THE BUSINESS CHALLENGE

As Patient’s Guide’s user base continues to steadily expand, it is imperative to have an automated process in place that will be able to keep up as the organization grows. Patient’s Guide’s lead generation program was partly programmatic, however, largely a manual process. From routing leads to accounting, this method required substantial human resources. In addition, after onboarding a client, Patient’s Guide required up to five days to build out code to connect its system to their API for lead transmission.

ENTER CAKE

Since implementing CAKE as its primary marketing performance platform, Patient’s Guide has been driving advancements in time to value, improving the patient and client experience, as well as making strides to consistently match lead buyers with the sellers who deliver the best results. Now, the process is completely automated, accelerating delivery speeds by +75% and reducing client onboarding time by 400%. Its entire flow of business has been streamlined from the moment the lead is generated to the reporting dashboard, minimizing errors and providing greater capability to monetize each lead by +50%.

“The marketing platform has allowed us to streamline our process to deliver quality leads. As a result, we can focus on other vital aspects of our business – providing better service, dedicating more time to our clients and ultimately, increasing profitability. It’s hard to imagine working without CAKE.”

Jasson Gilmore
CEO – Patient’s Guide

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