Go-To-Market Strategy

Execution Playbook

For each vertical: what AI handles 24/7, where humans pick up the phone, where closers meet in person, and where field reps go into offices.

AI vs Human Leverage by Vertical

AI Agents (24/7) Human Team
#1

Doctor Activation

Get existing patients inside signed doctor offices onto the RevDoc app. The warmest leads in the entire system.

Deal Size: $31+/patient/mo (PMPM + services + RPM/CCM)|Cycle: 14 days to first revenue|AI: 75% / Human: 25%
AI

AI Agents — 24/7 Automated

6 tasks running autonomously

QR Code Generation

On demand

Unique branded codes per practice, auto-generated with tracking URLs

Dashboard Analytics

24/7

Real-time activation %, revenue tracking, leaderboard rankings

Patient Retargeting

24/7

AI identifies patient conditions, surfaces relevant paid services (peptides, BH, CGM)

Engagement Emails

Daily

Automated re-engagement for inactive patients, appointment reminders

Staff Performance Reports

Weekly

Weekly reports on which staff members are driving the most signups

Revenue Attribution

24/7

Track exactly which patients generate which revenue streams

PH

Phone — Inside Sales

Humans picking up the phone

Office Manager Check-ins

Inside sales repWeekly calls

Activation Rate Follow-up

Account managerWhen rate drops below 30%

FD

Field Reps — In Office

Going into offices, training staff, setting up

Initial Staff Training

Field activation specialist30-min training session at the office. Show staff how to mention app, where QR codes go.

QR Code Placement

Field activation specialistPlace posters, counter cards, exam room cards. Takes 15 min.

Follow-up Office Visit

Field activation specialistCheck activation rate at 30 days. Retrain if below 25%.

Team Hiring Roadmap

Month 1-2 (AI First)

3 Humans + 20 AI Agents

  • Justin (strategy + AI operations)
  • 1 inside sales rep (phone follow-ups)
  • 1 field activation specialist (office visits + training)
  • AI handles: data, outreach, dashboards, retargeting, pipeline

Month 3-6 (Scale)

8 Humans + 20 AI Agents

  • +2 inside sales reps (MSO/employer phone outreach)
  • +1 channel director (broker partnerships)
  • +1 enterprise sales (hospital systems)
  • +1 field activation specialist (more offices)

Month 6+ (National)

15 Humans + 20 AI Agents

  • +Regional sales managers (TX, CA, NY)
  • +Field activation teams per region
  • +Government relations for rural/federal
  • AI still handles 60%+ of all work at national scale

AI handles 60-95% of the work for the top 4 verticals (Doctor, Patient, MSO, Employer). Human closers are only needed for hospital systems and carrier deals. The first 3 months require just 3 humans.

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