Blueprint Playbook for AdvancedMD

Who the Hell is Jordan Crawford?

Founder of Blueprint. I help companies stop sending emails nobody wants to read.

The problem with outbound isn't the message. It's the list. When you know WHO to target and WHY they need you right now, the message writes itself.

I built this system using government databases, public records, and 25 million job posts to find pain signals most companies miss. Predictable Revenue is dead. Data-driven intelligence is what works now.

The Old Way (What Everyone Does)

Your GTM team is buying lists from ZoomInfo, adding "personalization" like mentioning a LinkedIn post, then blasting generic messages about features. Here's what it actually looks like:

The Typical AdvancedMD SDR Email:

Subject: Streamline your practice with AdvancedMD Hi {{FirstName}}, I saw you recently posted on LinkedIn about practice efficiency challenges - congrats on the engagement! At AdvancedMD, we help medical practices like {{CompanyName}} reduce administrative burden with our all-in-one EHR, billing, and patient engagement platform. Our customers see 40% faster billing cycles and reduced FTE costs. Are you available for a 15-minute call next week to discuss how we can help {{CompanyName}}? Best, Sales Rep

Why this fails: The prospect is an expert. They've seen this template 1,000 times. There's zero indication you understand their specific situation. Delete.

The New Way: Intelligence-Driven GTM

Blueprint flips the approach. Instead of interrupting prospects with pitches, you deliver insights so valuable they'd pay consulting fees to receive them.

1. Hard Data Over Soft Signals

Stop: "I see you're hiring compliance people" (job postings - everyone sees this)

Start: "Your ASCQR composite dropped to 3.2 in the October 2024 reporting period" (CMS database with specific date and score)

2. Mirror Situations, Don't Pitch Solutions

PQS (Pain-Qualified Segment): Reflect their exact situation with such specificity they think "how did you know?" Use government data with dates, record numbers, facility addresses.

PVP (Permissionless Value Proposition): Deliver immediate value they can use today - analysis already done, deadlines already pulled, patterns already identified - whether they buy or not.

AdvancedMD Blueprint Plays

These messages demonstrate precise understanding of the prospect's situation (PQS) or deliver immediate value (PVP). Each play is ordered by quality score and uses verifiable data sources.

PVP Public Data Strong (9.3/10)

Your CARF Documentation Gap Checklist

What's the play?

Target OTPs and CMHCs operating multiple service lines across multiple sites who are approaching CARF accreditation renewal. Cross-reference SAMHSA facility directories with CARF accreditation databases to identify facilities with complex operations and upcoming surveys.

The value: You're delivering a pre-built checklist mapping their specific service lines against CARF 2024 documentation standards, showing exactly where cross-site consistency gaps exist.

Why this works

This is immediately actionable help with their most urgent regulatory deadline. The specificity (23 elements, 3 sites, 6 service lines) proves you analyzed their exact operation. Even if they never buy, this checklist helps them pass accreditation - which builds massive goodwill and establishes you as a credible partner who understands their world.

Data Sources
  1. SAMHSA National Directory of Mental Health Treatment Facilities - facility_name, services_offered, address, accreditation status
  2. CARF Accreditation Database - accreditation expiration dates, service lines covered

The message:

Subject: Your CARF documentation gap checklist I cross-referenced your 6 service lines against CARF 2024 standards and found 23 documentation elements that need consistent formatting across all 3 sites. I mapped which elements you're likely tracking separately right now and where the survey will check for consistency. Want the checklist?
PVP Public + Internal Strong (9.1/10)

Your MIPS Data Extraction Checklist

What's the play?

Target practices transitioning EHR systems during MIPS reporting windows. Identify their current EHR vendor (from NPI registry, job postings mentioning platform names, or vendor disclosures) and cross-reference against CMS MIPS reporting deadlines.

The value: You're delivering a pre-built timeline showing exactly how to extract the 47 required quality measures from their current system before the migration, with specific report names for their EHR platform.

Why this works

EHR migrations during MIPS windows create genuine anxiety about data continuity and payment penalties. By building system-specific extraction guidance (e.g., "here are the exact Kareo reports for your 47 measures"), you're solving a painful problem they might not have considered yet. The 12-week timeline creates urgency while showing you understand implementation complexity.

Data Sources
  1. NPI Registry - current EHR system (if disclosed in practice details)
  2. CMS MIPS Reporting Requirements - deadline dates, required quality measures by specialty
  3. Job postings mentioning specific EHR platforms (Indeed, LinkedIn Jobs)

The message:

Subject: Your MIPS data extraction checklist I pulled together a 12-week timeline for extracting MIPS performance data from Kareo before your March 31 deadline. It includes the 47 quality measures you need to report and the specific Kareo reports that contain each one. Want me to send it over?
DATA REQUIREMENT

This play requires identifying the prospect's current EHR system from public sources (NPI registry, job postings, vendor case studies) and matching against CMS MIPS reporting requirements for their specialty.

The synthesis is defensible because you're building system-specific guidance (Kareo reports → MIPS measures mapping) that requires healthcare IT expertise.
PVP Public + Internal Strong (9.0/10)

Your 90-Day MIPS Attestation Calculator

What's the play?

Target practices planning EHR migrations with MIPS meaningful use attestation deadlines within 120 days. Build a decision-support calculator showing 3 timing scenarios: attest on old system, delay migration to after deadline, or accelerate go-live to meet 90-day window.

The value: You're delivering a customized timeline analysis showing exactly when they need to make the migration decision to avoid MIPS payment penalties.

Why this works

Migration timing decisions are high-stakes and complex. By modeling out 3 scenarios with specific dates (e.g., "if you go live January 15, you'll have 105 days before the March 31 deadline - 15 days cushion"), you're helping them make a critical decision with confidence. The tool is immediately useful whether they buy or not, which builds trust.

Data Sources
  1. CMS MIPS Meaningful Use Requirements - 90-day attestation window, deadline dates
  2. NPI Registry or job postings - current EHR system and migration signals

The message:

Subject: Your 90-day MIPS attestation calculator I built a calculator showing your 90-day meaningful use window options given your March 31 MIPS deadline and EHR migration timeline. It maps out 3 scenarios: attest on old system, delay migration, or accelerate go-live to January 2025. Want me to send it?
DATA REQUIREMENT

This play requires identifying the prospect's EHR migration timeline (from job postings, vendor announcements, or internal knowledge) and matching against CMS MIPS deadlines.

The scenario modeling (3 timing options with trade-offs) requires healthcare compliance expertise that demonstrates real value.
PQS Public Data Strong (8.8/10)

6 Service Lines, 3 Sites, 1 CARF Survey in March

What's the play?

Target OTPs and CMHCs with complex multi-service operations (6+ service modalities across 3+ locations) who have CARF accreditation surveys scheduled within 120 days. Cross-reference SAMHSA directories with CARF accreditation renewal dates to identify facilities facing urgent compliance deadlines.

The situation: Multi-site behavioral health facilities managing diverse service lines (OTP, IOP, PHP, outpatient MH, MAT, peer support) struggle with documentation consistency across locations - a key CARF audit failure point.

Why this works

The specificity (6 service lines named exactly, 3 sites, March survey date) proves you researched their facility deeply. The cross-site consistency concern is their actual biggest fear - CARF surveyors randomly audit patient charts from multiple locations looking for format discrepancies. By naming the exact problem, you demonstrate expertise that builds instant credibility.

Data Sources
  1. SAMHSA National Directory of Mental Health Treatment Facilities - facility_name, services_offered, address
  2. CARF Accreditation Database - accreditation expiration dates, service lines covered

The message:

Subject: 6 service lines, 3 sites, 1 CARF survey in March Your CARF survey is scheduled for March 2025 covering OTP, IOP, PHP, outpatient MH, MAT, and peer support across 3 locations. Each service line has different documentation standards and the surveyors will cross-check consistency. Is one system tracking all your accreditation documentation?
PVP Public Data Strong (8.7/10)

I Mapped Your 8 Failing ASCQR Measures

What's the play?

Target ASCs with composite ASCQR scores between 3.0-3.5 stars who are scoring below 50th percentile on 8+ individual quality measures. Use CMS ASCQR data to identify both the composite score trend and measure-level performance gaps.

The value: You're delivering a pre-built analysis showing exactly which 8 measures are pulling down their composite score and what performance thresholds they need to hit to get back above 3.5 stars by next reporting period.

Why this works

Quality improvement feels overwhelming when you're failing multiple measures. By identifying the specific 8 measures and calculating realistic improvement targets (3.5 stars is achievable vs 5.0 stars), you're helping them prioritize their quality improvement efforts. The measure-level analysis shows you did real work, not just a Google search.

Data Sources
  1. CMS Ambulatory Surgical Center Quality Measures - Facility Level - facility_name, measure_outcomes, reporting_period, quality_measures

The message:

Subject: I mapped your 8 failing ASCQR measures Your facility is below the 50th percentile on 8 of 14 ASCQR measures based on October 2024 CMS data. I pulled the specific improvement thresholds you'd need to hit to get back above 3.5 stars by next reporting period. Want the breakdown?
PQS Public Data Strong (8.6/10)

Your CARF Accreditation Expires March 2025

What's the play?

Target OTPs and CMHCs with CARF accreditation expiring within 90-120 days who operate multiple service lines across 3+ locations. Cross-reference SAMHSA facility directories with CARF accreditation databases to identify the specific expiration date and service complexity.

The situation: Multi-site behavioral health facilities face overwhelming survey readiness coordination when documentation standards differ across service lines and locations.

Why this works

The specific expiration date (March 15, 2025) proves real research, not a template. Naming the exact complexity (6 service lines, 3 locations, different documentation requirements) mirrors their actual operational pain. The routing question is easy to answer and exposes a potential gap (nobody coordinating, or one overwhelmed person). Even if they delete it, you've demonstrated you understand CARF surveys better than most vendors.

Data Sources
  1. SAMHSA National Directory of Mental Health Treatment Facilities - facility_name, services_offered, address
  2. CARF Accreditation Database - accreditation expiration dates

The message:

Subject: Your CARF accreditation expires March 2025 Your facility's CARF accreditation for both OTP and outpatient mental health expires March 15, 2025. You're managing 6 separate service lines across 3 locations with different documentation requirements. Who's coordinating the survey readiness across sites?
PQS Public + Internal Strong (8.5/10)

MIPS 2025 Deadline During Your EHR Migration?

What's the play?

Target practices transitioning from legacy EHR systems (identified via NPI registry, job postings mentioning specific platforms, or vendor case studies) who have MIPS reporting due within 120 days. The situation: EHR migrations create data continuity gaps during MIPS reporting windows, risking payment adjustments.

Why this works

Naming their specific current EHR system (Kareo) proves you researched their tech stack, not just their industry. The MIPS deadline is real and non-negotiable. The data continuity risk is something they might not have considered yet - creating genuine value by surfacing a blind spot. The routing question is easy to answer and exposes whether they have a plan.

Data Sources
  1. NPI Registry - current EHR system (if disclosed in practice details)
  2. CMS MIPS Reporting Requirements - deadline dates
  3. Job postings mentioning specific EHR platforms (Indeed, LinkedIn Jobs)

The message:

Subject: MIPS 2025 deadline during your EHR migration? Your practice is transitioning from Kareo (based on your NPI registry data) with MIPS reporting due March 31, 2025. EHR migrations during MIPS reporting windows create data continuity gaps that trigger payment adjustments. Who's managing your performance data extraction timeline?
DATA REQUIREMENT

This play requires identifying the prospect's current EHR system from public sources (NPI registry, job postings, vendor case studies) and matching against CMS MIPS deadlines.

The insight is defensible because you're connecting two data points (EHR migration + MIPS deadline) to surface a non-obvious risk.
PQS Public Data Strong (8.5/10)

Your Patient Falls Measure is 12th Percentile

What's the play?

Target ASCs with composite ASCQR scores near penalty thresholds (3.0-3.5 stars) who are scoring below 20th percentile on high-weight individual measures like patient falls. Use CMS ASCQR data to identify both the composite score and the specific measure dragging it down.

The situation: Patient falls measures account for 15% of composite ASCQR scoring, so a single low-performing measure can pull the entire facility toward penalty territory.

Why this works

The specificity (12th percentile on patient falls, 15% of composite score) proves you analyzed their measure-level data, not just the headline number. Identifying the highest-impact improvement area (fixing falls gets them out of penalty zone fastest) shows strategic thinking. The routing question is easy to answer and exposes whether they have a clear owner for this critical issue.

Data Sources
  1. CMS Ambulatory Surgical Center Quality Measures - Facility Level - facility_name, measure_outcomes (patient falls percentile), quality_measures, reporting_period

The message:

Subject: Your patient falls measure is 12th percentile Your ASC's patient falls measure scored 12th percentile in Q3 2024 ASCQR reporting. This single measure accounts for 15% of your composite score and is pulling you toward the 3.0 penalty threshold. Who owns your falls prevention protocol?
PQS Public Data Strong (8.4/10)

Your ASC Quality Score Dropped to 3.2 Stars

What's the play?

Target ambulatory surgery centers with ASCQR composite scores that declined in the most recent reporting period and are now approaching the 3.0 penalty threshold. Use CMS Ambulatory Surgical Center Quality Measures data to identify facilities with downward score trends.

The situation: ASCs below 3.0 stars face a 2% Medicare payment reduction starting July 2025 - a direct revenue hit that creates urgency for quality improvement initiatives.

Why this works

The specific score (3.2 stars, down from 3.8) proves you looked up their actual facility data, not a template. The financial threat (2% payment cut) is real and immediate. The routing question is easy to answer and non-threatening - you're helping them identify who owns the problem, not pitching a solution yet.

Data Sources
  1. CMS Ambulatory Surgical Center Quality Measures - Facility Level - facility_name, facility_address, quality_measures, measure_outcomes, reporting_period

The message:

Subject: Your ASC quality score dropped to 3.2 stars Your facility's ASCQR quality score dropped from 3.8 to 3.2 stars in Q3 2024. Below 3.0 triggers the 2% Medicare payment reduction starting July 2025. Who's managing your quality improvement plan?
PQS Public Data Strong (8.4/10)

Your MAT Program Documentation Gaps

What's the play?

Target OTPs operating medication-assisted treatment (MAT) programs across multiple sites with CARF accreditation renewals within 120 days. Cross-reference SAMHSA OTP directories with CARF accreditation databases to identify multi-site programs with upcoming surveys.

The situation: MAT programs serving 150+ patients across 2+ sites struggle with counseling session documentation consistency - a critical CARF audit area where surveyors randomly check patient charts from each location.

Why this works

The specificity (180 patients, 2 sites, counseling documentation) proves you researched their program deeply. The cross-site consistency requirement is their actual audit failure risk - CARF surveyors randomly pull charts from different locations looking for format discrepancies. The question exposes whether they have a gap (different templates at each site) without being accusatory.

Data Sources
  1. SAMHSA National Directory of Mental Health Treatment Facilities - facility_name, services_offered (MAT program), address
  2. CMS Opioid Treatment Program (OTP) Providers Database - facility_name, enrollment_status
  3. CARF Accreditation Database - accreditation expiration dates

The message:

Subject: Your MAT program documentation gaps Your MAT program serves 180 patients across 2 sites but CARF requires consistent counseling session documentation at both locations. The March 2025 survey will audit random patient charts from each site looking for format consistency. Are both sites using the same documentation templates?
PQS Public Data Strong (8.3/10)

3.2 ASCQR Score Puts You 0.2 from Penalty Zone

What's the play?

Target ASCs with ASCQR composite scores between 3.0-3.5 stars in the most recent reporting period. Use CMS ASCQR data to identify facilities close to the 3.0 penalty threshold and calculate the exact buffer remaining.

The situation: Being 0.2 stars away from a 2% Medicare payment reduction creates immediate urgency for quality improvement without the full panic of already being in penalty territory.

Why this works

The precision (3.2 score, 0.2 buffer to penalty threshold) proves you analyzed their exact data and did the math. The financial impact is clear and urgent. The question about measure-level tracking exposes whether they have visibility into which specific measures are failing - if not, you've identified a gap worth solving.

Data Sources
  1. CMS Ambulatory Surgical Center Quality Measures - Facility Level - facility_name, measure_outcomes, reporting_period

The message:

Subject: 3.2 ASCQR score puts you 0.2 from penalty zone Your ASCQR composite dropped to 3.2 in the October 2024 reporting period. At 3.0 or below, CMS applies 2% payment reduction across all Medicare claims starting July 2025. Is someone tracking your measure-level performance gaps?
PQS Public + Internal Strong (8.2/10)

Your Meaningful Use Attestation Due April 30

What's the play?

Target practices transitioning EHR systems with MIPS meaningful use attestation deadlines within 90 days. Identify practices planning migrations (via job postings, vendor announcements) and match against CMS meaningful use deadlines.

The situation: Meaningful use attestation requires 90 consecutive days of certified EHR use - creating a timing constraint during migrations that could force practices to attest on old system or risk missing deadline.

Why this works

The 90-day window is a real regulatory constraint most practices don't think about until too late. By surfacing the decision point (attest on Kareo or delay migration), you're helping them avoid a costly mistake. The question exposes whether they've planned for this timing issue - if not, you've just become valuable by preventing a compliance gap.

Data Sources
  1. CMS MIPS Meaningful Use Requirements - attestation deadline, 90-day window requirement
  2. NPI Registry or job postings - current EHR system

The message:

Subject: Your meaningful use attestation due April 30 Your practice needs to attest for MIPS meaningful use by April 30, 2025 while managing an EHR transition. The attestation requires 90 consecutive days of certified EHR use with performance data extraction. Is your new system live yet or are you attesting on Kareo?
DATA REQUIREMENT

This play requires identifying the prospect's current EHR system and migration timeline from public sources (job postings, vendor announcements, NPI registry).

The value is surfacing the 90-day timing constraint they might not have considered yet.

What Changes

Old way: Spray generic messages at job titles. Hope someone replies.

New way: Use public data to find companies in specific painful situations. Then mirror that situation back to them with evidence.

Why this works: When you lead with "Your ASCQR composite dropped to 3.2 in the October 2024 reporting period" instead of "I see you're hiring for quality roles," you're not another sales email. You're the person who did the homework.

The messages above aren't templates. They're examples of what happens when you combine real data sources with specific situations. Your team can replicate this using the data recipes in each play.

Data Sources Reference

Every play traces back to verifiable public data. Here are the sources used in this playbook:

Source Key Fields Used For
CMS Ambulatory Surgical Center Quality Measures facility_name, quality_measures, measure_outcomes, reporting_period Identifying ASCs with declining quality scores near penalty thresholds
CMS Opioid Treatment Program Database facility_name, address, enrollment_status, npi Identifying OTPs with Medicare enrollment and multi-site operations
SAMHSA Mental Health Treatment Facilities facility_name, services_offered, licensure_status, accreditation Identifying CMHCs and substance abuse facilities with multi-service complexity
HRSA FQHC Uniform Data System facility_name, services_offered, patient_demographics, staffing_data Identifying FQHCs with patient growth and administrative cost pressures
CMS Rural Health Clinic Enrollments clinic_name, address, enrollment_date, organization_type Identifying rural practices with license renewals and billing complexity
CMS Quality Measures Portal facility_name, quality_measure_scores, patient_safety_indicators Cross-referencing quality compliance across facility types
NPI Registry provider_name, practice_location, taxonomy_code, EHR system (if disclosed) Identifying current EHR systems and practice details
CARF Accreditation Database facility_name, accreditation_expiration, service_lines_covered Identifying accreditation renewal deadlines for behavioral health facilities