Traktion Talks: Healthcare & Technology

Traktion Partners, LLC

Traktion Talks is a series of conversations that put the spotlight on thought leaders and entrepreneurs across the spectrum of healthcare and technology. Each episode digs into innovative new companies and solutions that are not only improving efficiencies and the bottom line for healthcare-focused organizations, but enhancing the lives of those they may provide or influence care for. 

  1. Reclaiming Intrinsic Worth In A Performance-Driven World

    3H AGO

    Reclaiming Intrinsic Worth In A Performance-Driven World

    More leaders than ever are searching for meaning, balance, and a sense of purpose, but many modern wellness programs still focus on optimization, productivity, and biohacking rather than the deeper roots of stress and disconnection. That was the focus of our conversation with Alissa Allen and Justin Breen, co-founders of AURUM Sanctuary. Alissa shares how her background in neurotheology, public health, and spiritual intelligence shaped her belief that human flourishing requires integrating science with spiritual awareness. Justin discusses how his work building founder communities and connecting visionary entrepreneurs helped spark the idea for a new kind of wellness infrastructure built specifically for leaders. We also explore why AURUM intentionally rejects “optimization culture,” choosing instead to center intrinsic human worth rather than external achievement. Alissa and Justin explain how practices such as sound therapy, contemplative intelligence, and quantum biofeedback can help restore coherence in the nervous system, allowing founders and executives to lead with greater clarity, creativity, and presence. Finally, we discuss the broader vision behind AURUM, including the AURUM Forum: Capital & Stewardship, which aims to connect conscious capitalism with regenerative health. This episode invites leaders to rethink how personal well-being, leadership, and economic systems intersect, and what it might look like to build a world where human flourishing is the foundation, not the afterthought. Mentioned in this episode: AURUM Sanctuary Traktion Talks, brought to you by Traktion Partners, LLC

    28 min
  2. 05/08/2025

    Healthcare CRM: Post-Launch Support

    After a successful implementation, your new CRM/marketing automation platform is now alive – congratulations! But the journey is just beginning. In this final episode of our Healthcare CRM series, we focus on sustaining success and continuous improvement, post-launch. We kick things off by addressing the critical first step of proactively establishing positive habits, and refining processes to fully leverage the capabilities of a new platform, ensuring you don't revert to old ways of working. Next, we revisit the team makeup, identifying key individuals who should be most involved in the ongoing maintenance of your CRM or marketing automation system. We also discuss what's the right cadence for reviewing your key performance indicators (KPIs) to ensure you're tracking towards your goals. We delve into the types of training materials providers should develop for onboarding new staff and for ongoing education, highlighting opportunities to create these resources even while the implementation project is still underway. To maintain optimal performance and patient experience, we also explore the recommended frequency for revisiting and refining your patient communication and intake workflows, ensuring they remain efficient and effective. Lastly, as we conclude this comprehensive series, we offer some final thoughts and key takeaways to empower specialty healthcare organizations for long-term success . Interested to learn more? Visit our Navigator home page to request our free white paper, or schedule a 45 minute, no-obligation Meet to get specific recommendations. Traktion Talks, brought to you by Traktion Partners, LLC

    20 min
  3. 05/02/2025

    Healthcare CRM: KPI Dashboard Architecture + Design

    You've successfully navigated a CRM or marketing automation implementation, and now it's time to unlock its true potential by measuring success. In this episode, we dive deep into Key Performance Indicators (KPIs) and Dashboards for multi-practice healthcare organizations, post-implementation. We'll guide you through understanding what metrics truly matter and how to visualize them effectively. First, we break down the two primary categories of early-stage KPIs of patient acquisition and operational efficiency, exploring why both are vital for a thriving practice and how to define meaningful metrics within each. Next, we tackle the challenge of dashboard development. How do you achieve comprehensive visibility across your organization without overwhelming your team with a sea of data? We'll discuss strategies for balancing breadth and focus to create dashboards that are both informative and actionable. For organizations with existing reporting infrastructure, we also explore common integration points with data warehouse and other reporting environments, providing real-world examples of valuable data outputs you can expect. Maintaining your reporting and dashboards is key to ensuring the project is ultimately judged as a success in the organization. We demystify the maintenance process, discuss the level of effort involved, and pinpoint who within your organization should ideally own this critical function. Finally, we address the often-overlooked aspect of staff training. Is it a worthwhile investment? Empowering your team to understand and utilize how these new reporting tools can significantly impact their effectiveness and drive better outcomes. Interested to learn more? Visit our Navigator home page to request our free white paper, or schedule a 45 minute, no-obligation Meet to get specific recommendations. Traktion Talks, brought to you by Traktion Partners, LLC

    22 min
  4. 04/23/2025

    Healthcare CRM: Implementation

    Embarking on a CRM implementation can be a pivotal moment for a healthcare organization, and making the right choice in implementation partners is perhaps just as important as the platform itself. Following up on our discussion about platform selection, this episode zeroes in on the critical phase of CRM Implementation, providing a strategic roadmap for multi-practice healthcare organizations. Key areas we explore include: Selecting the Ideal Implementation Partner: We unpack the significance of choosing the right implementation partner and outline the ideal criteria to be considered, ensuring a collaborative and expert-led deployment. Navigating the Implementation Timeline: We delve into what a typical CRM implementation timeline looks like, highlighting the key factors that can influence its duration and providing insights for effective project planning. Prioritizing End-User Needs: Hear how last-minute adjustments and accommodations can be strategically incorporated to ensure the final CRM solution actually meets the needs of your staff, and ultimately benefit patient care. Developing a Targeted Training Strategy: We break down how to structure staff training by specific roles (marketing, intake, administrative), identify who should lead these sessions, and pinpoint the most critical use cases to address first for maximum impact. Laying the Groundwork for Future Success: Looking ahead to KPIs and dashboards, we discuss proactive steps your team can take during the implementation phase to streamline the development of insightful reports and analytics. Interested to learn more? Visit our Navigator home page to request our free white paper, or schedule a 45 minute, no-obligation Meet to get specific recommendations.  Traktion Talks, brought to you by Traktion Partners, LLC

    19 min

Ratings & Reviews

5
out of 5
4 Ratings

About

Traktion Talks is a series of conversations that put the spotlight on thought leaders and entrepreneurs across the spectrum of healthcare and technology. Each episode digs into innovative new companies and solutions that are not only improving efficiencies and the bottom line for healthcare-focused organizations, but enhancing the lives of those they may provide or influence care for.