All work

02 / 09

Eden AI

Fractional CMO and first marketing hire — positioning, GTM and sales enablement

I joined Eden as the core team member to lead the marketing and I was the first official Marketing hire for them. Joined as fractional CMO and managed their team and executed the foundational activities across marketing, sales, product, finance etc. As a lot of my work is under NDA, I am sharing some of my planning and strategic work here.

Visit Eden AI26 min read

01Positioning & Messaging Framework

Category & Vision

  • Category: Autonomous AI Front Office for Healthcare
  • Initial Target ICP: Private Practices, MedSpas, and Mobile Clinics
  • Vision: Redefine healthcare access by removing admin friction, protecting physician reputation, and giving patients a personal, empathetic assistant for every non-clinical task.

Statement:

Eden is the first fully autonomous, agent-powered front office for healthcare. Unlike chatbots, portals, or schedulers, Eden eliminates the #1 driver of bad reviews and lost revenue, front-office inefficiency, by automating scheduling, onboarding, and care coordination. Patients no longer hunt for doctors; doctors and clinics come to them.

Core Messaging Pillars

  1. For Physicians & Clinics
    • Protect reputation (70%+ of negative reviews stem from front-office issues).
    • Recover $$$ in lost referrals and reimbursement tied to patient experience.
    • Fill empty slots instantly, cut admin costs, and boost efficiency with no upfront burden.
  2. For Patients
    • One assistant for all health admin: appointments, documents, prep, reminders, translations.
    • Faster access to care, less bureaucracy, more clarity.
    • Empathetic, age-calibrated support (from Gen Z to seniors).
  3. For the Market
    • First human-free onboarding platform before the EHR ever engages.
    • Fully interoperable with any EHR, scalable across mobile vans, medspas, urgent care, and non-traditional clinics.
    • Community flywheel: doctors join because peers are there, patients join because patients are there, clinics adopt when both sides are active.

Tagline & Key Phrases

  • Tagline: A fully autonomous front office for healthcare.
  • Proof Hooks:
    • Protect your reputation, fill every slot, and never lose a patient to admin friction again.
    • Patients don’t find doctors, doctors come to patients.
    • From bad reviews to five-star experiences: Eden restores trust.

Core Narrative:

Eden isn’t just workflow automation, it’s about restoring dignity for patients, protecting the reputation physicians built, and giving clinics a frictionless front office that never fails.

GTM Flows:

1. Inbound Marketing

Objective: Educating practice owners on front-office pain points and Eden’s unique solution, converting interest into demo requests and pilot sign-ups.

Content by Journey Stage

StagePurposeExamplesContent Job
AwarenessMake people realize they have a problem/opportunity.Thought-leadership blogs, explainer videos, infographics, industry reports, social media reels, podcasts. Educates, sparks curiosity, and builds credibility.
ConsiderationShow that solutions exist (and that yours is among the best). Whitepapers, comparison guides, webinars, case studies, feature breakdown blogs. Compares options, explains frameworks, builds trust.
Inquiry / EngageDrive actual interaction with your brand. Demo requests, ROI calculators, assessments, gated ebooks, email nurture campaigns, live chats. Nurtures interest into conversations or trials.
Purchase / OnboardConvert and make the buyer confident in their choice. Pricing pages, testimonials, product tours, onboarding guides, setup videos, contract FAQs. Reduces friction, builds excitement, and eases onboarding.
Help / RetainKeep customers happy, successful, and sticky. Knowledge base, video tutorials, customer support playbooks, community forums, newsletters with tips. Solves problems, deepens product usage, and reduces churn.
Post-PurchaseTurn happy customers into advocates.Customer success stories, loyalty programs, referral campaigns, advocacy spotlights, advanced user events. Encourages referrals, reviews, upsells, and loyalty.

Types & Formats

  • Website - Blogs, White Papers, Solution briefs, product briefs, ebooks, reference architecture (Anchor pieces on front office inefficiency, reputation, automation.)
  • Visual explainers: Short LinkedIn carousels, IG reels, TikTok-style demos.
  • Case studies & micro-stories: Quick stats: “Clinic cut no-shows by 20% in 2 weeks.”
  • Webinars / AMAs: Doctors + Eden demo sessions.
  • One-pagers & comparison guides/ infographics: Sales enablement (Eden vs Zocdoc, Eden vs staff).
  • Community content: Doctor Guild interviews, Patient Circle testimonials.

Content Strategy

  • Signature Content Series: A flagship content series that speaks directly to private practice owners. Like “The Autonomous Practice Playbook”, a weekly article or video series that in plain language explains how new technology (like Eden’s AI agents) can solve everyday headaches for a clinic.

    Topics in the series:

    • Never Miss a Patient: 24/7 Availability without Burning Out Your Staff, highlighting how an AI front office covers after-hours and peak call times (with Eden case examples).
    • From Portals to Agents: The Evolution of Patient Onboarding, an explainer on why old patient portals and paperwork are giving way to conversational AI that collects info effortlessly.
    • Empty Slots, Lost Lots (of Revenue), discussing the cost of unused appointment slots and how proactive waitlist filling (one of Eden’s features) can add tens of thousands in revenue annually.
    • Zocdoc vs. DIY vs. Eden: Where Do New Patients Come From?, a whitepaper-level deep dive comparing using a marketplace like Zocdoc, hiring more front desk staff, or using Eden’s autonomous agents.
    • Doctor’s Reputation Rescue Stories, a more narrative piece (or video interview) showcasing a physician who had declining reviews due to admin issues and turned it around with Eden.

      For example, “Dr front office was drowning, calls unanswered, patients upset on Yelp. After Eden, her phones are always answered and her Google rating went from 3.8 to 4.5 in three months.”

  • Webinars & Live Demos: Host monthly webinars for lead generation and community engagement. For example, a webinar titled “Ask Me Anything: AI Front Office for Private Practice”
  • Case Studies & Testimonials: As pilot clinics begin seeing results, quickly turn those into polished case studies.
  • Templates & Toolkits for Practices: Ready-made content that practices can use, which subtly markets Eden.
    • For example, a “Patient Communication Template Pack.” This could include template text for SMS appointment reminders, phone scripts for front-desk staff for common scenarios, an email template to patients announcing new scheduling options, etc.
    • A ROI Calculator Spreadsheet, a simple Excel where a clinic can input “number of appointments, avg revenue, no-show rate, staff hourly cost” and it computes how much money Eden could save/make them by reducing no-shows and filling slots.
  • Comparison Guides & Messaging: Battlecards and one-pagers comparing Eden to common alternatives (for our internal use and for prospects who ask). For example, a one-page “Eden vs. Zocdoc” PDF - highlight that Zocdoc is essentially a listing service that still requires staff to manage inbound requests and doesn’t integrate deeply (and charges per booking), whereas Eden finds patients and fully automates booking directly in the EHR for a flat or usage-based fee.

    Another “Eden vs. Hiring Staff” cheat sheet: calculate how Eden at $428-$520/month is far cheaper than a full-time receptionist (~$3,000/month salary) and even part-time help, plus Eden doesn’t make human errors or take sick days.

    We say: “Not a Chatbot. Not a Portal. Eden is a full-service AI agent that feels like a helpful staff member.”  from our deck headline.

  • SEO Keyword Strategy & Hooks: A list of high-intent keywords targeting queries that private practices search. Also, Optimize website pages (landing page, blog).
    • Like - “reduce no-shows in clinic,” “medical scheduling software for small practice,” “improve patient reviews front desk, "EHR-integrated scheduling,” “fill empty appointment slots”, etc.
    • SEO Hook Content Example: A blog titled “70% of Bad Reviews Come from Your Front Desk, Here’s How to Fix It”, referencing how over 70% of negative physician reviews stem from front-office inefficiencies
  • Educational Content & Thought Leadership: Publishing solution-focused web and social contents that address private practice pain points and subtly introduce Eden. Use an 80/20 rule, 80% valuable insight, 20% Eden mention (for blogs).
    • “Every Missed Call Costs You $300, How AI Ensures You Never Miss One.” (up to 20% of calls in busy practices go unanswered, each ~$200–$300 in lost revenue).
    • “Front Office Failures Hurt Your Reputation: A 5-Step Guide to 5-Star Patient Reviews.”
    • Show how long hold times or disorganized intake lead to bad online reviews and even reimbursement cuts (e.g. poor scheduling experience can trigger 5–9% payment penalties from Medicare).
    • Show how automating these steps with Eden improves patient satisfaction, turning “bad to great” reviews and protecting the physician’s reputation.
    • “Zocdoc vs Your Own Front Desk vs Eden: Comparing Scheduling Solutions.”
    • A competitor comparison blog or infographic that positions Eden against legacy options.
    • Emphasize Eden’s human-free onboarding (100% autonomous agent vs. manual intake in EHR portals),
    • Patient-agent matching (Eden actively finds the right provider for a patient vs. Zocdoc’s reliance on patients searching themselves), and,
    • Universal EHR integration (Eden works with any EHR, whereas many systems are walled gardens).
    • Explainer Content that is easy-to-digest explainers that demystify Eden’s AI agents. For example, a short video or illustrated blog “Meet Eden’s AI Front Office: How a Phone Call Gets Answered in 2 Seconds”, walking through a patient calling the clinic, the AI agent greeting them, checking insurance, and booking an appointment seamlessly.
  • Lead Magnets & Demand Gen: Create high-value downloadable content to capture leads.
    • Like, a “Front Desk Efficiency Kit” (PDF checklist or mini whitepaper) that private practice owners can use to audit their scheduling and intake process. It might include a checklist (Are 100% of calls answered within 3 rings? Do >90% of new patients get insurance verified before arrival?), with Eden positioned as an easy fix for any “No” answers.
    • A targeted LinkedIn ad campaign offering the kit to practice managers by job title and location (focus states we’re targeting). Each download triggers an email sequence (educational nurture) that warms the lead toward scheduling a live Eden demo.
  • Content Distribution & SEO Backlinks: Repurpose and distribute content to amplify reach:
    • Blog highlights on the founder’s LinkedIn (e.g. a carousel post with “5 stats about patient no-shows and how to improve them”) and in LinkedIn groups for practice administrators.
    • Pitch guest articles or op-eds to industry publications like Medical Economics, Becker’s Health IT, or popular medical practice management blogs.
    • Optimize for backlinks by collaborating with complementary health tech blogs (e.g. a telehealth company blog) to do content swaps (“We’ll write ‘The Future of Autonomous Practice Admin’ for your site, they write a telehealth piece for ours”). More backlinks will boost our Google search rankings.

2. Outbound Sales & Partnerships

Objective: Proactively reach out to target private practices and strategic partners with tailored messaging that speaks to their needs.

  • Ideal Customer Profile (ICP) & Target List: Focus outbound efforts on independent clinics most likely to benefit from Eden:
    • Size: 2–10 provider clinics (small enough to feel the pain of limited staff, large enough to have call volume and tech openness).
    • Specialties: Primary care, family medicine, pediatrics, and high-volume specialties like dermatology or urgent care, where appointment demand is high and admin burden heavy. Also, forward-thinking concierge and direct primary care practices aiming to differentiate on service.
    • Pain signals: Practices with poor front-office reviews or known scheduling issues.

      A practice with multiple “hard to book an appointment” complaints is a hot lead for Eden’s solution. Same for newly opened clinics (e.g. new practice announcements, or recent med school grads starting a practice)

  • Sales Outreach Campaigns: Multi-touch outbound campaigns blending email, phone, and LinkedIn touches. Pain-centric and concise messaging. We’ll execute in “sprints”, e.g. 50 target clinics per week, to learn and iterate quickly.

    Key tactics:

    • Personalized Cold Emails: Emails that immediately hit a nerve for practice owners.

      For example:

      [ Subject: “Dr, patients say they ‘can’t get through’, Let’s fix that in 7 days.”

      Body: Hi Dr, I noticed on your Google reviews a few patients mentioned long hold times when calling your office.

      Every missed call or frustrated patient could be costing your practice ~$200–300 in lost revenue, and it’s no fault of yours.

      Eden AI Front Office can answer 100% of calls on the first ring, 24/7, book patients into your EMR, and even verify their insurance, all without adding staff or overhead. We fill your empty slots at no upfront cost (our model is pay-as-you-go).

      Imagine turning those negative “couldn’t reach them” reviews into positive ones overnight. If you’re open to it, I’d love to set up a 15-minute demo next week to show how Eden can protect your reputation and revenue.

      (P.S. We’re running a pilot in practices like yours through early 2026, with special pricing for our founding clinics. Only 3 spots left this month.) ]

    • LinkedIn Outreach: Use LinkedIn Sales Navigator (or manual search and DM) to find practice administrators or tech-savvy physicians.

      Connection request message example:

      “Hi Dr, I’m reaching out because many small practices are losing patients due to phone hold times and tedious intake. I co-founded Eden to solve this with an AI front-office assistant. Would love to connect and share how we can save you time and boost patient satisfaction.”

      Once connected, follow up with a short value prop message or a link to our “Front Office Fix” article. Also, founders and team will post content (from the inbound pillar) that our SDRs can then tag prospects in or send directly.

      Campaign format: 5 connection requests and 5 follow-up messages per SDR per day (to avoid spam limits).

    • Calling & Voicemail Drops: For high-value targets (e.g. a 5-doctor pediatric group with many reviews), an SDR will follow up the email with a phone call. Equip them with a short script:

      “Hi, this is [Name] calling on behalf of Eden, we help clinics like yours reduce phone hold times and fill no-show gaps with an AI assistant. We saw Dr. ABC’s practice is highly rated, and we want to help keep it that way by ensuring no patient ever falls through the cracks trying to schedule. We have a pilot program at no cost right now, can I schedule a quick chat with our founder to show you?”

      Benchmark: Even a 5% success (1 in 20 calls leading to a conversation) is worthwhile when the target list is tightly curated. We’ll prioritize calls to those who opened emails or engaged on LinkedIn (signal of interest).

  • Strategic Partnerships for Distribution:
    • Medical Associations & Communities: Partner with local chapters of MGMA (Medical Group Management Association) and state medical societies.

      Conferences: A presence at relevant conferences (MGMA annual conference, regional practice management conferences, or Health IT expos), either by speaking (preferred, low cost) or a small booth if budget allows.

    • Referrals from Consultants/Vendors: Identify practice management consultants, EHR resellers, or healthcare IT vendors who serve small practices.

      We can set up a referral incentive, e.g. a 10% revenue share for any referred clinic that becomes a paying customer, or a flat finders fee.

    • Alumni and Healthcare Networks: Let’s tap into AMSA (American Medical Student Association) alumni and medical resident networks. Young doctors in these networks often join or start private practices; a friendly intro or endorsement from a fellow alum can get us in the door.
    • “Founding Clinic” Program: Position Eden’s pilot clients as special partners. This isn’t a traditional partnership, but treating them as such creates advocacy. We will give our first 3–5 practices the designation “Eden Founding Clinic.” They receive perks:

      discounted flat-tier pricing locked in for a year, custom B2B2C terms (perhaps flexibility in patient pricing or extra support), and public recognition. For instance, we can provide a digital badge or certificate for their website: “Front-Office Excellence Certified, Eden AI Assisted.” This not only pleases them, but it’s marketing for us, their patients see it and ask “What’s Eden?”, and other doctors see peers touting an AI advantage.

      By making early adopters look like innovators and leaders, we encourage word-of-mouth referrals. One idea is a small referral bonus - if a founding clinic refers to another practice, both get a month of service free or a reduced call rate. This creates a growth loop where our happiest pilot users directly bring in the next wave of clients (peer-to-peer marketing among practice owners is powerful).

  • Outbound Metrics & Milestones: We will track the outbound engine performance closely:
    • Meetings & Deals: Core metric is number of pilot clinics signed via outbound.
    • Touchpoint Conversion Rates: Email metrics (open, reply rates as noted), call conversion (calls per demo set), and overall outbound funnel.
    • Partnership Leads: Leads or sign-ups that come through partnership channels separately (e.g. a practice that heard about us at an MGMA event or via a consultant).
    • Cost of Acquisition: Track approximate CAC. If we close 25 clinics from, say, one SDR’s 3 months work and minimal ad spend, our pilot CAC might be ~$2K/clinic (including salary, tools, travel). With lifetime value likely in the tens of thousands (if they stay for years), this is a promising <12 month payback model.

3. Founder-Led GTM

Objective: Leverage the founders’ personal credibility, vision, and network to accelerate early adoption. In the pilot phase, Eden’s Core Team will personally drive sales, customer success, and evangelism, ensuring a tight feedback loop and strong reference cases.

  • Founder as Chief Salesperson: The CEO (or a co-founder) will join initial sales calls and on-site visits personally. For example, after an SDR sets a demo, the founder will lead the product demo/webinar for the clinic’s decision makers. The messaging here is not a generic sales pitch; it’s the founder sharing why they built Eden:

    “I’m Naomi, a healthcare AI researcher and I started Eden because I saw how one rude receptionist or one missed call can ruin a physician’s hard-earned reputation. I knew we could fix that with AI.”

  • Founder’s Network: We will create a “Founders’ Top 20” list of clinics to approach through warm connections. For instance, if a old classmate runs a dermatology clinic, that clinic goes to the top of the outreach list with a personal call from the founder.
  • Founder-Led Content & Personal Brand: Beyond sales calls, founders will boost GTM by being the public face of the solution:
    • LinkedIn Leadership Posts: The CEO will post thought leadership content on LinkedIn weekly, not just company updates but reflections on the industry.

      Example post: “Yesterday I spoke with a physician who lost two referrals last year due to scheduling complaints. That’s $20k/month gone. This isn’t about technology, it’s about protecting the reputation you built. That’s why I’m personally ensuring Eden’s AI front office gives every patient a concierge experience.”

    • Public Speaking & Panels: Actively seek speaking opportunities in the pilot timeframe. This includes startup pitch events (we’ve already won >8 pitch competitions, which we’ll continue) and more importantly, healthcare-specific panels or webinars.
  • White-Glove Onboarding by Founders: Eden’s differentiator is that onboarding a practice is quick and doesn’t require heavy IT lift, we integrate with any EHR, and handle the data mapping. The founder can say, “Give us an hour to plug Eden into your EHR and phone, and your front office runs itself tomorrow.” In practice, the team (with technical staff) will do the heavy lifting, but a founder will be present (in person or via Zoom) at the kickoff, giving that clinic confidence and a direct line for any issues.

    Happy pilot clients speak well of Eden and the people behind it, feeding referrals and positive word-of-mouth.

  • Investor-Facing Narrative: We will document each major founder-driven win (first pilot signed, key partnership, milestone of X appointments booked) and articulate them as proof points for investors.

    For example, “By month 3, our founders personally onboarded 30 providers across 10 clinics, resulting in a 95% pilot retention rate and 4.8★ average patient feedback.

    We’ll include a slide in the deck highlighting founder-led sales achievements: e.g. “Founder sold first 25 clinics directly (target >$10k MRR), establishing playbook for scale”.

4. Product-Led Growth (PLG)

Objective: Use Eden’s product experience and pricing model to drive viral adoption and expansion with minimal friction.

  • Frictionless Onboarding & Free Trial: A core Eden differentiator is “human-free onboarding” for practices. We will deliver on that by making it as easy as possible for a clinic to start using Eden. The pilot offer itself is no upfront cost, a practice can sign on without pulling out a credit card. (can experience eden without card)

    We highlight this in every conversation: “There’s literally zero risk, if we don’t book any appointments for you, you pay $0. And every appointment we do book brings you revenue far above the $1 cost.”

    To leverage PLG, first month free unlimited usage during the pilot. This encourages clinics to push volume through Eden (so they see the full potential). Concretely, when a clinic signs up, we immediately suggest: “Let’s start by routing all after-hours calls to Eden for free this month and see how many new patients we can get you.”

    Once they see Eden filling appointments they would have otherwise missed, they’ll be eager to continue (we’ve proven value).

  • Self-Service and Virality in Product: We aim to build self-service loops:
    • In-App Referrals: Introduce a simple referral prompt in the product dashboard. For example, the admin dashboard for a clinic could have a banner, “ Invite a colleague and both of you get $100 in call credits.”
    • Patient-to-Doctor Viral Loop: Eden’s platform has a patient-facing side (patients can have their own Eden agent/assistant).

      During the pilot, when patients experience Eden (say they call after hours and “Eden” schedules them seamlessly), we will prompt them, “Enjoyed the easy scheduling? You can get your own Eden Patient app to manage appointments across all your doctors.” If a patient signs up, one of the first features is the ability to invite your doctor onto Eden if they aren’t already. For example, a patient could send a request to their dentist or specialist, “I use Eden to handle my medical scheduling, I’d love to use it with your practice too.” This flips the model where patients bring doctors, exactly aligned with our philosophy that “patients don’t find doctors, doctors come to them”.

    • Integration Marketplace Presence: As part of PLG, listing Eden on popular marketplaces (where practices find add-ons) can drive adoption without direct sales. if we integrate with Epic, Cerner, Athena, G2, Product hunt etc., Eden could appear in their app catalogs.
  • Usage Expansion & Land-and-Expand: For each pilot clinic, use product data to drive expansion. Eden’s breadth of features (scheduling, intake, reminders, etc.) means there are opportunities to “expand usage” within an account:
    • If a practice starts with just new patient scheduling via Eden, we will encourage them (through in-app nudges or success reviews) to also use Eden for existing patient follow-ups, recall appointments, and insurance pre-auth checks. Essentially, turn on more agent capabilities over time.
    • If the practice has multiple providers or locations, we land with one (say Dr. A’s calendar) and then expand to others. We’ll use internal champions - if Dr. A loves it, ask them to introduce Eden to Dr. B in the same practice. Possibly structure a pricing incentive like, “Add your partner doctor in the next 30 days and get 50 free calls.”
  • Product Analytics & Iteration: Implement strong analytics to capture how both staff and patients interact with Eden.
  • Zero-Friction Support: Making support so seamless it reduces barriers to adoption. We will incorporate an in-app chat or voice support (maybe even Eden’s own agent for admin support!) so that if a clinic staff has a question, they get instant answers.
  • Outcomes as the Ultimate Hook: Track and publicize the outcomes each practice gets through using Eden. For example, if Eden fills 10 extra slots in a month that would have been lost, that’s maybe $3,000 more revenue for the clinic. If Eden cuts no-shows by 30% via reminder agents, that might save them thousands and improve care continuity. These tangible outcomes will be fed back into marketing (in founder calls, content case studies, etc., as covered).

5. Community-Led Growth

Objective: Build a community ecosystem around Eden that engages doctors, patients, and clinic staff as active participants, not just customers.

By seeding a vibrant community in the pilot phase, we unlock a self-reinforcing growth loop -

Doctors join because other doctors are there, patients join because other patients are there, and clinics adopt because they see both doctors and patients already benefiting.

This approach meets private practices’ need for proof and trust, they see a movement of peers and patients, while creating network effects that lower our CAC over time.

  • Doctor Guild “Supply” Side Community: Launch an invite-only Eden Doctor Guild for progressive private practice physicians. We start with the pilot clinics’ doctors and a handful of forward-thinking doctors in target states (even if their clinics haven’t adopted Eden fully yet). These are our evangelists and beta users.

    We offer Eden Verified status to guild members, a mark that they are tech-savvy, patient-centric doctors using Eden’s platform.

    Benefits for doctors:

    • Priority in patient matching: As Eden’s patient user base grows, “Eden Verified” doctors get referred new patients first (a tangible incentive for those who run their own practice, more patients with zero marketing spend).
    • Operational perks: They get early access to Eden features that make their life easier (automations, analytics on their scheduling efficiency, etc.). Essentially, they become power users who influence our roadmap.
    • Recognition: List these doctors on our website and marketing as “Eden Pioneer Providers.” This boosts their profile, they can tout themselves as innovators. We may even create content spotlighting guild members (“Interview with Dr. Smith - How tech is transforming her practice”), which strokes their ego and gives them publicity.
    • Execution:
      • We start with small, state-based cohorts, e.g. 5 doctors each in MA, CA, TX, FL, NY (as identified).
      • These doctors might come from pilot clinics or contacts. We use a personal touch - the founder sends them a note like “We’re gathering a select group of forward-thinking physicians to guide Eden and get first dibs on its benefits. I’d love for you to be part of our Eden Doctor Guild in [State].”
      • We will use platforms like a private Slack or WhatsApp group for each cohort, where these doctors can share experiences, ask us questions directly, and network. The guild acts as a focus group (free product research!) and also as social proof, when a new clinic prospect asks “who else is using this?”, we can say “We have a community of 30+ physicians in our Guild across 5 states, including Dr. A, Dr. B (a famous local practitioner), etc., all on Eden.” That immediately signals credibility and reduces perceived risk.
    • Growth Loop: As guild doctors talk to their colleagues (in local meetups, hospital circles), they’ll naturally mention Eden. If a guild doctor’s practice isn’t yet a full Eden clinic (maybe they joined individually with our patient app or limited use), they may advocate internally to adopt Eden completely. We foresee guild members directly bringing in ~5 new practice sign-ups over 90 days by peer referral.
  • Patient Circles “Demand” Side Community: In parallel, cultivate Patient Circles in the regions we operate. These are groups of patients (particularly those with high healthcare needs or interest in tech-enabled care) who use Eden’s patient agent and are eager to get easier access to providers.

    Tactically, we seed patient circles through specific pilot initiatives:

    • Focus initially on patients from our pilot clinics and high-friction segments like those using the Harvard Mobile Van (vulnerable populations who need help coordinating care) and medspa/urgent care patients who seek convenience.

      For example, when Eden onboards the Harvard Mobile Van clinic, we invite those patients to join an “Eden Patient Circle, Massachusetts” community (could be a moderated Facebook or WhatsApp group, or even just an email newsletter where they can respond and share).

    • Benefits for patients: They receive free “concierge” support from Eden agents beyond just scheduling one appointment.

      In the community, they get tips (like prep advice for visits), language translation help if needed, and priority service, their calls get answered immediately by Eden since they’re known users.

      Also, a sense of belonging, “Be part of the patient community fixing healthcare’s paperwork problem.” Some patients, especially those who are caregivers or have chronic needs, will value being on the cutting edge and having a voice.

      We might host virtual meetups for them, “Ask-an-Agent & MD” sessions where a doctor and our AI demonstrate how to handle a common issue (like medication refills or specialist referrals) and take patient questions.

    • The community effect: When we pitch clinics, we can say:

      “By the way, there’s already a pool of X patients in your area who are Eden users, adopting Eden could connect you with them.”

      Like, if 100 patients in Boston are using Eden (maybe via the mobile van program or independently), a private practice in Boston knows those patients could be routed to them (as new patients) if they join Eden.

      That’s hugely enticing, ”Join Eden, gain access to a community of patients actively seeking modern, hassle-free healthcare. It flips the usual dynamic where a doctor worries “will patients use this new system?” Instead, patients are already in on it.

  • Founding Clinic Program (Community Crossover): We formalize the Founding Clinic concept mentioned earlier. These are the initial private practices that embrace both sides of Eden’s platform, they onboard their providers (doctors join the guild) and enroll their patients into Eden’s system (patients join the circles).

    Founding Clinics effectively become micro-communities of their own:

    • They get special perks (as noted - discounted pricing tiers, custom terms like perhaps a revenue share on any new patient Eden brings them, and that “Front-Office Excellence” badge backed by Eden data).

      The badge is important, we’ll publicly recognize these clinics, maybe via a press release or our website’s “Partners” page, “Eden Founding Clinics - Leading the way in autonomous healthcare front offices.”

      It appeals to their pride and marketing, they can tell local media or put on their site that they have an award-winning front office.

    • The founding clinics become reference sites. We can arrange with them to allow prospective customers to come see Eden in action or have a quick chat. Because they’re invested community members, they’re more likely to happily share their experience.
    • We aim to have [2–3] such clinics in the first 90 days (which aligns with our pilot count).

      For example, ABC Medical (our first pilot) would be one, they not only use Eden for their operations, but encourage their patients to sign up for Eden accounts (so those patients benefit across all their healthcare).

  • Community Content & Engagement: We will actively nurture the doctor and patient communities with content and interactions (blending with our content strategy):
    • Timely Expert Sessions: The “Ask-an-Agent + MD” weekly sessions are a way to engage both sides.

      One week, it might target doctors (Guild) - e.g. a live session where an Eden AI agent and a physician demonstrate handling a complex scheduling scenario (like a multi-step referral workflow) and discuss how it works. Guild members can ask questions or suggest scenarios. Another week, a session for patients.

    • Micro-Case Studies & Sharing: Encourage community members to share their success stories within the community.

      For example, a doctor guild member might post, “Eden filled 3 last-minute cancellation slots for me last week that I would’ve lost, I’m amazed!” We will prompt these by asking for feedback and wins.

      Similarly, patients might share, “I usually spend 30 minutes on hold, but Eden got my appointment sorted in 2 minutes!” We’ll compile these anecdotes (with permission) into “micro-case studies”, short posts or graphics highlighting real results (with data when possible).

      Posting these back into the community feeds the enthusiasm (others see it and get inspired to use more features), and we also share select ones publicly (anonymized if needed) to show momentum.

    • Local Meetups or Virtual Roundtables: Do we want to do this b/w patients and docs???
  • Growth Flywheel & Network Effects: The ultimate vision, which we seed now, is a flywheel where:
    • Doctors join Eden because patients are there, and patients join because doctors are there, and clinics sign up because both are actively using it.

      Concretely in pilot, a doctor hears from a guild peer that he got 10 new patients from Eden, so she signs up her practice. A patient sees that with Eden, they can manage all doctors in one place, so they invite another doctor to join. A clinic sees 50 local patients in the Eden system (maybe via a stat we share) and doesn’t want to miss out, so they adopt Eden to tap into that pool.

    • The “no upfront cost” and ease helps here too, because each additional doctor or patient can join with low friction, the threshold to participate in the community is low.

6. Metrics & Milestones

Objective: Define clear metrics to track Eden’s progress during the pilot (Nov 2025–early 2026) and set milestones that demonstrate traction.

  • Acquisition & Activation Metrics:
    • Practices Onboarded:
    • Providers (Doctors) Onboarded:
    • Activation Rate: What percentage of onboarded clinics are fully active (defined as completing integration and having Eden handle at least e.g. 10 patient interactions)?
    • Time to Go-Live: A sub-metric on activation, measure average days from contract sign to first patient call handled by Eden. Our aim is:
  • Engagement & Usage Metrics:
    • Calls/Bookings Handled: How many patient inquiries or bookings is Eden handling? We will track total number of appointments scheduled by Eden agents and total calls answered by Eden in the pilot period.
    • Agent Success Rate: Measure the percentage of interactions the AI agent completes without human escalation.
    • Practice Utilization: Percentage of each clinic’s appointments now being handled by Eden. If a practice normally books 100 appointments/month, and Eden books 50, that’s 50% utilization.
    • Retention & Churn: Pilot phase is short, but we must ensure pilot clinics stay on for the duration and ideally convert to paying customers after. Track if any pilot clinic disengages or “churns” early, goal 0% logo churn in first 3 months (we want 100% of the 25-50 to be success stories).
    • Community Engagement: As per community KPIs above, count of doctor guild members, patient circle members, and their activity (posts, Q&A attendance, etc.)
  • Customer Satisfaction Metrics:
    • Physician/Staff NPS or CSAT: Gather feedback from pilot clinics regularly. After onboarding and after 8 weeks, do a quick Net Promoter Score survey or at least a rating (1-10) of satisfaction.
    • Patient Satisfaction: Collect patient feedback specifically related to scheduling experience.
    • Online Reviews Improvement: A very concrete metric: monitor the Google/Yelp rating of pilot clinics. The hypothesis is Eden’s improved front office will translate to better reviews (fewer “couldn’t reach them” complaints, more “easy scheduling” praises).
  • Financial & Business Metrics:
    • Revenue and Pricing Validation: Pilot revenue will not be huge (since we might be discounting or giving free trials), but we should track it to show the model works. With usage-based fees, we project Monthly Recurring Revenue (MRR) of ~$10k–$20k by end of pilot (e.g. 25 clinics averaging ~$400-800 in usage each, accounting for some free credits).
    • CAC & Sales Efficiency: Calculate approximate Customer Acquisition Cost in pilot. E.g. include SDR efforts, any ads, etc., divided by number of clinics.
    • Lifetime Value (LTV) assumptions: We can start modeling LTV if usage is steady. For instance, if an average practice would pay ~$6k/year, and we expect them to stay 5+ years (assuming high stickiness), LTV $30k.