Bellwether onboarding hub

A client onboarding call on a laptop

Onboarding hub Bellwether Health Juniper House

Owner: Zoe Hart. Updated Sep 24, 2026.

Welcome to your onboarding hub

Everything Juniper House needs from Bellwether to run the fall retainer and the new employer brand video series, and what happens once you provide it. We keep this page current so the latest ask is never buried in email.

Kickoff inputs complete12of 12, 9 of 12 at the Aug 12 check
Workstreams open3since Aug 14
Waiting on you2video series items
Next check0Oct 15, first video review
Details
ClientBellwether Health
Client approverAmira Patel
Onboarding leadZoe Hart, Juniper House
Account directorNoah Bishop, Juniper House
Claims reviewerGrace Mendel, two day window

Start here

✓Retainer signed
✓Kickoff approved
Video series set up
Next service line
  • Retainer signed: Done
  • Kickoff approved: Aug 14
  • Video series set up: Now
  • Next service line: Reviewer cover

The retainer workstreams are fully onboarded. The open items belong to the video series change accepted on Sep 1 and to reviewer coverage for the next service line launch.

What we need from you

ItemWhat we needRequired byStatus
Interview listThe 6 staff interviewees for the employer brand videos, with a backup eachOct 2, 2026Waiting on you
Filming accessA named site contact and filming times at the main campusOct 6, 2026Waiting on you
Reviewer coverageA backup claims reviewer for the next service line launchBefore the launchRequested
Brand review rulesCurrent brand and claims rulesAug 14, 2026Complete

Why the interview list comes first

The video series has its own owner and due date so current commitments stay unchanged. Filming cannot be booked until the interviewees are confirmed. Owner: Amira Patel.

Your Juniper House team

ZHZoe HartDelivery Lead, onboarding

Access, inputs and the video schedule.

NBNoah BishopAccount Director

Scope and changes, including the video series.

APAmira PatelMarketing Director, Bellwether

Named approver for plans, content and changes.

Why we ask for the access we ask for

We request the minimum access each task needs. Read access is enough for reporting; edit access is only requested when we configure something ourselves. Every grant is logged here and you can revoke it at any time.

How an item moves through onboarding

✓Requested
Waiting on you
Ready
Verified
  • Requested: We ask with a date
  • Waiting on you: It is with your team
  • Ready: You have sent it
  • Verified: We tested it ourselves

Verified means we tested the access or data ourselves, not only that it was sent. That is what completes an item.

Questions we hear most

Why is the video series onboarded separately?

It is a separate change with its own owner, estimate and due date, so the monthly deliverables and the strategy allocation stay as agreed.

Who can approve clinical content?

Only the named claims reviewer, Grace Mendel, within the two day review window. A backup is needed before the next service line launch.

How long does the video set up take?

About two weeks once the interview list and filming access are in. The first video review is planned for Oct 15.


Demo client portal. Juniper House, Bellwether Health, the people and every figure are fictional sample data. Built on FuseBase.