Trail Boss Scope of Work
Every deliverable in the flagship partnership, laid out across the six systems. Final scope is confirmed in your executed agreement.
Strategy
Before anything gets built, we decide what business we are building and why it wins.
- Market and competitive review for your territory
- Audience definition and niche positioning
- Program and offer architecture
- Pricing strategy and margin design
- Business model and unit economics
- Revenue model and growth targets
Build
The company itself — brand, storefront, medical layer and the systems behind them.
- Complete brand identity and messaging
- Custom telehealth website with conversion copy
- White-labeled Corporate Wellness education program
- White-labeled pharmaceutical supplements (valued at $8,000)
- Client Love™ membership and community program
- Product and program catalog configuration
- Medical director and provider network setup
- Clinician Services / Medical Directorship (including IV Therapy and additional in-clinic services)
- 503A and 503B pharmacy fulfillment access
- CRM buildout with advanced automation
- Patient intake, consult and renewal journey
Operate
How the business runs on an ordinary Tuesday, documented and trained.
- Standard operating procedures for every core workflow
- Patient support and customer care systems
- Order, fulfillment and renewal monitoring
- Financial model and cash-flow framework
- KPI dashboard and reporting cadence
- Staff training and role definition
- 6 months of bookkeeping (valued at $6,000)
Acquire
The growth engine: built, launched and managed by our team.
- Acquisition strategy and offer testing plan
- Full patient-acquisition funnel build
- Tracking, attribution and conversion events
- Meta and Google campaign launch
- Ad creative strategy and production
- Email and SMS nurture plus retargeting
- Ongoing campaign management
Optimize
Nothing launches perfect. This is the tightening phase.
- Conversion-rate optimization across the funnel
- Lead-quality review and audience refinement
- Sales conversion coaching and script iteration
- CAC, LTV and payback tracking
- Lifecycle and retention performance review
- Creative refresh cycles
Grow
Leadership at the table for roughly six months after go-live.
- Fractional CMO leadership
- Executive growth reviews
- Growth experiments and channel testing
- Scale and capacity planning
- Expansion roadmap for new programs
- Defined patient-acquisition commitment*
*Specific deliverables, performance criteria, conditions, time periods, partner responsibilities, exclusions, and any applicable remedies are defined in the applicable Statement of Work or agreement. This is not a guarantee of revenue, profit, ROAS, patient outcomes, patient volume, or business success. Advertising and media spend is separate.
Questions on the scope?
Book an intro call and we'll walk each system line by line against your practice and your market.