Strategic Discovery

Supplemental intelligence to sharpen your discovery

Lead Recon

Intelligence gathering from public data sources

Facility Recon Automated Intelligence Gathering

Enter an NPI number, facility name, or website to research the prospect and populate the discovery engine

Live Data
Advanced Research Tools Optional

State Licensing Database

Active license verification and facility details

Joint Commission Accreditation

TJC (The Joint Commission) accreditation status and survey history

SAMHSA Treatment Locator

Federal treatment facility registry and service details

NPI Registry Lookup

National Provider Identifier and organizational data

BuiltWith Tech Stack

Detect EMR, billing, CMS, and marketing technologies on their website

Current Events & Market Intel

State-level regulatory changes, payer shifts, M&A activity, and urgency triggers for your next call

Stakeholder Identification

Identify key decision-makers, influencers, and blockers at the target facility from public data

News & Media Scan

Search recent news for the facility and key people -- lawsuits, expansions, funding, regulatory actions, leadership changes

Organization Profile

Every answer shapes the next question.

What type of organization is this?

What conditions does this facility primarily treat?

How does this facility handle their billing today?

Operations

Size, payer mix, and trajectory.

How many patients does this facility serve at any given time?

How many physical sites does this organization operate?

What percentage of their patients have each insurance type?

Is this facility growing, stable, or shrinking?

Are they already using Kipu's electronic medical records system?

Risk Assessment

Triggers, blockers, and disqualification flags.

Check anything that's currently going on with this prospect

What specific event is driving them to look at billing solutions now?

Check any that apply. These may immediately disqualify.

These are deal-breakers -- if any of these are true, this prospect likely won't work out

These won't kill the deal, but they slow things down or add risk

Internal Use Only

Deal Parameters

Auto-populated from discovery data. Override as needed.

Product Selection

Add-ons (per user/mo)

Deal Structure

Deal Summary

Product Units Blended Rate Monthly
Subtotal MRR $0
Net MRR $0
ACV (Annual Contract Value) $0
TCV (Total Contract Value) $0

Implementation Fees (one-time, not discounted)

Total Implementation $0

Scope Adjustment Playbook

Challenger Method If they push back on price, remove services -- never discount. Discounting trains the buyer to negotiate harder next time.
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