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PAGE 1 KAREO | CONFIDENTIAL
Leadership Enforces Culture:
Where Feedback is Met with Change
PAGE 2 KAREO | CONFIDENTIALPAGE 2 KAREO | CONFIDENTIAL
4 Goals for Today
Results
Best practices &
Lessons Learned
Share action plan
Why Kareo wanted to
increase Glassdoor
Reviews
PAGE 3 KAREO | CONFIDENTIALPAGE 3 KAREO | CONFIDENTIAL
My Background
• Fast growing Orange County Start up
• Hired, on-boarded, and trained 110 people in 8 months
• Found my passion
Start in Recruiting
• Agency
• Corporate
• Professional Services
Over 10 Years of
Recruiting Experience
• Go Waves!
Bachelors of Science
in Business
Management From
Pepperdine
PAGE 4 KAREO | CONFIDENTIALPAGE 4 KAREO | CONFIDENTIAL
Current Role at Kareo
Responsible for Recruiting
and Employment Brand
Strategy
Currently manage a North
American Recruiting Team
of Seven
Still Carry a Requisition
load
PAGE 5 KAREO | CONFIDENTIALPAGE 5 KAREO | CONFIDENTIAL
About Kareo
Founded: 2004
Mission: To help small practice physicians succeed
Revenue model: Monthly subscription SaaS + RCM Services
Product suite: Practice Management & Electronic Health Records
Growth
•2013: two US based locations, 150 employees
•2015: 4 US based locations, 550 employees
Award winning
PAGE 6 KAREO | CONFIDENTIALPAGE 6 KAREO | CONFIDENTIAL
Why Did We Ask Our Employees to Engage with
Glassdoor?
Over a 2 year
period, Kareo had 9
reviews and a 4.7
out of 5 Star Rating
Candidates were
skeptical because
of Kareo’s high
rating
Mission: increase
the sample size
PAGE 7 KAREO | CONFIDENTIALPAGE 7 KAREO | CONFIDENTIAL
Action Plan / Communication Strategy
Handling employee push back
Participation is 100% optional. It’s OK to not
provide Kareo a review on Glassdoor.
A place to voice grievances / encourage
constructive criticism
More reviews would help
Add validity to Kareo’s high
ranking
Attract candidates who truly
care about work culture
Share the true Pros & Cons of
working at Kareo
Prepared talking points around benefits and possible push back
Explained the importance of Glassdoor
Number one site candidates go to research
companies
Glassdoor was just too important to not
include in our Employment Branding Strategy
Met with executives & anyone who managed people
PAGE 8 KAREO | CONFIDENTIALPAGE 8 KAREO | CONFIDENTIAL
Implementation / Execution
• Schedule 30 minute meetings with Managers,
Directors, Executives
• Provide end goals and benefits
• Ask for a commitment
Communicate
• Track weekly increase in reviews by
department
• Share weekly progress with executive team
Monitor
• Ask how the rollout went, team-by-teamFollow up
• Once campaign ended, send out a
companywide email thanking everyone for
their contributions
Praise
PAGE 9 KAREO | CONFIDENTIALPAGE 9 KAREO | CONFIDENTIAL
Messaging to Leadership
• By authoring a review that spoke to their
true feelings about working at Kareo; the
good and bad
Lead By Example
• Reviews would be read by our executive
team and last forever
Provide Executive Team
Honest Viewpoints
• Teach desired behavior
Share Your Review,
When Asking Other Team
Members to Review
Kareo on Glassdoor
PAGE 10 KAREO | CONFIDENTIAL
Campaign Results
• Actual results
• 543%
increase to
58 Glassdoor
reviews
• 32%
employee
participation
rate
Increase
Glassdoor
Reviews
from 9 to
58 in 3
Months
• Actual Results
• Start of
campaign:
3.8
• End of
campaign:
4.5
Tracked
Before &
After
Glassdoor
Star
Ranking
PAGE 11 KAREO | CONFIDENTIALPAGE 11 KAREO | CONFIDENTIAL
Best Practices
During the roll-out get excited about the campaign!
Promote honest reviews which provide Pros and Cons
Stress campaign participation is 100% optional
Ask new hires, rate their interview experience on Glassdoor, and within 6-12 months,
provide a review of the company
Ask executives to respond to reviews
• Our CEO actively responds to reviews
• The reviews he responds to on average receive 1,800 more views than reviews with no CEO response
PAGE 12 KAREO | CONFIDENTIALPAGE 12 KAREO | CONFIDENTIAL
Lessons Learned
Have a response
strategy in place,
before kicking off
the campaign
Engage HR and
change
management
functions within
your company
Be ready for the
good, bad, and
ugly
Take action on the
negative feedback
immediately
Treat Glassdoor
reviews like a
suggestion box
Follow your
company
Glassdoor page to
be kept abreast of
new reviews
PAGE 13 KAREO | CONFIDENTIALPAGE 13 KAREO | CONFIDENTIAL
Effects Work Culture & Recruitment?
Provides current employees a great sense of
pride
2 hires per month from Glassdoor since
being listed on The 50 Best Companies List
Exposes strengths and areas of
improvement
Company profile views skyrocket!
PAGE 14 KAREO | CONFIDENTIALPAGE 14 KAREO | CONFIDENTIAL
Game Changing Visibility
3195
8828
5059
8736
22279
0
5000
10000
15000
20000
25000
Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Nov-14 Dec-14 Jan-15
Kareo Profile Page Views
Jan 2014 - 2015
PAGE 15 KAREO | CONFIDENTIAL
Questions?

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Kareo GDRoadshow Presentation: Leadership Enforces Culture

  • 1. PAGE 1 KAREO | CONFIDENTIAL Leadership Enforces Culture: Where Feedback is Met with Change
  • 2. PAGE 2 KAREO | CONFIDENTIALPAGE 2 KAREO | CONFIDENTIAL 4 Goals for Today Results Best practices & Lessons Learned Share action plan Why Kareo wanted to increase Glassdoor Reviews
  • 3. PAGE 3 KAREO | CONFIDENTIALPAGE 3 KAREO | CONFIDENTIAL My Background • Fast growing Orange County Start up • Hired, on-boarded, and trained 110 people in 8 months • Found my passion Start in Recruiting • Agency • Corporate • Professional Services Over 10 Years of Recruiting Experience • Go Waves! Bachelors of Science in Business Management From Pepperdine
  • 4. PAGE 4 KAREO | CONFIDENTIALPAGE 4 KAREO | CONFIDENTIAL Current Role at Kareo Responsible for Recruiting and Employment Brand Strategy Currently manage a North American Recruiting Team of Seven Still Carry a Requisition load
  • 5. PAGE 5 KAREO | CONFIDENTIALPAGE 5 KAREO | CONFIDENTIAL About Kareo Founded: 2004 Mission: To help small practice physicians succeed Revenue model: Monthly subscription SaaS + RCM Services Product suite: Practice Management & Electronic Health Records Growth •2013: two US based locations, 150 employees •2015: 4 US based locations, 550 employees Award winning
  • 6. PAGE 6 KAREO | CONFIDENTIALPAGE 6 KAREO | CONFIDENTIAL Why Did We Ask Our Employees to Engage with Glassdoor? Over a 2 year period, Kareo had 9 reviews and a 4.7 out of 5 Star Rating Candidates were skeptical because of Kareo’s high rating Mission: increase the sample size
  • 7. PAGE 7 KAREO | CONFIDENTIALPAGE 7 KAREO | CONFIDENTIAL Action Plan / Communication Strategy Handling employee push back Participation is 100% optional. It’s OK to not provide Kareo a review on Glassdoor. A place to voice grievances / encourage constructive criticism More reviews would help Add validity to Kareo’s high ranking Attract candidates who truly care about work culture Share the true Pros & Cons of working at Kareo Prepared talking points around benefits and possible push back Explained the importance of Glassdoor Number one site candidates go to research companies Glassdoor was just too important to not include in our Employment Branding Strategy Met with executives & anyone who managed people
  • 8. PAGE 8 KAREO | CONFIDENTIALPAGE 8 KAREO | CONFIDENTIAL Implementation / Execution • Schedule 30 minute meetings with Managers, Directors, Executives • Provide end goals and benefits • Ask for a commitment Communicate • Track weekly increase in reviews by department • Share weekly progress with executive team Monitor • Ask how the rollout went, team-by-teamFollow up • Once campaign ended, send out a companywide email thanking everyone for their contributions Praise
  • 9. PAGE 9 KAREO | CONFIDENTIALPAGE 9 KAREO | CONFIDENTIAL Messaging to Leadership • By authoring a review that spoke to their true feelings about working at Kareo; the good and bad Lead By Example • Reviews would be read by our executive team and last forever Provide Executive Team Honest Viewpoints • Teach desired behavior Share Your Review, When Asking Other Team Members to Review Kareo on Glassdoor
  • 10. PAGE 10 KAREO | CONFIDENTIAL Campaign Results • Actual results • 543% increase to 58 Glassdoor reviews • 32% employee participation rate Increase Glassdoor Reviews from 9 to 58 in 3 Months • Actual Results • Start of campaign: 3.8 • End of campaign: 4.5 Tracked Before & After Glassdoor Star Ranking
  • 11. PAGE 11 KAREO | CONFIDENTIALPAGE 11 KAREO | CONFIDENTIAL Best Practices During the roll-out get excited about the campaign! Promote honest reviews which provide Pros and Cons Stress campaign participation is 100% optional Ask new hires, rate their interview experience on Glassdoor, and within 6-12 months, provide a review of the company Ask executives to respond to reviews • Our CEO actively responds to reviews • The reviews he responds to on average receive 1,800 more views than reviews with no CEO response
  • 12. PAGE 12 KAREO | CONFIDENTIALPAGE 12 KAREO | CONFIDENTIAL Lessons Learned Have a response strategy in place, before kicking off the campaign Engage HR and change management functions within your company Be ready for the good, bad, and ugly Take action on the negative feedback immediately Treat Glassdoor reviews like a suggestion box Follow your company Glassdoor page to be kept abreast of new reviews
  • 13. PAGE 13 KAREO | CONFIDENTIALPAGE 13 KAREO | CONFIDENTIAL Effects Work Culture & Recruitment? Provides current employees a great sense of pride 2 hires per month from Glassdoor since being listed on The 50 Best Companies List Exposes strengths and areas of improvement Company profile views skyrocket!
  • 14. PAGE 14 KAREO | CONFIDENTIALPAGE 14 KAREO | CONFIDENTIAL Game Changing Visibility 3195 8828 5059 8736 22279 0 5000 10000 15000 20000 25000 Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Nov-14 Dec-14 Jan-15 Kareo Profile Page Views Jan 2014 - 2015
  • 15. PAGE 15 KAREO | CONFIDENTIAL Questions?

Editor's Notes

  1. Award Winning – 550% YoY growth, twice listed on Forbes top 100 most promising companies, Top Workplace in Orange County, 500 Fastest Growing Technology Companies in North America, Deloitte’s Technology Fast 500.
  2. Make sure this doesn’t sound too engineered
  3. 58 GD Reviews = 543% increase We really didn’t have a numeric rank in mind, but rather a general goal to increase our overall reviews Messaging: Increased employee participation will yield results. In our case, the increase in Glassdoor reviews contributed in an increase of Glassdoor Star Ranking.
  4. Making GD’s top 50 Best Places to Work list helped increase our GD page views by 155%!