Consulting Packages

Clear Scope. Practical Support.

Choose a focused assessment, implementation support, or ongoing executive advisory. Each engagement begins with agreed priorities, deliverables, and responsibilities.

For Health Plans, Hospitals & Provider Networks

Enterprise engagements are tailored to your population, organizational structure, and implementation needs.

Practice Operations Assessment

$2,500

One-time

Expert Direction. A Defined Plan. No Monthly Commitment.

  • Discovery meeting to clarify practice goals and operational challenges.
  • Focused review of scheduling, staff responsibilities, and quality follow-up workflows.
  • Written findings identifying operational gaps and improvement priorities.
  • A 90-day action plan with recommended owners, milestones, and measures of progress.
  • Leadership review meeting to discuss findings and next steps.

Designed for one practice location. Review scope and delivery schedule are agreed upon before work begins. Your team implements the recommendations. Ongoing implementation, staff training, and staff management are separate services.

Implementation Support

$3,000

Per month

Up to 20 consulting hours monthly

Initial three-month engagement

Practical support to move one defined improvement initiative forward.

  • One defined improvement initiative
  • Two working meetings monthly
  • Workflow and SOP development within agreed scope
  • Implementation guidance for the client's designated internal lead
  • Clear responsibilities, deadlines, and follow-up
  • Monthly progress scorecard

Executive Advisory

$5,000

Per month

Up to 40 consulting hours monthly

Initial three-month engagement

Experienced leadership guidance to strengthen operations, structure team time, and hold performance priorities accountable.

  • Up to two agreed priorities
  • Weekly leadership working sessions
  • Staffing responsibilities, scheduling, and workload review
  • Workflow improvement and implementation guidance
  • Performance monitoring and accountability follow-up
  • Monthly executive scorecard and action plan

Staff Training

Training Your Team Can Put Into Practice

Virtual workshops from $1,500 — one topic, up to 90 minutes, up to 15 attendees, one planning call, and one reference guide.

Custom curricula, repeat sessions, onsite training, and ongoing onboarding are separately scoped. Training is not automatically included in monthly consulting.

Ready to discuss your priorities?

Schedule a conversation and we'll identify the right starting point for your organization.