Engagement snapshot
What the Aug 14 kickoff covered and the working agreement both sides accepted. Prepared by Juniper House for Bellwether Health, kept here as the record.
- Client
- Bellwether Health, regional care network
- Client approver
- Amira Patel, Marketing Director
- Account director
- Noah Bishop, Juniper House
- Delivery lead
- Zoe Hart, Juniper House
- Service mix
- Strategy, content, campaigns and reporting
- First workstreams
- 3, opened Aug 14
Kickoff agenda
- Introductions and roles
- Goals and service line order
- Reviewers, access and assets
- Reporting cadence
- Sign the agreement
At the Aug 12 readiness check, 9 of 12 kickoff inputs were complete. The care line claims reviewer was not yet named, which blocked all clinical content.
Goals for this engagement
- Grow qualified visits to the education guides month over month, reported on the same definition each month.
- Deliver the planned clinic stories each month, with any slip moved in the plan rather than dropped.
- Keep every change in scope written down, so current commitments are never quietly replaced.
Working agreement
- Scope of work
- Strategy, education content, clinic stories, campaigns, monthly reporting
- Fees
- Per the signed order form
- Change requests
- Written request to the account director, scoped as a separate change
- Claims review
- One named reviewer, two day review window
- Notice period
- 30 days written notice
Who does what
Juniper House
- Deliver the monthly plan in the service line order Amira approves.
- Report qualified guide visits and story delivery monthly, on the same definitions.
- Write up any scope gap as a separate change before starting the work.
Bellwether Health
- Keep one named claims reviewer with a two day window.
- Provide one approver, Amira Patel, for plans, content and changes.
- Share service line launch dates at least 3 weeks ahead.
| Touchpoint | Frequency | Format | Owner |
|---|---|---|---|
| Working review | Weekly | Video call, 30 minutes | Zoe Hart |
| Monthly account meeting | Monthly | Report and live dashboard | Noah Bishop |
| Claims review | Per item | Shared review queue, two days | Grace Mendel |
| Quarterly business review | Quarterly | Video, 90 minutes | Noah Bishop and Amira Patel |
First 30 days
- Kickoff held and agenda covereddone
- Working agreement signed by both partiesdone
- Care line claims reviewer nameddone
- Remaining 3 kickoff inputs supplieddone
- First 3 workstreams openeddone
- Service line order confirmed for Septemberdone
- Reviewer coverage confirmed for the next service lineopen