Accelerating Stakeholder Alignment & Innovation through Executive Roundtables in Healthcare

Client Overview

Our client is a U.S.-based mid-sized healthcare technology company that develops AI-powered care-management platforms for hospitals and health systems. They wanted to accelerate adoption and refine their roadmap by engaging C-suite healthcare executives (CEOs, CMOs, CIOs) in meaningful peer-dialogues and positioning themselves as a strategic partner rather than just a vendor.

Challenges

• Despite a strong product and growing traction, the company found it difficult to elevate conversations from product features to strategic business outcomes (e.g., cost-reduction, patient outcomes, regulatory alignment).
• Virtual webinars and sales pitches were low-engagement and generated few strategic pilots.
• They needed high-trust settings to surface deeper buyer-insights and build peer-to-peer validation of their technology roadmap.

Objectives

• Host a curated face-to-face roundtable of 20 senior healthcare leaders in the U.S., focused on “AI in Care Management: Strategic Imperatives for 2025-30”.
• Generate a pipeline of pilot agreements and strategic partnerships with leading health systems.
• Capture qualitative insights to feed into product roadmap and market messaging.

LakeB2B’s Solution

Using their Round Table F2F Meeting as a Service framework, LakeB2B provided:

• Precision Targeting & Guest-List Development: Identified senior decision-makers in hospitals and health systems, ensured alignment of roles and interest level. LakeB2B+1
• Event Execution: Developed a high-touch agenda with moderated discussion, guest insights, and one-on-one breakout sessions. Venue and logistics were managed end-to-end.
• Post-Event Insights & Pipeline Activation: Delivered an executive summary of discussion findings, attendee signals (interest level, intent), and helped schedule one-on-one follow-ups.
• CRM Integration & Tracking: Captured attendee data, interest signals and potential project leads into client’s sales system for follow-up.

Results

• Within six months, the client secured 12 pilot agreements with health system partners (against a target of 8).
• Time-to-pilot initiation was reduced by an average of 30% compared with previous outreach campaigns.
• Marketing-qualified leads generated by the roundtable converted to opportunities at a rate of 60%, significantly higher than their typical 35%.
• Brand perception improved: Symposium attendees rated the company as “Strategic Partner” (versus previously “Technology Vendor”) in 85% of post-event surveys.