AI-Powered Patient Reactivation: Outbound Growth in Optometry and Audiology

2 Months - Ongoing

Campaign Duration

Outbound

Campaign Type

2

No of SDRs

Key Performance Indicators

$100K

$ Value of Pipeline Generated

Meetings Scheduled

18

No. of Meetings Scheduled

Estimated SQL ROI

4X

Estimated Return On Investment

Revenue Growth Realized

$20K

Estimated Revenue Generated

Acquired

Funding Stage

11-50

Headcount

USA

HQ location

HealthTech

Target Industry

USA/Canada

Target Location

Medical Practice Managers

Target Persona

Practice Engine (formerly Recall Health) is an AI-powered patient reactivation platform that automatically identifies and re-engages overdue or lapsed patients to help healthcare practices fill provider schedules and improve retention. The company approached Whistle to build an outbound programme targeting US-based optometry and audiology practices, using a "three Cs" strategy of customer lookalikes, competitor clients, and complementary tech stacks. Whistle deployed two dedicated SDRs, running outreach through founder Aleta's authentic LinkedIn profile to maximise response credibility while keeping Practice Engine's CRM clean of outreach data.

Challenges Faced

  • Manually chasing overdue or lapsed patients was administratively burdensome for practice staff, the core problem Practice Engine's product addresses — but the company itself lacked an outbound engine to reach new practices at scale.
  • No existing outbound sales development function to convert a large addressable market into booked meetings.
  • Needed to protect existing HubSpot CRM data from being diluted by outreach activity.
  • Needed SDRs credible enough to navigate healthcare industry gatekeepers.

Our Solution

  • Ran outreach through founders' LinkedIn profile to maximise response credibility and ensure Practice Engine retained all generated lead equity.
  • Managed outreach through Whistle's own proprietary systems to avoid polluting Practice Engine's HubSpot CRM, delivering results via a granular tracking dashboard, weekly call summary, and CSV exports of qualified data.
  • Sourced from an identified pool of 20,000 ICP target practices and 5,600 lookalike companies.
  • Structured a three-month ramp-up for meeting volume (50% of target in Month 1, 75% in Month 2, 100% in Month 3).

Results Achieved

18 meetings booked within the first month of outreach with 8 sales qualified leads so far.

Future Outlook

The initial campaign scope was deliberately narrow, focused on US optometry and audiology practices with 11–50 employees, leaving room to expand into the many other specialties Practice Engine already serves (including dermatology, dentistry, ENT, gastroenterology, and behavioural health). Whistle's SDRs are continuously conducting outbound for multiple industry events that Practice Engine plans to attend over the year, which were discussed as an opportunity for Whistle's SDRs to pre-book targeted discovery meetings around, suggesting event-driven outbound as a planned extension of the programme.

Key Learning

Founder-led Outreach Builds Trust

Routing outbound activity through CCO's own LinkedIn profile, rather than a generic SDR account, was used specifically to raise response credibility and keep lead equity with the client, a deliberate design choice for a healthcare buyer that is wary of cold outreach.

CRM Separation Protects Data Integrity

Running outreach through Whistle's own systems, rather than directly inside Practice Engine's HubSpot, kept the client's CRM free of outreach noise while still surfacing qualified data via dashboard access and CSV exports.

Vertical Experience Matters

Matching SDRs with prior healthcare/health-tech backgrounds, combined with a structured four-step onboarding process and ongoing AI roleplay simulations, was the specific mechanism used to handle industry-specific objections and reach decision-makers.

Proven success with companies
in your industry

Real world results from companies that partnered with Whistle to generate qualified pipeline faster.
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