Foundation
CRM Setup & Optimization
We architect the CRM as a strategic asset — pipelines, properties, automations, and reporting modeled on your actual customer journey.
Best-fit operators
Outcomes
What you walk away with.
Concrete, measurable shifts our partners see when we own this work end-to-end.
- 01
Clean, structured customer data
- 02
Pipelines that match real workflow
- 03
Native automations across stages
- 04
Reporting leadership trusts
Common challenges
The problems we solve here.
Patterns we see again and again across California healthcare organizations — and how we work through them.
The CRM is a graveyard of half-filled records and reps don't trust the data.
Our approach
Data cleanup, deduplication, and a clean property schema so every record means the same thing across the company.
Pipeline stages were copied from a default template and don't match how you actually sell.
Our approach
Pipelines, lifecycle stages, and required fields modeled on your real customer journey from first touch to renewal.
Reports take hours to assemble and leadership has stopped trusting the dashboard.
Our approach
Reporting and dashboards built on clean data with definitions everyone agrees on — refreshed automatically.
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All services
Patient & Member Acquisition
SEO, paid media, landing pages, and community outreach engineered for California healthcare.
CalAIM Growth Services
ECM enrollment, Community Supports referrals, and managed care plan partnership marketing.
Provider Recruitment
Recruitment marketing for physicians, behavioral health staff, care managers, and CHWs.