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Strategic Process

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Patterson Client Approach

  • Client Due Diligence (get to know the client)

  • Market Fit Assessment (positioning & value created)

  • Adjust Client Plan going Forward as Required

  • Support Company-Market facing materials 

  • Lead Client Introductions to Point of Closure (CRM use starting with a defined list of candidates) Participation in new client account development to closure & as required implementation of technology – solution (Become source for added solution partners & sales – distribution partner(s))

  • Interim Management if Required (CEO, COO, CGO, & VP Marketing-Sales)

  • Introduction to Sources of Capital as Requested (Early stage, VCs, Private Equity & Strategic Partners

Market Strategy & Development

  • Provider & Payer Relationships (Business Growth Clients)​

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  • Emerging Care Models (ACOs, VBC, Total Cost of Care)

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  • Market Segment Definition

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  • Product Strategy and Business Development

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