect cancer and over 500 other conditions across 13 organs, providing crucial early detection and better health outcomes.
| Services | Systems |
| Email Marketing | Customer.io |
| Segmentation | |
| Personalisation | |
| Data-driven insights | |
| Campaign Development |
Our role includes managing their Customer.io platform, ensuring the right messages are delivered to the right audience. Through engaging brand awareness campaigns, our long-term aim is to highlight the incredible technology our client offers while creating personalised lifecycle journeys to guide potential customers. These journeys ensure that individuals feel supported, informed, and motivated throughout their entire experience.
This case study focuses on their recent campaign and how WeDoCRM has supported the client in optimising their CRM strategies to promote health awareness while driving significant business growth (statistics below). By leveraging personalised email campaigns, refined segmentation, and targeted customer engagement, we demonstrate how aligning with the timing of health-driven resolutions can produce exceptional results.
Campaign Overview
As a healthcare company focused on advanced scanning services, we recognised the potential to optimise their customer engagement further, improve retention, and drive even more bookings, particularly during peak seasons, with their CRM.
By refining its data segmentation, personalising communications, and creating opportunities for annual scan follow-up, our client could unlock the full potential of their CRM to create deeper customer relationships and boost conversions.
Opportunities for Growth:
- Increasing engagement on annual scans to maintain ongoing communication and satisfaction.
- Leveraging better segmentation for more personalised and effective email campaigns.
- Designing targeted campaigns to address specific customer behaviours, such as abandoned bookings, to drive additional conversions.
We focused on this” campaign, as a strategic initiative designed to capture the annual surge in health-related resolutions. January is when people are most motivated to prioritise their health, making it the perfect time for our client’s scanning services to step in as part of members’ health transformation. With this in mind, we crafted a series of personalised, high-impact email campaigns targeted at users ready to make changes in their health.
How We Achieved Record-Breaking Revenue
The strategies put in place have already delivered impressive results, particularly with the campaign. January 2025 was our client’s highest-performing month regarding CRM booking revenue and campaign success.
Optimised Email Marketing:
We created a series of targeted email campaigns tailored to the New Year’s resolution mindset, emphasising the importance of health checks and how our client’s scanning services can help people start the year proactively. These emails featured strong calls-to-action (CTAs), educational content, customer success stories, and clear offers to encourage immediate bookings.
Refined Customer Segmentation:
We used their customer data to segment the audience by behaviour, demographics, and booking patterns. Tailored emails with personalised offers and messages were sent to make the campaign feel highly relevant to each group.
Urgency-Driven Campaigns:
We employed urgency tactics, such as limited-time discounts and reminders about the benefits of starting the year with a health check, to nudge customers toward immediate action.
We also tied the campaign to the concept of a “fresh start,” which aligns perfectly with New Year’s resolutions, creating a sense of opportunity that resonated with customers.
Record-Breaking Results from CRM Performance
January 2025 was a game-changing month for our Healthcare AI client with CRM-driven campaigns delivering unprecedented success and setting new benchmarks for performance.
A Historic Revenue Milestone
- The client recorded its highest-ever monthly CRM-attributed booking revenue
- This surge was driven entirely by CRM campaigns, proving the power of targeted customer engagement and strategic automation.
Every CRM Campaign Delivered Impact
- Every CRM initiative in January contributed to this milestone, reinforcing the importance of a consistent, data-driven customer communication strategy.
- The success highlights how well-crafted emails, SMS, and personalised marketing efforts can maximise customer conversions and engagement.
New Year Campaign – The Best Yet!
- This campaign became their most successful seasonal CRM campaign of all time.
- It outperformed the previous Black Friday (Nov- Dec) campaign by +55%, proving that well-timed messaging and strong customer relationships drive sustained revenue growth beyond traditional peak seasons.
The Bigger Picture – Why This Matters
This record-breaking success reinforces the power of CRM as a key revenue driver. By leveraging:
- Personalised customer engagement
- Automated, targeted marketing campaigns
- Data-driven decision-making
What We Did, What Worked, and How You Can Replicate It
Personalisation is Key
We helped our client achieve impressive results by crafting tailored messaging and behaviour-based campaigns. For example, we segmented their audience by behaviour and booking history, ensuring each email felt relevant and meaningful to the recipient. This level of personalisation helped drive engagement and improve conversions.
How You Can Do It: Use customer data to create personalised emails, offers, and reminders. Tailor your messaging to address specific needs or goals based on customer segments.
Behavioural Marketing Works
Our focus on post-scan engagement ensured our client kept customers interested even after initial interactions. By addressing its customers’ actions and providing timely nudges, the client increased conversion rates and retention.
How You Can Do It: Identify key customer behaviours, such as browsing without booking or completing a purchase, and design automated follow-ups to re-engage these individuals with personalised offers or helpful reminders.
Leveraging Data-Driven Insights
We helped the client leverage CRM analytics to make smarter, data-driven decisions. By analysing customer responses in real-time, they were able to optimise campaigns and refine their strategies for better engagement. Through A/B testing, we discovered that including promo codes directly in emails, copy increased conversions by an impressive 188% compared to emails without them.
How You Can Do It: Leverage analytics tools within your CRM to track campaign performance, audience engagement, and customer behaviour. Use these insights to refine your campaigns and allocate resources effectively.
Making a Difference
Our mission goes beyond just driving revenue for our clients – it’s about creating a real impact in the fight against cancer. By increasing awareness of our client’s cutting-edge cancer screening technology, we’re helping more people access vital services that could save their lives. Through strategic CRM efforts, we have already made a difference in the healthcare landscape.
If you’re in healthcare or interested in how strategic CRM efforts can drive real impact, we’d love to connect. By raising awareness of the client’s advanced cancer screening technology, we’re helping more people access life-saving early detection services.
Let’s work together to create a healthier future.
Or email us: hello@wedocrm.co
