Ambiki · Discussion Document
Prepared by Travis Dailey
July 15, 2026 · for Ambiki’s founders

Why me & my proof

I’ve already done the work, before any internal access.

Eleven years inside therapy and behavioral-health SaaS, full-lifecycle commercial leadership, and a body of Ambiki-specific research finished before a single internal conversation. This page is the case that the fit is already demonstrated, not promised.

Travis Dailey

Why me

Eleven years inside therapy and behavioral-health SaaS at Therapy Brands, TheraNest, and My Clients Plus. I know the anxieties beneath an EMR decision: billing, payer rules, documentation, compliance, and migration risk, across speech, OT, PT, and behavioral-health practices.

Full-lifecycle commercial leadership: marketing and support to Head of Marketing to General Manager, with P&L across a multi-product portfolio and sales, marketing, and customer success run as one system rather than three functions.

My proof · this site

01

Growth through retention, not just new logos

The role Ambiki needs is judged on retained, expanding revenue. That is the number I have moved before, in this exact category.

290%
Top-line revenue growth in 18 months, Therapy Brands portfolio
~105%
Net revenue retention, year one as GM, above ambulatory SaaS benchmarks
115%+
Net revenue retention as President of TrustSpot
11 yrs
Inside therapy & behavioral-health practice-management SaaS
02

A track record in exactly this category

Not adjacent B2B SaaS. The same buyers, the same clinical workflows, and the same commercial motion Ambiki is scaling now.

Klaia
Founder & Principal
Jun 2025 – Present

Founded a marketing and revenue agency for healthcare-technology companies, delivering fractional GTM leadership across pricing, demand generation, sales playbooks, retention, and CAC-payback economics.

The vertical focus is deliberate: a decade operating inside therapy and behavioral-health practice-management SaaS, including HIPAA-compliant marketing and conversion tracking for a healthcare client.

Therapy Brands
GM, TheraNest & My Clients Plus
Dec 2018 – May 2020

Owned full P&L for the therapy and behavioral-health SaaS portfolio and grew top-line revenue 290% in 18 months while exceeding the EBITDA budget.

Led the integrated commercial organization spanning sales, marketing, and customer success/support, driving net revenue retention to 105% in year one and defining the order-to-cash onboarding motion that shortened time-to-first-value for new clinics.

TrustSpot
President
Jun 2020 – Apr 2022

Owned full GTM as President, leading an integrated sales, marketing, and customer-success organization with the sales lead reporting in, and built the company's formal sales playbook and CS operating cadence.

Repositioned the company from an ecommerce review platform to a full experience platform and lifted net revenue retention above 115% through structured upsell and proactive account expansion.

TheraNest
Head of Marketing
Mar 2014 – Dec 2018

Joined in customer support during the earliest growth phase and helped build the support and CS function as the team scaled, the foundation later owned directly as GM.

Increased trial sign-ups 150%+ year over year by establishing organic search as the category's leading revenue driver, and scaled paid acquisition past $150K in monthly spend with payback under six months.

The credible answer to “does he know our product and market” isn’t a promise. It’s this.

What I am asking for

Evaluate the fit through real work, not a conventional interview alone. A secret-shop walkthrough, a competitive pitch, a call review, a working session. The research in this folder is the first sample of how I would operate on day one.

Prepared by Travis Dailey · July 15, 2026 · Discussion document for Ambiki's foundersOutside-in research · no internal access