Case Study

From Startup to $6M: How Serendipity + Hubspot Drove Explosive Growth

1.5 Yrs

Building out HubSpot sales funnels

$3.5 Million

Added in pipeline annual recurring revenue (ARR)

2.5x

Pipeline growth - from 60 to 150 contracted doctors.

The Client

FOUNDATION FOR SCALE

ClinLegal* is a physician-led medicolegal services provider built to streamline medical-legal collaboration across complex claims. Since its founding in 2012, ClinLegal has grown into a nationwide network of more than 150 certified physicians across 50 specialties.

To support attorneys, HR departments, insurance carriers, and government agencies, ClinLegal offers services ranging from independent medical examinations and medical record reviews to expert witness testimony and qualified medical evaluator (QME) certification sponsorship.

By removing administrative burdens and vetting physicians to rigorous standards, ClinLegal lets legal and medical professionals focus on their core work. Their platform and operational model enable them to scale evaluations and legal partnerships efficiently, ensuring impartial, high-quality opinions that stand up in complex disputes.

*Actual name redacted for client confidentiality.

The Problem

Client A was growing slowly, but needed:

A predictable and reliable way to grow

A consistent and strategic process for creating content that converts

A content creation strategy that converted leads to revenue

To prove a strong ROI on any marketing investment

The Solution

Sales Funnels

Step One: Build a 10k person audience aligned with your ICP

Step Two: Drive traffic to your live event (Email and LinkedIn)

Step Three: Host the live event

Step Four: Set up Demo’s for your sales team

Step Five: Convert Demo’s to Revenue

Step Six: Create Meta Ads with your live event

The Transformation

Client A grew from 60 clients ($2.4 million in annual revenue) to 150 clients ($6 million) in 1.5 years of doing Sales Funnels

Client A has a library of webinar content that is now continually driving leads for them through paid ads

Client A totally understand their math on how much $ in takes to get a new client ($ investment = XX demos = XX Conversions)

Tools Used

Real quotes from ClinLegal

“Working with Serendipity has been an exceptional experience. They keep us informed at every stage, truly listen to our needs, and consistently provide thoughtful, effective solutions. Their team is not only professional but also a pleasure to collaborate with. We couldn’t be more excited to continue this partnership and highly recommend them to anyone seeking a dedicated and insightful agency!”

“Working with Serendipity has been a game-changer for us. They are helping us build a custom CRM admin workflow and doctor portal to streamline our case management process. We would highly recommend Serendipity to anyone looking for a top-notch implementation team!”

Get Started

Contact us today to see how Serendipity can help grow your business.