Resources
This is the shelf I wish more people in health care had access to:
simple, practical tools for brokers, small plans, and health tech teams who are trying to make sense of the chaos.
Nothing here replaces real strategy work. But it can help you ask better questions and avoid a few common traps before we ever talk.
Everything here is no‑strings‑attached. No email walls, no drip campaigns, no surprise newsletters. Just tools you can use right now and move on with your day.
Hiring a Fractional CMO in Health Care: Questions To Ask Before You Sign Anything
A quick decision guide to help brokers, small plans, and founders sort out who they actually need, what “fractional” should and shouldn’t mean, and how to spot red flags.
Plan Partner Scorecard
A simple way to evaluate the plans you work with—not just on commission and product, but on communication, responsiveness, and how they treat you and your clients. Use it before you commit more of your book to any carrier.
“Do Less, Better” Campaign Planner
A simple worksheet to help you decide which campaigns to run this year so you can actually do the important ones well.
Client Conversation Prompts for Renewal Season
Questions and plain‑language explanations you can use with members and employers when you’re walking them through plan changes.
“We’ll Sell to Payers” Reality Check
Ten questions to pressure‑test your payer go‑to‑market before your next pitch or pilot conversation. Designed to spark uncomfortable but necessary internal conversations.
