CareXM Sales Trigger: Scale Triage & Close Fast
CareXM adds home health & hospice veterans to its exec team. They’re scaling clinical triage at pace. Pitch virtual workflow optimization & AI support. Fuel your pipeline, win deals, boost commission.
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🚀 Battle Card: CareXM
Quick trigger:
Use this CareXM sales trigger to own the conversation with post-acute care leaders and win big in virtual triage.
👤 Decision Maker in the News
- Shelley Baker, Vice President of Clinical Solutions · 🔗 LinkedIn
💡 Why It Matters
- The addition of senior home health and hospice veterans signals aggressive growth and an urgent need to optimize clinical triage operations at scale. → Source (This CareXM sales trigger reveals where budget and attention will flow.)
🎯 Core Pain Point
- Scaling clinical triage without sacrificing quality
- Controlling labor costs amid rapid growth and reimbursement cuts
💰 What to Pitch
- Primary: Virtual Clinical Workflow Optimization → Boost triage throughput & patient satisfaction
- Expansion: AI-Powered Decision Support → Reduce nurse workload & accelerate decision times
🗺️ Quick Context
- HQ: West Jordan, UT
- Employees: ≈ 200
- Rev: ≈ $50 M
- Website: carexm.com
🤼 Competitive Intel
Which other vendors you’ll face to win CareXM’s business on this critical CareXM sales trigger.
- TriageLogic — Clinical Triage / Virtual Care Coordination
- Unique edge: 24/7 nurse triage lines with proprietary protocols
- Evaluated by VP Clinical Ops for reliability
- WellSky — Post-Acute Care Management
- Unique edge: Comprehensive EMR + care coordination
- Evaluated by CIO for system integration
- AlayaCare — Home Care Software
- Unique edge: Mobile-first care & scheduling
- Evaluated by Director of Nursing for field adoption
- Optima Healthcare — Remote Patient Monitoring
- Unique edge: Wearables integration & analytics
- Evaluated by VP of Clinical Solutions for patient engagement
- VirtualHealth — Value-Based Care Platform
- Unique edge: Risk stratification & care pathways
- Evaluated by Chief Strategy Officer for population health
✅ Do-Now Checklist
Connect with Shelley Baker on LinkedIn (link above)
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑ ❑
OFFER_BRIEF = ❑Virtual Clinical Workflow Optimization❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Shelley
COMPANY = CareXM
DEPT = Clinical Solutions
SIZE = ≈ 25
BOTTLENECK = scaling clinical triage
EVENT = expanded exec team
DETAIL = Shelley Baker joins as VP of Clinical Solutions
PAIN = scaling clinical triage without sacrificing quality
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250903877624&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ 50
EMP_EST = ≈ 200
REV_EST = ≈ $50M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 25-person Clinical Solutions
Shelley—noticed your Clinical Solutions team is ≈ 25.
That’s when scaling clinical triage slows growth.
We helped ≈ TBD fix this with Virtual Clinical Workflow Optimization.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ 50.
DM ≤45 words, TONE:
Saw your post about Shelley Baker joins as VP of Clinical Solutions — scaling clinical triage without sacrificing quality.
Virtual Clinical Workflow Optimization. ≈ TBD.
Quick chat?