Pipeline Trigger: Bonsai Health

🚀 Battle Card: Bonsai Health

• Travis Schneider, Co-Founder &amp; Co-CEO 📧 <travis@bonsaihealth.com>

• Agentic AI funding boost lets them scale autonomous front-office agents to engage 235K+ patients and schedule 36K+ appointments → Source

• High administrative burden on front-office teams struggling with manual scheduling

• Fragmented patient engagement leading to lower appointment adherence

• Primary: Omnichannel outreach automation → Increase appointment adherence &amp; reduce no-shows

• Expansion: Patient data integration &amp; analytics → Deliver actionable insights &amp; optimize workflows

• HQ: Santa Monica, CA

• Employees: ≈ 15

• Rev: ≈ $1M ARR

• Website: [www.bonsaihealth.com](https://www.bonsaihealth.com/)

🤼 Competitive Intel

• Cedar — Patient Financial Engagement
• Unique edge: Real-time payment plans &amp; eligibility checks
• Evaluated by COO &amp; VP Ops for revenue cycle uplift

• Phreesia — Patient Intake &amp; Registration
• Unique edge: Tablet-based check-in &amp; multilingual support
• Evaluated by Dir. Finance for TCO and reimbursement speed

• Luma Health — Patient Engagement &amp; Scheduling
• Unique edge: Two-way texting &amp; AI-driven reminders
• Evaluated by Dir. Marketing for conversion metrics

• Kyruus — Patient Access &amp; Referral
• Unique edge: Provider search &amp; intelligent matching
• Evaluated by VP Ops for capacity optimization

• Zocdoc — Online Appointment Booking
• Unique edge: Consumer marketplace reach
• Evaluated by Dir. Growth for patient acquisition

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Omnichannel outreach automation for patient scheduling❑
PROOF_METRIC  = ❑20% increase in appointment adherence❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Travis
COMPANY     = Bonsai Health
DEPT        = Front-Office Operations
SIZE        = ≈ 15
BOTTLENECK  = high administrative burden from manual scheduling
EVENT       = $7M seed round
DETAIL      = announcing your $7M Seed Round
PAIN        = high administrative burden on front-office teams struggling with manual scheduling
SRC         = https://vcnewsdaily.com/bonsai-health/venture-capital-funding/fgtyblgrly
SIM_CO      = Luma Health
WIN_METRIC  = ≈20% increase in appointment adherence
NEXT_SIZE   = 30
EMP_EST     = ≈ 15
REV_EST     = ≈ $1M ARR

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 15-person Front-Office Operations

Travis—noticed your Front-Office Operations team is ≈ 15.

That’s when high administrative burden from manual scheduling slows growth.

We helped Luma Health fix this with Omnichannel outreach automation for patient scheduling.

Result: ≈20% increase in appointment adherence.  
Quick call?

PS—next bottleneck hits ≈ 30.

DM ≤45 words, TONE:
Saw your post about announcing your $7M Seed Round — high administrative burden on front-office teams struggling with manual scheduling.  
Omnichannel outreach automation for patient scheduling. 20% increase in appointment adherence. Quick chat?