Growth · weekly update
What shipped, what we set up
Week of June 22 to 26, 2026
Week of June 22 to 26
The week at a glance
Focus
Turning recent product into demand, and getting the onboarding and activation work sharp enough to build.
Reached customers
The RCM $200 credentialing guarantee launched to the paying US base. The Maddy-vs-Glen persona test went live across in-app, email and SMS. The onboarding-outreach SMS and a day-14 check-in turned on.
Set up for next
FTUE narrowed to a first build chunk of three and handed toward design. Payments activation rebuilt for launch. Referral expansion and missed-payment recovery scoped.
A build-and-launch week, in person in New Zealand. The guarantee and the persona test reached customers, the onboarding and payments campaigns moved, and the first-run work got concrete enough to hand to design.
Managed Billing · RCM
Credentialed in 60 days, or $200 is on us
A cash-backed guarantee on the single biggest objection to managed billing. Credentialing drags for months, and you pay the whole time. So we are backing ourselves.
The offer
Sent
$200 account credit per provider, uncapped, if we don't get a provider approved with their first commercial payer within 60 days. The clock pauses while we wait on the practice; they return complete, accurate documents within 7 business days. New credentialing, commercial payers, sender is Glen.
Why this hook
Credentialing was the best-performing message of the last RCM sequence — most opens, most bookings. This is risk reversal on exactly the thing that stalls practices, positioned against SimplePractice's bait-and-switch "free" credentialing.
Status
Live
Email sent June 24 to 2,515 paying US admins, from Glen. Early read at a day and a half: 21.7% opened, 13 walkthroughs booked, zero bounces. Landing page and legal-approved terms are live; in-app and SMS queued next.
Experiment · persona test
Same message, different face
Does a friendly, named human outperform a faceless nudge? Identical copy — only the name, title and headshot change. It started as the in-app reverse-trial message and now runs across three channels.
Glen
Hey, I'm Glen
Head of Sales, Carepatron
Stuck on anything? Or want a hand getting set up? Happy to help, no pressure.
Find a time
Maddy
Hey, I'm Maddy
Account Executive, Carepatron
Stuck on anything? Or want a hand getting set up? Happy to help, no pressure.
Find a time
In-app reverse-trial
Sales-outreach Email 1 · 50/50
SMS
Persona-only — both book into a shared pool, so the booking page stays rep-neutral. Per-arm metrics are native. Honest read: a B-tier lever on a low booking base, so opens read in weeks and bookings take longer. The point is it costs almost nothing to learn.
Customer.io · onboarding outreach (Campaign 32)
Tightened the path to a booked setup call
Turned on a day-4 SMS and a day-14 check-in
Live
The SMS is gated to US accounts with a phone on file; the day-14 check-in catches the ones who never replied. Both went live June 25.
Removed a premature exit
Live
Deleted the old "clicked the first email, so exit" branch. Everyone who hasn't booked now gets the full sequence — booking is the only way out.
Why
It was never an email problem — opens and clicks beat benchmark. It's a booking problem: about 120 click through to Calendly and only ~23 book. More qualified touches at the right moments, fewer early exits. A shareable view of the whole sequence is up for the team.
Onboarding · first-run experiences
FTUE: first wave of three, locked
Rather than build all nine feature flows at once, we ship in chunks of one to three. First chunk = the three with the clearest single goal and the lowest lift.
Calendar — sharpen what we have
Prototyped
Keep the connect-calendar flow, make it better: connect over a demo week, one value line, skippable. Metric: connect/sync rate.
Team — invite modal on first landing
Prototyped
Pop the new invite modal as a takeover; drop the demo "Wendy Smith." Most direct revenue lever — seats lead to ARR. Metric: % of new team accounts that invite ≥1 (5.4% → ~8%).
Clients — import modal, framed on privacy
Prototyped
On landing, open an import modal with three on-ramps: import, add manually, or book a migration call. Metric: % with ≥1 client added in week one (~21.5%).
Process
To design
Scope and the why posted to the channel before design, not after. Handed to Nanz this week; Leah builds next week. AI Scribe and Templates go to deeper discovery first.
Customer.io · payments activation (Campaign 84)
Re-running payments activation
Rebuilt the March payments-activation drip for the 1,867 paying accounts that have never processed a payment — money left on the table.
The flow
Built · QA'd
Email → in-app → a 7-day delay → SMS. The $1,000 free-processing offer is now auto-applied, no manual credit. Conversion is a booked unlock-payments call; people who book or activate exit before the SMS.
To launch
Draft
US-only trigger set, all templates clean. Launch needs backfill switched on and the actions flipped to automatic, plus call-routing confirmed.
Also moving, and next week
Two more in motion
Also this week
- Referral expansion (in progress): an ex-Lyft growth lead flagged we're under-investing in referrals — their primary channel. Exploring a US reward bump ($300 → ~$1,000) and ungating it to all users, for a July push before 2.0. Meanwhile, two awareness broadcasts at the current $300 rate to staff + admins are built in Customer.io as drafts.
- Missed-payment recovery: scoped a failed-payment journey — built a Stripe self-audit and briefed Julian on the failure-event pipe, so we can catch involuntary churn in Customer.io.
Next week
- FTUE: Nanz's design pass, then Leah builds Calendar, Team, Clients
- RCM guarantee: launch the in-app broadcast + SMS; read the email
- Payments activation: flip it live
- Referral: send the two $300 broadcasts; Jamie models the $1,000 number for July
And one more thing
A week in NZ, with the team
Best part of the week was being in the same room. The work moves faster when we're together.