Outfitter overview

Outfitter Scope of Work

Every deliverable in the core build, across five phases from positioning to handoff. Final scope is confirmed in your executed agreement.

01

Position

We decide who this business serves and why they choose it.

  • Audience and niche definition
  • Program and offer development
  • Pricing and margin architecture
  • Market positioning and differentiation
  • Business model and revenue targets
02

Build

The brand, the storefront and the medical layer behind it.

  • Brand identity and messaging system
  • Custom telehealth website and conversion copy
  • White-labeled Corporate Wellness education program
  • Product and program catalog setup
  • Medical director and provider network access
  • 503A and 503B pharmacy fulfillment
  • White-labeled pharmaceutical supplements (valued at $8,000)
  • Affiliate-based wellness programs — red light therapy, saunas, and more (valued at $10,000)
  • CRM setup with core automations
03

Operate

The day-to-day machinery, documented so your team can run it.

  • Patient journey from intake to renewal
  • Core standard operating procedures
  • Support and customer-care workflows
  • Financial model and pricing controls
  • 6 months of bookkeeping (valued at $6,000)
  • KPI framework and reporting structure
04

Launch

A plan you can execute — strategy and roadmap, not managed media.

  • Marketing roadmap and launch plan
  • Sales process and conversion framework
  • Starter lead-nurture sequence
  • Channel recommendations and budget guidance
  • Launch-week checklist and sequencing
05

Handoff

The keys, the manual, and a readiness review before you open the doors.

  • Staff training on every system
  • Complete documentation library
  • Platform and CRM walkthroughs
  • Launch-readiness review
  • Limited post-launch support window

Want paid media, creative and acquisition management on top of the build? Add them from The Trading Post or step up to Trail Boss.

Questions on the build?

Book an intro call and we'll walk each phase against your practice, your timeline and your market.