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Amira PatelMarketing Director, Bellwether Health

Results

Q3 business review: what was delivered, what it achieved and the decisions for Q4 planning.

Quarterly review, updated Sep 22, 2026
A marketing team and a care network director reviewing a quarterly plan in a bright meeting room

Q3 at a glance

What Juniper House delivered for the integrated retainer this quarter, what it achieved and what we propose for Q4. Prepared for Amira Patel. Figures cover Jul 1 to Sep 21, 2026.

Qualified guide visits, August412+15.7% vs July (356)
September deliverables1814 on track, 4 at risk
Planned stories delivered, August4 of 6two moved to late September
Registrants without an owner27three reviews running
Client
Bellwether Health
Account director
Noah Bishop
Delivery lead
Zoe Hart
Client approver
Amira Patel
Service mix
Strategy, content, campaigns, reporting
Live from the Dashboards app, status on Sep 16Open the full report

Where the work stands

WorkstreamPlannedStatus on Sep 16Note
Education campaignOngoingOn track412 qualified guide visits in August
Clinic stories6 in AugustBehind4 delivered, orthopedics moved to late September
September deliverables184 at risk1 blocks the media launch; the date is protected
Employer brand videoSeparate changeScheduledAccepted Sep 1 with its own owner and due date
Live from the Dashboards app, August 2026Open the full report

Education campaign results

Amira put women's health education first, and the two women's health guides brought 212 of August's 412 qualified visits.

Wins

  • Qualified guide visits up 16%. 412 in August against 356 in July.
  • Kickoff unblocked in two days. Once the reviewer was named, the first 3 workstreams opened.
  • Scope kept clean. The video series became a separate change.

Misses

  • Two clinic stories slipped. Orthopedics moved to the second half of September.
  • Four deliverables at risk. One article deferred to protect the media launch.
  • Webinar follow up. 27 registrants still have no confirmed owner.

Client satisfaction

4 of 5 in the Q3 stakeholder survey, from Amira Patel's response. Comment: "Good results on the guides. I want the webinar follow up solved before we plan anything bigger."

Live from the Dashboards appOpen the full report

Proposed for Q4

InitiativeService lineGoal
Finish the orthopedics storiesContentClose the two August slips before the next service line launch
Substitute expert reviewContentCheck after the first draft; reopen the risk if evidence is incomplete
Employer brand video seriesCampaignsFirst video reviewed Oct 15 against the accepted estimate
Webinar follow up discoveryStrategyA scoped session first, then decide whether a paid pilot is justified

Decisions for the Q4 planning conversation

  • Confirm women's health stays first in the Q4 content orderopen
  • Approve the date for the webinar follow up discovery sessionopen
  • Confirm reviewer coverage before the next service line launchopen
  • Q3 stakeholder survey completeddone

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