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Package Offerings

Healthcare Providers & Systems Leadership

Tier 1

Essentials Policy Audit

Timeline:  2–3 weeks

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  • Audit of 3–5 critical SOPs/policies with a 3–5 page audit report outlining gaps, risks, and usability issues.

  • Sample rewrites of 1–2 documents to demonstrate your system-focused approach.

  • 30-min leadership debrief with prioritized next steps.

Partner Retainer

Timeline:  Minimum 3 months

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  • Ongoing policy updates and document reviews (4–6 documents/month).

  • Quarterly compliance check-ins to identify gaps or regulatory changes.

  • Leadership advisory sessions (1x/month) for documentation strategy.

  • Rapid turnaround for urgent policy or audit prep requests.

Tier 2

Advanced Overhaul

Timeline:  6-8 weeks

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Review and rewrite of 6–8 high-value SOPs/policies (up to ~40 pages).

  • Streamlined formatting, cross-referencing, and usability-first structure.

  • Policy improvement framework (checklists and style guidance for her team).

  • Leadership briefing with key risk-reduction outcomes and staff-facing language recommendations

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Tier 3

Full-System Package

Timeline: 10–12 weeks 
 

  • Comprehensive audit of policy libraries, training materials, and workflows (20–25 documents).

  • Rewrite of 10–12 high-priority documents with recommendations for the rest.

  • Cross-reference structure, and content flow framework.

  • Staff-ready training guide (how to use and maintain these policies).

  • Two virtual leadership strategy sessions for adoption and ongoing governance

Healthcare-Adjacent Tech & Biomed Companies

Tier 1

Provider Adoption Audit

Tier 2

Advanced Adoption Kit

Timeline:  2-3 weeks

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  • Review of 2–3 core provider-facing documents (manuals, onboarding guides).

  • 2–3 page “Adoption Gap Report” highlighting opportunities for rewrite.

  • Rewrite of 1 workflow or quick-start guide.

  • 60-min strategy call on improving adoption.

Timeline:  4-6 weeks

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  • Rewrite of 4–6 high-value assets (manuals, quick-start guides, workflows).

  • Provider-focused “adoption map” for content flow and messaging.

  • Playbook of provider language and tone guidelines.

  • 90-min stakeholder workshop on building content providers trust.

Adoption Partner Retainer

Timeline:  Minimum of 3 Months

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  • Continuous updates to manuals and/or creating provider-facing content (3–5 assets/month).

  • Quarterly reviews 

  • Provider content strategy sessions (1x/month) to keep messaging aligned with product updates.

  • Fast turnaround for new feature documentation or onboarding tweaks.

Clockwork and Cursive Logo of a fountain pen tip on a pocket watch with a EKG rhythm behind it.

Tier 3

Full Provider Adoption Framework

Timeline:  10-14 weeks

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  • Comprehensive content ecosystem rebuild (manuals, workflows, onboarding, training).

  • Cross-team content alignment strategy (sales, product, and implementation).

  • Creation of new content templates and frameworks for future updates.

  • End-to-end content map focused on provider adoption and retention.

  • 2x virtual content reviews + team training sessions to reinforce best practices.

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