HHE Priority Alignment — W19 Briefing

Where We Are

Foundational anchor: April 23 call surfaced a recurring whipsaw across deliverables — a standing monthly call was named as the structural fix.

weeks to Full

Jun 1

Pilot launch target

60K

listings pre-imported

streams in motion

decisions open

“Yeah definitely, we should implement that.” — Amy on the standing monthly call, Apr 23 (in principle agreement; date never locked)

The big inversion since Apr 23: PracticeNear is far further along than originally estimated. Repo inventory shows 45 features built, 18 partial, 12 not built. June 1 internal Pilot is genuinely feasible — this is now a polish-and-launch path, not build-from-scratch.

Then (Apr 23)	Now (May 4)
Directory question raised: “how much for a basic directory?”	Repo scanned. Pilot Jun 1 feasible; matrix in your inbox today.
Quiz concept named (Amy’s idea)	Wireframe shipped; engine + handoff endpoint by May 14
Standing monthly call agreed in principle	Re-offered: Tue 5/5 11am ET (or any Wed–Fri / next week)
Three delivered items without traction (whipsaw pattern)	30-min retro proposed for May 19–23 or May 26–30
Capital OS + HIPAA capabilities surfaced as differentiators	Pulled into marketing-positioning ask (Decision 4)

Five Streams in Motion

Streams 1–3 are the focus; 4–5 are real but lower-effort or Blake-led / parallel.

Stream 1 · HIGHEST LEVERAGE

PracticeNear / Directory

Lead: Jonathan, with Amy on scope decisions

Repo inventory complete (45 BUILT / 18 PARTIAL / 12 NOT BUILT). Stack: Next.js 14 + Neon Postgres + Whop + Capital OS + Daily.co HIPAA video + Cal.com + 60K pre-imported listings.

Internal Pilot Jun 1 (HHE community access)
Public Full Jul 1 (after Pilot acceptance)
Typesense self-hosted: Jonathan-side, Jun 5–18 on Railway
Decisions waiting on Amy: 6 sub-questions

Stream 2 · CO-LED

Webinar Campaigns + Events

Lead: Amy + Jonathan, Blake on execution

April 10–11 weekend converted strongly; May 15–24 GA retreat anchors the next event.

Calendar draft + runbook by Fri May 9
May targets: 3 events, 200 registrations, 50% attendance, 15% SQL
Conservative on purpose — start under, beat them
Decisions waiting on Amy: none gating

Stream 3 · SHIP MAY 14

Guided Enrollment Quiz

Lead: Jonathan

~20-question pathway assessment. Routes to Educator → Coach → Practitioner with finance-aware logic. Reads as human-feeling progressive disclosure (NOT a chatbot).

Wireframe: shipped (clickable prototype)
Engine + e-brochure + handoff endpoint by May 14
Microsoft Clarity from day one (drop-off telemetry)
Karen + Amy micro-video slots embedded

Stream 4 · LOWER TEMPO

Pre/Post Assessment + Data Layer

Lead: Jonathan, with Lamonte on intake

Mental + physical + finances baseline at program entry. Real value compounds over multiple cohorts — not a May/June ship deliverable.

Intake schema + Lamonte alignment by May 30
First cohort baseline: post-Pilot
Grant-application output: Q3/Q4
Decisions waiting on Amy: none

Stream 5 · TRUST RECOVERY

Stakeholder Comms + 3-Item Retro

Lead: Jonathan, with Blake on demos

Closing the Apr 23 whipsaw loop. Three delivered items get a clean sunset / refactor / relaunch decision.

Stakeholder note + demo invites by Wed May 6
30-min retro: Ask Zuzu + Knowledge Import + 3rd item
Retro window: May 19–23 or May 26–30 (your pick)
Outcome per item: sunset / refactor / relaunch

GOVERNANCE PROPOSAL

One-Line Decision Log

Light-weight whipsaw prevention

Between standing calls, any priority/scope change gets a one-line entry in a shared doc. Not a process — a shared note.

What changed · why · who approved
Read-only between calls; reviewed at each call
Test for one cycle (W19 → W20 → next call)

PracticeNear Stream Cascade · Inventory → Pilot → Full

Quiz Stream · Wireframe → Engine → Live Inbound

Five Decisions On The Table

Each has a default if no response so silence on any single item doesn’t paralyze the work. Five conceptual asks is the upper bound — this brief packages them as one bundle.

How to respond: Reply by letter or one-line per question — text or email both work. Even partial responses are useful. The matrix is the closest-to-deadline thing; everything else is reversible if redlined within 2 weeks.

1Highest unlock

PracticeNear matrix — 6 sub-questions consolidated

#	Question	Recommendation
Q1	Gating	C — both, tiered (Internal Jun 1 → Public Jul 1)
Q2	Pricing	Keep 6% — revisit before Full
Q3	Practitioner scope	Strict HHE-graduate-only
Q4	Domain	Subdomain on hheonline.com (unless HHE owns practicenear.com)
Q5	HIPAA marketing	Light-touch — feature mention, not headline
Q6	Anything to redline?	Open — catch-all

Default if no response: Both tiered + 6% + HHE-only + subdomain + light HIPAA. Reversible within 2 weeks.

2Multiplicative

Standing call cadence lock

Tue 5/5 11am ET re-offered

Wed–Fri this week — any time that lands

Anytime next week (W20)

Push to next month if everything else is heavy

Apr 23 verbal agreement to monthly cadence already exists — this is the calendar-lock for an in-principle agreement.

38 days at risk

Quiz Stream — ship live to inbound traffic May 14?

Default-go unless you gate by Friday recommended

Hold until directory Pilot launches in June (better narrative integration)

Wait for explicit approval (lower velocity, tighter coordination)

Apr 23: quiz was your idea. Friday SMS “play along with the quiz for sure” = engagement. Default-go gives you opt-out without requiring approval.

4Strategic input

Capital OS + HIPAA marketing positioning

Capital OS (high-yield wallet + business credit for practitioners):

Loud headline — lead recruitment copy with it

Light feature mention default

Internal-only quiet — not in marketing copy

HIPAA (Daily.co BAA + Terra health sync):

Aggressive — “HIPAA-compliant practice platform” headline

Light-touch — “HIPAA-compliant video sessions available” default

Silent — not surfaced

Critical constraint: Before any customer-facing copy, Jonathan pulls the actual Capital OS partner agreement to verify the contracted APY and HHE marketing rights. The // e.g. 4.5% in code is illustrative, NOT contracted.

5Logistics

3-item retro week

Week of May 19–23 (W21)

Week of May 26–30 (W22)

Roll into next standing-call slot

30-min session: Ask Zuzu + Knowledge Import + 3rd item. Outcome per item: sunset / refactor / relaunch. Apr 23 already validated the framing.

Marketing Positioning · Decision Branching

7-Week Timeline

Two milestones anchor the schedule: Pilot Jun 1 (internal) and Full Jul 1 (public). Streams run in parallel.

May 4 → Jul 1 · All 5 Streams

Stream Effort Distribution · May / June

The math: The tiered path costs roughly the same as Full alone (~7 weeks) but delivers a usable internal version 4 weeks earlier and de-risks the Full launch significantly. Each week of delay on the matrix decisions pushes Pilot toward mid/late June.

Jonathan-Side Action Items (proceeding regardless)

These advance whether or not you respond to the decisions above. Listed for transparency.

✓Wireframe shipped — Quiz clickable prototype delivered FridayDone
·Pull Capital OS partner agreement to verify contracted APY + marketing rights May 9
·Stakeholder note + demo invites for Stream 5 Wed May 6
·Webinar calendar draft + runbook template (Stream 2) Fri May 9
·Stage curated practitioner content — first 200–500 from 60K pool May 16
·Quiz recommendation engine + e-brochure + handoff endpoint (Stream 3 ship) May 14
·5BS specialty enum + Verified HHE Graduate badge UI + disclaimers on profiles May 23
·Audit cron job suite (8 jobs) for production-readiness May 23
·Pre/Post intake schema + Lamonte alignment (Stream 4) May 30
·Build self-hosted Typesense on Railway — fresh build, Pilot stable first Jun 5–18

CPI Decisions

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Pilot Build

→

Pilot Jun 1

→

Punch List

→

Typesense

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Full Jul 1

Ready to respond?

One form, five decisions, defaults built in — partial responses are useful too.

Open the Decision Form →