Case studies, Codax

Every engagement begins with an assessment and plan.

Case studies

Two growth department engagements, and two startups from the Codax Accelerator. What we found, what we did, what we tested and what it produced.

Growth department engagements

Case 01Cybersecurity services firmSecurity operations for enterprises in banking, financial services and SaaS. Case 02Agentic AI healthcare firmAI agents that run the front office for health systems.

Codax Accelerator startups

Accelerator 01AI personalisation for ecommerceAI that personalises ecommerce one shopper at a time. Accelerator 02Revenue cycle AIAI for billing and collections, grown by acquiring RCM companies.

Cybersecurity services firm

$2.2M

Yearly pipeline, from $548K

Agentic AI healthcare firm

$1.02M

ARR closed in seven months

Growth department engagements

Case studies

Each study follows the same structure: the situation, the approach, the work phase by phase, and the impact, with the figures behind every claim.

An analyst at a control desk in front of a wall of live dashboards

Case 01 · The client

Cybersecurity services firm

Runs security operations for enterprises in banking, financial services and SaaS, from threat detection and response to cloud and application security, as a Google Cloud security partner.

Enterprise B2BCISO and CIO buyersTwelve months

What we did for them

Yearly pipeline from $548K to $2.2M

Real strengths and no demand function, with every deal coming from referrals, turned into a system that produces four times the pipeline.

61 / 35Accounts engaged / qualified

51 → 80Site score

20 → 77AI visibility

+74%Combined audience

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A clinician talking a patient through an imaging procedure

Case 02 · The client

Agentic AI healthcare firm

Builds AI agents that run the front office for health systems, from scheduling and patient intake to insurance checks, referrals and prior authorisations, so patients are seen sooner. Sells to health systems.

Health systemsCIO and CMIO buyersSeven months

What we did for them

$1.02M ARR closed from LinkedIn and email, channels that had produced none

Strong search and product-led growth but no direct channel to the buyer, given two revenue engines in seven months.

$7MQualified pipeline

$250KAverage contract value

74 / 28Accounts engaged / qualified

5+Users engaged in every account closed

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One method, two clocks

The same five phases, run at the speed each company could carry

The cybersecurity firm needed three months of repair before anything was sent. The healthcare firm already had a strong foundation, so Assess, Fix and Build were done in two months.

Exhibit 1. Phase timing on a twelve-month scale

Cybersecurity services firm

Twelve months

Assess

Fix

Build

Test

Scale

Agentic AI healthcare firm

Seven months

Assess

Fix

Build

Test

Scale

Assess

A month inside the business before anything is built.

Fix

The foundation a campaign depends on, put in place first.

Build

Content, sequences and channels against one account list.

Test

Four to six week tests, with winners decided on pipeline.

Scale

Budget and volume moved to what converted.

Side by side

Two starting points, one method

What changed was where each one started.

Exhibit 2. The two engagements compared

	Cybersecurity services firm	Agentic AI healthcare firm
What they do	Security operations for enterprises, as a Google Cloud security partner	AI agents that run the front office for health systems, from scheduling to prior authorisation
Starting point	Strong delivery, no marketing, pipeline from referrals	Strong search and product-led growth, no outbound, LinkedIn or email
Buying committee	CISO and CIO	CIO, CMIO and the operations executive
The deciding insight	Fix the foundation first. The Google partnership was the biggest unused asset	Product users inside target accounts were the way in
Phases	Full sequence over twelve months, three months of repair first	Assess, Fix and Build in two months, scaling from month three
Headline result	Yearly pipeline from $548K to $2.2M	$1.02M ARR closed, $7M qualified pipeline

How we work

A separate programme

Codax Accelerator case studies

These two companies are not growth department engagements. They are accelerator-backed startups from the Codax Accelerator, our programme that puts an extended growth team behind the founder: their profile, their outreach on LinkedIn and email, design partner strategy and advisory, while the founder stays the voice and the closer.

90 days

Assess and fix in two weeks, then build, test and scale together

$1,500 a month

An extended growth team across outbound, design partners and advisory

Founder-led

The founder stays the voice and the closer

Follow-on

A follow-on investment considered for the next round

A person building an online store on a laptop

Accelerator case 01 · The startup

AI personalisation for ecommerce

Builds AI-driven 1:1 personalisation for ecommerce and DTC brands, so each shopper sees what they are most likely to buy. Accelerator-backed and pre-revenue, with a working product.

Codax AcceleratorMartechPre-revenue

What we did for them

3 paying design partners and 17 brands in pipeline, from the founder's own outreach

The founder's profile, LinkedIn and email outreach at volume, copy tested every round and a design partner waitlist that closes.

$472KQualified pipeline

$126KARR from design partners

17Brands in pipeline

3Paying design partners

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A calculator in an open leather folder on a desk

Accelerator case 02 · The startup

Revenue cycle AI

Automates billing, collections and denial work with its own AI, and grows by partnering with and then acquiring independent RCM companies. Accelerator-backed.

Codax AcceleratorRevenue cycle AIAcquisition-led

What we did for them

2 RCM companies in design partnership, worth $8M ARR

A founder-operator approaching owners as a buyer and partner, a message about their future, and design partnership first on the path to acquisition.

$8MARR in design partnership

$15MAcquisition pipeline

53%Of pipeline in design partnership

2Acquisitions

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How the Codax Accelerator works

Start here

Every engagement begins with an assessment of what is already running

Both engagements started the same way. Findings shared in full, with a prioritised repair list, before anything is agreed.

What you receive

A written report of everything found
A prioritised repair list
A first read on the account list
A recommended plan across the five phases

Start with an assessment