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EverEx

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Updated Apr 25, 2026 · 4 sessions

Progress Assessment

EverEx is an early-stage health tech company with ~$100K annualized U.S. revenue (total company ~$1M including Korea) across 20 logos and 34 active locations, with meaningful strategic pivots underway toward orthopedic surgeons and a new CMS ambulatory specialty model opportunity. Over 4 sessions, momentum is directionally positive — a surgeon group was just onboarded, ortho market validation has begun, and ICP has been sharpened — but core utilization problems persist with existing PT clients, outbound activity remains well below targets, and U.S. revenue is very early-stage relative to the Series B ambitions.

Revenue (ARR)

Starting ARR
$100K
→
Current ARR
$100K

Open Threads 9

  • Alex to personally visit 5+ clinics for multiple days to directly observe patient enrollment, PT-patient interactions, and front desk execution

    Since 2026-03 · mentioned 2×

  • Implement follow-up onboarding training calls 1-2 weeks after initial onboarding for existing PT clients

    Since 2026-03 · mentioned 2×

  • Verify patient insurance coverage before visits to reduce patient hesitation at point of enrollment

    Since 2026-04 · mentioned 2×

  • Implement financial incentive structures for PT clinician staff to drive RTM patient enrollment

    Since 2026-03 · mentioned 3×

  • Hire 2-3 dedicated SDRs with healthcare cold-calling experience to drive 100+ calls/day and 1-2 meetings booked daily

    Since 2026-04

  • Renegotiate Raintree EHR deal to require co-sell support before paying fees; prioritize Athelas partnership

    Since 2026-04

  • Launch aggressive 5-10 week sales campaign targeting Texas ortho surgeons (1,000 in market) via cold calling, email, webinars, and local events

    Since 2026-04

  • Provide on-site support for newly onboarded surgeon group during initial enrollment period starting the following Monday

    Since 2026-04

  • Test orthopedic surgery ICP hypothesis rigorously via Sean's existing ortho network before fully committing and deprioritizing PT

    Since 2026-03 · mentioned 2×

Stalled Initiatives 2

  • Outbound calling volume — self-identified target of 100+ calls/week has not been achieved; minimal outbound activity reported across all sessions with no evidence of improvement

    Identified as a core lead generation gap at onboarding and still unresolved by session 4; SDR hiring proposed as the solution but not yet executed

    First raised 2026-03 · last mentioned 2026-04

  • Building a strong reference customer base beyond Vineyard PT case study — churn among closed clients continues to limit credibility with new prospects

    Utilization and retention problems with PT clients discussed in every session but no confirmed resolution or new referenceable logos reported

    First raised 2026-03 · last mentioned 2026-04

Playbook Gaps

Topics not yet covered in coaching sessions:

fundraising founder mindset leadership

Covered:

sales go to market hiring customer success revenue operations

Sales Call Patterns

No call reviews on file for this client.