Value-First Team — Client Relationship

Strelis

Rehab Essentials provides consulting and program solutions to lead the future of health… — strelis.com

Snapshot

What they do

Rehab Essentials provides consulting and program solutions to lead the future of health professions education, focusing on the design, launch, and scaling of hybrid and online graduate programs. Columbia Falls, Montana, United States.

The relationship

Mar 2026
Rehab Essentials — HubSpot Retainer

Where they started

Demand had arrived faster than the machinery to handle it. The company was founded by professors who built online rehabilitation courses, and when the world moved to remote learning the work came to them — through word of mouth, with no sales process underneath it. That is a good problem and a fragile one: nothing recorded how a deal actually progressed, so the business could not see its own pipeline.

By the time the engagement began there were several distinct lines of business running through one system that had not been designed for them — university licensing, consulting, partnerships, renewals — alongside two product lines being repackaged and repriced. Scoring a lead meant counting email opens and clicks. The reporting inherited whatever the imports had left behind.

What we delivered

Deal architecture for the separate lines of business, so each one is tracked in a pipeline shaped like the way it actually sells rather than sharing a generic one.
Automated invoicing reminders, live — the chasing that used to depend on somebody remembering now happens on its own.
A dashboard suite, including a fix to the course reporting, which had been drawing from the wrong pipeline and quietly answering a different question than the one being asked.
Email and attachment logging fixed at the cause, not the symptom. Permission was correct at the account level; the mail extension had its own logging switched off by default, so customer conversations and their attachments were never reaching the system. Diagnosed and tested live in one session — with a walkthrough recorded so the team could fix it for themselves rather than book time with us.
Access problems root-caused rather than worked around — someone who could see almost nothing turned out to be signed in to a different system entirely.

What changed

The engagement stopped being about clearing a backlog and became about designing how the business runs. The early work was catching up — architecture, cleanup, reporting that could be trusted. What it bought was the ability to ask better questions: how a multi-product sales team should be structured, what a renewal is really worth, which decisions the data can actually support yet.

That last part is the discipline worth naming. Some decisions are being deliberately deferred because the history is not long enough to make them well — the renewal pipeline is only months old, and a full year of comparable data does not exist yet. Naming that out loud is why the plans built on top of it will hold.

Day to day, problems now surface from inside the team and get solved on a shared screen in minutes rather than becoming tickets.

In a sentence

Strelis grew through word of mouth faster than it built a sales process, so several distinct lines of business were running through a system never designed for them and nobody could see the pipeline. We rebuilt the deal architecture around how the business actually sells, made the reporting trustworthy, and fixed the causes rather than the symptoms — and the work has moved on from clearing the backlog to designing how the company will operate next year.

At a glance

Since

Mar 2026

Key contacts

Jennifer GamboaChief Operating Officer Kelson ColboChief Information Officer Aubree ColoritoSales Lead Cheryl CassalyVP of Marketing