DISCOVERY CALL · INTAKE & ONBOARDING

Bring me your care model problem or your turnover problem.

A 60-minute call. Low commitment. Pattern recognition from someone who ran the model — not benchmarked it.


WHAT TO EXPECT

Three steps. One form.

01

Tell me the problem

Care model, retention, or both. In your own words — I read every intake before the call.
02

Sign the agreement

Standard consulting terms. Review, agree, done — no back-and-forth Word docs.
03

Book the call

Schedule your free 60-minute initial consultation and you'll receive the scheduler link for your Discovery Call.
INTAKE · AGREEMENT · BOOKING

Complete your onboarding

The form below collects everything I need to make our 30 minutes together actually useful. Fields marked essential are required. If you'd rather leave a question blank and cover it live, that's fine — just note it.

Before you begin

You'll be asked about the basics (name, org, role), what's bringing you here, your current care model and metrics, logistics and timeline, and one important data question about PHI access. 

Organization type and setting — e.g., primary care group, FQHC, health system, ACO (essential)*
Approximate size — Number of nurses / care team staff, number of sites, patient panel size
What's bringing you here
In a sentence or two, what's the problem you want help with? *
Is this more a care-model problem, a retention/workforce problem, or both?*
What's prompting this now? (new contract, leadership change, bad metrics, turnover spike, etc.)
Current state of Problem
Do you currently use health coaching or care management in your model? If so, how is it staffed — clinical, non-clinical, mix?
What outcomes or metrics are you accountable for right now? (e.g., BP control, ED/hospital utilization, retention, panel targets)
What have you already tried to fix this?
What's your timeline? Is there a date this needs to be solved by?
Do you have budget approved, or are you still building the case?
Who else is a decision-maker on this? (tells you if you're talking to the buyer or an influencer)
Would the work be remote, on-site, or both?
To do this work, would I need access to any patient-identifiable information (PHI), or can everything be de-identified or aggregate?
I agree to the consulting agreement (sign here)*
draw your signature
A NOTE ON THE AGREEMENT

Plain-language consulting terms

The full Consulting Services Agreement is included in the form above. Here's a quick map of what's in it so nothing catches you off guard.

Services & SOWs

Each engagement gets its own Statement of Work — scope, deliverables, timeline, fees.

Fees & Payment

Net-30 unless noted. Fixed-fee: 50% signing / 50% delivery. Retainers billed monthly in advance.

Confidentiality & PHI

Standard confidentiality. Services designed to avoid PHI; a separate BAA is signed if access becomes necessary.

Termination

Either party may end an engagement with 14 days' written notice. Work through the termination date is paid.

IP & Deliverables

Frameworks stay mine. Written deliverables are licensed to you for internal use once paid.

Liability & Outcomes

Consulting advice — not legal, financial, or clinical direction. Liability capped at fees paid for the relevant SO
WHY THIS CALL IS WORTH 60 MINUTES

Most consultants have a slide deck. I have scar tissue.

Eight years running Iora Health clinics. Real patient panels. Real staffing. Real value-based outcomes — and a working understanding of exactly where the model breaks.

Bring me the version of the problem that's actually on your desk. I'll tell you what I see.

Questions before you submit?

If something in the intake or agreement needs a conversation first, reach out directly. I'd rather answer a question up front than surprise you later.

EMAIL KATHLEEN
Kathleen Meleedy · It Is Well, PLLC