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Employee Onboarding Resources
Andrew Braunstein Onboarding Checklist
Objective: Equip Andrew to sell Steer Health to Functional Medicine, Surgical Specialties (Plastic Surgery, Orthopedics), and Ophthalmology; SMBs (1-10 locations, >$5M revenue), accelerating ARR by complementing EHRs (Athena, ModMed, Greenway) and displacing ZocDoc/Phreesia/Etc.
Day 1: Wednesday, June 4, 2025 – Orientation & Strategy
Task
Owner
Time/Deadline
Status
Attend “Introduction to Steer Health” with Tamar (mission, vision, differentiators: no ZocDoc fees, MyChart enhancement)
Andrew, Tamar
9:30–10:00 AM CT
[ ]
Shadow Sridhar on live Orthopedics discovery call (SDR-booked); take notes on BANT qualification
Andrew, Sridhar, Summer (SDR)
10:00–10:30 AM CT
[ ]
Attend “CEO Brief on Steer” with Sridhar (strategic goals, market positioning)
Andrew, Sridhar
10:30–11:00 AM CT
[ ]
Review AE Role & Sales Strategy with Sridhar: Lead Gen, Demos, Deals, Expected Milestones
Andrew, Sridhar
1:00–2:00 PM CT
[ ]
Meet the Team
Andrew, Steer Team
2:00–3:00 PM CT
[ ]
Sync with Tristan; set up HubSpot & ZoomInfo
Andrew, Tristan
3:00–4:00 PM CT
[ ]
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Day 2: Thursday, June 5, 2025 – Product & Team Intros
Task
Owner
Time/Deadline
Status
Attend “Intro to Luna & Steer Notes” with Gabbie Mitchell (AI scheduling, patient engagement, automation)
Andrew, Gabbie Mitchell
9:00–10:00 AM CT
[ ]
“Steer Health Integrations Lead Intro”
Andrew, Giri
11:00 AM–12:00 PM CT
[ ]
Meet SDR team (Lendy: Functional Medicine, Summer: Orthopedics) to align on lead handoff (50% SDR leads)
Andrew, Lendy, Summer, Tristan
1:00–2:00 PM CT
[ ]
Complete “ZoomInfo Onboarding” with Sales Team
Andrew, Sales & Marketing Team
2:00–3:00 PM CT
[ ]
Sandbox Steer Platform
Andrew, Tristan
3:00-4:00 PM CT
[ ]
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Day 3: Friday, June 6, 2025 – Athena Focus & Product Deep Dive
Task
Owner
Time/Deadline
Status
Review AthenaHealth list & clarify ICP (3,000+ clinics, 1-10 locations, >$5M revenue, no enterprises to start)
Andrew, Tristan
10:00–11:00 AM CT
[ ]
Attend “Product Office Hours & Company-Wide Introduction” (product Q&A, team alignment)
Andrew, Steer Team
11:00 AM–12:00 PM CT
[ ]
Attend “Intro to Digital Front Door” with Nicole Hurd (end-to-end patient experience, MyChart enhancement)
Andrew, Nicole
12:00–1:00 PM CT
[ ]
Meet Al for “Director of Operations Introduction”
Andrew, Al
1:00–1:30 PM CT
[ ]
Select 50 target accounts from AthenaHealth list using ZoomInfo (ENT, OBGYN, 1-10 locations, >$5M revenue)
Andrew, Tristan
2:30–3:30 PM CT
[ ]
Enjoy your weekend, Hope you enjoyed your first week at Steer, We are very excited to have you onboard!
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Day 4: Monday, June 9, 2025 – Competitive Positioning
Task
Owner
Time/Deadline
Status
Study competitors (ZocDoc: fee-heavy, Phreesia: weak AI, NextPatient, Tebra); Master Battlecards
Andrew
By EOD
[ ]
“Introduction to Marketing Department”
Helene & Andrew
9-10am CT
[ ]
“Sales Weekly Strategy Sync”
Andrew & Monte & Sridhar
10:30-11am CT
[ ]
Map personas to Steer’s value propositions
Andrew
By EOD
[ ]
“Lendy 1:1 Functional Medicine Sales Focus”
Lendy & Andrew
2-3pm CT
[ ]
Study Buyer Personas: Physician-Owner, Office Manager
Andrew
By EOD
[ ]
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Day 5-6: Tuesday–Wednesday, Sales Process & Pipeline
Task
Owner
Deadline
Status
“Functional Medicine StoreFront Walkthrough”
Garima, Andrew
Tuesday 9-10am CT
[ ]
5-step Sales Process: Cold Call, Discovery Call, Deep Dive, Contract Out, Deal Closed
Andrew, Tristan
Tuesday, by EOD
[ ]
“IT Specialist Meet and Greet”
Cristo, Andrew
Tuesday 10-10:30am CT
[ ]
Log mock lead in HubSpot (dark/light green leads); confirm Salesforce, Gong, Seismic setup
Andrew, Tristan
Tuesday, by EOD
[ ]
“Intro to Customer Success Team”
Vishal, Andrew
Tuesday 12-1pm CT
[ ]
“Summer 1:1 Orthopaedics Sales Focus”
Summer, Andrew
Tuesday, 2-3pm CT
[ ]
Begin Pipeline Build (50% self-sourced via ZoomInfo, 50% SDR leads); forecast 35 deep dives/quarter; goal: 8 leads by Day 10
Andrew, Tristan
Wednesday, by EOD
[ ]
“Care Orchestration Workflow Deep Dive”
Abhisheck, Andrew
Wednesday, 10-11am CT
[ ]
Review pipeline rules: split overlap credit, reassign dormant accounts (>1 month)
Andrew, Tristan
Wednesday, by EOD
[ ]
Patient Journey Walkthrough Connected to Steer Solutions
Andrew, Tristan
Wednesday, by EOD
[ ]
Draft Steer Sales Pitch
Andrew
Wednesday, by EOD
[ ]
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Day 7-8: Thursday–Friday, Real-World Exposure
Task
Owner
Deadline
Status
Begin Outreach via Email & Call
Andrew
Thursday/Friday
[ ]
Prepare for Mock Demo Presentation
Andrew
Thursday/Friday
[ ]
Goal: Try to Book a Discovery Call
Andrew
Thursday/Friday
[ ]
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Day 9: Monday – Demo Practice
Task
Owner
Deadline
Status
Run 2 Mock Demo Presentations (1 AthenaHealth, 1 ZocDoc Displacement); receive feedback
Sridhar, Tamar, Tristan, Alicia
AM
[ ]
Adjust Pitch Based on Feedback
Andrew
PM
[ ]
Continue Sales Outreach
Andrew
AM & PM
[ ]
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Day 10: Tuesday and Onwards – Pipeline Launch
Task
Owner
Deadline
Status
Set KPIs: 8 leads, 2 deep dives (45-minute calls), 1 proposal by June 20
Andrew, Sridhar
Beginning of Week
[ ]
Review pipeline with Sridhar, prioritize targets
Andrew, Sridhar
By End of Week
[ ]
Schedule 4 calls with Athena leads (ZoomInfo, 1-10 locations, >$5M revenue); log in HubSpot
Andrew
By End of Week
[ ]
Secure 1 deep dive
Andrew
By Next Week
[ ]
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30-60-90 Day Milestones
30 Days
60 Days: Scale Deals
90 Days: Optimize & Upsell
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