Nov 28, 2025
How MindWise Health Scaled Client Pipeline with Jeeva AI
with Gaurav Bhattacharya, CEO of Jeeva AI
150%
Increase in Paid conversion rate
3.4x
discovery-call bookings
3x
Qualified leads from inbound + outreach
“With Jeeva AI, we turned interest into impact - tripling qualified leads and booking more provider demos without expanding our team.”
Kishore Tummala - Founder & CEO
Introduction
MindWise Health - a leading behavioral-health EHR and practice-management platform - was receiving growing interest from clinics and therapy centers, but struggled to convert that interest into consistent trials, paid subscriptions and long-term clients.
To scale effectively without ballooning their sales team, they turned to Jeeva AI. Within months, MindWise transformed its lead generation, outreach, and onboarding workflow - turning intent into booked demos and accelerating growth.
Company Overview
MindWise Health provides a modern, cloud-based Electronic Health Records (EHR) and practice management software tailored for behavioral and mental-health providers.
With features like streamlined documentation, billing, e-prescribe, telehealth, patient portal, and billing/claims support, MindWise enables clinics, rehab centers, and therapy practices to manage patient intake, treatment, and compliance workflows from a single platform.
Company Profile
Attribute | Details |
|---|---|
Name | MindWise Health |
Founded | 2020-ish (relative early-stage, per public positioning as “next-gen EHR”) |
HQ | Brentwood, Tennessee, USA |
Employees | ~50–150 (small-mid SaaS firm serving behavioral health practices - approximate estimate) |
Product / Service | Cloud-based behavioral-health EHR & practice management software (scheduling, documentation, billing, telehealth, e-prescribe, patient portal) |
Reach | U.S. mental-health clinics, therapy centers, addiction-recovery & home-health providers across multiple states |
Notable Clients / Use Cases | Therapy clinics, addiction recovery centers, home-health groups, multi-location practices using MindWise as core EHR & care platform. |
Challenges Before Jeeva AI
Pain Point / Problem | Impact on MindWise Health / Growth Pipeline |
|---|---|
High website traffic & inbound interest, but low demo bookings | Many clinics signed up for free trials or requested info - but only a fraction converted to onboarded clients |
Manual lead qualification & outreach | Sales team overwhelmed with unfiltered leads; difficult to distinguish high-fit practices vs low-intent inquiries |
Low response rate from outreach & follow-ups | Generic follow-up messaging failed to persuade decision-makers (clinic owners, operators) to book calls |
Difficulty scaling outreach without expanding head-count | Manual outreach and follow-up limited growth speed and stretched internal resources |
Solution Deployment
Lead Capture, Enrichment & Scoring
Jeeva AI implemented a qualification engine: every inbound inquiry, site visitor, or trial signup was automatically enriched (clinic size, location, service type, practice model) and scored for fit.
Only high-fit clinics (based on size, services offered, regulatory needs) were flagged for outreach reducing noise and improving targeting.
Personalized Outreach & Contextual Follow-up
Auto-generated outreach messages tailored to the clinic type (therapy center vs home-health agency vs recovery center), referencing relevant features: e-prescribe, multi-location support, HIPAA compliance.
Outreach sent from MindWise’s own domain to maintain trust and avoid spam filters.
Automated Follow-Up, Scheduling & Demo Booking
Jeeva AI’s automated sequences triggered follow-ups based on engagement - e.g. after a webinar download, feature-page visit, or trial signup.
Calendar assistant synced with MindWise’s sales team, auto-booking demo calls and reducing back-and-forth scheduling overhead.
Lead Generation & Conversion Metrics
Metric / KPI | Baseline (Quarter before Jeeva AI) | After 3-Month Jeeva AI Cycle | Improvement |
|---|---|---|---|
Qualified leads from inbound + outreach |
|
|
|
Demo / discovery-call bookings |
|
|
|
Trial-to-paid conversion rate |
|
| +150% (≈2.5×) |
Monthly active pipeline value (ARR potential) | Low & inconsistent | Strong pipeline, predictable growth | — |
Workflow & Scale Efficiency
Process / Metric | Before Jeeva AI | After Jeeva AI | Outcome / Benefit |
|---|---|---|---|
Lead qualification workload | High manual effort per lead | Automated scoring & enrichment |
|
Outreach personalization & sending | Manual or template-based | AI-driven, context-aware messages | Better response rates, less manual work |
Follow-up & scheduling | Manual calls/emails, slow cadence | Auto-booked demos via calendar sync | Faster conversion, fewer drop-offs |
Head-count pressure (sales staff) | Needed extra outreach resources | No extra hires required | Scalable growth without extra cost |
Why Choose Jeeva AI
MindWise Health adopted Jeeva AI because:
Jeeva provides agentic AI workflows built for full-funnel SaaS outreach from lead capture to demo booking.
Smart enrichment and fit-scoring ensures focus only on high-fit clients (clinics, agencies) improving conversion efficiency.
Automation reduced manual workload drastically, enabling MindWise to scale outreach and conversions without bloating head-count.
Personalized, context-aware messaging ensured better engagement with behavioral-health decision-makers.
Conclusion
By embedding Jeeva AI into its sales and onboarding stack, MindWise Health transformed from a high-interest but low-conversion SaaS platform into a high-velocity growth engine: tripling qualified leads, more than doubling demo bookings, and significantly improving trial-to-paid conversion - all without hiring additional staff.
The result: a sustainable, scalable pipeline, stronger market penetration in the behavioral-health space, and more time for the team to focus on product innovation and customer success.
Company name
Industry
Behavioral-health EHR / Health-tech software
Headquarters
Brentwood, TN, USA
About Company
MindWise Health delivers a modern, all-in-one EHR and practice-management platform tailored to behavioral-health providers streamlining documentation, billing, telehealth and care coordination.
Tools Used
AI Lead Generation
AI Email Assistant
Linkedin Outreach
Sales Outreach & Automation
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