ElliQ Growth Engine

What I heard on our call

Outreach is one piece. You asked for the whole engine.

The market

A few hundred organizations, mostly US health plans. Long cycles, and a category the buyer has to be taught before they can buy it.

Conferences

A big channel, run by hand: get the list, enrich it, adapt a template, chase meetings. Little personalization, little follow-through.

The reps

Split between conferences, prospecting and marketing leads. Rightly protective of their own LinkedIn accounts.

HubSpot

Different kinds of contacts in one place and weak segmentation, so nobody fully trusts a list pulled from it.

Vendors

SDR and lead vendors did not bring the quality. The cold-calling test deserves its full run before anyone judges the channel.

The goal

Plan how conferences, email, LinkedIn and nurture each feed a real lead target, instead of five separate efforts.

The part that already works

Your newspaper campaign is the strategy. It just does not scale by hand.

180handwritten notes

Sent to senior people, one by one. It reached the CEO of Optum and opened a conversation there. No sequence tool does that.

It worked because every note was aimed and personal. In a market this size, that is what wins. The trouble is the cost: someone has to research every person, pick the moment, and write the note.

So the engine does not replace that with volume. It makes that level of aim the default, for every account, every conference and every follow-up. The AI does the research and the first draft. A person approves it and adds the human touch.

The shape of it

Three jobs, one engine

Know every account

Account Watch

Every target plan under watch, and a HubSpot you can trust. Your reps hear when something changes, with the reason and the source.

Own every conference

Vista

Who is going before you fly, meetings booked ahead, every badge scanned straight into HubSpot.

Stay present

Nurture

A long cycle needs a long memory. Each account keeps hearing from you at the right pace, in the right voice.

Right account + right moment + a human touch = a meeting worth having

Built in modules

Pick what goes in. Each piece stands on its own.

You asked for a modular proposal. Here is everything we talked about, split into five pieces. They work best together, but none of them needs the others to be useful.

A HubSpot you can trust

The foundation. Nothing else is better than the data under it.

Contacts separated by type: health plans, partners, agencies, vendors and everyone else
Accounts segmented the way you sell: plan type, size, region, stage
Clear owner on every account, and a rule for splitting new and unassigned leads between reps
Reps see who owns an account without seeing each other's conversations

You end withOne clean source of truth, and no argument about whose account it is.

Account Watch

Every target account under watch, every week. The heart of the engine.

Watches for the moments that matter to ElliQ: a new leader in Medicare, aging or member experience, a new supplemental benefit, a loneliness or aging-in-place program, a funding round or an RFP
Finds new accounts that look like your best ones, not only the list you start with
Scores each account, so the rep starts the week with the five that moved, not the 300 that did not
Every brief says why now, who to talk to and what to say, and links to where each fact came from

You end withA weekly short list per rep, with the reason and the source behind every name.

Rep-approved outreach

The engine drafts. Your rep decides. Nothing sends without a click.

Email and LinkedIn drafts written for one person, from the facts the watch found
The rep approves, edits or drops each one. Nothing runs through a rep's LinkedIn without them
The high-touch list: for the accounts worth it, the research for a personal move like the newspaper notes, a handwritten card or a letter from your CEO
Your CEO's time is kept for the few accounts that have earned it

You end withReps who send fewer, better messages, and a CEO who only writes when it counts.

Nurture and channel radar

For the long cycle, and for the channels you have not tried yet.

Nurture tracks by segment and stage, so an account that is not ready still hears from you
Finds where your buyers already gather: the publications, newsletters, webinars, podcasts and events your accounts show up in
Feeds your cold-calling test and your meeting-setting partner better accounts and a reason to call
A simple monthly read of which channel produced which leads, against your lead target

You end withA plan for every channel based on what worked, not on what everyone else does.

Vista for conferences

Conference prep and capture, run as a subscription. Details on the Conferences tab.

Who is going, found before the official list is out
Meetings booked before the event, scans captured at it, follow-up ready after it
Everything lands in HubSpot with the right owner

You end withConferences you can measure in meetings and pipeline, not business cards.

A normal week, once it runs

What your reps actually see

Monday: the short list

Each rep gets the accounts that moved last week, with the reason, the people and a first draft.

Approve, edit or drop

Ten minutes in one place. What they approve goes out from their own name, through the tools they already use.

High-touch picks

One or two accounts a week flagged for a personal move, with the research already done.

Conference weeks

Before an event: who is going and meetings to book. After it: every scan in HubSpot with a follow-up ready.

Everything writes back

Replies, meetings and dead ends go back into HubSpot, so next week's list reflects what actually happened.

Vista · conferences

Know who is in the room before you book the flight.

Conferences are where a small market meets in person. Vista is my conference product, and it turns each event from a list and a booth into meetings, owned leads and follow-up that actually happens.

Before

Who is going

You asked how it finds people before the official list exists. From the signs they leave: last year's speakers and exhibitors, this year's agenda, people posting that they will be there, and company news. Every name comes with the evidence, linked. Then it is matched to your accounts, and the drafts to book meetings are ready for your reps.

During

Scan and move on

Anyone on your team scans a badge or a business card from their phone and adds a quick note. It works without signal on the show floor, so nothing is lost in a basement hall.

After

Nothing goes cold

Every contact lands in HubSpot, or whatever tool you use, with the right owner and a follow-up drafted from what was said at the booth. You can see what each event produced.

Where we would start

The spring calendar, already on the map

Real events with confirmed dates, the kind we would prepare first. We pick the two a month together at kickoff.

Mar 14-17, 2027

ViVE 2027Nashville · digital health for health systems and payersofficial site ↗

Mar 16-18, 2027

RISE National 2027Las Vegas · Medicare Advantage, member experience, Starsofficial site ↗

Mar 29-Apr 1, 2027

On Aging 2027San Diego · American Society on Agingofficial site ↗

What is included

Two events a month, fully prepared

Two events every month, prepared end to end: who is going, matched to your accounts, meeting drafts ready.
Set up for ElliQ's market: your accounts, your buyers, your message. Not a generic attendee list.
Unlimited people scanning, so the whole team works the floor, not one person with the app.
Up to 250 scans per event.
Connects to the tools you use, starting with HubSpot.

Vista is priced as its own subscription, on the Plan & pricing tab. It can start before the rest of the build.

Worked example · one account

One health plan, read the way the engine reads every account

This is the shape of a weekly brief, built by hand from public sources so you can judge the thinking before we build anything. I picked Humana because it is one of the largest Medicare Advantage plans and it has moved a lot this year. I do not know where Humana sits in your pipeline today, so read it as an example of the method, not a recommendation to call them tomorrow.

Account file

Humana

Medicare Advantage · Medicaid and dual eligible · Humana Foundation

What changed

The moments the watch would have caught

New Chief Medical Officer, Aug 2026. Dr. Shantanu Nundy joined on Aug 31 and will help shape products, platforms and the use of AI. A new medical leader setting the agenda is the right moment to show outcomes data. Source: Humana press release, Aug 20 2026
$12.2M against senior loneliness, Jun 2026. The Humana Foundation put $12.2M into grants on loneliness and social isolation among older adults. That is ElliQ's exact problem, named in their own words. Source: Humana Foundation release, Jun 30 2026
New Medicare leadership, from Dec 2025. A reshuffle across the insurance business: Aaron Martin, who came from Amazon, now runs the insurance business, and John Barger was named to take over Medicare Advantage. New leaders review vendors and benefits. Source: Humana press release, Dec 16 2025
2027 plans streamlined, Oct 2026. Benefits standardized and the footprint trimmed. That is a warning, not a green light: a new benefit has to prove savings, not just member delight. The brief would say so. Source: Healthcare Finance News, Oct 2 2026

Who to talk to

The people, and the way in for each

Dr. Shantanu Nundy New CMO

Chief Medical Officer · source ↗

In his first months, shaping products and how Humana uses AI.

Way inLead with outcomes, not the robot: engagement and loneliness data from your state programs, framed as a clinical lever he can own early.

John Barger Medicare Advantage

Named to lead Medicare Advantage · source ↗

Comes from running Medicaid and dual-eligible programs, so he already knows the state side where ElliQ has proof.

Way inThe Washington State Medicaid coverage is the bridge: a program he understands, now paying for ElliQ.

Aaron Martin Insurance

President, insurance · source ↗

Ex-Amazon, new to the business, running the whole insurance side.

Way inNot a cold email. A high-touch candidate: the kind of personal note that reached Optum, sent when there is a real reason.

Tiffany Benjamin Foundation

CEO, Humana Foundation · source ↗

Leads the $12.2M loneliness program.

Way inA side door, not the buyer: partnership or evidence work on isolation, which warms the plan side.

Built by hand from public press releases, as a first pass. Every name links to where it was found. The real engine checks each person is still in the seat before a rep sees them, and uses your HubSpot history so it never suggests someone you already know.

The brief, in one line

A new CMO, a $12.2M loneliness push and a new Medicare team, in one year

Three reasons to talk to Humana now, one reason to bring savings data rather than a feature list, and two people worth a personal note. That is what lands on a rep's Monday list, for every account that moved.

Timeline

Live before your January target

You said the second week of January. We start the first week of December and go live by the end of it, so January opens with the engine already running, right as your current meeting-setting pilot wraps up. Then two months of making it better with your team.

Early Dec

KickoffAccess, your account list, what a good lead means to you

December

BuildHubSpot cleaned, watch running, first briefs tested with one rep

End of Dec

LiveEvery rep gets a weekly short list

Jan to Feb

ImproveTuned weekly on what reps approve, drop and close

Pricing

The engine: three phases, a decision between each

Each phase is invoiced at its start. Before the next one, we look at what it produced and you decide whether to continue. Modules 1 to 4 are all included. If you want to start smaller, we drop a module and the price drops with it.

Phase 1 · December

$7,500

Build and go live

HubSpot cleanup and routing
Account Watch on every target account
Rep-approved drafts
Live by end of December

You end withA running engine and the first weekly short list in every rep's hands.

Phase 2 · January

$3,000

Tune and widen

Signals tuned on rep feedback
Nurture tracks live
High-touch list running
Channel radar, first read

You end withReps working from the engine every week, and nurture running on its own.

Phase 3 · February

$3,000

Prove and hand over

Tuned to what produced meetings
Channel report against your lead target
Playbook your team runs
Handover to you and David

You end withA system you own, tuned on your own results, that your team can run.

Phase 1 → your go / no-go → Phase 2 → your go / no-go → Phase 3 · $13,500 in total

Vista · founding customer

$299~~$599~~

per month, founding price, can start now

Two events a month, fully prepared
Set up for ElliQ's market and buyers
Unlimited people scanning
Up to 250 scans per event
Connects to HubSpot and the tools you use

After February, if you want me around

Optional, month to month, $1,500/month: a monthly working session on the whole growth picture, a shared Slack channel for anything in between, and ongoing tuning as your market and team change. Not required. The engine is yours either way.

Third-party tools the engine runs on, such as data and sending platforms, sit on your own accounts and are billed to you directly, so the setup and the data are yours from day one. We agree the list together at kickoff.

In short

Keep the human touch. Let the engine do the homework.

You already found what works in this market: aim, patience and a personal touch. This proposal makes that the default across every account and every conference, live before your January target, in pieces you and David can choose.

Happy to walk you both through it on a call and reshape any module.

Amit Ben Dror · Altitude · for Intuition Robotics