Back to the showcaseNorth Coast MedicalLEADERSHIP BRIEF · SEP 9, 2026
ACCOUNT OUTREACH / PTSMC

PTSMC
Turn existing interest into a pilot.

Connect the facilities conversation to executive sponsorship, operating ownership, and a clear financial review.

Prepared by Mark Edward
North Coast Medical

Open the account experience Meet the 6 priority contacts ↓
THE RECOMMENDED APPROACH

Turn existing interest into a pilot.

Re-engage Ryan on the documented equipment and startup needs, then bring Mike and Sandy a concrete pilot with a defined owner and success measures.

PTSMC combines clinic partner ownership with central support. The approach should improve shared visibility and standards while confirming which decisions remain with clinic partners.

The July 30 account brief documents a May 13, 2026 conversation with Ryan about clinic startup equipment, Control Panel, and patient product access. Matching HubSpot records exist for Ryan and Alan.

THE PEOPLE & THEIR ROLE

Executive sponsors first.
A practical path into the account.

FROM CONTACT TO OPPORTUNITY

Use the previously discussed women’s health startup and vendor usage lists to define an equipment review and a purchasing-workflow pilot; confirm those needs remain current.

01

Reconfirm the existing project

Ask Ryan for the current startup scope and whether the promised usage and equipment lists are available.

02

Agree on executive outcomes

Use Mike and Sandy to align the growth case, operating owner, and clinic-partner decision rights.

03

Prove the operating case

Bring Jim and Kristen into the budget and workflow review, then define a small rollout with measurable results.

Discovery questions & evidence
  • Is the women’s health startup still the best first project?
  • Which purchasing decisions belong centrally and which belong to clinic partners?
  • What budget, workflow, and patient-access measures would justify expansion?

Account evidence

PTSMC Strategic Landing Page Brief, July 30, 2026, summarizing the May 13 conversation; HubSpot records retrieved September 9, 2026.

Roles and contact fields are sourced; the recommended order, opportunity, and conversation objectives are account-planning judgments. Purchasing authority and current project scope should be confirmed with the account. Shared office numbers and inboxes are explicitly labeled.

Current PTSMC leadershipPTSMC partnership model