The situation
FacilitiOne was organising a closed-door executive summit for hospital and health-system leaders in Dallas. A high-stakes format: senior decision makers in the room, vendors paying for access to them, and speakers credible enough to justify both. Three audiences, zero outbound infrastructure, and a fixed date on the calendar.
The problem
An executive summit fails three ways at once. Too few delegates and vendors do not renew. Too few vendors and the economics collapse. Weak speakers and the executives never show. Most agencies solve one of these. This engagement required solving all three, in parallel, on one system.
What was built
Track 1, delegate acquisition
- 9 functional title clusters mapped and 80+ job titles researched across facilities, operations, clinical and executive functions
- 4,100+ contacts built across 24 target health systems
- 12 email campaigns, 60 emails in total, deployed through Instantly
- Account-based hooks: every first line opened with a verified fact about the recipient's own hospital, whether bed count, an active capital project or a recent initiative
- Multi-threading playbook: 6 parallel campaigns per account, reaching several personas in the same health system at once to create internal momentum
- LinkedIn outreach layer operated on behalf of the client
- Cold calling infrastructure: two dedicated callers with enriched lists, objection-handling scripts and disposition tracking
- Calendly integration for direct booking
Track 2, vendor and exhibitor acquisition
- 5 product categories targeted: nurse call systems, RTLS and asset tracking, clinical communication, facilities infrastructure, energy and sustainability
- Top 60 priority vendor accounts identified and enriched via Clay
- Category-specific HTML email sequences
- Apollo prospecting SOP and a pitch intelligence database for the sales team
Track 3, speaker acquisition
- Senior executives from Texas health systems recruited for keynotes and panels
- Tiered 4-email sequences per speaker level, plus LinkedIn InMail scripts
- Confirmed speakers included leaders from UT Southwestern and AdventHealth