Healthcare Growth Operating System
Referral Growth OS
A sales-ready command center for healthcare business development teams to prioritize referral partners, activate outreach, and control follow-up execution without spreadsheet drift.
Accounts In View
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0 loaded in workspace
Overdue Follow-Up
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Immediate recovery opportunities
Drafts Ready
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Prebuilt outreach waiting for review
Team Activity
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Logged actions across the current book
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Demo Command Center
Demo the product in this order: seed the story, prioritize the book, activate outreach, then show management control.
Recommended next move
Reset the narrative: Seed fresh demo accounts, outreach drafts, and activity history.
Step 1
Reset the narrative
Seed fresh demo accounts, outreach drafts, and activity history.
Still to demo
Step 2
Prioritize the territory
Run scoring and daily runner to produce a credible today-plan.
Still to demo
Step 3
Activate outreach
Show AI insight, weekly actions, and saved drafts per account.
Still to demo
Step 4
Prove operational control
Show manager visibility, activity writeback, and ROI framing.
Still to demo
Accounts Loaded
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Overdue Risk
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Outreach Drafts
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Team Activity
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Referrals Won
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Packaging and Pricing
Current fit: StarterUse this section to move from product demo into buyer conversation. Start with Starter for small organizations, then show the upgrade path as the team, territory, and integration needs expand.
Starter
Small clinics and lean outreach teams
$750-$1,500 / month
Get one team working from a single daily follow-up system in under 30 days.
- Referral source scoring and daily brief
- AI insight, weekly action plan, and outreach drafts
- Activity logging, follow-up scheduler, and manager visibility
- CSV import, duplicate detection, and demo-ready reset
Growth
Specialty groups and multi-location practices
$2,500-$5,000 / month
Coordinate higher-value referral motion across a growing book of accounts.
- Everything in Starter
- Playbook switching by market motion
- Territory planning, owner assignment, and workload visibility
- CRM dry-run task push, writeback export, and health checks
Enterprise
Regional health systems and larger BD operations
Custom annual agreement
Standardize referral growth operations across teams, managers, and territories.
- Everything in Growth
- Org-scoped roles, audit history, and operational guardrails
- Manager coverage view, regional playbooks, and retry queues
- Custom integrations, implementation support, and governance review
Suggested talk track
Start with the operational pain small teams feel today: missed follow-ups, scattered outreach, and no clear priority list. Then show how the same workflow expands into territory coverage, manager visibility, and integration readiness as the organization grows.
Demo Mode
Use reset to reseed demo referral sources, activity entries, and drafts for a clean demo narrative.
Admin/Manager role required to reset demo data.
Daily Brief
Completed Today
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Overdue
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Due This Week
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High Urgency
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Overdue Follow-Ups (0)
None
Due This Week (0)
None
High Urgency Sources (0)
None
Today's Top 3
No sources available.
Onboarding Wizard + Data Health
System Health
No health checks yet.
Smoke Test Checklist
Known Limitations
CRM push remains dry-run
Live CRM task creation is blocked until a real webhook endpoint is configured and reachable.
Single-user org coverage
Owner and backup owner are currently limited by a single org member.
Demo reset seeds sample data
Reset Demo Data is for rehearsals and buyer demos, not production data recovery.
External integrations are staged
CRM writeback export, task push history, and playbooks are production-shaped, but native CRM connectors are not finished.
Playbooks v1
Read-only for repsNo playbooks configured yet.
CSV Import + Field Mapping
Filtered Views + CSV Export
Manager View
Activity (Last 7 Days)
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Overdue Follow-Ups
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Stale Coverage (14+ days)
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Owner Workload
| Owner | Accounts | High Priority | Overdue | Stale | Activities 7d | Referrals |
|---|---|---|---|---|---|---|
| No assignment data available yet. | ||||||
Coverage Gaps by Specialty
No specialty gaps detected yet.
High-Risk Priority Accounts
No high-risk accounts currently.
Unassigned Priority Accounts
All visible accounts have an assigned owner.
Territory Planning v1
| Territory | Accounts | High Priority | Overdue | Unassigned |
|---|---|---|---|---|
| No territory data available. | ||||
Recommendations
No recommendations yet.
Routing Plan v1
Priority-ranked route recommendations based on urgency, score, and next action date for the current filtered view.
No route candidates yet.
CRM Task Push v1
Pushes due follow-up tasks (next 7 days) to a CRM webhook. If no webhook is configured, this runs in dry-run mode with a preview.
No push run yet.
Push History
No CRM push history yet.
Retry Queue (Failed Items)
No failed queue items.
Runner History
No runner history yet.
Attribution + Funnel
Top Attributed Touches
No attributed touches yet.
Revenue Impact Estimate
No ROI estimate available.
Activity Feed
No activity yet.
Data Quality
Potential Duplicates (0)
None detected
Missing Required Info (0)
All required fields present
AI Insight
Insight unavailable right now. Add referral data to generate guidance.
Weekly Action Plan
No actions available.
Sequence Builder v1
No sequence steps configured.
Outreach Drafts
No drafts yet.
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