Strativera

BACKGROUND

Please describe your company and position.

I am the Controller of HealthCore Clinic

Describe what your company does in a single sentence.

HealthCore connects you with the quality family healthcare you deserve. Here you’re more than just a client, a customer, a patient—you’re a valued member of our wellness community. Our integrated, whole-body approach wraps you in care. That’s our mission, our core. Caring for you. Promoting a healthy community.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Strativera to accomplish?

• Our primary objectives were twofold: First, we wanted clarity on our positioning in the wellness and fitness market, including customer expectations, competitor offerings, and emerging trends. Second, we needed to replace our outdated client management system with a more intuitive CRM solution that could be integrated with our scheduling, billing, and marketing tools.

SOLUTION

How did you find Strativera?

• Online Search
• Referral
• Clutch Site

Why did you select Strativera over others?

• Pricing fit our budget
• Great culture fit
• Referred to me

How many teammates from Strativera were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope of work was extensive. Strativera began with a deep dive into the wellness and fitness services market, conducting surveys, focus groups, and competitive analysis. They provided us with a detailed market landscape report that highlighted underserved client segments and new service opportunities. On the CRM side, they helped us evaluate platforms, guided us in selecting one that best suited a wellness clinic’s needs, customized it for our processes, and integrated it with our existing scheduling and billing systems. Key deliverables included the market research report, a fully functioning CRM system tailored to our operations, a data migration plan, and staff training workshops.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The outcomes were tangible and immediately impactful. From the research side, we gained clarity about expanding services like nutrition counseling and wellness workshops, which we wouldn’t have prioritized without the insights. On the CRM side, client scheduling became far more efficient, follow-ups for wellness plans were automated, and our staff had greater visibility into client engagement patterns. The system also allowed us to run targeted outreach campaigns based on client history, something we struggled with before.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was very structured yet flexible. We had bi-weekly check-ins where they shared progress, flagged potential issues, and discussed next steps. Deliverables consistently arrived on time, and in cases where our internal team needed more time to review or provide feedback, Strativera was understanding and adjusted the timeline without compromising overall delivery. Whenever we raised concerns—such as how the CRM could handle our specialized client wellness programs—they quickly offered practical solutions.

What was your primary form of communication with Strativera?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most about Strativera was their ability to bridge strategy and execution seamlessly. They didn’t just give us data and leave us to figure it out—they translated insights into practical steps that aligned with our operations. Their team also demonstrated a deep understanding of the wellness industry, which made their recommendations feel realistic rather than generic. Their collaborative approach made us feel like they were truly invested in our success.

Are there any areas for improvement or something Strativera could have done differently?

If Strativera had provided a few more real-world usage examples tailored to our clinic’s daily workflow during the first weeks, it could have accelerated adoption. That said, their ongoing support quickly smoothed this over.

BACKGROUND

Please describe your company and position.

I am the Founding Doctor of HealthTap

Describe what your company does in a single sentence.

HealthTap is a tech-enabled virtual physician practice available in all 50 states. We deliver high-quality, cost-effective primary care through our direct-to-consumer model and in partnership with health cost-sharing organizations, DMEs, pharmacies, payers, providers, and chronic condition management companies.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Strativera to accomplish?

• Our primary goal was to reduce inefficiencies in patient support and internal communication workflows. We also wanted to ensure our HR policies and training programs evolved alongside the introduction of AI tools. Strativera was tasked with creating AI-driven solutions that could support faster triage of patient inquiries while also equipping our HR team to manage change effectively.

SOLUTION

How did you find Strativera?

• Online Search
• Referral

Why did you select Strativera over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Strativera were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope of work was broad and interconnected. On the AI side, Strativera implemented a natural language processing tool that could help analyze patient questions and route them to the right department. They also designed predictive models to anticipate staffing needs based on patient volume trends. On the HR side, they redesigned our onboarding process to incorporate AI-driven training simulations, created new job role frameworks for staff who would interact with these AI tools, and developed a robust change management plan. Deliverables included technical documentation, AI integration prototypes, HR training manuals, and a long-term strategy roadmap that aligned both technology and people goals.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We saw clear improvements: patient inquiries that used to take hours for staff to manually redirect were being intelligently triaged within minutes, reducing response bottlenecks. Staff training became smoother, with new hires reporting higher confidence in using AI tools thanks to the onboarding modules Strativera created.

Another outcome was a noticeable improvement in team collaboration, as HR frameworks introduced by Strativera gave managers clearer structures to work with when supporting their staff through technological change.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was extremely well-structured. We had bi-weekly check-ins, detailed progress reports, and transparent tracking through their project dashboard. Every milestone was met on time, and even when our internal team requested changes mid-project (like expanding the scope of HR training materials), Strativera adapted without missing delivery deadlines. They were proactive, anticipating issues before they arose, which gave us confidence in their process.

What was your primary form of communication with Strativera?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out was Strativera’s ability to connect two seemingly separate domains — AI technology and HR strategy — into one cohesive solution. They weren’t just focused on the tech; they understood the human element of adoption and made sure our workforce felt supported and empowered. This balance of innovation and empathy is something I haven’t seen often in consulting partners.

Are there any areas for improvement or something Strativera could have done differently?

None

BACKGROUND

Please describe your company and position.

I am the Founder of Prudent Financial Planning

Describe what your company does in a single sentence.

We gave full money help. We had stocks, tips, more cash help, cover plans, & bank choices.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Strativera to accomplish?

• All were made to fit the wants of each client well.

SOLUTION

How did you find Strativera?

Online Search

Why did you select Strativera over others?

Pricing fit our budget

How many teammates from Strativera were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We took on Strateveria to boost how we look on the web. They had to build a good site & use web search plans for better web fame. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Site plan, search boost, word search, web ads, & check how we did. The site now works much more well. More folks can find it in web search. More clients reach out.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

More folks get in on the web. Our web name stands out much more. They led in a clear & quick way.

What was your primary form of communication with Strativera?

Email or Messaging App

What did you find most impressive or unique about this company?

 Their work came fast. They spoke well & gTheir work came fast. They spoke well & got back to us fast. They changed ways well as the work needs grew. Their fresh plans, top tech skills, and drive to give clear gains did much more than we hoped.ot back to us fast.

Are there any areas for improvement or something Strativera could have done differently?

Over & over. If they told us of work moves more & did full reports, this would lay out the work in a more clear way.

BACKGROUND

Please describe your company and position.

I am the Product Director of a precision components manufacturer.

Describe what your company does in a single sentence.

Our company produces precision components for industrial and commercial clients throughout North America.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Strativera to accomplish?

• We hired Strativera to help us streamline and optimize our go-to-market strategy, improve operational reporting, and support our leadership team with a clear roadmap for revenue growth.

SOLUTION

How did you find Strativera?

Referral

Why did you select Strativera over others?

• Close to my geographic location
• Great culture fit

How many teammates from Strativera were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Strativera supported us in building out comprehensive GTM plans, improving the clarity and effectiveness of our revenue operations, and refining our operational reporting frameworks. They provided leadership workshops, facilitated alignment between marketing, sales, and operations, and implemented KPI dashboards tied to financial performance.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We’ve seen material improvements in revenue forecasting accuracy, pipeline visibility, and operational efficiency. Our sales-to-marketing alignment has never been stronger, and our leadership now operates with greater confidence in the numbers

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Strativera consistently met deadlines and adapted quickly to our needs. Their responsiveness and ability to pivot as our priorities shifted made them feel like a true extension of our team.

What was your primary form of communication with Strativera?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their ability to translate complex operational and marketing data into clear, actionable strategies stood out. They balance strategic insight with hands-on execution exceptionally well.

Are there any areas for improvement or something Strativera could have done differently?

Nothing significant stands out. They were proactive in asking for feedback and adjusted quickly when needed.