Funnel Forge

BACKGROUND

Please describe your company and position.

I am the Director of Operations of HealthDox

Describe what your company does in a single sentence.

HealthDox delivers AI-assisted Governance, Risk, and Compliance (GRC) solutions that help healthcare organizations streamline compliance, manage risk, and enhance operational accountability.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Funnel Forge to accomplish?

• Optimize sales strategy and increase lead generation efforts
• Train the team on improving sales and marketing strategies

SOLUTION

How did you find Funnel Forge?

Online Search

Why did you select Funnel Forge over others?

• Company values aligned
• Mark's skill set in sales and marketing

How many teammates from Funnel Forge were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Sales and Marketing Strategy Transformation for Healthcare SaaS

Summary:
Mark Malian from Funnel Forge played a critical role in elevating our sales and marketing strategy at HealthDox. As a provider of AI-assisted GRC solutions for healthcare, we needed focused guidance on building a structured, high-converting sales funnel—and Mark delivered on every front.

Scope of Work & Key Deliverables:
Mark provided end-to-end strategic and tactical support, including:

Sales Strategy: Helped refine our sales process across the funnel—from top-of-funnel engagement to post-demo follow-up.
Marketing Enablement: Trained our internal team on best practices for newsletters, LinkedIn content creation, and campaign planning.
Demo & Discovery Optimization: Structured our product demos and discovery call approach to highlight value, reduce friction, and improve engagement.
Email Campaigns: Helped us with his targeted outreach strategy development=
Trade Show Preparation: Advised on pre-show outreach, on-site engagement techniques, and post-event follow-up.
Process Documentation: Created templates and repeatable systems to support long-term scalability.
Results:
With Mark’s help, we saw immediate improvements in engagement rates, better-qualified leads, and increased clarity around our sales messaging. His approach was both collaborative and hands-on, making it easy for our team to adopt new techniques quickly.

Final Thoughts:
Mark brought clarity, structure, and momentum to our go-to-market efforts. We would recommend him to any SaaS company—especially in healthcare or compliance—that needs real-world expertise in aligning sales and marketing for growth.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Measurable Outcomes:

Lead Engagement: Email open rates increased by 30%, with a 20% boost in click-through rates after implementing Mark's optimized messaging and cold outreach structure.
Demo Conversion Rate: Conversion from initial outreach to product demos improved by 35%, driven by clearer discovery call frameworks and tailored demo scripts.
LinkedIn Performance: Company page engagement doubled, and follower count grew by 60% within 8 weeks due to consistent, targeted content planning and posting.
Trade Show ROI: Pre-show prospecting and post-event follow-up resulted in 3x more qualified leads compared to previous conferences.
Sales Pipeline Efficiency: Structured sales process shortened the average sales cycle by 15–20%, and created a clearer handoff between marketing and sales functions.
Team Enablement: Internal team confidence and capability improved, with staff now independently managing newsletter campaigns, LinkedIn content, and follow-up sequences.

Refined sales strategy, increase in business leads

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Mark’s project management was efficient, structured, and highly responsive. He set clear timelines for deliverables such as email sequences, discovery call scripts, and LinkedIn strategy plans—and consistently delivered on or ahead of schedule. Communication was proactive, with regular check-ins, prompt follow-ups, and flexibility to adjust based on our evolving needs.

He was especially attentive when we had tight deadlines around trade shows or product launches, often providing same-day support or last-minute content reviews when needed. His ability to balance strategic oversight with tactical execution made working with him both productive and seamless.

What was your primary form of communication with Funnel Forge?

Virtual Meeting

What did you find most impressive or unique about this company?

What stood out most was Mark’s approachable and collaborative style. He consistently went above and beyond the scope of the initial agreement, stepping in to support areas we hadn’t explicitly contracted—simply because he saw where we needed help. His willingness to roll up his sleeves and work alongside us made a real difference.

That level of commitment, paired with deep sales and marketing expertise, made him an invaluable extension of our team. We absolutely plan to continue working with Mark as we scale HealthDox and take the business to the next level.

Are there any areas for improvement or something Funnel Forge could have done differently?

There wasn’t anything significant we felt was lacking. Overall, the collaboration was seamless and highly productive.

BACKGROUND

Please describe your company and position.

I am the Co-founder/CEO of Corpora

Describe what your company does in a single sentence.

Corpora helps property recipients file their 83(b) election online.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Funnel Forge to accomplish?

• Outbound email sales

SOLUTION

How did you find Funnel Forge?

Online Search

Why did you select Funnel Forge over others?

Company values aligned

How many teammates from Funnel Forge were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

• Understanding pain points of potential customers
• Compiling list of potential prospects
• Writing copy
• Sending emails to prospects presenting our product offfering and value proposition
• Following up with prospects
• Scheduling meetings

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Emails were being successfully delivered to prosects' inboxes (not going to spam)
• Good response rate
• Good ratio of warm leads and meetings scheduled

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Funnel Forge was super proactive in writing copy, responding to leads, and adjusting campaigns as needed

What was your primary form of communication with Funnel Forge?

Email or Messaging App

What did you find most impressive or unique about this company?

Mark was very proactive and communicative.  This was our first time trying out cold email outreach, and he helped us maneuver skillfully.

Are there any areas for improvement or something Funnel Forge could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the Owner of Goose Guns LLC

Describe what your company does in a single sentence.

Online sporting goods retailer 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Funnel Forge to accomplish?

• Draw more traffic to the website

SOLUTION

How did you find Funnel Forge?

Online Search

Why did you select Funnel Forge over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Funnel Forge were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Helped create traffic to the website through SEO, social media content advising and website improvements.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Increased social media following by over 200 through content strategy. 

Increased website traffic exponentially.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Items delivered on time and quickly responded to my needs. 

What was your primary form of communication with Funnel Forge?

Virtual Meeting

What did you find most impressive or unique about this company?

Funnel Forge's attention to detail is impressive and it feels like he's really invested in ensuring your success. 

Are there any areas for improvement or something Funnel Forge could have done differently?

No