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Generated Oct 23, 2026
  1. Programmable
  2. Playbooks
  3. Tebra
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growth playbook · Oct 23, 2026

tebra.com (opens in a new tab)

Tebra growth playbook

Diagnosis

Tebra (Kareo and PatientPop combined) serves more than 42,000 independent practices, and its hiring points to a sales-led push into small practices: Growth AEs, outbound SDRs, a product marketer for competitive intelligence, a new sales director and RevOps reporting.

The site already has the assets for that push (a 5,172-page patient directory, six calculators and graders, a 90-day offer), but they leak. A third of sampled directory pages promise "Book Instantly" and show no providers, the directory sign-up page has a broken canonical, pricing promises a price in two minutes and then asks for a demo, and there are no one-to-one comparison pages.

This playbook turns empty pages into SDR lists, fixes those leaks, follows up tool users within an hour, adds comparisons, specialty pages and new-practice outreach, then builds AI-bookable directory data, a self-serve trial and a data report.

Growth Score

7/10

Biggest Opportunity

Use the free directory and tools as the top of the sales funnel: every empty city page and every calculator result is a specific reason to call a practice.

Biggest Risk

SimplePractice, athenahealth, AdvancedMD and DrChrono compete for the same practices, and a directory that shows no providers or the wrong specialty undermines trust in the platform Tebra sells.

01

Start here

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

  1. 1

    Turn the empty "Book Instantly" directory pages into a recruiting list for the new SDR team

    Export the provider count for every /care/ page and list the empty ones.

    High impact First result in 1 month
  2. 2

    Fix the broken canonical tag on the directory sign-up page

    Correct the canonical on /care/join today.

    Medium impact First result in 2 weeks
  3. 3

    Make the pricing page do what its description promises: a price range in two minutes

    Agree the lowest per-provider price you are willing to publish.

    High impact First result in 1 month

02

Your idea portfolio

21 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.

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

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 · 2Big bets · 10Fill-ins · 4Reconsider · 5
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Tebra publishes 5,172 patient directory pages titled "Find the Best ... Near Me - Book Instantly". In a sample of 30, ten showed no providers at all and six showed only one or two. The Akron dermatologists page shows one OB-GYN in another city. Each empty page is a city and specialty where Tebra has no practices, and the SDR and Growth AE roles are about outbound to exactly those small practices.

    High impactMedium effort First result in 1 month Sales Development Representat…

    First action

    Export the provider count for every /care/ page and list the empty ones.

    How to measure it

    Claimed listings in previously empty pages

    Now
    –
    Target
    500
    By
    90 days

    Steps

    1. 1

      Count providers

      Provider count per city and specialty page.

      SEO Manager 2 days

    2. 2

      Change the empty state

      A "claim the first listing" block in place of the dead end.

      Web Team 3 days

    3. 3

      Fix specialty matching

      Only show providers of the page's specialty, or label them as nearby alternatives.

      Web Team 1 week

    4. 4

      Hold thin pages

      Noindex and drop from the sitemap pages with fewer than two providers.

      SEO Manager 2 days

    5. 5

      Build target lists

      City and specialty pairs to SDR sequences in Outreach.

      Sales Development Representative 3 days

    6. 6

      Write the opener

      Local demand plus a free profile, then the EHR+ conversation.

      Sales Development Representative 2 days

    7. 7

      Measure

      Claims, bookings and pipeline by former empty page.

      Revenue Operations Analyst monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Sales Development Representative

    Smallest test

    Change the empty state on 100 pages and call the matching practices for two weeks.

    Why it works

    Rank all 5,172 pages by listed providers. For the empty and thin ones, swap the dead end for a "Are you a dermatologist in Grand Rapids? Claim the first listing free" block that links to /care/join. Feed the same city and specialty pairs to the SDRs as target lists, opening with "patients in your city search for your specialty on Tebra and find no one". Until a page has two real providers, keep it out of the index and out of the sitemap.

    Fixes a broken promise to patients, turns pages that bring traffic but no bookings into sign-ups, and gives outbound a specific, local reason to call.

    Ready to use

    ChecklistEmpty directory page fix list

    [ ] Provider count for all 5,172 pages
    [ ] Empty state: "Claim the first listing in <city>"
    [ ] Specialty filter: no OB-GYN on a dermatology page without a label
    [ ] Noindex below two providers
    [ ] Sitemap regenerated from live counts
    [ ] SDR list per city and specialty
    [ ] Weekly report of claims and bookings

    Risks and how to handle them

    • Fewer indexed pages for a while

      Pages come back as soon as they have real providers.

    • Free profiles that never upgrade

      Score claimed profiles for EHR+ fit before the AE call.

    Evidence

    • Your websitePatient directory sitemaps (checked October 22, 2026): 5,172 /care/ city pages, 12 specialties times 431 cities (cardiologists, chiropractors, dentists, dermatologists, family doctors, OB-GYNs, ophthalmologists, orthopedic surgeons, pediatricians, physical therapists, podiatrists, psychiatrists). Each is titled "Find the Best <specialty> Near Me in <city> - Book Instantly | Tebra" and carries no robots noindex tag.Source
    • Your websiteA random sample of 30 directory city pages, fetched on October 22, 2026 and fetched again later that day: 10 say "We couldn't find any providers matching your search within this area", 4 list one provider and 2 list two. Big-city pages are full (121 dentists in Chicago, 179 in Newark). The Akron dermatologists page lists a single OB-GYN 16.6 miles away in Canton.Source
    • Your websiteDirectory sign-up page (/care/join): "More patients. More bookings. $0 to start."; "Market yourself where 600k+ patients are already searching"; "1.2M+ Appointments booked"; the marketplace is "optimized to surface in search experiences like Google, Apple, Bing, Yahoo and AI chat". Its canonical tag reads "https://www.tebra.com/care/care/join/[5:]".Source
    • HiringSales Development Representative (remote US): "high-volume outbound motions", "Execute daily outbound prospecting activities against defined target lists using phone, email, and sequencing tools", and convert conversations into meetings for Account Executives (Salesforce, Outreach).Source
    • HiringAccount Executive, Growth (remote US, open October 2026): joins the "Small Business Sales team" to "drive growth for small healthcare practices across the U.S."; will "Collaborate cross-functionally with Sales Development, Marketing, and Onboarding to optimize the buyer journey and improve conversion rates" and needs "basic video demo skills".Source
  • 02

    The /care/join page, where practices create a free profile, has a canonical tag pointing to "https://www.tebra.com/care/care/join/[5:]", a template slip that names a URL that does not exist. Search engines may drop or misread the page that turns directory traffic into practices.

    Medium impactLow effort First result in 2 weeks SEO Manager

    First action

    Correct the canonical on /care/join today.

    How to measure it

    Organic visits to /care/join

    Now
    –
    Target
    +20%
    By
    60 days

    Steps

    1. 1

      Fix the tag

      Self-referencing canonical.

      Web Team 1 hour

    2. 2

      Scan templates

      All /care/ templates for broken canonicals.

      SEO Manager 1 day

    3. 3

      Request indexing

      Search Console URL inspection.

      SEO Manager 1 day

    4. 4

      Add a release check

      Fail builds on malformed canonicals.

      Web Team 2 days

    5. 5

      Watch

      Indexing and clicks for the page.

      SEO Manager weekly

    6. 6

      Report

      Sign-ups from organic search.

      Revenue Operations Analyst monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    SEO Manager

    Smallest test

    Fix the tag and inspect it in Search Console.

    Why it works

    Set a self-referencing canonical on /care/join, scan every Tebra Care template for the same pattern, and add a check to the release process that fails when a canonical contains brackets or repeated path segments.

    A one-line fix protects the sign-up page for the directory's own acquisition funnel.

    Risks and how to handle them

    • Other templates have the same slip

      The scan in step 2 finds them.

    Evidence

    • Your websiteDirectory sign-up page (/care/join): "More patients. More bookings. $0 to start."; "Market yourself where 600k+ patients are already searching"; "1.2M+ Appointments booked"; the marketplace is "optimized to surface in search experiences like Google, Apple, Bing, Yahoo and AI chat". Its canonical tag reads "https://www.tebra.com/care/care/join/[5:]".Source
    • Your websitePatient directory sitemaps (checked October 22, 2026): 5,172 /care/ city pages, 12 specialties times 431 cities (cardiologists, chiropractors, dentists, dermatologists, family doctors, OB-GYNs, ophthalmologists, orthopedic surgeons, pediatricians, physical therapists, podiatrists, psychiatrists). Each is titled "Find the Best <specialty> Near Me in <city> - Book Instantly | Tebra" and carries no robots noindex tag.Source
  • 03

    The pricing page tells searchers they will get "a custom price in under two minutes" and "Transparent pricing", but the FAQ says pricing "is typically tailored during the demo process". Practices comparing with SimplePractice, which shows a free trial, meet a demo wall.

    High impactLow effort First result in 1 month Product Marketing Manager

    First action

    Agree the lowest per-provider price you are willing to publish.

    How to measure it

    Pricing-page demo requests

    Now
    –
    Target
    +25%
    By
    60 days

    Steps

    1. 1

      Set ranges

      Per-provider ranges per bundle.

      Product Marketing Manager 3 days

    2. 2

      Design the estimator

      Three questions, one range.

      Web Team 3 days

    3. 3

      Build

      Estimator on /pricing.

      Web Team 1 week

    4. 4

      Pass to CRM

      Estimator answers on the Salesforce lead.

      Revenue Operations Analyst 2 days

    5. 5

      Train AEs

      Open calls from the range shown.

      Account Executive, Growth 1 day

    6. 6

      Test

      Against the current page.

      Demand Generation Manager 4 weeks

    First result
    1 month
    Cost
    Engineering time
    Owner
    Product Marketing Manager

    Smallest test

    Publish the "from" price for one bundle and compare demo requests.

    Why it works

    Publish "from" prices per provider for Practice Essentials and Practice Automation, add a short estimator (providers, specialty, billing in-house or outsourced) that returns a range, and pass the answers into the demo booking so the AE starts from the same numbers.

    Price is the first question small practices ask, and an honest range qualifies leads before the AE spends time.

    Risks and how to handle them

    • Rivals see the price

      Ranges, not quotes; value is in the bundle.

    Evidence

    • Your websitePricing page: the meta description promises "a custom price in under two minutes. No commitment, no surprises. Transparent pricing", while the FAQ says practices evaluate two bundles (Practice Essentials and Practice Automation) and "pricing is typically tailored during the demo process"; pricing is per clinical provider, not per seat; an FAQ explains "Kareo is now part of Tebra".Source
    • Competitor researchRivals' own homepages: SimplePractice, "Join 250,000+ therapists, health & wellness professionals. Start your free trial today"; athenahealth, "Join 170K+ clinicians on the largest connected network in healthcare"; AdvancedMD unifies "practice management, patient engagement, and EHR"; DrChrono, an "AI-powered cloud-based EHR platform".Source
    • HiringAccount Executive, Growth (remote US, open October 2026): joins the "Small Business Sales team" to "drive growth for small healthcare practices across the U.S."; will "Collaborate cross-functionally with Sales Development, Marketing, and Onboarding to optimize the buyer journey and improve conversion rates" and needs "basic video demo skills".Source
  • 04

    The new PMM delivers weekly competitive intelligence, but the site has one three-way comparison and no "Tebra vs AdvancedMD", "vs DrChrono" or "vs SimplePractice" pages, nor switching guides, although customers already describe switching from AdvancedMD.

    High impactMedium effort First result in 6 weeks Product Marketing Manager

    First action

    Pull the five rivals named most in lost and won deals.

    How to measure it

    Comparison-page demos

    Now
    –
    Target
    80 a month
    By
    90 days

    Steps

    1. 1

      Rank rivals

      From Salesforce win/loss notes.

      Product Marketing Manager 2 days

    2. 2

      Check facts

      Each rival's public pricing and features.

      Product Marketing Manager 1 week

    3. 3

      Find switchers

      One customer story per rival.

      Customer Success Manager 2 weeks

    4. 4

      Write pages

      Tables, migration steps, story.

      Product Marketing Manager 2 weeks

    5. 5

      Legal review

      Claims and trademarks.

      Legal 1 week

    6. 6

      Publish and link

      From pricing and the three-way page.

      SEO Manager 2 days

    7. 7

      Refresh

      Quarterly from competitive intelligence.

      Product Marketing Manager quarterly

    First result
    6 weeks
    Cost
    Staff time only
    Owner
    Product Marketing Manager

    Smallest test

    Publish "Tebra vs AdvancedMD" first.

    Why it works

    Publish a fair page per rival met most often in deals (AdvancedMD, DrChrono, SimplePractice, athenahealth, Practice Fusion), each with a feature table, pricing model, migration steps and a switching customer's story. Date each page and refresh it from the PMM's quarterly report.

    Comparison searches come from buyers already in market, and AI assistants quote these pages when asked which EHR to pick.

    Risks and how to handle them

    • Claims go stale

      Date each page and cite sources.

    Evidence

    • HiringProduct Marketing Manager (posted August 24, 2026): "the nexus of knowledge for EHR and care delivery products for the private practice market"; will "Deliver weekly, monthly and quarterly competitive intelligence" using "the voice of our customer", build sales enablement including "presentations, demos, and case studies", and report on "customer acquisition, engagement, and retention".Source
    • Your websiteComparison content: one three-way page, "Tebra vs Athenahealth vs SimplePractice" (ratings as of September 15, 2026), and no one-to-one comparison or switching pages in the sitemaps. The offer page quotes a psychiatrist-owner on moving from AdvancedMD: "like going from Android to iPhone".Source
    • Competitor researchRivals' own homepages: SimplePractice, "Join 250,000+ therapists, health & wellness professionals. Start your free trial today"; athenahealth, "Join 170K+ clinicians on the largest connected network in healthcare"; AdvancedMD unifies "practice management, patient engagement, and EHR"; DrChrono, an "AI-powered cloud-based EHR platform".Source
  • 05

    Tebra runs six interactive tools (EHR, billing and manual-work calculators, a Competitive Scanner, an Efficiency Grader and a tour). A practice owner who just saw what their billing leaks cost is at peak interest, and Tebra is hiring SDRs for high-volume outreach.

    High impactLow effort First result in 1 month Sales Development Representat…

    First action

    Measure today's time from tool submission to first call.

    How to measure it

    Tool-to-meeting rate

    Now
    –
    Target
    +30%
    By
    60 days

    Steps

    1. 1

      Measure speed

      Current time to first touch.

      Sales Development Representative 1 day

    2. 2

      Route leads

      One-hour SLA alerts.

      Revenue Operations Analyst 2 days

    3. 3

      Write openers

      One per tool.

      Sales Development Representative 2 days

    4. 4

      Add text follow-up

      For missed calls.

      Revenue Operations Analyst 2 days

    5. 5

      Coach

      Weekly call reviews.

      Senior Director, Sales weekly

    6. 6

      Track

      Meetings by tool and speed band.

      Revenue Operations Analyst weekly

    First result
    1 month
    Cost
    SDR time
    Owner
    Sales Development Representative

    Smallest test

    Call one day of tool users within an hour and compare.

    Why it works

    Route every tool submission with a phone number to an SDR within an hour. The call opens with the practice's two biggest numbers from the tool and offers a 20-minute review with an AE. Missed calls get a text and an email with the result.

    Speed and a personal opening drive SMB meeting rates more than any script.

    Risks and how to handle them

    • Owners dislike fast calls

      Offer text-first on the form.

    Evidence

    • Your websiteHomepage: "Run your entire practice with one EHR+ platform"; a banner offering the EHR+ platform "free for 90 days"; interactive tools in the menu (Product Tour, EHR Calculator, Billing Calculator, Manual Work Calculator, a Competitive Scanner to "Compare your practice against local peers", and an Efficiency Grader); specialty menu limited to Family Medicine, Primary Care, Pediatrics, Mental Health and Nurse Practitioners; G2 "Leader in Medical Practice Management and Billing".Source
    • HiringSales Development Representative (remote US): "high-volume outbound motions", "Execute daily outbound prospecting activities against defined target lists using phone, email, and sequencing tools", and convert conversations into meetings for Account Executives (Salesforce, Outreach).Source
    • HiringAccount Executive, Growth (remote US, open October 2026): joins the "Small Business Sales team" to "drive growth for small healthcare practices across the U.S."; will "Collaborate cross-functionally with Sales Development, Marketing, and Onboarding to optimize the buyer journey and improve conversion rates" and needs "basic video demo skills".Source
  • 06

    kareo.com and patientpop.com both redirect to the tebra.com homepage. Practices still search for "Kareo pricing" and "Kareo login"; the homepage does not tell them what happened to the product they know, and the pricing FAQ that does is buried.

    Medium impactLow effort First result in 2 weeks SEO Manager

    First action

    List the top legacy URLs still receiving traffic.

    How to measure it

    Legacy visits to sign-in or demo

    Now
    –
    Target
    +40%
    By
    60 days

    Steps

    1. 1

      Pull logs

      Top legacy paths by traffic.

      SEO Manager 2 days

    2. 2

      Write the page

      What changed and where things are.

      Product Marketing Manager 3 days

    3. 3

      Map redirects

      Deep URL to closest page.

      SEO Manager 2 days

    4. 4

      Update redirects

      At the domain level.

      Web Team 1 day

    5. 5

      Add FAQ markup

      For "Kareo pricing" and "Kareo login".

      SEO Manager 1 day

    6. 6

      Measure

      Sign-in and demo clicks.

      Revenue Operations Analyst monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    SEO Manager

    Smallest test

    Point patientpop.com at the new page first.

    Why it works

    Build a "Kareo and PatientPop are now Tebra" page with what changed, sign-in links, pricing and migration help. Redirect deep legacy URLs to their closest Tebra page, and point the domains' root at the new page.

    Brand searches for the old names are high intent; a clear answer keeps existing users and wins former ones back.

    Risks and how to handle them

    • Losing old rankings

      Keep one-to-one redirects for deep pages.

    Evidence

    • Your websitekareo.com and patientpop.com both redirect (301) to the tebra.com homepage. The "Grow Into 2027" offer gives new customers 90 days free with an annual contract signed by December 31, 2026; its form lets visitors pick "No providers yet - New billing company" and roles such as Biller and Billing Company Owner; a /new-practices page and a new-practice checklist exist.Source
    • Your websitePricing page: the meta description promises "a custom price in under two minutes. No commitment, no surprises. Transparent pricing", while the FAQ says practices evaluate two bundles (Practice Essentials and Practice Automation) and "pricing is typically tailored during the demo process"; pricing is per clinical provider, not per seat; an FAQ explains "Kareo is now part of Tebra".Source

This quarter 9

The core plays for the next three months.

  • 07

    Tebra has a /new-practices page, a new-practice checklist and an offer form that lets visitors pick "No providers yet". New practices choose an EHR once and stay for years. CMS publishes every new National Provider Identifier in its public NPPES files, which shows who is opening a practice before they pick software.

    High impactMedium effort First result in 1 month Sales Development Representat…

    First action

    Download the latest NPPES weekly file and count new practices in target specialties.

    How to measure it

    New-practice meetings

    Now
    –
    Target
    60 a month
    By
    1 quarter

    Steps

    1. 1

      Get the data

      Weekly NPPES files.

      Revenue Operations Analyst 2 days

    2. 2

      Filter

      Specialties and practice size.

      Revenue Operations Analyst 1 week

    3. 3

      Enrich

      Phone and email from public sources.

      Sales Development Representative weekly

    4. 4

      Sequence

      Checklist, offer and free profile.

      Sales Development Representative 1 week

    5. 5

      Hand off

      Meetings to Growth AEs.

      Account Executive, Growth ongoing

    6. 6

      Measure

      Close rate against other sources.

      Revenue Operations Analyst monthly

    First result
    1 month
    Cost
    Data and SDR time
    Owner
    Sales Development Representative

    Smallest test

    Contact 100 new practices from one week's file.

    Why it works

    Pull new individual and organization NPIs each week, filter to Tebra's target specialties and small practices, and run an SDR sequence with the new-practice checklist and the offer. Add the directory profile as a free first step.

    A practice that is opening has no incumbent vendor, so the first useful contact often wins.

    Risks and how to handle them

    • Contact rules

      Follow TCPA and CAN-SPAM; email and call only business lines.

    Evidence

    • Your websitekareo.com and patientpop.com both redirect (301) to the tebra.com homepage. The "Grow Into 2027" offer gives new customers 90 days free with an annual contract signed by December 31, 2026; its form lets visitors pick "No providers yet - New billing company" and roles such as Biller and Billing Company Owner; a /new-practices page and a new-practice checklist exist.Source
    • HiringSales Development Representative (remote US): "high-volume outbound motions", "Execute daily outbound prospecting activities against defined target lists using phone, email, and sequencing tools", and convert conversations into meetings for Account Executives (Salesforce, Outreach).Source
    • HiringTebra's description in every post: "the only all-in-one EHR+ platform built exclusively for independent healthcare practices", connecting "EHR software, billing, automation, telehealth solution, and marketing"; "More than 42,000 private practices trust Tebra".Source
  • 08

    The directory covers twelve specialties, including chiropractors, dentists, physical therapists, podiatrists and dermatologists, and there are case studies from chiropractic, dental and rehab practices. Yet specialty pages exist only for primary care, family medicine, pediatrics, psychology and nurse practitioners.

    High impactMedium effort First result in 2 months Demand Generation Manager

    First action

    Count active customers by specialty and pick the top three without a page.

    How to measure it

    Specialty-page demos

    Now
    –
    Target
    100 a month
    By
    1 quarter

    Steps

    1. 1

      Rank specialties

      Customers and win rate by specialty.

      Revenue Operations Analyst 1 week

    2. 2

      Collect proof

      One case study each.

      Product Marketing Manager 1 month

    3. 3

      Write pages

      Workflow, templates, billing.

      Product Marketing Manager 1 month

    4. 4

      Build

      With specialty demo form.

      Web Team 2 weeks

    5. 5

      Point traffic

      Search ads and sequences.

      Demand Generation Manager 2 weeks

    6. 6

      Measure

      Demos and closes by page.

      Revenue Operations Analyst monthly

    First result
    2 months
    Cost
    Content and ad budget
    Owner
    Demand Generation Manager

    Smallest test

    Launch one chiropractic page and route ads to it.

    Why it works

    Build pages for the specialties where Tebra already has customers: workflows, templates, billing codes, a case study and a specialty-specific demo. Point paid search and the SDR sequences at them.

    Practices search by specialty, and a page that speaks their workflow converts better than a generic EHR page.

    Risks and how to handle them

    • Specialties with thin product fit

      Start where customers already succeed.

    Evidence

    • Your websiteSitemaps: specialty pages exist only for primary care, family medicine, pediatrics, psychology and nurse practitioners; 28 case studies (including chiropractic, dental and rehab practices); 1,115 URLs in The Intake, including a 2024 "Harris vs Trump" healthcare-plans article; older PatientPop releases on an American Podiatric Medical Association partnership and American Academy of Dermatology preferred-provider status.Source
    • Your websitePatient directory sitemaps (checked October 22, 2026): 5,172 /care/ city pages, 12 specialties times 431 cities (cardiologists, chiropractors, dentists, dermatologists, family doctors, OB-GYNs, ophthalmologists, orthopedic surgeons, pediatricians, physical therapists, podiatrists, psychiatrists). Each is titled "Find the Best <specialty> Near Me in <city> - Book Instantly | Tebra" and carries no robots noindex tag.Source
    • Your websiteHomepage: "Run your entire practice with one EHR+ platform"; a banner offering the EHR+ platform "free for 90 days"; interactive tools in the menu (Product Tour, EHR Calculator, Billing Calculator, Manual Work Calculator, a Competitive Scanner to "Compare your practice against local peers", and an Efficiency Grader); specialty menu limited to Family Medicine, Primary Care, Pediatrics, Mental Health and Nurse Practitioners; G2 "Leader in Medical Practice Management and Billing".Source
  • 09

    The directory says it has booked 1.2 million appointments and that practices join for $0. Many of those free profiles belong to independent practices that Tebra's Small Business team sells to. Their own booking counts are the best sales argument Tebra has.

    High impactMedium effort First result in 2 months Account Executive

    First action

    List free profiles with ten or more bookings in the last 90 days.

    How to measure it

    Directory profiles upgraded to EHR+

    Now
    –
    Target
    3% of active profiles
    By
    2 quarters

    Steps

    1. 1

      Score profiles

      Bookings, reviews, fit.

      Revenue Operations Analyst 2 weeks

    2. 2

      Monthly report

      Bookings and searches per profile.

      Web Team 1 month

    3. 3

      Upgrade offer

      Connected calendar and reminders.

      Product Marketing Manager 2 weeks

    4. 4

      Route to AEs

      Top 200 a month.

      Revenue Operations Analyst monthly

    5. 5

      Call

      Open with their bookings.

      Account Executive, Growth ongoing

    6. 6

      Measure

      Upgrade rate by score band.

      Revenue Operations Analyst monthly

    First result
    2 months
    Cost
    Staff time
    Owner
    Account Executive, Growth

    Smallest test

    Send the report to 500 profiles and call the top 50.

    Why it works

    Score free profiles by bookings, reviews and specialty fit. Send monthly "your Tebra Care month" reports, and route the top profiles to Growth AEs with an offer to connect bookings to the full EHR+ calendar, reminders and billing.

    A practice already getting patients from Tebra trusts the platform, and the upgrade story is its own numbers.

    Risks and how to handle them

    • Free users feel pushed

      Lead with the report, not the pitch.

    Evidence

    • Your websiteDirectory sign-up page (/care/join): "More patients. More bookings. $0 to start."; "Market yourself where 600k+ patients are already searching"; "1.2M+ Appointments booked"; the marketplace is "optimized to surface in search experiences like Google, Apple, Bing, Yahoo and AI chat". Its canonical tag reads "https://www.tebra.com/care/care/join/[5:]".Source
    • HiringAccount Executive, Growth (remote US, open October 2026): joins the "Small Business Sales team" to "drive growth for small healthcare practices across the U.S."; will "Collaborate cross-functionally with Sales Development, Marketing, and Onboarding to optimize the buyer journey and improve conversion rates" and needs "basic video demo skills".Source
    • HiringTebra's description in every post: "the only all-in-one EHR+ platform built exclusively for independent healthcare practices", connecting "EHR software, billing, automation, telehealth solution, and marketing"; "More than 42,000 private practices trust Tebra".Source
  • 10

    Tebra serves billing companies (a billing company summit, billing-partner pages, ebooks and a form option for billing companies). Each billing company works with dozens of practices and recommends software to them.

    High impactMedium effort First result in 1 quarter Senior Director

    First action

    List the 20 largest billing companies on Tebra.

    How to measure it

    Practices referred by billing companies

    Now
    –
    Target
    50 a quarter
    By
    2 quarters

    Steps

    1. 1

      List partners

      Largest billing companies.

      Senior Director, Sales 1 week

    2. 2

      Design terms

      Fees or platform credits.

      Senior Director, Sales 2 weeks

    3. 3

      Build kits

      Co-branded switching material.

      Product Marketing Manager 2 weeks

    4. 4

      Sign ten

      Pilot partners.

      Senior Director, Sales 1 quarter

    5. 5

      Track

      Partner pipeline in Salesforce.

      Revenue Operations Analyst 1 week

    6. 6

      Review

      Quarterly business reviews.

      Senior Director, Sales quarterly

    First result
    1 quarter
    Cost
    Referral fees
    Owner
    Senior Director, Sales

    Smallest test

    Sign one billing company and run a pilot.

    Why it works

    Offer billing companies a referral fee or reduced platform cost for each practice they move to Tebra, co-branded switching kits, and an account manager. Track partner-sourced pipeline as its own segment.

    Billing companies are trusted advisors with many practices each, so one partner can bring a steady flow.

    Risks and how to handle them

    • Channel conflict with direct sales

      Clear deal registration rules.

    Evidence

    • Your websitekareo.com and patientpop.com both redirect (301) to the tebra.com homepage. The "Grow Into 2027" offer gives new customers 90 days free with an annual contract signed by December 31, 2026; its form lets visitors pick "No providers yet - New billing company" and roles such as Biller and Billing Company Owner; a /new-practices page and a new-practice checklist exist.Source
    • Your websiteSitemaps: specialty pages exist only for primary care, family medicine, pediatrics, psychology and nurse practitioners; 28 case studies (including chiropractic, dental and rehab practices); 1,115 URLs in The Intake, including a 2024 "Harris vs Trump" healthcare-plans article; older PatientPop releases on an American Podiatric Medical Association partnership and American Academy of Dermatology preferred-provider status.Source
    • HiringSenior Director, Sales (posted October 6, 2026): leads new business "across key segments", will "Work with Marketing partners to create, test and execute campaigns", owns "forecast accuracy, pipeline health, and sales efficiency metrics" across "inbound and outbound motions" with SaaS metrics "(CAC, LTV, sales cycles)".Source
  • 11

    Tebra announced 1 million AI-generated notes and nearly 160,000 hours reclaimed. Individual practices rarely see their own share, and the PMM is asked to report engagement and retention.

    Medium impactMedium effort First result in 1 quarter Customer Success Manager

    First action

    Compute hours saved per provider for last quarter.

    How to measure it

    Churn of AI Note Assist users

    Now
    –
    Target
    -15%
    By
    2 quarters

    Steps

    1. 1

      Define the method

      Minutes saved per note.

      Staff Software Engineer, AI Engineering 1 week

    2. 2

      Build the card

      In-app monthly view.

      Staff Software Engineer, AI Engineering 1 month

    3. 3

      Send summaries

      Quarterly to owners.

      Customer Success Manager quarterly

    4. 4

      Make benchmarks

      By specialty.

      Product Marketing Manager 2 weeks

    5. 5

      Train AEs

      Use benchmarks in demos.

      Account Executive, Growth 1 day

    6. 6

      Measure

      Retention by usage.

      Revenue Operations Analyst quarterly

    First result
    1 quarter
    Cost
    Engineering time
    Owner
    Customer Success Manager

    Smallest test

    Email 100 owners their number.

    Why it works

    Add a "time saved this month" card in the EHR for each provider, send a quarterly summary to owners, and give AEs anonymized benchmarks by specialty to quote.

    Visible value lowers churn, and per-specialty numbers are stronger proof than one company total.

    Risks and how to handle them

    • Estimates questioned

      Publish the method.

    Evidence

    • Your websiteNewsroom: "Tebra Customers Surpass 1 Million Clinical Notes Generated with AI Note Assist, Reclaiming Nearly 160,000 Hours from Documentation"; launches of AI Review Replies and AI Review Insights; a $250M raise "to accelerate AI innovation"; survey reports on no-shows and medical debt picked up by Fox Business and Medscape.Source
    • HiringProduct Marketing Manager (posted August 24, 2026): "the nexus of knowledge for EHR and care delivery products for the private practice market"; will "Deliver weekly, monthly and quarterly competitive intelligence" using "the voice of our customer", build sales enablement including "presentations, demos, and case studies", and report on "customer acquisition, engagement, and retention".Source
    • HiringRevenue Operations Analyst (Costa Rica, posted October 8, 2026): builds "reporting and dashboards" on "revenue performance, quotas, commissions", recommends "opportunities to increase bookings", and uses "AI and automation tools" (Salesforce, Snowflake, Tableau). A Staff Software Engineer, AI Engineering is also open to embed AI across "billing, payments, claims" in "a bounded, auditable way".Source
  • 12

    The Intake has 1,115 URLs, from billing guides to a 2024 "Harris vs Trump" healthcare-plans article. Tebra also has six interactive tools. Articles that rank for billing or no-show questions should hand readers to the tool that answers their own case.

    Medium impactMedium effort First result in 1 month Product Marketing Manager

    First action

    List the 50 Intake articles with the most traffic.

    How to measure it

    Tool starts from articles

    Now
    –
    Target
    3x
    By
    1 quarter

    Steps

    1. 1

      Cluster articles

      Topic to tool map.

      SEO Manager 1 week

    2. 2

      Design the block

      Inline tool teaser.

      Web Team 1 week

    3. 3

      Roll out

      Top 200 articles.

      SEO Manager 1 month

    4. 4

      Retire dated posts

      Redirect or update.

      SEO Manager 2 weeks

    5. 5

      Route results

      Into the one-hour SDR follow-up.

      Revenue Operations Analyst 1 week

    6. 6

      Measure

      Tool starts and meetings.

      Revenue Operations Analyst monthly

    First result
    1 month
    Cost
    Staff time
    Owner
    Product Marketing Manager

    Smallest test

    Add the block to ten billing articles.

    Why it works

    Map each article cluster to one tool (billing articles to the Billing Calculator, no-show articles to the No-Show Revenue Risk Calculator), add an inline tool block, and retire or update political and dated posts.

    Moves readers from information to a personal result, which is the step before a sales call.

    Risks and how to handle them

    • Readers dislike sales blocks

      Offer a tool, not a demo form.

    Evidence

    • Your websiteSitemaps: specialty pages exist only for primary care, family medicine, pediatrics, psychology and nurse practitioners; 28 case studies (including chiropractic, dental and rehab practices); 1,115 URLs in The Intake, including a 2024 "Harris vs Trump" healthcare-plans article; older PatientPop releases on an American Podiatric Medical Association partnership and American Academy of Dermatology preferred-provider status.Source
    • Your websiteHomepage: "Run your entire practice with one EHR+ platform"; a banner offering the EHR+ platform "free for 90 days"; interactive tools in the menu (Product Tour, EHR Calculator, Billing Calculator, Manual Work Calculator, a Competitive Scanner to "Compare your practice against local peers", and an Efficiency Grader); specialty menu limited to Family Medicine, Primary Care, Pediatrics, Mental Health and Nurse Practitioners; G2 "Leader in Medical Practice Management and Billing".Source
  • 13

    Real visitors pass Core Web Vitals, so this is not an emergency. But the mobile lab score is 37, with 1,399 KB of third-party code from 13 services and Tag Manager alone at 948 KB and 1.4 seconds of blocking time. On phones, practice owners filling in the demo form wait for tags they do not need.

    Medium impactMedium effort First result in 1 month Web Team

    First action

    Export the Tag Manager container and list tags by owner.

    How to measure it

    Mobile demo completions

    Now
    –
    Target
    +10%
    By
    1 quarter

    Steps

    1. 1

      Inventory tags

      Owner and purpose per tag.

      Web Team 1 week

    2. 2

      Remove unused

      Duplicates and dead tags.

      Web Team 1 week

    3. 3

      Delay the rest

      Load after interaction.

      Web Team 2 weeks

    4. 4

      Set a budget

      Script limit on key pages.

      Web Team 1 day

    5. 5

      Fix accessibility

      Button names, touch targets.

      Web Team 1 week

    6. 6

      Measure

      Form completion on mobile.

      Revenue Operations Analyst monthly

    First result
    1 month
    Cost
    Engineering time
    Owner
    Web Team

    Smallest test

    Delay one heavy tag on /demo and compare.

    Why it works

    Audit every tag in the container, remove duplicates and unused ones, load chat and sales tools only after interaction, and set a script budget for /demo and /pricing. Fix the buttons without accessible names at the same time.

    Faster forms on mobile convert better, and a smaller container is easier to govern.

    Risks and how to handle them

    • Losing tracking

      Agree each removal with its owner.

    Evidence

    • Google PageSpeedReal visitors pass Core Web Vitals on tebra.com (LCP p75 1.3s, INP 135ms, CLS 0.01). The mobile lab score is 37: 1,399 KB of third-party code from 13 services, with Google Tag Manager alone 948 KB and 1,377ms of blocking time; accessibility 82 (buttons without accessible names, touch targets).Source
    • Your websitePricing page: the meta description promises "a custom price in under two minutes. No commitment, no surprises. Transparent pricing", while the FAQ says practices evaluate two bundles (Practice Essentials and Practice Automation) and "pricing is typically tailored during the demo process"; pricing is per clinical provider, not per seat; an FAQ explains "Kareo is now part of Tebra".Source
  • 14

    The new RevOps Analyst builds dashboards on bookings and quotas, and the Senior Director of Sales will "create, test and execute campaigns" with Marketing and owns CAC and LTV. Tebra has many lead sources (directory, six tools, offers, content, legacy domains) with no shared view of which ones close.

    High impactMedium effort First result in 2 months Revenue Operations Analyst

    First action

    List every lead source and check it is captured in Salesforce.

    How to measure it

    Bookings with a known source

    Now
    –
    Target
    90%
    By
    1 quarter

    Steps

    1. 1

      List sources

      All forms and tools.

      Revenue Operations Analyst 1 week

    2. 2

      Fix capture

      Hidden fields and UTMs.

      Web Team 2 weeks

    3. 3

      Join data

      Salesforce to bookings in Snowflake.

      Revenue Operations Analyst 2 weeks

    4. 4

      Build the view

      Tableau by source.

      Revenue Operations Analyst 2 weeks

    5. 5

      Review

      Monthly with Sales and Marketing.

      Senior Director, Sales monthly

    6. 6

      Reallocate

      Budget and SDR focus.

      Senior Director, Sales quarterly

    First result
    2 months
    Cost
    Staff time
    Owner
    Revenue Operations Analyst

    Smallest test

    Build the report for the six tools first.

    Why it works

    Tag every lead with its first and last source, join Salesforce opportunities to bookings in Snowflake, and publish a monthly Tableau view of pipeline, bookings and payback by source. Use it to set budgets and SDR focus.

    Money and SDR time then follow the sources that close, not those that only fill forms.

    Risks and how to handle them

    • Attribution arguments

      Agree the model before the first review.

    Evidence

    • HiringRevenue Operations Analyst (Costa Rica, posted October 8, 2026): builds "reporting and dashboards" on "revenue performance, quotas, commissions", recommends "opportunities to increase bookings", and uses "AI and automation tools" (Salesforce, Snowflake, Tableau). A Staff Software Engineer, AI Engineering is also open to embed AI across "billing, payments, claims" in "a bounded, auditable way".Source
    • HiringSenior Director, Sales (posted October 6, 2026): leads new business "across key segments", will "Work with Marketing partners to create, test and execute campaigns", owns "forecast accuracy, pipeline health, and sales efficiency metrics" across "inbound and outbound motions" with SaaS metrics "(CAC, LTV, sales cycles)".Source
    • Your websiteHomepage: "Run your entire practice with one EHR+ platform"; a banner offering the EHR+ platform "free for 90 days"; interactive tools in the menu (Product Tour, EHR Calculator, Billing Calculator, Manual Work Calculator, a Competitive Scanner to "Compare your practice against local peers", and an Efficiency Grader); specialty menu limited to Family Medicine, Primary Care, Pediatrics, Mental Health and Nurse Practitioners; G2 "Leader in Medical Practice Management and Billing".Source
  • 15

    The Growth AE role asks for "basic video demo skills" and Tebra offers a product tour. Many solo providers want to see the product on their own time before talking to anyone, as SimplePractice's self-serve trial lets them.

    Medium impactLow effort First result in 1 month Account Executive

    First action

    Record the first demo for mental health practices.

    How to measure it

    Video-to-meeting rate

    Now
    –
    Target
    15%
    By
    60 days

    Steps

    1. 1

      Pick specialties

      Top five.

      Product Marketing Manager 1 day

    2. 2

      Script

      Specialty workflow.

      Product Marketing Manager 1 week

    3. 3

      Record

      Five-minute demos.

      Account Executive, Growth 1 week

    4. 4

      Publish

      On specialty pages.

      Web Team 2 days

    5. 5

      Follow up

      AE email naming the video.

      Account Executive, Growth ongoing

    6. 6

      Measure

      Meetings and closes.

      Revenue Operations Analyst monthly

    First result
    1 month
    Cost
    Staff time
    Owner
    Account Executive, Growth

    Smallest test

    Publish one video and track meetings.

    Why it works

    Record five-minute demos for each target specialty, gate them lightly (email and specialty), and follow up with an AE booking link that names the video they watched.

    Video lets busy providers qualify themselves, and AEs start calls with buyers who already saw the product.

    Risks and how to handle them

    • Fewer live demos

      Videos qualify; the call still closes.

    Evidence

    • HiringAccount Executive, Growth (remote US, open October 2026): joins the "Small Business Sales team" to "drive growth for small healthcare practices across the U.S."; will "Collaborate cross-functionally with Sales Development, Marketing, and Onboarding to optimize the buyer journey and improve conversion rates" and needs "basic video demo skills".Source
    • Competitor researchRivals' own homepages: SimplePractice, "Join 250,000+ therapists, health & wellness professionals. Start your free trial today"; athenahealth, "Join 170K+ clinicians on the largest connected network in healthcare"; AdvancedMD unifies "practice management, patient engagement, and EHR"; DrChrono, an "AI-powered cloud-based EHR platform".Source
    • Your websiteHomepage: "Run your entire practice with one EHR+ platform"; a banner offering the EHR+ platform "free for 90 days"; interactive tools in the menu (Product Tour, EHR Calculator, Billing Calculator, Manual Work Calculator, a Competitive Scanner to "Compare your practice against local peers", and an Efficiency Grader); specialty menu limited to Family Medicine, Primary Care, Pediatrics, Mental Health and Nurse Practitioners; G2 "Leader in Medical Practice Management and Billing".Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    The directory says it is optimized to surface in "AI chat", but city pages without providers and a single OB-GYN on a dermatology page will not be recommended. Patients increasingly ask assistants to find and book a doctor.

    High impactHigh effort First result in 3 quarters Head of Product

    First action

    Add structured data to 100 full city pages and watch AI referrals.

    How to measure it

    AI-referred bookings

    Now
    –
    Target
    10,000 a month
    By
    3 quarters

    Steps

    1. 1

      Clean data

      Specialty and location accuracy.

      Web Team 1 month

    2. 2

      Add structured data

      Provider and availability.

      SEO Manager 1 month

    3. 3

      Feed availability

      From scheduling.

      Staff Software Engineer, AI Engineering 1 quarter

    4. 4

      Test

      Assistant queries per city.

      SEO Manager monthly

    5. 5

      Report to practices

      AI bookings in reports.

      Web Team 1 month

    6. 6

      Use in sales

      Proof for upgrades.

      Account Executive, Growth ongoing

    First result
    3 quarters
    Cost
    Engineering time
    Owner
    Head of Product, Patient Experience

    Smallest test

    Mark up 100 pages and check citations.

    Why it works

    Publish structured provider data (specialty, insurance, location, open slots) for practices on Tebra, keep it fresh from the scheduling system, and test booking links in assistant answers. Measure assistant-referred bookings per practice and show them in the practice's report.

    Bookings from AI answers become a reason for practices to join Tebra Care and then EHR+.

    Risks and how to handle them

    • Health data rules

      Publish only practice data, never patient data.

    Evidence

    • Your websiteDirectory sign-up page (/care/join): "More patients. More bookings. $0 to start."; "Market yourself where 600k+ patients are already searching"; "1.2M+ Appointments booked"; the marketplace is "optimized to surface in search experiences like Google, Apple, Bing, Yahoo and AI chat". Its canonical tag reads "https://www.tebra.com/care/care/join/[5:]".Source
    • Your websiteA random sample of 30 directory city pages, fetched on October 22, 2026 and fetched again later that day: 10 say "We couldn't find any providers matching your search within this area", 4 list one provider and 2 list two. Big-city pages are full (121 dentists in Chicago, 179 in Newark). The Akron dermatologists page lists a single OB-GYN 16.6 miles away in Canton.Source
    • Your websitePatient directory sitemaps (checked October 22, 2026): 5,172 /care/ city pages, 12 specialties times 431 cities (cardiologists, chiropractors, dentists, dermatologists, family doctors, OB-GYNs, ophthalmologists, orthopedic surgeons, pediatricians, physical therapists, podiatrists, psychiatrists). Each is titled "Find the Best <specialty> Near Me in <city> - Book Instantly | Tebra" and carries no robots noindex tag.Source
  • 17

    SimplePractice sells to 250,000+ professionals with "Start your free trial today", while Tebra routes even solo practices to a demo. The Growth AE team is built for small practices, but the smallest buyers often prefer to try first.

    High impactHigh effort First result in 3 quarters Product Marketing Manager

    First action

    Define the minimum setup a trial needs to be useful.

    How to measure it

    Trial-to-paid conversion

    Now
    –
    Target
    15%
    By
    3 quarters

    Steps

    1. 1

      Scope

      Features in the trial.

      Product Marketing Manager 1 month

    2. 2

      Build onboarding

      Sample data and guide.

      Product Manager, Onboarding 1 quarter

    3. 3

      Assist

      Chat and AE handoff.

      Account Executive, Growth 1 month

    4. 4

      Launch

      Mental health first.

      Demand Generation Manager 1 month

    5. 5

      Measure

      Activation and conversion.

      Revenue Operations Analyst monthly

    6. 6

      Expand

      More specialties.

      Product Marketing Manager 1 quarter

    First result
    3 quarters
    Cost
    Engineering time
    Owner
    Product Marketing Manager

    Smallest test

    Run a concierge trial for 30 solo providers.

    Why it works

    Offer a 14-day trial of Practice Essentials for one provider with sample data, guided setup and in-app chat, and hand engaged trials to AEs. Keep billing setup assisted.

    Removes the biggest step for solo buyers and lets AEs spend time on trials that are already active.

    Risks and how to handle them

    • Support load

      Limit to solo providers at first.

    Evidence

    • Competitor researchRivals' own homepages: SimplePractice, "Join 250,000+ therapists, health & wellness professionals. Start your free trial today"; athenahealth, "Join 170K+ clinicians on the largest connected network in healthcare"; AdvancedMD unifies "practice management, patient engagement, and EHR"; DrChrono, an "AI-powered cloud-based EHR platform".Source
    • HiringAccount Executive, Growth (remote US, open October 2026): joins the "Small Business Sales team" to "drive growth for small healthcare practices across the U.S."; will "Collaborate cross-functionally with Sales Development, Marketing, and Onboarding to optimize the buyer journey and improve conversion rates" and needs "basic video demo skills".Source
    • Your websitePricing page: the meta description promises "a custom price in under two minutes. No commitment, no surprises. Transparent pricing", while the FAQ says practices evaluate two bundles (Practice Essentials and Practice Automation) and "pricing is typically tailored during the demo process"; pricing is per clinical provider, not per seat; an FAQ explains "Kareo is now part of Tebra".Source
  • 18

    Tebra already earns press with surveys (no-shows and medical debt in Fox Business and Medscape). It also sees appointments, no-shows, claims and reviews across 42,000 practices, data no survey matches.

    High impactHigh effort First result in 2 quarters Product Marketing Manager

    First action

    Check which metrics can be aggregated safely.

    How to measure it

    Benchmark report downloads

    Now
    –
    Target
    20,000
    By
    2 quarters

    Steps

    1. 1

      Privacy review

      Aggregation rules.

      Legal 1 month

    2. 2

      Build data

      Metrics by specialty and state.

      Revenue Operations Analyst 1 month

    3. 3

      Write the report

      Findings and charts.

      Product Marketing Manager 1 month

    4. 4

      Practice view

      Personal comparison.

      Web Team 1 month

    5. 5

      Pitch press

      State cuts.

      Communications 2 weeks

    6. 6

      Follow up

      SDRs call engaged readers.

      Sales Development Representative ongoing

    First result
    2 quarters
    Cost
    Staff time
    Owner
    Product Marketing Manager

    Smallest test

    Publish one no-show benchmark by specialty.

    Why it works

    Publish yearly anonymized benchmarks: no-show rates by specialty and state, days to payment, denial rates, review trends. Give every practice its own comparison, and offer reporters state cuts.

    Original data earns links and citations, and each practice's comparison opens a sales conversation.

    Risks and how to handle them

    • Health data sensitivity

      Aggregate only, minimum cell sizes.

    Evidence

    • Your websiteNewsroom: "Tebra Customers Surpass 1 Million Clinical Notes Generated with AI Note Assist, Reclaiming Nearly 160,000 Hours from Documentation"; launches of AI Review Replies and AI Review Insights; a $250M raise "to accelerate AI innovation"; survey reports on no-shows and medical debt picked up by Fox Business and Medscape.Source
    • HiringTebra's description in every post: "the only all-in-one EHR+ platform built exclusively for independent healthcare practices", connecting "EHR software, billing, automation, telehealth solution, and marketing"; "More than 42,000 private practices trust Tebra".Source
    • HiringRevenue Operations Analyst (Costa Rica, posted October 8, 2026): builds "reporting and dashboards" on "revenue performance, quotas, commissions", recommends "opportunities to increase bookings", and uses "AI and automation tools" (Salesforce, Snowflake, Tableau). A Staff Software Engineer, AI Engineering is also open to embed AI across "billing, payments, claims" in "a bounded, auditable way".Source

Wildcards 3

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

  • 19

    The directory covers 431 US cities, many with large Spanish-speaking populations, and has no Spanish pages. Patients search "dentista cerca de mí" and "pediatra" in Spanish, and practices that serve them in Spanish would want to be found.

    Medium impactMedium effort First result in 2 months SEO Manager

    First action

    Count providers who list Spanish as a spoken language.

    How to measure it

    Spanish-page bookings

    Now
    –
    Target
    2,000 a month
    By
    2 quarters

    Steps

    1. 1

      Count providers

      By language.

      SEO Manager 1 week

    2. 2

      Translate templates

      Professional review.

      Localization vendor 1 month

    3. 3

      Publish

      Top 200 cities.

      Web Team 1 month

    4. 4

      Add hreflang

      English and Spanish pairs.

      SEO Manager 1 day

    5. 5

      Add the field

      Spanish profile text.

      Web Team 2 weeks

    6. 6

      Measure

      Bookings and joins.

      Revenue Operations Analyst monthly

    First result
    2 months
    Cost
    Translation budget
    Owner
    SEO Manager

    Smallest test

    Publish Spanish pages for five cities.

    Why it works

    Add Spanish versions of the city pages where providers list Spanish as a language, with hreflang, and a "habla español" filter. Offer practices a Spanish profile field.

    Opens a search audience with fewer competing directories, and gives Spanish-speaking practices a reason to join.

    Risks and how to handle them

    • Thin pages again

      Publish only where Spanish-speaking providers exist.

    Evidence

    • Your websitePatient directory sitemaps (checked October 22, 2026): 5,172 /care/ city pages, 12 specialties times 431 cities (cardiologists, chiropractors, dentists, dermatologists, family doctors, OB-GYNs, ophthalmologists, orthopedic surgeons, pediatricians, physical therapists, podiatrists, psychiatrists). Each is titled "Find the Best <specialty> Near Me in <city> - Book Instantly | Tebra" and carries no robots noindex tag.Source
    • Your websiteDirectory sign-up page (/care/join): "More patients. More bookings. $0 to start."; "Market yourself where 600k+ patients are already searching"; "1.2M+ Appointments booked"; the marketplace is "optimized to surface in search experiences like Google, Apple, Bing, Yahoo and AI chat". Its canonical tag reads "https://www.tebra.com/care/care/join/[5:]".Source
  • 20

    Tebra's case studies show practices growing and opening new locations, and providers trust other providers more than ads. There is no referral program for practices in the sitemaps.

    Medium impactLow effort First result in 1 quarter Customer Success Manager

    First action

    Pick three milestone moments to trigger the ask.

    How to measure it

    Referral signups

    Now
    –
    Target
    30 a quarter
    By
    2 quarters

    Steps

    1. 1

      Set the reward

      Credit per signed practice.

      Customer Success Manager 1 week

    2. 2

      Build the link

      In the EHR.

      Web Team 2 weeks

    3. 3

      Pick moments

      Three milestones.

      Customer Success Manager 1 week

    4. 4

      Launch

      Email and in-app.

      Demand Generation Manager 2 weeks

    5. 5

      Pay quickly

      Within 30 days.

      Finance ongoing

    6. 6

      Measure

      Referrals per milestone.

      Revenue Operations Analyst monthly

    First result
    1 quarter
    Cost
    Referral credits
    Owner
    Customer Success Manager

    Smallest test

    Email the ask to 200 happy customers.

    Why it works

    Offer a credit for each referred practice that signs, with a simple referral link in the EHR, and ask after milestones such as a strong month of collections or a top review score.

    Peer referrals close faster, and the milestone timing catches owners at their happiest.

    Risks and how to handle them

    • Rules on inducements in healthcare

      Have counsel review the reward design.

    Evidence

    • Your websiteSitemaps: specialty pages exist only for primary care, family medicine, pediatrics, psychology and nurse practitioners; 28 case studies (including chiropractic, dental and rehab practices); 1,115 URLs in The Intake, including a 2024 "Harris vs Trump" healthcare-plans article; older PatientPop releases on an American Podiatric Medical Association partnership and American Academy of Dermatology preferred-provider status.Source
    • HiringTebra's description in every post: "the only all-in-one EHR+ platform built exclusively for independent healthcare practices", connecting "EHR software, billing, automation, telehealth solution, and marketing"; "More than 42,000 private practices trust Tebra".Source
  • 21

    Before the rebrand, PatientPop announced a partnership with the American Podiatric Medical Association and preferred-provider status with the American Academy of Dermatology. Both specialties are in the directory, but neither has a specialty page on tebra.com today.

    Medium impactMedium effort First result in 2 quarters Senior Director

    First action

    Check the status of the old association agreements.

    How to measure it

    Association-sourced demos

    Now
    –
    Target
    40 a quarter
    By
    2 quarters

    Steps

    1. 1

      Audit agreements

      Active or lapsed.

      Senior Director, Sales 2 weeks

    2. 2

      Pick two

      Podiatry and dermatology.

      Senior Director, Sales 1 week

    3. 3

      Design offers

      Member pricing.

      Product Marketing Manager 2 weeks

    4. 4

      Build pages

      Specialty landing pages.

      Web Team 1 month

    5. 5

      Run webinars

      With association speakers.

      Demand Generation Manager quarterly

    6. 6

      Measure

      Demos by association.

      Revenue Operations Analyst monthly

    First result
    2 quarters
    Cost
    Sponsorship fees
    Owner
    Senior Director, Sales

    Smallest test

    Call the podiatry association about a webinar.

    Why it works

    Check which association agreements are still active, renew or rebuild them as Tebra, and pair each with a specialty page, a member offer and webinars.

    Associations give trust and member reach that cold outreach does not.

    Risks and how to handle them

    • Associations favour neutrality

      Offer education, not just ads.

    Evidence

    • Your websiteSitemaps: specialty pages exist only for primary care, family medicine, pediatrics, psychology and nurse practitioners; 28 case studies (including chiropractic, dental and rehab practices); 1,115 URLs in The Intake, including a 2024 "Harris vs Trump" healthcare-plans article; older PatientPop releases on an American Podiatric Medical Association partnership and American Academy of Dermatology preferred-provider status.Source
    • Your websitePatient directory sitemaps (checked October 22, 2026): 5,172 /care/ city pages, 12 specialties times 431 cities (cardiologists, chiropractors, dentists, dermatologists, family doctors, OB-GYNs, ophthalmologists, orthopedic surgeons, pediatricians, physical therapists, podiatrists, psychiatrists). Each is titled "Find the Best <specialty> Near Me in <city> - Book Instantly | Tebra" and carries no robots noindex tag.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.

ProgrammableInfo

Turn the research into a list you can act on

These ideas start with finding the right companies. Info finds them and the right person at each, researches every one and drafts the outreach, then asks before it sends.

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 23, 2026, and cites them throughout. Tebra did not commission, review or endorse it, and Programmable is not affiliated with Tebra. 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 Tebra runs its business.

Something wrong, or do you represent Tebra? 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

    Empty directory pages to SDR lists, the join-page canonical, pricing ranges, comparison pages, one-hour tool follow-up and the legacy-brand page.

  2. Days 31 to 609 ideas

    New-practice outreach, specialty pages, directory upgrades, billing-company referrals, AI hours saved, The Intake to tools, tags, source reporting and demo videos.

  3. Days 61 to 906 ideas

    Commit to AI-bookable directory data, a solo-provider trial and the annual data report; test Spanish pages, practice referrals and association partnerships.

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 one login for EHR, billing and patient tools. The most cited problem: admin work and burnout.

  • Ease of use compared with older systems
  • Claim denials and slow payment
  • In their words: “independent practice”

Market

Competitive landscape

4 competitors compared: SimplePractice, athenahealth, AdvancedMD and DrChrono.

  • Gap to exploit: Patient demand data shared with practices
  • SimplePractice: Built mainly for behavioral health
  • athenahealth: Collections-based pricing for some services

Hiring signals

Tebra is building a sales-led motion for small independent practices: Growth Account Executives and outbound SDRs working target lists (ideas 1, 5, 7, 9), a product marketer for competitive intelligence, positioning…

  • Account Executive, Growth: Small-practice sales and buyer-journey conversion. Ideas 1, 9, 15.
  • Sales Development Representative: High-volume outbound against target lists. Ideas 1, 5, 7.
  • Product Marketing Manager: Competitive intelligence and positioning. Ideas 3, 4, 11.

From the team that wrote this playbook

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  • 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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