The Overview
Lead end-to-end onboarding of three high-touch Enterprise clients (Dexian, Lawley, Classic Auto) and the full co-branding of all clinical marketing and enrollment collateral. By optimizing the SMS and email onboarding series to achieve record-breaking engagement, I secured a 95%+ Net Retention Rate and delivered a seamless B2B2E experience for HR leaders and their employees.
Year
2025
Client
Aware Health
The Results
Metric Achievement
Net Retention Rate (NRR) 95%+
Member Engagement 20% for existing, 5% for newly onboarded
SMS Performance 80% Open Rate | 8% Conversion
Portfolio Value $4M Book of Business, 20k lives
Growth & Optimization
Campaign Optimization: Identified and proactively rewrote over-lengthy SMS welcome sequences into a shorter, high-impact format to maximize member conversions.
Record Engagement: Launched the company's highest-performing SMS campaign to date, achieving an 80% open rate, 28% CTR, and 8% clinical conversion (app episode creation).
On-Site Strategy: Sedona Law City Hall
Objective: Maximize on-site clinical impact by securing 100% appointment capacity and identifying high-risk MSK cases.
Sedona Law Enforcement Briefing: Presented a high-impact session at City Hall on preventative MSK care, focusing on reducing unnecessary surgeries for officers on active duty.
On-the-Spot Enrollment: Met with Sedona staff to demonstrate how the app manages the physical toll of the job, making clinical benefits feel accessible and relevant.
Full Clinical Schedule: Achieved 100% appointment capacity for the visit by leveraging co-branded collateral and a targeted, high-conversion SMS series.