Outcomes our clients tell their boards about.

The Challenge

A US-focused healthcare technology company offering AI-powered Revenue Cycle Management (RCM) and Non-Emergency Medical Transportation (NEMT) solutions needed to accelerate customer acquisition in a highly competitive market. The company faced challenges identifying qualified buyers, engaging healthcare decision-makers, and building a predictable sales pipeline.

The Sozos Approach

• Industry-specific market research and ICP development
• Targeted outreach to healthcare providers, transportation operators, and business owners
• Multichannel prospecting through personalized emails, cold calling, and LinkedIn
• Decision-maker engagement, lead qualification, and appointment setting
• Sales pipeline management and opportunity development

Outcomes

Sozos helped establish a structured customer acquisition engine, generating meaningful conversations with healthcare decision-makers and converting qualified prospects into new business accounts.

The Challenge

A technology solutions provider specializing in banking technology, cybersecurity, cloud transformation, and enterprise applications wanted to expand its presence across international financial services markets. The primary challenge was engaging senior banking and financial services executives, navigating complex enterprise buying cycles, and generating qualified opportunities for high-value technology engagements.

The Sozos Approach

• Identifying banks, financial institutions, NBFCs, fintech companies, and insurance providers
• Targeting CIOs, CTOs, CISOs, IT Directors, and digital transformation leaders
• Developing account-based marketing and enterprise prospecting strategies
• Positioning cybersecurity, AI, cloud, and digital transformation solutions around business outcomes
• Engaging senior stakeholders through personalized multichannel outreach
• Supporting opportunity qualification, solution discussions, and enterprise sales progression

Outcomes

The engagement established qualified conversations with senior banking and financial services decision-makers and surfaced enterprise opportunities across target markets.

The Challenge

A regional healthcare services provider was concentrated in a handful of coastal states and wanted to expand into the Midwest and Southeast. The internal BD team had no local relationships, limited understanding of regional payer dynamics, and no repeatable playbook for engaging physician groups or hospital system procurement.

The Sozos Approach

• Built a prioritized target list of physician groups and hospital systems across the new target states
• Developed region-specific messaging aligned to each state's payer mix and reimbursement realities
• Executed multichannel outreach — personalized email, direct dial, and LinkedIn — to CMOs, CFOs, and VPs of Operations
• Facilitated discovery calls with qualified decision-makers and coordinated clinical-leadership demos
• Transferred relationship ownership to the client's regional account executives at the opportunity stage

Outcomes

The program opened the door to qualified physician-group conversations and surfaced active health-system opportunities across the target geographies.

The Challenge

A European industrial OEM wanted to grow its North American footprint but had minimal brand recognition and no established distributor network outside the Northeast. The internal team was split between direct sales and channel development with no capacity to pursue new partnerships systematically.

The Sozos Approach

• Built a prioritized distributor map covering target partners across industrial sub-verticals
• Developed partner-first messaging emphasizing margin economics, local territory protection, and training support
• Executed outreach to GMs, VP Sales, and category managers at target distributors
• Coordinated partner evaluation calls, product demos, and pricing/territory discussions
• Supported a parallel named-account motion to seed demand with large end-customers

Outcomes

The engagement signed new strategic distributor agreements and launched co-selling programs with named enterprise accounts.

The Challenge

A specialty fintech selling claims-automation software to insurance carriers had closed early mid-market deals but could not break into top-tier carriers. The buying process required engagement across claims, IT, procurement, and risk — a multi-threaded motion the company had never run before.

The Sozos Approach

• Built a tier-1 target account list of top-tier insurance carriers across US and UK
• Mapped buying committees for each account (claims operations, IT architecture, procurement, compliance)
• Executed role-specific messaging and ABM campaigns targeting multiple stakeholders per account
• Coordinated executive briefings, technical deep-dives, and procurement discussions in parallel tracks
• Supported commercial negotiation and multi-stakeholder deal progression

Outcomes

The multi-threaded ABM motion unlocked buying committees inside top-tier carriers and converted several into paid proof-of-concept engagements.

The Challenge

A regional 3PL was trapped in commodity RFP cycles — competing on price every quarter with razor-thin margins. The leadership team wanted to escape price-only bidding by developing direct relationships with mid-market retail and CPG shippers before RFPs went out, but internal reps were saturated managing existing accounts.

The Sozos Approach

• Built a target list of mid-market retail and CPG shippers across priority revenue bands
• Developed vertical-specific messaging around service-level consistency, dedicated fleet, and seasonal flex capacity
• Executed multichannel outreach to VP Supply Chain, Logistics Managers, and Procurement Directors
• Positioned Sozos pod conversations ahead of annual RFP cycles — before pricing became the only lever
• Supported commercial negotiation and multi-year dedicated-capacity contract discussions

Outcomes

The 3PL signed multi-year dedicated-capacity contracts outside the usual RFP cycle, at a materially higher average contract value than its historical mix.