Master CareMessage’s mission, product portfolio, roadmap, customer segments, commercial model, implementation model, and current growth strategy.
Inventory current and proposed partnerships, and complete any mapping of each partnership by partner type, engagement model, strategic objective, business-line impact, economics, risks, executive owner, current owner, current status, and next step.
Review current pricing, partner economics, revenue-share models, contract standards, legal/compliance requirements, and product/engineering commitments.
Conduct listening sessions with Sales, Product, Engineering, CX, Professional Services, Finance, Legal, Compliance, Strategy, Marketing, and executive leadership.
Recommend an initial partnership operating cadence. This should include partner briefs, mutual plans, QBRs, scorecards, pipeline attribution, escalation paths, and executive decision points.
Within 60 Days you will: Structure, Prioritize, and Activate
Run the partnership operating cadence, including partner portfolio review, partner-sourced pipeline review, QBR preparation, decision logs, and cross-functional follow-up.
Convert the top 3-4 priority partnerships into mutual action plans with clear objectives, economics, success criteria, owners, risks, and timelines.
Stand up partner-sourced and partner-influenced pipeline attribution with Revenue Operations.
Produce partner briefs or reset recommendations for priority relationships where economics, product commitments, customer ownership, or operating rules are unclear, including launching internal partner review cadence.
Create or refine partner enablement materials, QBR templates, decision briefs, and executive update formats, and internal rules of engagement for at least one repeatable partner motion.
Identify where AI, automation, or workflow tools can reduce manual partner operations and improve portfolio visibility.
Within 90 Days you will: Convert, Institutionalize, and Scale
Demonstrate early partner-sourced or partner-influenced pipeline / revenue progress. This may include qualified pipeline, referrals, co-sell activity, expansion opportunities, sponsored program opportunities, or measurable strategic partner progress.
Complete QBRs or structured health reviews for priority partners.
Reset, renegotiate, pause, or sunset underperforming partnerships where value is not materializing.
Publish a partner portfolio review with clear recommendations on build / partner / stop decisions, growth opportunities, capacity risks, and next-stage investment needs.
Show measurable improvement in portfolio visibility, partner accountability, cross-functional coordination, and technical/commercial gating discipline.
Publish a 6–12 month partnership roadmap. The roadmap should identify priority partners, revenue opportunities, patient impact opportunities, resource needs, risks, and decision points.
Make progress towards a refined 12-month partnerships strategy that connects partner revenue outcomes to patient impact, product leverage, and CareMessage’s broader growth plan.