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B2B prospecting in healthcare

B2B prospecting in healthcare: how to sell to hospitals, health plans and laboratories

In B2B prospecting in healthcare, every purchase goes through clinical review, finance and regulation, and patient data never enters prospecting.

How hospitals, health plans and laboratories buy

B2B prospecting in healthcare has to separate three businesses that look like one. A hospital buys with patient safety, bed occupancy and cost of care in mind. A health plan thinks about loss ratio, regulation and its relationship with the provider network. A laboratory thinks about test volume, report turnaround, quality and sample logistics.

In all three, buying is cautious. Anything that touches care goes through clinical validation and through whoever answers for quality. Many institutions hold accreditation and undergo audits, and a new supplier has to prove it creates no risk. Nonprofit hospitals and networks with public contracts may have their own purchasing rules, and public institutions buy through public tenders, with a different procedure.

Who makes the purchase decision at a hospital or health plan

At a health plan, regulation, provider network and actuarial teams take part as well, beyond the roles below. At a laboratory, technical leadership and the collection and logistics operation carry a lot of weight. Without clinical approval, finance rarely signs.

Superintendent or general director Strategy, expansion and projects that cut across several departments CFO Cost, claim denials, billing with health plans and return on investment Clinical or technical director Patient safety, protocols and acceptance by the medical staff IT or information systems Integration with the electronic health record and with billing, information security Quality and accreditation Processes, indicators and compliance Data protection officer Reviews any solution that handles patient or member data

Buying signals in healthcare

  • Expansion: a new hospital, a new wing, collection units, entry into another city or the purchase of another network.
  • Vertical integration: a health plan that adds its own hospitals and labs, or a hospital that launches its own plan.
  • Investment: an announced investment plan, fundraising, a fund coming in or an IPO.
  • Leadership change: a new superintendent, a new CFO or a new IT director.
  • Regulation and quality: new rules from ANS or Anvisa, the Brazilian health regulators, a push for accreditation and changes in coverage rules.
  • Technology: a change of electronic health record, job openings in data and digital health, a telemedicine launch.

LGPD in healthcare prospecting

Under the LGPD, Brazil's data protection law, health data is sensitive personal data, and the segment knows it better than anyone. Prospecting works with company information and the professional contact details of decision makers, never with patient or member data.

In outreach, do not mention patient cases, do not use contact lists of doubtful origin, and respect anyone who asks not to be contacted. If your offer handles patient data, bring the answer on how it protects that data to the first meeting, because the data protection officer and IT will ask. See how GoSeek handles data in security and LGPD.

What to bring to the first meeting in healthcare

Bring the type of institution and its business model, the units, the relationship with health plans or with the provider network, and a concrete reason to talk now. Offer a value hypothesis that brings the clinical and financial sides together, such as reducing claim denials without adding to the nursing workload. And prepare one question per role: the clinical director wants to know about the patient; the CFO, about cost; and IT, about integration.

Common mistakes when selling to healthcare

  • Treating a hospital, a health plan and a laboratory as the same customer.
  • Talking only to IT or only to finance, without clinical approval.
  • Arriving without answers on LGPD and information security.
  • Using an example with patient data in the message or the presentation.
  • Ignoring accreditation and quality processes, which define what can change.

How GoSeek prepares the approach in healthcare

From the CNPJ (the Brazilian company tax ID) of the hospital, health plan or laboratory, GoSeek builds the dossier in 7 to 15 minutes from 100 to 500 public sources about the institution. Segment and Risks show regulation, competitors and financial, regulatory and reputational risk. Momentum and Triggers show expansion, investment and leadership changes.

The fit score orders the portfolio by your organization's ICP. The power map separates decision makers, champion, influencers and entry points, so the rep finds the clinical sponsor before the proposal. On the Intermediate plan, Cadence brings each message written for the rep to review and send. Each organization sees only its own portfolio, with access profiles and LGPD rules.

What comes out about the company

Indicators about the company Pains and priorities Complexity of the operation Technology stack Stakeholders and buying center Risks and objections Opportunities and what to offer Cadence and messages MEDDPICC as a hypothesis to validate Score 0 to 100, against the ICP

Nineteen sections, each one answering a question in the sale

Frequently asked questions

What people ask about B2B prospecting in healthcare

Who makes the purchase decision at a hospital?

On a large project, the superintendent and the CFO decide, with the clinical director validating the impact on patients and IT assessing integration.

Can I use patient data in prospecting?

No. Health data is sensitive personal data under the LGPD. Prospecting uses company information and the professional contact details of decision makers.

What is the difference between selling to a hospital and to a health plan?

A hospital looks at patient safety, occupancy and cost of care. A health plan looks at loss ratio, ANS regulation and the provider network.

Which signals show that a laboratory is going to invest?

New collection units, entry into another city, the acquisition of another network, a system change and job openings in data or logistics.

Generate the lead, create the demand and fill your pipeline from your portfolio

See, in about 1:30, how the GoSeek Platform can raise the maturity of your prospecting processes and your sales team. The video is narrated in Portuguese.Book a demo