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August 20, 20242 min readKevin Lam

How I Closed $2.1M Across Three Deals Using a Single Reference Customer

Account ExecutiveReference SellingEnterpriseTrustHealthcare

The Challenge

Three large healthcare deals were simultaneously stuck at the reference check stage. Each prospect wanted to speak with a customer in a similar environment before making a final decision. Our reference pool was limited, and the few available references were getting overwhelmed with requests.

The Approach

I invested deeply in one reference customer — a 10-hospital health system whose CISO was genuinely enthusiastic about our product. Instead of just connecting him with prospects for generic reference calls, I prepared him for each conversation by briefing him on the prospect's specific concerns, environment, and evaluation criteria. He was not just answering questions — he was addressing the exact objections each prospect had.

For one prospect concerned about EHR integration, the reference walked through their Epic deployment experience. For another worried about clinician adoption, he shared their user satisfaction survey results. For the third, focused on cost justification, he provided their actual ROI metrics from the first year of deployment.

The Result

All three deals closed within six weeks of their reference calls, totaling $2.1M. The reference CISO later spoke at our user conference and became an official member of our customer advisory board. I sent him a personalized thank-you package and ensured he received priority access to our product roadmap.

Key Takeaway

A well-prepared reference is an extension of your sales team. Briefing references on each prospect's specific concerns transforms a generic validation call into a targeted sales conversation led by a trusted peer. One exceptional reference, properly leveraged, can be more valuable than a dozen casual ones.

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