Bellwether Health quarterly business review, Q3 2026
Bellwether Health quarterly business review, Q3 2026
Owner: Noah Bishop. Updated Sep 22, 2026.
Q3 at a glance
What Juniper House delivered for the integrated retainer this quarter, what it achieved and what we propose for Q4. Prepared for Amira Patel. Figures cover Jul 1 to Sep 21, 2026.
Where the work stands
| Workstream | Planned | Status on Sep 16 | Note |
|---|---|---|---|
| Education campaign | Ongoing | 412 qualified guide visits in August | |
| Clinic stories | 6 in August | 4 delivered, orthopedics moved to late September | |
| September deliverables | 18 | 1 blocks the media launch; the date is protected | |
| Employer brand video | Separate change | Accepted Sep 1 with its own owner and due date |
Education campaign results
Amira put women's health education first, and the two women's health guides brought 212 of August's 412 qualified visits.
Wins
- Qualified guide visits up 16%. 412 in August against 356 in July.
- Kickoff unblocked in two days. Once the reviewer was named, the first 3 workstreams opened.
- Scope kept clean. The video series became a separate change.
Misses
- Two clinic stories slipped. Orthopedics moved to the second half of September.
- Four deliverables at risk. One article deferred to protect the media launch.
- Webinar follow up. 27 registrants still have no confirmed owner.
Client satisfaction
4 of 5 in the Q3 stakeholder survey, from Amira Patel's response. Comment: "Good results on the guides. I want the webinar follow up solved before we plan anything bigger."
Proposed for Q4
| Initiative | Service line | Goal |
|---|---|---|
| Finish the orthopedics stories | Content | Close the two August slips before the next service line launch |
| Substitute expert review | Content | Check after the first draft; reopen the risk if evidence is incomplete |
| Employer brand video series | Campaigns | First video reviewed Oct 15 against the accepted estimate |
| Webinar follow up discovery | Strategy | A scoped session first, then decide whether a paid pilot is justified |
Webinar follow up sits outside the retainer
Sales process and CRM work are not part of the retainer. Amira approved a scoped discovery session first, and no value is estimated for any expansion.
Decisions for the Q4 planning conversation
Demo client portal. Juniper House, Bellwether Health, the people and every figure are fictional sample data. Built on FuseBase.