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Generated Oct 26, 2026
  1. Programmable
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growth playbook · Oct 26, 2026

casechek.com (opens in a new tab)

Casechek growth playbook

Diagnosis

Casechek has strong proof (124,000 bill-only cases in 2025, $1.5 billion in annualized PO spend, Seattle Children's cutting surgery-to-PO from 14.8 to 5.2 days) and is hiring a Product Marketing Director and a Director of Growth Marketing to turn it into pipeline.

The site hides that proof: no results page, headline numbers that read "0" in the page text, mismatched claims, poor layout stability for real visitors and a vendor app rated 2.6. Build the Results page, a calculator and consistent claims first, then buying-committee ABM, Workday plays, cross-sell, comparison pages and a bill-only benchmark.

Growth Score

7/10

Biggest Opportunity

Package Casechek's outcomes for each member of the hospital buying committee and use them in ABM, webinars and the Workday channel.

Biggest Risk

Larger platforms such as GHX bundle bill-only into broader supply chain suites, so Casechek must prove depth of results quickly.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Build the Results page the homepage already promises, and make its numbers readable

    Point "View Results" at a draft page listing the six case studies with one number each.

    High impact First result in 2 weeks
  2. 2

    A bill-only cost calculator on the Payment page

    Turn the $100M example into a formula.

    High impact First result in 1 month
  3. 3

    Fix the layout shift that real visitors see on every page

    Record the homepage loading on a phone.

    High impact First result in 1 month

02

Your idea portfolio

20 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 6 ideas are marked Unexpected: plays you are unlikely to have tried.

    1 of these are things Programmable can build and run for you.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 4Big bets · 8Fill-ins · 5Reconsider · 3
Effort →

Showing 20 of 20 ideas

This week 6

Quick wins with a clear first action.

  • 01

    The new Product Marketing Director is hired to "turn customer outcomes into market-ready proof". The proof exists, but buyers cannot find it. The homepage section "Let Our Results Do The Talking" sends "View Results" to the Thought Leadership blog category. None of the site's 11 pages is a case-study or results page, so stories like Seattle Children's (surgery-to-PO from 14.8 to 5.2 days) sit among about 110 blog and news posts. The four headline figures are filled in by an animation script, so the page text that search engines, link previews and AI assistants read says "0 M Surgical Cases Managed" and "0 % Average Rep Compliance".

    High impactLow effort First result in 2 weeks Product Marketing Director

    First action

    Point "View Results" at a draft page listing the six case studies with one number each.

    How to measure it

    Demo requests that viewed Results first

    Now
    –
    Target
    30%
    By
    90 days

    Steps

    1. 1

      Inventory proof

      Every case study, webinar and quote with its best metric.

      Product Marketing Director 2 days

    2. 2

      Pick headline numbers

      One agreed set (fix 80% vs 82%, 24 vs 48 hours).

      Product Marketing Director 1 day

    3. 3

      Build the page

      Static numbers and filterable cards by persona and system.

      Marketing operations 1 week

    4. 4

      Fix the counters

      Write the real figure in the page text; animate on top if wanted.

      Marketing operations 1 day

    5. 5

      Show before the gate

      Headline result and three takeaways above each form.

      Product Marketing Director 3 days

    6. 6

      Relink

      "View Results", payment and procurement pages, and emails.

      Marketing operations 1 day

    7. 7

      Use in ABM

      Persona-specific links in sequences.

      Director, Growth Marketing ongoing

    8. 8

      Measure

      Visits to Results before demo requests.

      Director, Growth Marketing monthly

    First result
    2 weeks
    Cost
    Staff time only
    Owner
    Product Marketing Director

    Smallest test

    Change the "View Results" link and the four counters this week.

    Why it works

    Publish /results/ as one page: the headline numbers written as plain text (2M cases, 97% rep compliance, 80% less manual labor, over 99% EHR accuracy, $1.5 billion in annualized PO spend), and every case study and webinar as a card with its main metric, sortable by buyer (supply chain, perioperative, finance, revenue cycle) and by system (Workday, EHR). Point "View Results" there, keep the gated PDFs, and show the headline result before the form. Make the 80% and 82% figures match.

    Value analysis committees and CFOs look for peer proof before they take a demo. One page with real numbers serves every persona the product marketer is building, and gives the growth team a landing page for ABM.

    Ready to use

    ChecklistResults page build list

    [ ] Headline numbers as plain text
    [ ] One card per case study and webinar
    [ ] Filters: supply chain, perioperative, finance, revenue cycle
    [ ] Filters: Workday, EHR
    [ ] Headline result above each gated form
    [ ] "View Results" points here
    [ ] Linked from payment and procurement pages
    [ ] Tracking: Results view before demo

    Risks and how to handle them

    • Customers limit what can be published

      Use anonymized stories, as with the Mid-Atlantic case, where needed.

    • Ungating lowers form fills

      Keep the full PDF gated; show the headline only.

    Evidence

    • HiringProduct Marketing Director (open, posted September 11, 2026): own positioning for "supply chain, perioperative, finance, and revenue cycle leaders"; build personas for Value Analysis committees and hospital executives; "Develop ROI models, value assessments, and business cases"; build "competitive competitor comparisons, objection-handling guides, discovery frameworks, demo narratives"; and "Turn customer outcomes into market-ready proof — case studies, reference stories, and quantified success narratives".Source
    • Your websiteHomepage: four headline figures (2M surgical cases managed, 97% average rep compliance, 80% reduction of manual labor, over 99% EHR accuracy) are set by an animation script; the page text itself reads "0 M Surgical Cases Managed 0 % Average Rep Compliance 0 % Reduction of Manual Labor* > 0 % EHR Accuracy" (checked twice, October 23, 2026), while the footnote example gives an "82% reduction". The "Let Our Results Do The Talking" section's "View Results" button opens the Thought Leadership blog category.Source
    • Your websiteSitemaps (October 23, 2026): 11 pages (home, team, events, two privacy pages, payment, procurement, solutions, a login-only /resources/, a /testing-page/ and an /ohio-health-one-pager/) and about 110 posts, with case studies (Cape Cod Healthcare, Baptist Health, UnityPoint Health, Dublin Methodist, a Mid-Atlantic academic health system, Seattle Children's) mixed in among blogs and news. No case-study or results page. About 50 posts share the same June 23, 2026 update date, and many titles still say "in 2024 and beyond" or "in 2025".Source
    • Your websiteSeattle Children's case study (October 5, 2026, behind a form): surgery-to-PO cycle time "from 14.8 to 5.2 days" and EHR documentation errors "from 17.5% to 2.7%" during a full Workday ERP transition. A June 2026 webinar covered "Vanderbilt's Path to 99.7% Documentation Accuracy".Source
    • Your website2025 review (February 21, 2026): "over 124,000 Bill-Only cases, representing a 218% increase year-over-year", 146,000 purchase orders (+249%), "$1.5 billion in annualized purchase order spend" across customers as of January 1, 2026, and in procurement "over 380,000 cases" and "4.15M loaner tray scans in 2025 alone".Source
    • HiringDirector, Growth Marketing (open): own demand generation "across our Procurement and Payment Solutions"; run account-based programs that "use intent data to engage the full buying committee (supply chain, perioperative, finance, revenue cycle)"; "Define success by qualified pipeline added, not MQL volume"; build the inbound and outbound SDR motion with "speed-to-lead standards"; stack named: Salesforce, Pardot, Gong, 6sense, ZoomInfo or Clay.Source
  • 02

    The Payment page already has the model: hospitals average over 9 days to a PO, a 9% EHR error rate worth $6.5M, and clients get under 1%. The PMD is hired to build ROI models. Today a buyer has to do that math alone.

    High impactLow effort First result in 1 month Product Marketing Director

    First action

    Turn the $100M example into a formula.

    How to measure it

    Assessment requests from the calculator

    Now
    –
    Target
    20 a quarter
    By
    90 days

    Steps

    1. 1

      Agree the model

      Inputs and benchmarks.

      Product Marketing Director 3 days

    2. 2

      Design

      Two inputs, three outputs.

      Marketing operations 3 days

    3. 3

      Build

      On /payment/.

      Marketing operations 1 week

    4. 4

      Offer assessment

      With the result.

      Director, Growth Marketing 1 day

    5. 5

      Route

      To SDRs fast.

      Director, Growth Marketing 1 day

    6. 6

      Measure

      Use and requests.

      Director, Growth Marketing monthly

    First result
    1 month
    Cost
    Web time
    Owner
    Product Marketing Director

    Smallest test

    Add a static example table first.

    Why it works

    Add a calculator: annual bill-only spend and case count in; estimated misdocumented spend, hours of manual work and days to PO out, against Casechek client results. Offer a free bill-only assessment with the result.

    A number about their own hospital gives the champion something to take to finance and the value analysis committee.

    Risks and how to handle them

    • Estimates look too high

      Show ranges and the method.

    Evidence

    • Your websitePayment page: hospitals take "over 9 days post-surgery to send a purchase order"; "a 9% EHR Error Rate which represents $6.5M in misdocumented spend"; clients achieve "<1% EHR Error Rate", an "84% decrease in operational cost" and a "1700% increase in POs processing within 0-3 days"; discrepancies found "at over 40 health systems". It promises "< 48 Hours Bill Submission" while /solutions/ says "24-Hour Bill Submission". No calculator or assessment offer on the page.Source
    • HiringProduct Marketing Director (open, posted September 11, 2026): own positioning for "supply chain, perioperative, finance, and revenue cycle leaders"; build personas for Value Analysis committees and hospital executives; "Develop ROI models, value assessments, and business cases"; build "competitive competitor comparisons, objection-handling guides, discovery frameworks, demo narratives"; and "Turn customer outcomes into market-ready proof — case studies, reference stories, and quantified success narratives".Source
    • Your websiteHomepage: four headline figures (2M surgical cases managed, 97% average rep compliance, 80% reduction of manual labor, over 99% EHR accuracy) are set by an animation script; the page text itself reads "0 M Surgical Cases Managed 0 % Average Rep Compliance 0 % Reduction of Manual Labor* > 0 % EHR Accuracy" (checked twice, October 23, 2026), while the footnote example gives an "82% reduction". The "Let Our Results Do The Talking" section's "View Results" button opens the Thought Leadership blog category.Source
  • 03

    Real visitors' layout shift on casechek.com is 0.69 at the 75th percentile, almost three times the 0.25 "poor" line, while loading and interaction are fine. On mobile, the largest element is an illustration from the contact pop-up.

    High impactLow effort First result in 1 month Director

    First action

    Record the homepage loading on a phone.

    How to measure it

    p75 CLS

    Now
    –
    Target
    under 0.1
    By
    60 days

    Steps

    1. 1

      Find shifts

      Lab trace.

      Marketing operations 1 day

    2. 2

      Reserve space

      Counters, sliders, images.

      Marketing operations 2 days

    3. 3

      Defer pop-up

      Load on click.

      Marketing operations 1 day

    4. 4

      Alt text

      All images.

      Marketing operations 1 day

    5. 5

      Test

      Mobile and desktop.

      Marketing operations 1 day

    6. 6

      Monitor

      Monthly.

      Marketing operations monthly

    First result
    1 month
    Cost
    Web time
    Owner
    Director, Growth Marketing

    Smallest test

    Fix the homepage counters' space.

    Why it works

    Find what moves (likely the animated counters, sliders and the pop-up), reserve space for each, load the pop-up only when opened, and add missing alt text. Re-check field data monthly.

    Pages that jump make buttons hard to hit and look careless to clinical and finance buyers.

    Risks and how to handle them

    • Theme limits

      Fix the worst templates first.

    Evidence

    • Google PageSpeedcasechek.com homepage on mobile: performance 56, lab largest paint 11.1 s (an illustration image from the contact pop-up), accessibility 87 (images without alt text, heading order, contrast), SEO 85. Real visitors (Chrome UX Report, p75): layout shift 0.69, far above the 0.25 "poor" line, while largest paint (1.27 s) and interaction (52 ms) are good; largest paint is trending slower.Source
    • Your websiteHomepage: four headline figures (2M surgical cases managed, 97% average rep compliance, 80% reduction of manual labor, over 99% EHR accuracy) are set by an animation script; the page text itself reads "0 M Surgical Cases Managed 0 % Average Rep Compliance 0 % Reduction of Manual Labor* > 0 % EHR Accuracy" (checked twice, October 23, 2026), while the footnote example gives an "82% reduction". The "Let Our Results Do The Talking" section's "View Results" button opens the Thought Leadership blog category.Source
  • 04

    The site says "24-Hour Bill Submission" on Solutions and "< 48 Hours" on Payment, 80% and 82% for the same labor example, and Ardent as "25+ Hospitals" and "30 Locations". The Events page lists Vanderbilt three times and a finished conference as upcoming.

    Medium impactLow effort First result in 1 week Product Marketing Director

    First action

    List every number on the site.

    How to measure it

    Pages matching the claims sheet

    Now
    –
    Target
    100%
    By
    30 days

    Steps

    1. 1

      Collect claims

      Site and decks.

      Product Marketing Director 1 day

    2. 2

      Approve

      Sources.

      Product Marketing Director 1 day

    3. 3

      Update pages

      All mismatches.

      Marketing operations 1 day

    4. 4

      Clean events

      Duplicates and past events.

      Marketing operations 1 hour

    5. 5

      Share

      Sales and CS.

      Product Marketing Director 1 day

    6. 6

      Review

      Quarterly.

      Product Marketing Director quarterly

    First result
    1 week
    Cost
    $0
    Owner
    Product Marketing Director

    Smallest test

    Fix the Ardent and bill-submission numbers today.

    Why it works

    Write a claims sheet with one approved number per claim and source, update every page and deck, and clean the Events page.

    Finance buyers check numbers; consistency is part of credibility, and the PMD owns the messaging architecture.

    Risks and how to handle them

    • None significant

      Housekeeping.

    Evidence

    • Your websitePayment page: hospitals take "over 9 days post-surgery to send a purchase order"; "a 9% EHR Error Rate which represents $6.5M in misdocumented spend"; clients achieve "<1% EHR Error Rate", an "84% decrease in operational cost" and a "1700% increase in POs processing within 0-3 days"; discrepancies found "at over 40 health systems". It promises "< 48 Hours Bill Submission" while /solutions/ says "24-Hour Bill Submission". No calculator or assessment offer on the page.Source
    • Your websiteHomepage: four headline figures (2M surgical cases managed, 97% average rep compliance, 80% reduction of manual labor, over 99% EHR accuracy) are set by an animation script; the page text itself reads "0 M Surgical Cases Managed 0 % Average Rep Compliance 0 % Reduction of Manual Labor* > 0 % EHR Accuracy" (checked twice, October 23, 2026), while the footnote example gives an "82% reduction". The "Let Our Results Do The Talking" section's "View Results" button opens the Thought Leadership blog category.Source
    • Your websiteEvents page: the Ardent Health webinar is titled "Across 25+ Hospitals" there and "Across 30 Locations" on the homepage; the Vanderbilt webinar is listed three times; "Upcoming Events" still shows the October 12-14 Hospital Supply Chain Conference after it ended. Past webinars feature UCLA Health, Cape Cod Healthcare, Northside Hospital, UCHealth and OhioHealth.Source
    • HiringProduct Marketing Director (open, posted September 11, 2026): own positioning for "supply chain, perioperative, finance, and revenue cycle leaders"; build personas for Value Analysis committees and hospital executives; "Develop ROI models, value assessments, and business cases"; build "competitive competitor comparisons, objection-handling guides, discovery frameworks, demo narratives"; and "Turn customer outcomes into market-ready proof — case studies, reference stories, and quantified success narratives".Source
  • 05

    Casechek launched on the Workday Marketplace with the Design Approved badge, and Seattle Children's and OhioHealth stories involve Workday. Health systems moving to Workday are a defined, timely audience.

    High impactLow effort First result in 1 quarter Director

    First action

    List target systems on or moving to Workday.

    How to measure it

    Opportunities from Workday play

    Now
    –
    Target
    10
    By
    2 quarters

    Steps

    1. 1

      Build page

      Integration and stories.

      Product Marketing Director 1 week

    2. 2

      Target list

      Workday health systems.

      Director, Growth Marketing 1 week

    3. 3

      ABM play

      Email, ads, SDR.

      Director, Growth Marketing 1 month

    4. 4

      Partner

      Workday co-marketing.

      Director, Growth Marketing 1 quarter

    5. 5

      Webinar

      With a Workday customer.

      Product Marketing Director 1 quarter

    6. 6

      Measure

      Pipeline.

      Director, Growth Marketing monthly

    First result
    1 quarter
    Cost
    Ads and staff time
    Owner
    Director, Growth Marketing

    Smallest test

    Email ten Workday systems with the Seattle Children's story.

    Build the prospect list. The list compiled from public sources, verified, deduplicated and delivered to your CRM. Usually live within days.

    Book a working session

    Why it works

    Build a "Casechek for Workday" page with integration details and the Workday stories, and run an ABM play to health systems on or moving to Workday, with Workday partner co-marketing where possible.

    An ERP project is the moment a hospital rethinks bill-only; meeting it then shortens the sale.

    Risks and how to handle them

    • Partner rules

      Follow Workday marketplace guidelines.

    Evidence

    • Your websiteWorkday: "Casechek's Bill-Only Workflow Platform is now available on the Workday Marketplace" (September 25, 2026) after earning "the Workday Design Approved Badge", as a Workday Innovation Partner. New customers announced July 8, 2026: Banner Health, BayCare and Novant Health.Source
    • Your websiteSeattle Children's case study (October 5, 2026, behind a form): surgery-to-PO cycle time "from 14.8 to 5.2 days" and EHR documentation errors "from 17.5% to 2.7%" during a full Workday ERP transition. A June 2026 webinar covered "Vanderbilt's Path to 99.7% Documentation Accuracy".Source
    • Your websiteEvents page: the Ardent Health webinar is titled "Across 25+ Hospitals" there and "Across 30 Locations" on the homepage; the Vanderbilt webinar is listed three times; "Upcoming Events" still shows the October 12-14 Hospital Supply Chain Conference after it ended. Past webinars feature UCLA Health, Cape Cod Healthcare, Northside Hospital, UCHealth and OhioHealth.Source
    • HiringDirector, Growth Marketing (open): own demand generation "across our Procurement and Payment Solutions"; run account-based programs that "use intent data to engage the full buying committee (supply chain, perioperative, finance, revenue cycle)"; "Define success by qualified pipeline added, not MQL volume"; build the inbound and outbound SDR motion with "speed-to-lead standards"; stack named: Salesforce, Pardot, Gong, 6sense, ZoomInfo or Clay.Source
  • 06

    The growth director sets "speed-to-lead standards" and wants pipeline, not MQLs. The form already asks how people heard about Casechek, including "I worked with Casechek at another hospital".

    Medium impactLow effort First result in 1 month Director

    First action

    Measure current response time.

    How to measure it

    Form to meeting

    Now
    –
    Target
    +30%
    By
    60 days

    Steps

    1. 1

      Measure now

      Time to first touch.

      Director, Growth Marketing 1 day

    2. 2

      Routing

      Alerts and owners.

      Marketing operations 2 days

    3. 3

      Map fields

      Source to Salesforce.

      Marketing operations 1 day

    4. 4

      Clean form

      Remove the setup tip.

      Marketing operations 1 hour

    5. 5

      Coach

      SDR call opener.

      Director, Growth Marketing 1 week

    6. 6

      Report

      Pipeline by source.

      Director, Growth Marketing monthly

    First result
    1 month
    Cost
    $0
    Owner
    Director, Growth Marketing

    Smallest test

    Call every request this week within an hour.

    Why it works

    Route demo and contact forms to SDRs with a one-hour target, send source answers to Salesforce, and report pipeline by answer. Remove the leftover setup tip from the form while editing it.

    Fast follow-up wins more first meetings, and the source answers show which channels create pipeline.

    Risks and how to handle them

    • After-hours forms

      Next morning call with a scheduling link sent at once.

    Evidence

    • HiringDirector, Growth Marketing (open): own demand generation "across our Procurement and Payment Solutions"; run account-based programs that "use intent data to engage the full buying committee (supply chain, perioperative, finance, revenue cycle)"; "Define success by qualified pipeline added, not MQL volume"; build the inbound and outbound SDR motion with "speed-to-lead standards"; stack named: Salesforce, Pardot, Gong, 6sense, ZoomInfo or Clay.Source
    • Your websiteThe site-wide contact form asks for name, title, department, hospital, phone, solution ("Vendor Tray Management", "Bill Only Management", "All") and "How did you hear about us?" with options including "I worked with Casechek at another hospital". Its markup still carries the form builder's setup tip ("Important: Delete this tip before you publish the form") as a hidden field. Homepage quotes come from staff at Salem Health, Baylor University Medical Center, Loyola University Medical Center, Froedtert and Northwestern Memorial.Source

This quarter 8

The core plays for the next three months.

  • 07

    The growth director must engage "the full buying committee (supply chain, perioperative, finance, revenue cycle)"; the PMD builds personas for each. Casechek has stories that fit each role.

    High impactMedium effort First result in 1 quarter Director

    First action

    Pick 50 tier-one accounts.

    How to measure it

    Accounts with 3+ engaged personas

    Now
    –
    Target
    25
    By
    2 quarters

    Steps

    1. 1

      Tier accounts

      With sales.

      Director, Growth Marketing 2 weeks

    2. 2

      Persona messages

      Four tracks.

      Product Marketing Director 2 weeks

    3. 3

      Content

      Proof per persona.

      Product Marketing Director 1 month

    4. 4

      Run

      Ads, email, SDR.

      Director, Growth Marketing 1 quarter

    5. 5

      Intent

      Prioritize surging accounts.

      Director, Growth Marketing weekly

    6. 6

      Measure

      Engagement and pipeline.

      Director, Growth Marketing monthly

    First result
    1 quarter
    Cost
    ABM tools
    Owner
    Director, Growth Marketing

    Smallest test

    Run the play on ten accounts.

    Why it works

    Tier target accounts with sales, and for each account run a four-track play: supply chain gets PO cycle time, perioperative gets rep compliance and tray readiness, finance gets misdocumented spend, revenue cycle gets EHR accuracy. Track account engagement.

    Hospitals buy by committee; reaching every member with their own proof speeds consensus.

    Risks and how to handle them

    • Thin contacts for some roles

      Use events and peers to reach them.

    Evidence

    • HiringDirector, Growth Marketing (open): own demand generation "across our Procurement and Payment Solutions"; run account-based programs that "use intent data to engage the full buying committee (supply chain, perioperative, finance, revenue cycle)"; "Define success by qualified pipeline added, not MQL volume"; build the inbound and outbound SDR motion with "speed-to-lead standards"; stack named: Salesforce, Pardot, Gong, 6sense, ZoomInfo or Clay.Source
    • HiringProduct Marketing Director (open, posted September 11, 2026): own positioning for "supply chain, perioperative, finance, and revenue cycle leaders"; build personas for Value Analysis committees and hospital executives; "Develop ROI models, value assessments, and business cases"; build "competitive competitor comparisons, objection-handling guides, discovery frameworks, demo narratives"; and "Turn customer outcomes into market-ready proof — case studies, reference stories, and quantified success narratives".Source
    • Your websitePayment page: hospitals take "over 9 days post-surgery to send a purchase order"; "a 9% EHR Error Rate which represents $6.5M in misdocumented spend"; clients achieve "<1% EHR Error Rate", an "84% decrease in operational cost" and a "1700% increase in POs processing within 0-3 days"; discrepancies found "at over 40 health systems". It promises "< 48 Hours Bill Submission" while /solutions/ says "24-Hour Bill Submission". No calculator or assessment offer on the page.Source
    • Your website2025 review (February 21, 2026): "over 124,000 Bill-Only cases, representing a 218% increase year-over-year", 146,000 purchase orders (+249%), "$1.5 billion in annualized purchase order spend" across customers as of January 1, 2026, and in procurement "over 380,000 cases" and "4.15M loaner tray scans in 2025 alone".Source
  • 08

    The RVP is asked to cross-sell Payment to customers who use Procurement. Casechek handled 380,000 procurement cases and 4.15M tray scans in 2025, so it knows each customer's vendor cases.

    High impactMedium effort First result in 1 quarter Regional Vice President

    First action

    List Procurement-only customers.

    How to measure it

    Procurement customers adding Payment

    Now
    –
    Target
    +10 accounts
    By
    3 quarters

    Steps

    1. 1

      List accounts

      Procurement only.

      Regional Vice President, Business Development 1 week

    2. 2

      Build assessment

      From case data.

      Customer Success lead 1 month

    3. 3

      Business reviews

      Present.

      Strategic Account Management team 1 quarter

    4. 4

      Pilot offer

      One site.

      Regional Vice President, Business Development ongoing

    5. 5

      Case study

      First cross-sell.

      Product Marketing Director 1 quarter

    6. 6

      Measure

      Attach rate.

      Regional Vice President, Business Development monthly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Regional Vice President, Business Development

    Smallest test

    Run one assessment for a friendly customer.

    Why it works

    For each Procurement-only customer, build a short assessment from their own case data (bill-only volume and estimated documentation risk) and present it at the business review with a Payment pilot offer.

    Existing customers already trust the team; their own data makes the case.

    Risks and how to handle them

    • Data permissions

      Use only data the contract allows.

    Evidence

    • HiringRegional Vice President, Business Development (open): new hospitals, health systems and IDNs, and "cross sell Casechek's Payment solution to an existing customer base currently utilizing Casechek's Procurement solution for vendor tray management and surgical case coordination".Source
    • Your website2025 review (February 21, 2026): "over 124,000 Bill-Only cases, representing a 218% increase year-over-year", 146,000 purchase orders (+249%), "$1.5 billion in annualized purchase order spend" across customers as of January 1, 2026, and in procurement "over 380,000 cases" and "4.15M loaner tray scans in 2025 alone".Source
    • Your websitePayment page: hospitals take "over 9 days post-surgery to send a purchase order"; "a 9% EHR Error Rate which represents $6.5M in misdocumented spend"; clients achieve "<1% EHR Error Rate", an "84% decrease in operational cost" and a "1700% increase in POs processing within 0-3 days"; discrepancies found "at over 40 health systems". It promises "< 48 Hours Bill Submission" while /solutions/ says "24-Hour Bill Submission". No calculator or assessment offer on the page.Source
  • 09

    The rep app averages 2.6 stars; reviews describe log-in loops and crashes with many trays, and one rep joined because a facility made it mandatory. Reps work across many hospitals, and the contact form already counts people who "worked with Casechek at another hospital".

    High impactHigh effort First result in 1 quarter Senior Product Manager

    First action

    Reproduce the log-in loop.

    How to measure it

    App Store rating

    Now
    –
    Target
    4.0+
    By
    3 quarters

    Steps

    1. 1

      Reproduce

      Log-in and crash bugs.

      Mobile engineering lead 1 week

    2. 2

      Fix

      Session persistence.

      Mobile engineering lead 1 month

    3. 3

      Large cases

      Performance.

      Mobile engineering lead 1 month

    4. 4

      Release notes

      Tell reps.

      Senior Product Manager 1 day

    5. 5

      Review prompt

      After success.

      Mobile engineering lead 2 weeks

    6. 6

      Track

      Rating monthly.

      Senior Product Manager monthly

    First result
    1 quarter
    Cost
    Engineering time
    Owner
    Senior Product Manager

    Smallest test

    Ship the log-in fix.

    Why it works

    Fix log-in persistence and large-case crashes first, then ask satisfied reps for reviews in the app and track the rating monthly.

    Reps who like the app speak well of Casechek at every hospital they visit; reps who hate it warn hospitals off.

    Risks and how to handle them

    • Security rules require log-outs

      Use biometric re-entry instead of full log-in.

    Evidence

    • App StoreThe Casechek app that vendor reps use averages 2.6 stars from 61 US ratings (updated October 14, 2026). Recent reviews describe login loops ("I can't get past the log in page"), crashes with many trays and frequent log-outs; one is from a rep who signed up "since a facility I frequent made it mandatory".Source
    • Your websiteThe site-wide contact form asks for name, title, department, hospital, phone, solution ("Vendor Tray Management", "Bill Only Management", "All") and "How did you hear about us?" with options including "I worked with Casechek at another hospital". Its markup still carries the form builder's setup tip ("Important: Delete this tip before you publish the form") as a hidden field. Homepage quotes come from staff at Salem Health, Baylor University Medical Center, Loyola University Medical Center, Froedtert and Northwestern Memorial.Source
  • 10

    GHX sells Marketplace Bill Only and JumpTech scans bill-only supplies at point of use; the PMD will build competitor comparisons. Buyers compare before they call.

    High impactMedium effort First result in 1 quarter Product Marketing Director

    First action

    Draft the GHX page.

    How to measure it

    Comparison-page demos

    Now
    –
    Target
    5 a month
    By
    2 quarters

    Steps

    1. 1

      Research

      Rival pages.

      Product Marketing Director 1 week

    2. 2

      Draft

      Fair tables.

      Product Marketing Director 2 weeks

    3. 3

      Legal

      Claims review.

      Product Marketing Director 1 week

    4. 4

      Publish

      Two pages.

      Marketing operations 1 day

    5. 5

      Use in sales

      Competitor comparisons.

      Product Marketing Director ongoing

    6. 6

      Refresh

      Quarterly.

      Product Marketing Director quarterly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Product Marketing Director

    Smallest test

    Publish one comparison page.

    Why it works

    Publish fair comparison pages: scope (procurement to payment), EHR and ERP integration, 5-way match, services, results. Keep competitor comparisons internal.

    Comparison searches are high intent and help AI assistants describe Casechek correctly.

    Risks and how to handle them

    • Rivals change

      Date every page.

    Evidence

    • Competitor researchRivals' own homepages: GHX, "AI-Powered Healthcare Supply Chain Orchestration", with a customer story on "GHX Marketplace Bill Only to Automate Bill-Only Implant and Consignment Orders"; JumpTech, a "Hospital Financial Performance Platform" whose point-of-use scanning captures "stock, bill-only, consignment, trunk stock" supplies.Source
    • HiringProduct Marketing Director (open, posted September 11, 2026): own positioning for "supply chain, perioperative, finance, and revenue cycle leaders"; build personas for Value Analysis committees and hospital executives; "Develop ROI models, value assessments, and business cases"; build "competitive competitor comparisons, objection-handling guides, discovery frameworks, demo narratives"; and "Turn customer outcomes into market-ready proof — case studies, reference stories, and quantified success narratives".Source
    • Your websitePayment page: hospitals take "over 9 days post-surgery to send a purchase order"; "a 9% EHR Error Rate which represents $6.5M in misdocumented spend"; clients achieve "<1% EHR Error Rate", an "84% decrease in operational cost" and a "1700% increase in POs processing within 0-3 days"; discrepancies found "at over 40 health systems". It promises "< 48 Hours Bill Submission" while /solutions/ says "24-Hour Bill Submission". No calculator or assessment offer on the page.Source
  • 11

    About 50 posts share one update date, and many titles still say "in 2024 and beyond" or "in 2025". The sitemap also lists a testing page and an old one-pager.

    Medium impactMedium effort First result in 1 quarter Director

    First action

    List posts by traffic.

    How to measure it

    Traffic to refreshed posts

    Now
    –
    Target
    +25%
    By
    2 quarters

    Steps

    1. 1

      Audit

      Traffic and age.

      Director, Growth Marketing 1 week

    2. 2

      Decide

      Update, merge, redirect.

      Director, Growth Marketing 1 week

    3. 3

      Update

      Top 15.

      Product Marketing Director 1 month

    4. 4

      Redirect

      Retired posts.

      Marketing operations 1 day

    5. 5

      Sitemap

      Remove test pages.

      Marketing operations 1 hour

    6. 6

      Repeat

      Twice a year.

      Director, Growth Marketing 6 months

    First result
    1 quarter
    Cost
    Writing time
    Owner
    Director, Growth Marketing

    Smallest test

    Retitle the five most visited posts.

    Why it works

    Update the posts that bring traffic with current numbers (2025 volumes, Workday), merge overlapping posts, redirect weak ones, and remove the testing page from the sitemap.

    Current posts look credible to buyers and rank better.

    Risks and how to handle them

    • Lost traffic

      Redirect to the closest post.

    Evidence

    • Your websiteSitemaps (October 23, 2026): 11 pages (home, team, events, two privacy pages, payment, procurement, solutions, a login-only /resources/, a /testing-page/ and an /ohio-health-one-pager/) and about 110 posts, with case studies (Cape Cod Healthcare, Baptist Health, UnityPoint Health, Dublin Methodist, a Mid-Atlantic academic health system, Seattle Children's) mixed in among blogs and news. No case-study or results page. About 50 posts share the same June 23, 2026 update date, and many titles still say "in 2024 and beyond" or "in 2025".Source
    • Your website2025 review (February 21, 2026): "over 124,000 Bill-Only cases, representing a 218% increase year-over-year", 146,000 purchase orders (+249%), "$1.5 billion in annualized purchase order spend" across customers as of January 1, 2026, and in procurement "over 380,000 cases" and "4.15M loaner tray scans in 2025 alone".Source
  • 12

    Casechek runs strong customer webinars (Ardent, Vanderbilt, Cape Cod, UCLA, UCHealth, OhioHealth), and the growth director owns webinars and events.

    High impactMedium effort First result in 1 quarter Director

    First action

    Plan the next webinar's follow-up.

    How to measure it

    Meetings from each webinar

    Now
    –
    Target
    8
    By
    2 quarters

    Steps

    1. 1

      Invite

      Target accounts.

      Director, Growth Marketing 3 weeks

    2. 2

      Run

      Customer speaker.

      Product Marketing Director per webinar

    3. 3

      Clips

      Three short videos.

      Director, Growth Marketing 1 week

    4. 4

      Summary

      One page.

      Product Marketing Director 1 week

    5. 5

      Sequence

      By persona.

      Director, Growth Marketing 2 weeks

    6. 6

      Measure

      Meetings.

      Director, Growth Marketing per webinar

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Director, Growth Marketing

    Smallest test

    Re-run follow-up for the Ardent webinar.

    Why it works

    For each webinar: invite target accounts, run it, then cut three clips, a one-page summary and a follow-up sequence by persona; route attendees from target accounts to sales within a day.

    Webinars feature peers, the most trusted source for hospital buyers; follow-up turns attendance into meetings.

    Risks and how to handle them

    • Speaker approval

      Get approval early.

    Evidence

    • Your websiteEvents page: the Ardent Health webinar is titled "Across 25+ Hospitals" there and "Across 30 Locations" on the homepage; the Vanderbilt webinar is listed three times; "Upcoming Events" still shows the October 12-14 Hospital Supply Chain Conference after it ended. Past webinars feature UCLA Health, Cape Cod Healthcare, Northside Hospital, UCHealth and OhioHealth.Source
    • HiringDirector, Growth Marketing (open): own demand generation "across our Procurement and Payment Solutions"; run account-based programs that "use intent data to engage the full buying committee (supply chain, perioperative, finance, revenue cycle)"; "Define success by qualified pipeline added, not MQL volume"; build the inbound and outbound SDR motion with "speed-to-lead standards"; stack named: Salesforce, Pardot, Gong, 6sense, ZoomInfo or Clay.Source
    • Your websiteSeattle Children's case study (October 5, 2026, behind a form): surgery-to-PO cycle time "from 14.8 to 5.2 days" and EHR documentation errors "from 17.5% to 2.7%" during a full Workday ERP transition. A June 2026 webinar covered "Vanderbilt's Path to 99.7% Documentation Accuracy".Source
  • 13

    Banner Health, BayCare and Novant Health joined in July 2026. New regional anchors are strong references for nearby systems.

    Medium impactMedium effort First result in 2 quarters Regional Vice President

    First action

    Ask one new customer to host.

    How to measure it

    Opportunities from roundtables

    Now
    –
    Target
    6
    By
    3 quarters

    Steps

    1. 1

      Ask

      Hosting.

      Regional Vice President, Business Development 1 month

    2. 2

      Plan

      Format.

      Director, Growth Marketing 1 month

    3. 3

      Invite

      Regional systems.

      Director, Growth Marketing 1 month

    4. 4

      Run

      Roundtable.

      Regional Vice President, Business Development quarterly

    5. 5

      Follow up

      Meetings.

      Regional Vice President, Business Development 2 weeks

    6. 6

      Measure

      Pipeline.

      Director, Growth Marketing quarterly

    First result
    2 quarters
    Cost
    Event costs
    Owner
    Regional Vice President, Business Development

    Smallest test

    Host one roundtable.

    Why it works

    With permission, run regional peer roundtables hosted by each new customer once live, and target health systems in the same regions.

    Peers in the same region share vendors and challenges.

    Risks and how to handle them

    • Customers not ready

      Wait until results exist.

    Evidence

    • Your websiteWorkday: "Casechek's Bill-Only Workflow Platform is now available on the Workday Marketplace" (September 25, 2026) after earning "the Workday Design Approved Badge", as a Workday Innovation Partner. New customers announced July 8, 2026: Banner Health, BayCare and Novant Health.Source
    • HiringRegional Vice President, Business Development (open): new hospitals, health systems and IDNs, and "cross sell Casechek's Payment solution to an existing customer base currently utilizing Casechek's Procurement solution for vendor tray management and surgical case coordination".Source
  • 14

    Casechek exhibits at AHRMM, IDN Summit, SMI and HCP conferences, and the form counts conference leads.

    Medium impactMedium effort First result in 1 quarter Director

    First action

    Get the next attendee list.

    How to measure it

    Pre-booked meetings

    Now
    –
    Target
    15 per event
    By
    2 quarters

    Steps

    1. 1

      Attendee list

      Target accounts.

      Director, Growth Marketing 3 weeks

    2. 2

      Outreach

      Book meetings.

      Director, Growth Marketing 2 weeks

    3. 3

      Event

      Run meetings.

      Regional Vice President, Business Development per event

    4. 4

      Follow up

      Two days.

      Director, Growth Marketing 1 week

    5. 5

      Tag

      In Salesforce.

      Director, Growth Marketing 1 day

    6. 6

      Measure

      Pipeline.

      Director, Growth Marketing per event

    First result
    1 quarter
    Cost
    Event budget
    Owner
    Director, Growth Marketing

    Smallest test

    Pre-book ten meetings for the next show.

    Why it works

    Before each event, book meetings with target accounts attending; after, follow up within two days by persona and log every lead with event tags.

    Pre-booked meetings return far more than booth traffic.

    Risks and how to handle them

    • Lists unavailable

      Use LinkedIn and intent data.

    Evidence

    • Your websiteEvents page: the Ardent Health webinar is titled "Across 25+ Hospitals" there and "Across 30 Locations" on the homepage; the Vanderbilt webinar is listed three times; "Upcoming Events" still shows the October 12-14 Hospital Supply Chain Conference after it ended. Past webinars feature UCLA Health, Cape Cod Healthcare, Northside Hospital, UCHealth and OhioHealth.Source
    • HiringDirector, Growth Marketing (open): own demand generation "across our Procurement and Payment Solutions"; run account-based programs that "use intent data to engage the full buying committee (supply chain, perioperative, finance, revenue cycle)"; "Define success by qualified pipeline added, not MQL volume"; build the inbound and outbound SDR motion with "speed-to-lead standards"; stack named: Salesforce, Pardot, Gong, 6sense, ZoomInfo or Clay.Source
    • Your websiteThe site-wide contact form asks for name, title, department, hospital, phone, solution ("Vendor Tray Management", "Bill Only Management", "All") and "How did you hear about us?" with options including "I worked with Casechek at another hospital". Its markup still carries the form builder's setup tip ("Important: Delete this tip before you publish the form") as a hidden field. Homepage quotes come from staff at Salem Health, Baylor University Medical Center, Loyola University Medical Center, Froedtert and Northwestern Memorial.Source

Big bets 3

Larger plays that can change the trajectory.

  • 15

    Casechek supported 124,000 bill-only cases and $1.5 billion in annualized PO spend, and has found discrepancies at over 40 health systems. No one else publishes bill-only benchmarks.

    High impactHigh effort First result in 3 quarters Product Marketing Director

    First action

    Pick ten benchmark metrics.

    How to measure it

    Downloads

    Now
    –
    Target
    1,000
    By
    1 year

    Steps

    1. 1

      Metrics

      Ten.

      Product Marketing Director 2 weeks

    2. 2

      Data

      Aggregate.

      Customer Success lead 2 months

    3. 3

      Privacy

      Customer permissions.

      CEO 1 month

    4. 4

      Write

      Report.

      Product Marketing Director 1 month

    5. 5

      Launch

      Conference and webinar.

      Director, Growth Marketing 1 month

    6. 6

      Use

      Sales and ABM.

      Director, Growth Marketing ongoing

    First result
    3 quarters
    Cost
    Analyst time
    Owner
    Product Marketing Director

    Smallest test

    Publish one chart.

    Why it works

    Publish an annual benchmark: days to PO, EHR error rates, late bills, off-contract spend, by system size and specialty, aggregated and anonymous. Launch at AHRMM with a webinar.

    Original data earns press and becomes the reference every hospital compares against.

    Risks and how to handle them

    • Customer data use

      Aggregate and get permission.

    Evidence

    • Your website2025 review (February 21, 2026): "over 124,000 Bill-Only cases, representing a 218% increase year-over-year", 146,000 purchase orders (+249%), "$1.5 billion in annualized purchase order spend" across customers as of January 1, 2026, and in procurement "over 380,000 cases" and "4.15M loaner tray scans in 2025 alone".Source
    • Your websitePayment page: hospitals take "over 9 days post-surgery to send a purchase order"; "a 9% EHR Error Rate which represents $6.5M in misdocumented spend"; clients achieve "<1% EHR Error Rate", an "84% decrease in operational cost" and a "1700% increase in POs processing within 0-3 days"; discrepancies found "at over 40 health systems". It promises "< 48 Hours Bill Submission" while /solutions/ says "24-Hour Bill Submission". No calculator or assessment offer on the page.Source
    • Your websiteEvents page: the Ardent Health webinar is titled "Across 25+ Hospitals" there and "Across 30 Locations" on the homepage; the Vanderbilt webinar is listed three times; "Upcoming Events" still shows the October 12-14 Hospital Supply Chain Conference after it ended. Past webinars feature UCLA Health, Cape Cod Healthcare, Northside Hospital, UCHealth and OhioHealth.Source
  • 16

    Casechek finds discrepancies in every system it measures. A short upload-based check would show hospitals their own gap before a sales call.

    High impactHigh effort First result in 3 quarters Senior Product Manager

    First action

    Define the minimum data needed.

    How to measure it

    Health checks

    Now
    –
    Target
    30
    By
    3 quarters

    Steps

    1. 1

      Data spec

      Minimum fields.

      Senior Product Manager 1 month

    2. 2

      Security review

      Data handling.

      Senior Product Manager 1 month

    3. 3

      Build

      Upload and report.

      Senior Product Manager 1 quarter

    4. 4

      Pilot

      Five hospitals.

      Director, Growth Marketing 1 month

    5. 5

      Review calls

      Experts.

      Strategic Account Management team ongoing

    6. 6

      Measure

      Pipeline.

      Director, Growth Marketing monthly

    First result
    3 quarters
    Cost
    Engineering time
    Owner
    Senior Product Manager

    Smallest test

    Run a manual check for two hospitals.

    Why it works

    Let a hospital upload a sample of bill-only POs and EHR records and get a short report with error rate and days to PO, followed by an expert review call.

    A real result about their own hospital converts better than any brochure.

    Risks and how to handle them

    • Data sensitivity

      Use de-identified data.

    Evidence

    • Your websitePayment page: hospitals take "over 9 days post-surgery to send a purchase order"; "a 9% EHR Error Rate which represents $6.5M in misdocumented spend"; clients achieve "<1% EHR Error Rate", an "84% decrease in operational cost" and a "1700% increase in POs processing within 0-3 days"; discrepancies found "at over 40 health systems". It promises "< 48 Hours Bill Submission" while /solutions/ says "24-Hour Bill Submission". No calculator or assessment offer on the page.Source
    • HiringProduct Marketing Director (open, posted September 11, 2026): own positioning for "supply chain, perioperative, finance, and revenue cycle leaders"; build personas for Value Analysis committees and hospital executives; "Develop ROI models, value assessments, and business cases"; build "competitive competitor comparisons, objection-handling guides, discovery frameworks, demo narratives"; and "Turn customer outcomes into market-ready proof — case studies, reference stories, and quantified success narratives".Source
    • HiringDirector, Growth Marketing (open): own demand generation "across our Procurement and Payment Solutions"; run account-based programs that "use intent data to engage the full buying committee (supply chain, perioperative, finance, revenue cycle)"; "Define success by qualified pipeline added, not MQL volume"; build the inbound and outbound SDR motion with "speed-to-lead standards"; stack named: Salesforce, Pardot, Gong, 6sense, ZoomInfo or Clay.Source
  • 17

    Casechek says bill-only "is the breakthrough that accelerates what comes next: true financial control across all vendor-managed procedures". Positioning for that category now sets the frame before rivals do.

    High impactHigh effort First result in 4 quarters CEO

    First action

    Draft the category point of view.

    How to measure it

    Expanded-scope opportunities

    Now
    –
    Target
    10
    By
    4 quarters

    Steps

    1. 1

      Point of view

      Category definition.

      CEO 1 month

    2. 2

      Design partners

      Two hospitals.

      Senior Product Manager 1 quarter

    3. 3

      Messaging

      New category.

      Product Marketing Director 1 month

    4. 4

      Launch

      Conference keynote.

      Director, Growth Marketing 1 quarter

    5. 5

      Sales

      New plays.

      Regional Vice President, Business Development 1 quarter

    6. 6

      Review

      Progress.

      CEO quarterly

    First result
    4 quarters
    Cost
    Leadership time
    Owner
    CEO

    Smallest test

    Publish the point of view.

    Why it works

    Define the category, publish a point of view, and map product roadmap to it with two design partner hospitals.

    Owning the category name makes Casechek the default shortlist pick.

    Risks and how to handle them

    • Spread too thin

      Keep bill-only as the core.

    Evidence

    • Your website2025 review (February 21, 2026): "over 124,000 Bill-Only cases, representing a 218% increase year-over-year", 146,000 purchase orders (+249%), "$1.5 billion in annualized purchase order spend" across customers as of January 1, 2026, and in procurement "over 380,000 cases" and "4.15M loaner tray scans in 2025 alone".Source
    • HiringProduct Marketing Director (open, posted September 11, 2026): own positioning for "supply chain, perioperative, finance, and revenue cycle leaders"; build personas for Value Analysis committees and hospital executives; "Develop ROI models, value assessments, and business cases"; build "competitive competitor comparisons, objection-handling guides, discovery frameworks, demo narratives"; and "Turn customer outcomes into market-ready proof — case studies, reference stories, and quantified success narratives".Source
    • Competitor researchRivals' own homepages: GHX, "AI-Powered Healthcare Supply Chain Orchestration", with a customer story on "GHX Marketplace Bill Only to Automate Bill-Only Implant and Consignment Orders"; JumpTech, a "Hospital Financial Performance Platform" whose point-of-use scanning captures "stock, bill-only, consignment, trunk stock" supplies.Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 18

    The form counts people who "worked with Casechek at another hospital". Coordinators, SPD managers and OR directors change employers often.

    Medium impactLow effort First result in 1 quarter Strategic Account Management…

    First action

    List current champions.

    How to measure it

    Champion-moved opportunities

    Now
    –
    Target
    4
    By
    2 quarters

    Steps

    1. 1

      List champions

      Every account.

      Strategic Account Management team 2 weeks

    2. 2

      Track moves

      LinkedIn alerts.

      Director, Growth Marketing ongoing

    3. 3

      Outreach

      Welcome note.

      Regional Vice President, Business Development ongoing

    4. 4

      Offer

      Assessment.

      Regional Vice President, Business Development ongoing

    5. 5

      Thank

      Champion gift.

      Strategic Account Management team ongoing

    6. 6

      Measure

      Opportunities.

      Director, Growth Marketing quarterly

    First result
    1 quarter
    Cost
    Gifts
    Owner
    Strategic Account Management team

    Smallest test

    Contact three moved champions.

    Why it works

    Ask champions to tell you when they move, follow them on LinkedIn, and contact them in their new role with a welcome offer.

    A former user is the warmest lead there is.

    Risks and how to handle them

    • Privacy concerns

      Use public profiles only.

    Evidence

    • Your websiteThe site-wide contact form asks for name, title, department, hospital, phone, solution ("Vendor Tray Management", "Bill Only Management", "All") and "How did you hear about us?" with options including "I worked with Casechek at another hospital". Its markup still carries the form builder's setup tip ("Important: Delete this tip before you publish the form") as a hidden field. Homepage quotes come from staff at Salem Health, Baylor University Medical Center, Loyola University Medical Center, Froedtert and Northwestern Memorial.Source
    • HiringDirector, Growth Marketing (open): own demand generation "across our Procurement and Payment Solutions"; run account-based programs that "use intent data to engage the full buying committee (supply chain, perioperative, finance, revenue cycle)"; "Define success by qualified pipeline added, not MQL volume"; build the inbound and outbound SDR motion with "speed-to-lead standards"; stack named: Salesforce, Pardot, Gong, 6sense, ZoomInfo or Clay.Source
  • 19

    The homepage quotes coordinators and SPD managers who saved hours. Video of the same people is more persuasive.

    Medium impactLow effort First result in 1 month Product Marketing Director

    First action

    Ask three champions.

    How to measure it

    Views from target accounts

    Now
    –
    Target
    200
    By
    2 quarters

    Steps

    1. 1

      Ask

      Three champions.

      Product Marketing Director 2 weeks

    2. 2

      Record

      Remote or on site.

      Product Marketing Director 1 month

    3. 3

      Edit

      Two minutes.

      Director, Growth Marketing 2 weeks

    4. 4

      Publish

      Results page.

      Marketing operations 1 day

    5. 5

      Use

      ABM.

      Director, Growth Marketing ongoing

    6. 6

      Measure

      Views.

      Director, Growth Marketing monthly

    First result
    1 month
    Cost
    Production
    Owner
    Product Marketing Director

    Smallest test

    Record one video.

    Why it works

    Record two-minute videos with three champions on their old process and new one, and use them on the Results page and in ABM.

    Peers on camera build trust with frontline evaluators.

    Risks and how to handle them

    • Approval

      Hospital communications sign-off.

    Evidence

    • Your websiteThe site-wide contact form asks for name, title, department, hospital, phone, solution ("Vendor Tray Management", "Bill Only Management", "All") and "How did you hear about us?" with options including "I worked with Casechek at another hospital". Its markup still carries the form builder's setup tip ("Important: Delete this tip before you publish the form") as a hidden field. Homepage quotes come from staff at Salem Health, Baylor University Medical Center, Loyola University Medical Center, Froedtert and Northwestern Memorial.Source
    • HiringProduct Marketing Director (open, posted September 11, 2026): own positioning for "supply chain, perioperative, finance, and revenue cycle leaders"; build personas for Value Analysis committees and hospital executives; "Develop ROI models, value assessments, and business cases"; build "competitive competitor comparisons, objection-handling guides, discovery frameworks, demo narratives"; and "Turn customer outcomes into market-ready proof — case studies, reference stories, and quantified success narratives".Source
  • 20

    Casechek reports on case oversight daily, and the PMD builds value narratives. Finance leaders rarely see the results.

    Medium impactLow effort First result in 1 quarter Customer Success lead

    First action

    Design the one-pager.

    How to measure it

    Gross retention

    Now
    –
    Target
    95%+
    By
    4 quarters

    Steps

    1. 1

      Design

      One page.

      Customer Success lead 2 weeks

    2. 2

      Automate

      From data.

      Senior Product Manager 1 month

    3. 3

      Send

      Monthly.

      Customer Success lead monthly

    4. 4

      Review

      Quarterly business review.

      Strategic Account Management team quarterly

    5. 5

      Cross-sell

      Flag gaps.

      Regional Vice President, Business Development ongoing

    6. 6

      Measure

      Retention.

      Customer Success lead quarterly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Customer Success lead

    Smallest test

    Send one report.

    Why it works

    Send each customer a monthly one-page report (POs on time, error rate, hours saved, expense captured) to the champion and CFO.

    Visible value protects renewals and starts expansion talks.

    Risks and how to handle them

    • CFO fatigue

      Keep it to one page.

    Evidence

    • Your websitePayment page: hospitals take "over 9 days post-surgery to send a purchase order"; "a 9% EHR Error Rate which represents $6.5M in misdocumented spend"; clients achieve "<1% EHR Error Rate", an "84% decrease in operational cost" and a "1700% increase in POs processing within 0-3 days"; discrepancies found "at over 40 health systems". It promises "< 48 Hours Bill Submission" while /solutions/ says "24-Hour Bill Submission". No calculator or assessment offer on the page.Source
    • HiringProduct Marketing Director (open, posted September 11, 2026): own positioning for "supply chain, perioperative, finance, and revenue cycle leaders"; build personas for Value Analysis committees and hospital executives; "Develop ROI models, value assessments, and business cases"; build "competitive competitor comparisons, objection-handling guides, discovery frameworks, demo narratives"; and "Turn customer outcomes into market-ready proof — case studies, reference stories, and quantified success narratives".Source
    • HiringRegional Vice President, Business Development (open): new hospitals, health systems and IDNs, and "cross sell Casechek's Payment solution to an existing customer base currently utilizing Casechek's Procurement solution for vendor tray management and surgical case coordination".Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

ProgrammableAgency

1 of the 20 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Prospect lists1The list compiled from public sources, verified, deduplicated and delivered to your CRM.

A 30-minute session with the engineer who would build it, not a sales call. You leave with a plan whether or not you hire us.

Book a working session

Usually live within days.

Tools for the rest

ProgrammableTalk

Fill the events in this plan

These ideas are events. Talk gets registrants for them and tells you who's coming and what their company does before the day.

Plan an event (opens programmable.talk in a new tab)
ProgrammableDigital

Show it, don't just describe it

These ideas need something to show: a demo, a video, an animation, graphics or a deck. Digital turns screenshots or the site into all of them, in the company's own brand.

Make a demo (opens programmable.digital in a new tab)
More example playbooks and reviews

More growth playbooks

Other companies we have researched, each read from what they are hiring for.

  • Credible growth strategyA consumer finance marketplace that shows real prequalified rates from multiple lenders for personal loans, student loans, student loan…24 growth ideas
  • Dulcedo growth strategyA full-service talent management agency for influencers, models, athletes, gamers and entertainers, plus HYPERMUSE, an AI image and video…20 growth ideas
  • Million Dollar Baby Co. growth strategyFamily-owned Los Angeles maker of nursery and kids furniture and textiles since 1990, behind DaVinci, Carter's by DaVinci, Babyletto…22 growth ideas
  • adjoe growth strategyAn adtech company from Hamburg: Playtime, a rewarded offerwall for monetizing and promoting apps; Arcade, game-based loyalty for brands…21 growth ideas
  • Online Cycling Gear growth strategyAn online store of affordable, made-to-order cycling apparel: 1,800+ original, retro and themed jerseys, bibs, kits and caps in sizes XXS…20 growth ideas
  • Harness growth strategyAn AI software delivery platform with agents for CI/CD, security testing, runtime protection, cost management, an internal developer…22 growth ideas
  • Spotter growth strategyFunds top YouTube creators through revenue-share licensing (Creator Capital) and sells advertising across their long-form catalog, mostly…21 growth ideas
  • Roku growth strategyThe TV streaming platform behind Roku TVs and players, with The Roku Channel, Howdy, Premium Subscriptions, smart home products and a…21 growth ideas

See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 26, 2026, and cites them throughout. Casechek did not commission, review or endorse it, and Programmable is not affiliated with Casechek. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Casechek runs its business.

Something wrong, or do you represent Casechek? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    Results page, calculator, layout fix, claims sheet, Workday page and speed-to-lead.

    Programmable can ship 1 of these in days.

  2. Days 31 to 6011 ideas

    Buying-committee ABM, cross-sell, rep app, comparison pages, content refresh, webinar and conference campaigns, regional references; champion tracking, videos and CFO reports.

  3. Days 61 to 903 ideas

    Big bets: benchmark report, self-serve health check and category expansion.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value hours saved chasing vendors. The most cited problem: paper bills and sticker sheets.

  • High-touch service that continues after go-live
  • Late POs
  • In their words: “bill-only”

Market

Competitive landscape

2 competitors compared: GHX and JumpTech.

  • Gap to exploit: Public bill-only benchmarks
  • GHX: Bill-only is one module of many
  • JumpTech: Less focus on vendor case coordination

Hiring signals

Casechek is building a marketing engine: a Product Marketing Director to turn outcomes into proof, ROI models and competitor comparisons (ideas 1, 2, 4, 10), a Director of Growth Marketing for buying-committee ABM…

  • Product Marketing Director: Customer proof, ROI and competitor comparisons. Ideas 1, 2, 4, 10.
  • Director, Growth Marketing: ABM across the buying committee and speed-to-lead. Ideas 5, 6, 7, 12, 14.
  • Regional Vice President, Business Development: New logos and Payment cross-sell. Ideas 8, 13.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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