The Gathering asked CZ to help us clarify our message. What we received was far more than that. The brand book CZ created for us has become our playbook and a key part of our plan for the future. — Fred Smith, President, The Gathering

Client Stories

RevolutionEHR

RevolutionEHR

RevolutionEHR writes and manages online management software for optometry practices. It’s business is “in the cloud.”

THE PRESENTING ISSUE

RevolutionEHR had a legacy name from its early days as a start-up. The extra name (though cute) was clunky and a distraction. Imagine trying to grow your firm with two names! Which is it? In addition, while a web-only software firm, RevolutionEHR had no systematic way to generate leads off its web site.

OUR THINKING

Well, two names are not generally recommended for one business! Based on positioning strategy, we pitched them on scrapping the older brand and focusing their messaging on the brand that reflected their “innovative” positioning—RevolutionEHR. Then we worked with their senior team to create a tagline that captured their promise.

We also recommended and implemented a lead-generation strategy for their web site. Web site traffic by itself is not a coup, unless you can translate visits into data for sales follow-up.

RESULTS

Within months, web site traffic was converted into data for sales follow-up. Soon, more than 25 percent of the closed deals originated from web leads. The firm now has a deepening pool of prospects (optometrists) for its sales team.

We’re not the sole reason for RevolutionEHR’s success, but we added value along the way.