Rectruitment and Retention
Deliverables for Health Tech

Customer Adoption Barriers

  • Workforce landscape briefing and provider interviews

  • Analysis of provider pain points tied to staffing and training

  • Review of product features, onboarding flows, and support materials

  • Recommendations for improving messaging, product experience, and customer success strategies

Product-Workforce Misalignment

  • Product audit focused on caregiver workflows and frontline usability

  • Feedback from caregivers, trainers, or provider teams on usability and effectiveness

  • Identification of friction points and opportunities for improvement

  • Strategic alignment of product roadmap to workforce needs

Retention-Linked Product Failure

  • Performance evaluation against stated retention, engagement, or efficiency goals

  • Customer feedback analysis and market signal review

  • Strategy sessions to redesign workforce-facing positioning

  • Partnership strategy for piloting with workforce-focused provider organizations

Action Plan

Phase 1: Discovery & Context Building (3 weeks)

  • Landscape briefing on caregiver workforce and policy context

  • Stakeholder interviews (internal team, providers, workforce entities)

  • Review of platform, onboarding flow, and workforce-facing features

Phase 2: Analysis & Fit Assessment (2 weeks)

  • Product-Workforce Fit Assessment report

  • Provider feedback and usability review

  • Identification of friction points, risks, and alignment opportunities

Phase 3: Strategic Recommendations (3 weeks)

  • Development of actionable strategy memo

  • Go-to-market and customer success alignment plan

  • Optional: Workforce partnership and pilot outreach strategy

Optional Implementation Support (3-month extension)

  • Ongoing consultation for GTM refinement, workforce messaging, and pilot success

  • Support for provider onboarding and customer success planning

  • Partnership development with provider networks, training vendors, or associations