2. Sales and Partnership Development

We help you identify and prioritize the most promising employer segments based on key factors like geography, company size, and industry. This ensures you focus on high-potential opportunities from the start.

Our targeted sales and marketing strategies are designed to attract employer leads, secure valuable partnerships, and enhance your health system’s market visibility.

Until your employer partnership sales team is fully operational, we provide lead generation services, including cold outreach and follow-up, to fill your pipeline with qualified opportunities. All leads are tracked in your CRM for seamless handoff.

We create cross-selling opportunities across departments like Employer Solutions, Executive Health, and Occupational Health to maximize ROI through coordinated care and cost reduction.

We help you design and implement a formal sales process, from lead generation to deal closure, ensuring measurable progress towards revenue goals.

• Sales Funnel: Using a sales funnel management in your health systems CRM (Customer Relationship Management) software to track contacts, leads, opportunities, ensuring consistent forecasting.
• Sales Call Plan: Develop a structured "Sales Call Plan" for all health system personnel interacting with employers and partners, ensuring consistent meeting objectives, follow-up actions, and clear documentation. All parties will sign NDAs before meetings to protect confidentiality and ensure compliance with privacy regulations.
• Executive Contact Program: Identify executives within health system and through partners that have relationships with targeted companies and partners, and can facilitate introductions. This to be tracked within CRM. 

We assist in building partnerships with external stakeholders, including economic development agencies, brokers, and business associations, to expand employer engagement and business growth.

• Economic Development Agencies:  Economic development is an important partner, particularly in the current competitive landscape for attracting and retaining businesses in the region. By positioning your health system as a key partner in economic development, you can address specific health and insurance challenges faced by industries such as manufacturing and construction (e.g., musculoskeletal injuries). This will not only help your health system build new relationships with businesses before they engage with brokers or competitors but also assist economic development agencies in attracting new businesses to your region.
• Brokers/Consultants
• Business Associations
• Thought Leaders