Traktion Talks: Healthcare & Technology

Hosted by Traktion Partners, LLC

Business

Website RSS feed

Episodes

Latest episode

Mar 2026

Language

EN-US

About the show

Traktion Talks is a series of conversations that put the spotlight on thought leaders and entrepreneurs across the spectrum of healthcare and technology. Each episode digs into innovative new companies and solutions that are not only improving efficiencies and the bottom line for healthcare-focused organizations, but enhancing the lives of those they may provide or influence care for.

Listen to episodes

25 recent

March 10, 2026Episode 227 min

Reclaiming Intrinsic Worth In A Performance-Driven World

More leaders than ever are searching for meaning, balance, and a sense of purpose, but many modern wellness programs still focus on optimization, productivity, and biohacking rather than the deeper roots of stress and disconnection.That was the focus of our conversation with Alissa Allen and Justin Breen, co-founders of AURUM Sanctuary. Alissa shares how her background in neurotheology, public health, and spiritual intelligence shaped her belief that human flourishing requires integrating science with spiritual awareness. Justin discusses how his work building founder communities and connecting visionary entrepreneurs helped spark the idea for a new kind of wellness infrastructure built specifically for leaders.We also explore why AURUM intentionally rejects “optimization culture,” choosing instead to center intrinsic human worth rather than external achievement. Alissa and Justin explain how practices such as sound therapy, contemplative intelligence, and quantum biofeedback can help restore coherence in the nervous system, allowing founders and executives to lead with greater clarity, creativity, and presence.Finally, we discuss the broader vision behind AURUM, including the AURUM Forum: Capital & Stewardship, which aims to connect conscious capitalism with regenerative health. This episode invites leaders to rethink how personal well-being, leadership, and economic systems intersect, and what it might look like to build a world where human flourishing is the foundation, not the afterthought.Mentioned in this episode:AURUM SanctuaryTraktion Talks, brought to you by Traktion Partners, LLC

February 12, 2026Episode 121 min

Building A Mental Health Platform Gen Z Can Afford

Mental health access for Gen Z is at a breaking point. While we talk openly about a national mental health crisis, many Gen Z students and young professionals still struggle to access care that feels affordable, relevant, and built for how they actually live.That was the focus of our conversation with Amari Morton, Founder and CEO of Greater Change Health. Amari shares his personal journey and the experiences that led him to rethink how mental health services are delivered to young people. We discuss why student utilization of counseling services often remains low despite growing need, and what colleges may be missing when mental health is treated as a compliance requirement rather than a strategic priority.We also explore what “access to care” really means for a generation that studies, works, and lives online, and whether traditional campus counseling models are built for today’s students. Finally, Amari gives us a look at what Greater Change Health is building in 2026 to make therapy more accessible and affordable for all.This episode challenges higher education and healthcare leaders to rethink how mental health services are structured, and who they’re truly designed to serve.Mentioned in this episode:Greater Change HealthTraktion Talks, brought to you by Traktion Partners, LLC

December 9, 2025Episode 1227 min

What Healthcare Can Learn From Top Consumer Brands

The patient experience is evolving rapidly. As transformational change comes to every corner of the sector, what can healthcare organizations learn from major consumer brands like Delta Air Lines, Home Depot, and American Express?That was the question we posed to Elizabeth Daugherty, founder of consultancy SpurConnX, and a contract strategy partner for Atlanta's Piedmont Healthcare. In our conversation we talk about her "why", and how advocating for family members first drew her into the healthcare space after a successful career working for some of the world's best known consumer brands. We also dive into what healthcare organizations can take from big brands in terms of creating a better patient experience, building brand loyalty, and constructing a feedback loop that truly listens to the patient to enhance the process of delivering care.Mentioned in this episode:SpurConnXPiedmont HealthcareTraktion Talks, brought to you by Traktion Partners, LLC

September 10, 2025Episode 1136 min

The Mainstreaming Of Cannabis Wellness Culture

With a career background that has included stops at medical supply and equipment behemoth, McKesson, as well as executive roles at a variety of life sciences companies, Botanical Sciences CEO Gary Long knows healthcare. While his background may not seem like a traditional fit for the medical and hemp-derived cannabis world, his arrival along with other outsiders signal a transformation underway in a category becoming known more for its positive lifestyle impacts than for previous negative stereotypes.In our conversation we talk about what led him to the industry, what he sees as opportunities and threats, and how cannabis has slowly become part of the growing health and wellness movement that continues to unfold across the country.Mentioned in this episode:Botanical SciencesONE59U.S. of N/A PodcastTraktion Talks, brought to you by Traktion Partners, LLC

September 2, 2025Episode 1014 min

2025 Georgia Life Sciences Summit Recap

"The biggest impact for AI is likely to be in healthcare." That prediction, spoken by Northside Hospital's Dr. Guilherme Cantuaria, were one of many comments made at the 2025 Georgia Life Sciences Summit that really got us thinking how significant this period of change will likely be for an industry that normally loathes it.In this bonus episode of Traktion Talks we talk biomed in the Peach State, including a show-side chat with Jonathan Schwartz of OrthoPreserve, an orthopedic medical device company born from the same place as many before it in the region; Georgia Tech university. We also give a shout-out to the eight companies featured in the startup showcase, a highlight of the summit.Mentioned in this episode:OrthoPreserveAndson BiotechAnnate BitherapeuticsAtomistic InsightsEcoatexGordian SurgicalMetanoi TherapeuticsRoboMateMRVirTuCellAgeTech ConnectStraight Outta Health IT (podcast)Interested to learn more about Traktion? Visit our Navigator home page to request our free white paper, or schedule a 45 minute, no-obligation Meet to get specific recommendations.Traktion Talks, brought to you by Traktion Partners, LLC

May 8, 2025Episode 920 min

Healthcare CRM: Post-Launch Support

After a successful implementation, your new CRM/marketing automation platform is now alive – congratulations! But the journey is just beginning. In this final episode of our Healthcare CRM series, we focus on sustaining success and continuous improvement, post-launch.We kick things off by addressing the critical first step of proactively establishing positive habits, and refining processes to fully leverage the capabilities of a new platform, ensuring you don't revert to old ways of working.Next, we revisit the team makeup, identifying key individuals who should be most involved in the ongoing maintenance of your CRM or marketing automation system. We also discuss what's the right cadence for reviewing your key performance indicators (KPIs) to ensure you're tracking towards your goals.We delve into the types of training materials providers should develop for onboarding new staff and for ongoing education, highlighting opportunities to create these resources even while the implementation project is still underway.To maintain optimal performance and patient experience, we also explore the recommended frequency for revisiting and refining your patient communication and intake workflows, ensuring they remain efficient and effective.Lastly, as we conclude this comprehensive series, we offer some final thoughts and key takeaways to empower specialty healthcare organizations for long-term success .Interested to learn more? Visit our Navigator home page to request our free white paper, or schedule a 45 minute, no-obligation Meet to get specific recommendations.Traktion Talks, brought to you by Traktion Partners, LLC

May 2, 2025Episode 821 min

Healthcare CRM: KPI Dashboard Architecture + Design

You've successfully navigated a CRM or marketing automation implementation, and now it's time to unlock its true potential by measuring success. In this episode, we dive deep into Key Performance Indicators (KPIs) and Dashboards for multi-practice healthcare organizations, post-implementation. We'll guide you through understanding what metrics truly matter and how to visualize them effectively.First, we break down the two primary categories of early-stage KPIs of patient acquisition and operational efficiency, exploring why both are vital for a thriving practice and how to define meaningful metrics within each. Next, we tackle the challenge of dashboard development. How do you achieve comprehensive visibility across your organization without overwhelming your team with a sea of data? We'll discuss strategies for balancing breadth and focus to create dashboards that are both informative and actionable.For organizations with existing reporting infrastructure, we also explore common integration points with data warehouse and other reporting environments, providing real-world examples of valuable data outputs you can expect. Maintaining your reporting and dashboards is key to ensuring the project is ultimately judged as a success in the organization. We demystify the maintenance process, discuss the level of effort involved, and pinpoint who within your organization should ideally own this critical function.Finally, we address the often-overlooked aspect of staff training. Is it a worthwhile investment? Empowering your team to understand and utilize how these new reporting tools can significantly impact their effectiveness and drive better outcomes.Interested to learn more? Visit our Navigator home page to request our free white paper, or schedule a 45 minute, no-obligation Meet to get specific recommendations.Traktion Talks, brought to you by Traktion Partners, LLC

April 23, 2025Episode 719 min

Healthcare CRM: Implementation

Embarking on a CRM implementation can be a pivotal moment for a healthcare organization, and making the right choice in implementation partners is perhaps just as important as the platform itself. Following up on our discussion about platform selection, this episode zeroes in on the critical phase of CRM Implementation, providing a strategic roadmap for multi-practice healthcare organizations. Key areas we explore include:Selecting the Ideal Implementation Partner: We unpack the significance of choosing the right implementation partner and outline the ideal criteria to be considered, ensuring a collaborative and expert-led deployment.Navigating the Implementation Timeline: We delve into what a typical CRM implementation timeline looks like, highlighting the key factors that can influence its duration and providing insights for effective project planning.Prioritizing End-User Needs: Hear how last-minute adjustments and accommodations can be strategically incorporated to ensure the final CRM solution actually meets the needs of your staff, and ultimately benefit patient care.Developing a Targeted Training Strategy: We break down how to structure staff training by specific roles (marketing, intake, administrative), identify who should lead these sessions, and pinpoint the most critical use cases to address first for maximum impact.Laying the Groundwork for Future Success: Looking ahead to KPIs and dashboards, we discuss proactive steps your team can take during the implementation phase to streamline the development of insightful reports and analytics.Interested to learn more? Visit our Navigator home page to request our free white paper, or schedule a 45 minute, no-obligation Meet to get specific recommendations. Traktion Talks, brought to you by Traktion Partners, LLC

April 16, 2025Episode 619 min

Healthcare CRM: Platform Evaluation & Selection

When choosing a technology platform it's essential to make the right decision, as a bad one could set a healthcare organization back months or even years. Building upon the foundational need for a CRM, in this episode we delve into how a structured evaluation, scoring matrix, and vendor management process can transform a complex decision for a multi-practice healthcare organization into a confident choice. Key areas covered include:Laying the Foundational Evaluation Criteria - Identify the initial considerations a specialty healthcare provider should undertake before diving into specific CRM platforms. This involves a deep assessment of essential platform capabilities, including feature sets, user-friendliness, integration potential with existing systems, critical aspects like HIPAA compliance, and a realistic understanding of the total cost of ownership.Integrating Prioritized Needs into a Scoring Matrix. Explore how to cohesively organize and weigh various priorities into a structured scoring system, such as EHR integration, or patient communications workflow. This allows for an objective comparison of CRM options based on what truly matters most, from core functionalities and reporting capabilities to crucial elements like vendor support responsiveness and the platform's ability to scale with your patient growth.Optimizing Vendor Engagement. Discuss the strategic coordination of vendor interactions, including demos and Q&A sessions, to ensure you gather the necessary information for informed decision-making. We also discuss how to navigate the often-complex landscape of contract negotiation and the selection of implementation partners to facilitate a smooth and successful deployment.Differentiating Recommendation and Selection. Understand the key factors involved in synthesizing your evaluation data into clear, actionable recommendations. We explore how to present these findings effectively amongst stakeholders, which may include various administrative functions, executive teams, private equity leaders, and boards to facilitate confident and well-informed final selection.Interested to learn more? Visit our Navigator home page to request our free white paper, or schedule a 45 minute, no-obligation Meet to get specific recommendations. Traktion Talks, brought to you by Traktion Partners, LLC

April 10, 2025Episode 520 min

Healthcare CRM: Patient Journey Mapping

While the intricacies of patient intake and lead mapping are critical, creating an actionable patient journey map is where the magic really starts to happen. Building upon the previous discussion of Intake Process Design, Traktion co-founders Ryan Woolley and Jon Eggleton discuss how the patient's communication journey is where healthcare providers can truly elevate the patient experience, and turn a process into a plan.In this episode, Ryan & Jon dissect the critical steps involved in moving from internal processes to designing patient-facing communication strategies. Key areas covered include:Laying the Foundational Thinking. Identify the initial considerations a healthcare provider should undertake before mapping out specific communications. This involves understanding patient needs, expectations, and potential friction points in the journey.Integrating Transactional and Promotional Outreach. Explore how to cohesively organize essential transactional messages (e.g. appointment reminders) alongside proactive promotional outreach (e.g. new service announcements) into a unified patient communication flow.Optimizing Communication Channels. Discuss the strategic combination of SMS, email, phone, and even direct mail to ensure the right message reaches the right patient at the right time, considering the nuances of each channel.Differentiating Automation Platforms. Understand the key factors that distinguish various marketing automation platforms, and how to align specific practice needs with the most suitable technology.Interested to learn more? Visit our Navigator home page to request our free white paper, or schedule a 45 minute, no-obligation Meet to get specific recommendations. Traktion Talks, brought to you by Traktion Partners, LLC