×Leadsquared × Clearstart Partnership Model & Operating Framework— Phase 1
A joint validation framework to align people, process, and patient journey — before technology is implemented.
Context
Why Partner?
The reason we both think this partnership is compelling is because we both see the same challenge: healthcare organizations often implement technology before aligning their people, processes, and patient journey. That creates lower adoption, longer implementations, and missed ROI. We believe Clearstart can help create that strategic foundation before technology is implemented.
Objective
Partnership Objective
The goal is to improve customer outcomes by embedding strategic consulting at key points in the customer lifecycle—not just as a referral partner, but as a strategic partner.
Success
What Does Success Look Like?
"Does this reflect what success would look like from LeadSquared's perspective? Is there anything you'd add or change?"
- Increased enterprise deal close rates
- Higher platform adoption
- Greater use case expansion
- Increased customer retention
- Larger contract values
- Strategy engagement revenue
- Expanded healthcare relationships
- Enterprise consulting opportunities
- Stronger healthcare market positioning
Fit
Where Clearstart Fits / ICP + Qualified Opportunity Criteria
These are the customer profiles we believe are the best fit. Are these the right types of organizations? Are we missing any? Is there a segment you'd prioritize first?
Target ICPs
- Multi-site provider organizations
- MSOs
- Specialty care groups
- Behavioral health organizations
- Large physician groups
- Healthcare organizations with multiple service lines
Qualified Opportunity Criteria
- Multiple locations and/or EMRs
- Fragmented intake or referral workflows
- Operational complexity
- Patient leakage or low appointment conversion
- Disconnected marketing and operations teams
- CRM replacement or digital transformation initiatives
- Client revenue > $XXM (to be determined)
Lifecycle
Customer Lifecycle Opportunities
Long term, we see opportunities across the customer lifecycle, but for Phase 1 we'd intentionally keep our focus narrow and validate the Assessment offering first.
Top of Funnel
Net new opportunities through joint marketing and business development efforts.
Middle of Funnel
Strategic accounts where an Assessment can accelerate the buying process and improve solution fit.
Bottom of Funnel
Existing LeadSquared customers looking to improve adoption, expand use cases, and drive greater ROI.
"Before we get into details, does this Phase 1 model reflect how you envision the partnership? Are we aligned that the goal is to validate the Assessment offering through a small number of pilots before building a larger strategic partnership?"
Model
Partnership Model / Structure
Partnership Validation (0–3+ months)
Purpose of Phase 1
Treat Phase 1 as a validation period. Rather than building a complex long-term partnership upfront, we want to prove that the model works.
- Customer demand
- Assessment pricing
- Delivery model
- Conversion rates
- Partnership workflow
Partnership Structure
- Project-by-project engagements
- No staffing commitments
- No volume commitments
"Does that feel like the right way to get started?"
Offering
Assessment Offering
Does this feel like something your customers would see value in?
- Healthcare Patient Journey Transformation Blueprint
- Healthcare Growth Systems Assessment/Blueprint
- Healthcare Revenue Operations Blueprint
A strategic assessment designed to optimize the patient journey, operational workflows, and technology ecosystem before implementation.
- Patient acquisition
- Intake & scheduling
- Patient journey
- Technology ecosystem
- Team structure & workflow ownership
- Stakeholder interviews (up to 3 stakeholder interviews)
- Journey mapping
- Technology review
- Operational assessment
- Executive findings & strategic roadmap
- Patient Journey Map
- Assessment Scorecard Across Discovery Areas
- Prioritized & Tech Stack Recommendations
Low-lift "audit" / diagnostic version for lead gen efforts
Scalable & Automated
Live Ask Me Anything | Group format | Monthly
Initiatives
Phase 1 — Initiatives
To validate the partnership, we see 5 priorities for Phase 1:
- Build assessment framework and operational process
- Pilot 1–3 LeadSquared accounts
- Top 600 Healthcare Accounts — co-branded/joint campaign plays (ie joint webinar, roundtable, joint content, etc.)
- Revisit the co-hosted webinar for lead gen/follow up opportunities
- Meeting Cadence:
- Weekly/biweekly partnership building & pipeline review calls (overtime turn into monthly)
Alignment
Topics to Align On — What's Next?
Pilot Approach
- Ideal customer profile
- Success criteria for validation
- Initial pilot account(s)
Commercial Model
- Assessment pricing — If one of your enterprise opportunities received this today, what price would feel reasonable?
- Contracting & invoicing approach
- Revenue share model
Sales Process &
Partnership Workflow
- Workflow & handoff process
- Clearstart's role in LeadSquared's sales process
- Implementation partner / process to date
- What would need to happen for CS to recommend an Assessment?
Go-to-Market
- Initial co-marketing initiative(s) — ideas below:
- Healthcare Growth Clinic / Ask Me Anything
- Joint Content — lead magnet
- Revisit the co-hosted webinar for lead gen/follow up opportunities
- Pilot account outreach strategy
- Lead ownership & follow-up responsibilities & process
Operating Cadence
- Partnership check-in cadence to get this off the ground
- Pipeline reviews
- Feedback & optimization process
Next
Next Steps
- 01
Schedule Working Session
OwnerClearstart+LeadSquared- Confirm key stakeholders from both teams
- Define ownership and begin operational planning
- 02
Identify Initial 1–3 Pilot Opportunities
OwnerLeadSquared - 03
Build the Foundational Operating Model
OwnerJointIncluding commercial approach, workflow, customer handoffs.
- 04
Agree on first joint GTM initiative(s)
OwnerJoint