Building a Scalable Growth Engine for Clay Health & Care
A strategic roadmap for transitioning from organic growth to measurable, scalable patient acquisition—while preserving trust, experience, and clinical excellence.
Clay Is Ready for Intentional Growth
What's Working Today
Clay Health & Care has achieved remarkable early success through organic channels that reflect genuine trust and value:
  • Strong referral networks from satisfied patients
  • Word-of-mouth momentum in local communities
  • Authentic trust built through exceptional care
The New Challenge
Now Clay faces a critical inflection point—transitioning to the next stage of growth:
  • Moving from organic growth to measurable, scalable acquisition
  • Building systems without breaking trust or experience
  • Scaling thoughtfully while maintaining clinical operations

Key Insight: Clay doesn't have a demand problem. Clay has an infrastructure and measurement gap. Growth must be deliberate, compliant, and insight-driven.
The Gap Between Interest and Scale
Clay faces challenges that are natural at this stage of growth—not failures, but opportunities to build the right foundation:
No Unified Patient Journey
The path from awareness → consultation → purchase → retention lacks clear structure and measurement
Limited Visibility
Where patients come from, what messaging converts, conversion timelines, and retention drivers remain unclear
Disconnected Systems
Ads, website, CRM, scheduling, and payments operate in silos without integration
Stretched Resources
Internal teams balance clinical priorities, operations, and growth—all without dedicated infrastructure
Growth knowledge exists within Clay—it simply hasn't been systemized yet. This is the natural next step for an organization ready to scale intentionally.
Why "Running Ads" Isn't the Answer
Why Traditional Marketing Fails Healthcare
Most agencies approach healthcare growth with tactics that undermine the very trust healthcare organizations work so hard to build:
  • Volume over experience: Prioritizing lead quantity instead of patient quality and journey integrity
  • Compliance blindness: Ignoring HIPAA, operational realities, and healthcare regulations
  • Short-term optimization: Chasing immediate conversions rather than lifetime patient value
  • Fragmented execution: Treating paid media, CRM, and data as separate, disconnected functions
Clay requires a fundamentally different approach—a connected system built for learning first, scaling second.
How Converge Thinks About Growth
Systems, Not Campaigns
We build enduring infrastructure that compounds over time, not one-off campaigns that require constant reinvention.
Marketing as Infrastructure
Growth becomes a reliable, measurable system that connects acquisition, lifecycle, and data into one unified ecosystem.
Revenue Impact Over Vanity
We prioritize metrics that matter—patient lifetime value, conversion quality, and sustainable growth—not vanity metrics.
The Alignment: Clay wants to learn what works before scaling. Converge specializes in building exactly that foundation—methodically, strategically, and with respect for what makes Clay exceptional.
A Unified Growth Engine for Clay
True scalable growth requires more than tactics—it requires an interconnected system where every stage informs and strengthens the next:
1
Awareness
Targeted reach to high-intent audiences
2
Engagement
Compelling messaging that resonates
3
Conversion
Clear paths to action
4
Onboarding
Seamless patient experience
5
Retention
Long-term value creation
6
Insight
Continuous learning and optimization
Converge helps Clay:
  1. Design the system architecture
  1. Build the technical infrastructure
  1. Activate strategic growth initiatives
  1. Measure performance and insights
All while respecting:
  • Clinical workflows and priorities
  • Compliance and regulatory requirements
  • Internal team bandwidth and capacity
  • The trust patients place in Clay
Phase 1 — Build the Growth Infrastructure
Phase 1 is intentionally not about scale. It's about building confidence, clarity, and repeatable patterns.
Primary Goals
01
Establish clean paths to purchase that guide patients from interest to action seamlessly
02
Build foundational landing pages optimized for conversion and trust-building
03
Implement lifecycle automation that nurtures relationships at every stage
04
Enable full-funnel tracking for complete visibility into the patient journey
05
Test messaging and offers in real environments to validate what resonates
Outcome: Confidence. Clarity. Repeatable patterns. A foundation that enables responsible scaling when Clay is ready.
What We Build Together
Converge delivers comprehensive capabilities mapped directly to Clay's needs—each component working in concert to create a unified growth engine:
Acquisition & Creative
  • Performance-informed ad architecture designed for healthcare
  • Support for video overlays and motion creative that tells Clay's story
  • Messaging frameworks tailored by audience intent and stage
  • Paid social testing with clear learning objectives, not vanity metrics
Conversion & Landing Pages
  • Conversion-focused landing pages (Wix-compatible) built for trust and action
  • Clear offers and CTAs that remove friction
  • Dual-path flows: Buy Now vs Talk to Guide—respecting patient readiness
  • Value reinforcement and social proof modules
Lifecycle: Email & SMS
  • HubSpot workflow design and implementation
  • Post-form nurture sequences that maintain engagement
  • Guide follow-up automation that supports conversions
  • Member onboarding journeys that drive retention
  • Referral campaign architecture to amplify organic growth
Data & Measurement
  • End-to-end conversion tracking across all touchpoints
  • CRM, booking, and purchase attribution
  • Clean visibility into the full patient journey
  • Foundation for Snowflake and advanced analytics as Clay scales
Built for the Next 2,000 Doctors—Not Just the Next Campaign
Phase 1 isn't just about immediate growth—it's about building infrastructure that scales with Clay's long-term vision:
Market Expansion
Enter new geographies with confidence and proven playbooks
Employer Partnerships
Demonstrate predictable acquisition and value delivery
Physician Recruitment
Show growth trajectory and systems that make joining Clay compelling
Predictable Unit Economics
Make decisions based on data, not assumptions
Scalable Acquisition
Turn on growth when ready—confidently and responsibly
This system grows with Clay. It doesn't need to be rebuilt as you scale—it's designed to evolve from 100 patients to 10,000, from one market to nationwide presence.
A Collaborative, Embedded Partnership
Converge augments Clay's internal team—we don't replace expertise, we amplify it. Our working model is built on transparency, shared ownership, and mutual respect:
Augmented Capacity
We extend Clay's team with specialized growth expertise—filling gaps without adding permanent overhead
Clear Ownership
Defined responsibilities and shared visibility across all initiatives—no ambiguity, no surprises
Weekly Collaboration
Regular insight reviews and strategic check-ins keep everyone aligned and moving forward
Flexible Timelines
We prioritize doing it right over doing it fast—respecting Clay's operational realities
Healthcare-Aware
We understand compliance, clinical workflows, and the unique dynamics of healthcare growth
Tone: Calm. Confident. Experienced. We've built growth systems for healthcare organizations before—we know what works and what breaks trust.
Defining Success in Phase 1
Success in Phase 1 isn't measured in vanity metrics or massive volume—it's measured in foundation, clarity, and confidence:
100%
Clean Acquisition Paths
Measurable, trackable journeys from awareness to patient
100%
Functional Automation
Lifecycle systems that nurture relationships without manual effort
100%
Clear Signal
Validated understanding of what messaging, offers, and channels work