From 20% to 93%: How Vivian increased healthcare lead conversion with automated routing

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93%
Form submissions turn into booked meetings
ABOUT THE COMPANY

Vivian Health is the largest and fastest-growing marketplace for healthcare talent, connecting staffing agencies, hospitals, health systems, and post-acute providers with qualified candidates actively seeking roles. Their platform includes an app that clinicians love using to find their next position, creating great experiences for both candidates and recruiters.

Industry
Healthcare Recruitment
Location
San Francisco, CA
Founded
2017

The challenge: Navigating lead management in a regulated industry

For Vivian's marketing team, led by Director of B2B Marketing Arielle, managing inbound leads in healthcare presented unique challenges. With two distinct sales teams targeting different market segments, ensuring leads reached the right representatives quickly was crucial.

Their previous process highlighted several pain points:

  • Manual lead routing through Slack notifications
  • Only 20% of inbound form submissions converted to meetings
  • Customer Success team involvement needed for basic routing changes
  • No visibility into abandoned booking attempts
 It's really important to us that when somebody is coming in wants to talk to us, they're speaking to the right person. Um, and so we were basically solving that with an inbound leads form that went directly to Slack. Somebody would submit their information, we got pinged on Slack and then the sales team was expected to follow up and book a meeting.

The solution: Automated lead routing at scale with a healthcare focus

Vivian Health reimagined their lead handling process with RevenueHero by building a system that worked within healthcare's strict requirements:

1. Intelligent lead distribution


  • Automated routing between two distinct sales teams based on market segments
  • Real-time visibility into incomplete bookings for sales follow-up
2. Healthcare-ready communications


  • Instant meeting booking bypasses hospital spam filters by eliminating manual follow-ups
  • Automated calendar invitations and reminder sequences on both SMS and email
  • Integrated with their existing tech stack and compliance needs
3. Event Management

  • iPad-based scheduling at healthcare conferences for immediate meeting booking
  • Reduced post-event lead drop-off with automated meeting bookings and communication workflows
  • Real-time availability management for sales teams during events

The Impact: From 20% to 93% booking rate

The transformation was significant and measurable:

  • Conversion increase: Form-to-meeting conversion rose from 15-20% to consistently above 80% (reaching 93% in recent weeks)
  • Better Event ROI: Maximized conference investments with seamless booth-to-meeting conversion
  • Clear data: The system provides clear reporting in their CRM on who each lead is assigned to, stemming from the inbound router.
  • Reduced No-Shows: Calendar invites and reminders sent through RevenueHero improved attendance rates, supplementing the sales team's efforts.

A unique approach to healthcare tech marketing

For B2B healthcare marketers, Vivian Health's experience offers valuable insights.  ”For those of us who are in health tech, especially those who sell into hospitals and health systems, we know that it can be really challenging to have emails delivered to those servers,” Arielle explains. 

“They have been the targets of so many cyber attacks. And what that means for marketers is that you have to be really creative about how you're getting in touch with these folks.”

Their solution? Using scheduling automation to bypass traditional communication barriers. 

"Having a scheduler does more than just get the meeting on the books. It actually can get around some of those important cybersecurity initiatives that these folks have."

Why RevenueHero?

When evaluating scheduling solutions, several factors made RevenueHero stand out:

  • Intuitive platform: Compared to their previous solution, RevenueHero's platform is more intuitive and easier to use.
The setup for a meeting is really clear in the app - how you define a meeting, how you bring on your salespeople, what the metrics are. You can really easily see who was inbound.

  • Excellent Support: Despite being in different time zones, RevenueHero's support team maintains consistent communication.
We have a Slack channel with the team and within minutes of asking a question, I always get an answer. That's a really excellent level of support that you don't really see a lot, especially with smaller marketing technology tools.

  • High customizability: The platform is highly customizable, allowing Vivian Health to tweak the system to meet their specific needs.
You also can see that in the way that the sales team always asks about Revenue Hero and how we can change and tweak things. And every single time the answer to their question is when they ask, can we do this? The answer is always yes.

  • Proactive issue resolution: Unlike their experience with previous vendors, RevenueHero proactively identifies potential issues.
We used a different solution before and there were multiple weeks of no leads getting booked because of something that was set up incorrectly.

With RevenueHero, there was a person logging in via Salesforce and it kind of broke an integration, and it was Revenue Hero who brought that to our attention that something wasn't working versus us figuring it out  two weeks later of not getting leads booked.

Looking ahead

By focusing on creating frictionless experiences that work within healthcare's unique constraints, Vivian Health has built a scalable approach to lead management. Their success demonstrates how the right technology can help navigate complex B2B healthcare sales processes while maintaining high conversion rates.

In our business, it's really all about nurturing relationships and reinforcing our brand and thought leadership…our industry is big, but it's small. So it's important to us that we have a really clear value prop and that we're consistent.


By combining automation with industry-specific needs, Vivian Health has built a lead management process that works for both their team and healthcare customers.

Best practices by Vivian

For healthcare tech marketers looking to improve their own processes, Arielle suggests looking at the entire pipeline:

Sometimes we look a little bit too closely on the opportunity cycle, but looking a little bit further up the funnel can help with the rest of the pipeline. Make sure you're considering the entire pipeline when you're thinking about closing gaps and improving processes.

Ariele Scharff, Director of B2B Marketing
Vivian
Vivian

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