Dialogue

8 statements across 1 episodes · 5 bullish · 1 bearish · 1 people on the record · first statement Nov 15, 2022 by Cherif Habib · said 11 times in 1 episodes since 2022 · across every show →

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brought up most by Pablo Srugo (7), Cherif Habib (4)

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Everything said about Dialogue, oldest first

Nov 15, 2022 positive
Insight
Dialogue beat telemedicine rivals by focusing exclusively on B2B from day one
“All of the other companies started as B to C. They focused a lot on B to C. They saw our success in B to B, and then they kind of had a double strategy of doing B to C and B to B at the same time. And I think that one of the reasons why we were successful in b…”
Cherif Habib Nov 15, 2022 ▶ 28:54 How to Create a New Market | Cherif Habib, Founder of Dialogue (IPO: TSX) · PMF Show
Nov 15, 2022 positive
Assertion Not checkable as stated
McKinsey chose Dialogue over two competing alumni-founded telemedicine startups
“McKinsey is a good example. So my co-founder and I both worked in McKinsey. The very strange thing is that at the time, the two other companies that were doing telemedicine also had McKinsey alumni as part of their co-founding team. So McKinsey got Like hounde…”
Cherif Habib Nov 15, 2022 ▶ 31:57 How to Create a New Market | Cherif Habib, Founder of Dialogue (IPO: TSX) · PMF Show
Nov 15, 2022 neutral
Assertion Not checkable as stated
Diagram's early venture thesis was inspired by Oscar Health's integrated model
“Their thesis given some of their LPs was around creating insurance products. And I think there was an inspiration from Oscar in the US that has a vertically integrated insurance and telemedicine product.”
Cherif Habib Nov 15, 2022 ▶ 4:12 How to Create a New Market | Cherif Habib, Founder of Dialogue (IPO: TSX) · PMF Show
Nov 15, 2022 negative
Insight
Overdelivering early service experience beats premature operational optimization
“The thing is that you can then, as you said, find ways to make it more efficient, you know, fix the operations and fix the technology and fix all that stuff. But that, that experience and that service is just so important because it shows people the, what if i…”
Cherif Habib Nov 15, 2022 ▶ 15:24 How to Create a New Market | Cherif Habib, Founder of Dialogue (IPO: TSX) · PMF Show
Nov 15, 2022 positive
Insight
Enterprise contracts outvalue LOIs by resolving critical security details upfront
“Contracts are worth much more than LOIs even if they have an out and even if they're not binding, but at least The reason a contract is worth so much more is that you've negotiated all of the other things that you need to discuss in the future. Whereas an LOI …”
Cherif Habib Nov 15, 2022 ▶ 26:40 How to Create a New Market | Cherif Habib, Founder of Dialogue (IPO: TSX) · PMF Show
Nov 15, 2022 positive
Disclosure
Dialogue offered three free months on annual contracts with near-zero churn
“What we did is we gave people three months free if they sign up for a year. And we said, like, if you don't like it in the first three months, you can cancel and almost nobody canceled because you know, in those three months, they got amazing service.”
Cherif Habib Nov 15, 2022 ▶ 17:16 How to Create a New Market | Cherif Habib, Founder of Dialogue (IPO: TSX) · PMF Show
Nov 15, 2022
Insight
Winning competitive RFPs without being the cheapest proves B2B product-market fit
“So when you're winning a competitive process and you're not even the cheapest, that's when we're like, okay, like we really have something here.”
Cherif Habib Nov 15, 2022 ▶ 33:26 How to Create a New Market | Cherif Habib, Founder of Dialogue (IPO: TSX) · PMF Show
Nov 15, 2022 positive
Opinion
Telemedicine adds net new capacity instead of draining public healthcare
“You know, sometimes people accuse Dialogue and other telemedicine companies of stealing Resources from the public health care system, and we've again and again, like, been very clear that that's not the case. What we're doing is actually adding capacity to the…”
Cherif Habib Nov 15, 2022 ▶ 9:29 How to Create a New Market | Cherif Habib, Founder of Dialogue (IPO: TSX) · PMF Show
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