Finding Focus: How Modern Health Optimized SDR Efficiency with Nooks’ AI Prospecting Assistant
When Jess Podlofsky, Director of Sales and Business Development at Modern Health, began exploring AI tools to improve her team's efficiency, one challenge stood out: SDRs were spending far too much time researching accounts instead of focusing on meaningful conversations. With Modern Health already relying on Nooks’ dialer for years, Jess saw an opportunity to integrate the Nooks AI Prospecting Assistant seamlessly into their existing workflow. The idea of automating account research, surfacing key insights, and eliminating decision fatigue fit perfectly with their 2025 theme of "focus." What sealed the deal was how easily the tool served up high-quality accounts with clear, actionable "why" signals—saving time, boosting confidence, and helping SDRs sound like experts on every call. For Jess and her team, the simplicity and effectiveness of Nooks’ AI solution made it a no-brainer.
For Jess and the SDR team at Modern Health, the features of Nooks AI Prospecting Assistant struck the perfect balance between automation and context. Unlike other tools that either left reps guessing or overloaded them with irrelevant information, Nooks provided clear, actionable "why" signals for every task. Reps loved the seamless integration into their daily workflow, with tasks automatically created and explained in one simple, non-overwhelming view. The platform didn’t just serve up accounts—it showed exactly why each one was being prioritized, linking to external resources and providing key insights that made every interaction feel informed and professional. This clarity and simplicity not only eliminated wasted research time but also gave the team the confidence and focus they needed to execute efficiently without sacrificing quality. Rather than simply increasing call volume to boost activity, the team could now make more calls while being equipped with meaningful context, allowing Modern Health’s sales reps to demonstrate a clear understanding of each customer’s specific needs.
Maximizing ROI: How Modern Heath Improved Lead Targeting and Cut Research Time
Shortly after getting their hands on Nooks' new AI Prospecting Assistant, the ROI became undeniable. The tool supercharged Modern Health’s prospecting by integrating CRM data with intent signals and other enrichment data to surface high-converting leads. The Prospecting Assistant automated list building, scored accounts, identified ideal prospects, and enriched them with actionable insights like intelligence gathered from job postings; it even drafted tailored first emails and delivered clean, ready-to-execute lists directly into the dialer! Once the team put it to work, the results spoke for themselves: Modern Health saw a 50% increase in conversation-to-meeting book rates, with reps praising the seamless workflow, crystal-clear "why" behind each lead, and the transformative boost in both productivity and confidence.
The results from implementing Nooks' AI Prospecting Assistant at Modern Health have been nothing short of transformational. Since its launch with the new tool, the team marked their highest meeting generation across all segments over the span of a year. Reps now sound like true professionals on calls, equipped with clear insights into why each lead is being prioritized. The tool’s ability to surface high-quality ICP accounts, paired with actionable signals, has not only streamlined prospecting but also accelerated funnel progression—meetings are being booked, qualified, and executed within a week. By empowering reps with seamless workflows and high-value insights, Nooks has become an essential part of their success story, driving urgency, focus, and results like never before.
