PatientKeeper Case Study


This ten year old software company with $84M in venture funding needed to reposition itself from being perceived as an “accessory” provider to a “solution” provider in the rapidly growing Healthcare Information Systems market.


Working with the CEO and the management team, IntelliSource developed a new “doctor/patient centric” vs “product centric” position and transformed 13 disparate product stories into a single compelling message that resonated with the target market. Every executive, sales person, and marketing person went through the IntelliSource sales training program over a one year period to learn how to advance the sale in every customer interaction.


By positioning PatientKeeper as the solution that “Enables physicians to focus on patients…not technology” the company was able to establish itself as an indispensable solution and has won the endorsement of over 40,000 physicians nation wide.