Ask anything or leave a note for the team — posts are shared live with everyone on the board.

Who owns what across the pilot. Confirm a single Healthie point of contact (DRI) for approvals and unblocking access.

Nothing launches until accounts and tracking are connected. We never need your passwords — access is granted through manager / partner links that you control and can revoke anytime.

We run your campaigns from our Google Ads manager account (MCC). You keep full ownership of the account; we request linked access and you approve it — no login sharing, and you can unlink in two clicks anytime.

• You send us your Google Ads Customer ID — the 10-digit number (format 123-456-7890) shown top-right inside your Google Ads account.  Customer ID:
• We send a manager (MCC) link request to that account from our manager ID  
• You accept the link request — in Google Ads go to Admin → Access and security → Managers, find the pending request from our MCC, and Accept (Admin or Standard access).

You grant our Business Manager Partner access to the assets we'll run — your ad account, Page, and Pixel/dataset. You remain the owner; partner access is listed (and revocable) anytime under Business Settings → Partners.

• You send us your Meta Ad Account ID (Business Settings → Accounts → Ad accounts; format act_XXXXXXXXXX).  Ad Account ID:
• You add our Business Manager as a Partner — Business Settings → Partners → Add → enter our Business ID  
• You assign the assets to us: the Ad account (Manage campaigns), the Facebook/Instagram Page, and the Pixel / dataset — so we can build ads, run them, and verify tracking.

• Google Analytics (GA4) — add dthompson@2020tek.com with Editor (or Analyst) access at the property level, so we can configure conversions. Admin → Property access management → +
• Google Tag Manager (if used) — invite dthompson@2020tek.com with Publish access to the container for tag/conversion setup. Admin → User Management → +
• HubSpot — access to lifecycle stages, deal pipeline, conversion/offline event setup
• CRM / lead tracking — if separate from HubSpot
• Landing page analytics — agency page performance + ability to add tracking
• Brand assets — logo, guidelines, approved imagery, existing creative
• Ad account history — past campaigns & results (~$3.5k–$8k/mo baseline)

Confirm the feedback loop works before spend scales — so Google and Meta optimize toward real outcomes (qualified leads → pipeline → customers), not just form fills.

• Confirm Google Ads conversion tracking fires correctly (events + values)
• Confirm Meta Pixel / Conversions API fires correctly (events + values)
• Confirm GA4 → Google Ads conversion import is healthy
• Map HubSpot lifecycle stages (lead → MQL → SQL → opp → customer) to platform events
• Confirm whether conversion values (pipeline/deal value) pass back to Google/Meta
• Identify offline import / enhanced conversions / CAPI gaps + who owns implementation
• Define primary conversion event (likely qualified lead) + secondary value signals

Output: tracking audit summary + recommendation for passing lead-stage, customer-stage, and conversion-value data back to the platforms.

Healthie has multiple buyer paths. We separate journeys rather than blending into one generic "EHR / practice management" message. Confirm priority and capture pain points, objections, alternative/competitor, and offer/CTA for each.

• Private practice providers (solo / small)
• Growing group practices
• Administrators / operators
• Enterprise / digital health teams (Healthie+ API-first)

Decision  Which 1–2 segments lead the pilot?

• Confirm Healthie's agency owns initial landing page buildout
• Confirm agency turnaround time (decides 1 page vs. 2–3 variants to start)
• Ideal: 2–3 segmented pages by audience / offer angle
• Fallback: 1 core agency page live first, segmented variants once running
• Dustin provides messaging direction, conversion feedback, structure recommendations

Decision  Starting state — single core page or segmented set?

Not a static spreadsheet — a custom reporting view that pulls spend data and supports ongoing budget/target updates. Built to separate early directional signals from matured ROI given the long sales cycle.

Owner: Dustin + Josh  ·  First version live: end of Week 1–2.

Launch lean; don't overextend channel count before tracking and lead quality are trustworthy. Check the channels approved for the pilot.

• High-intent paid search — EHR, practice mgmt, telehealth, scheduling, billing, patient engagement
• Competitor / category search — where legally & strategically appropriate
• Retargeting — visitors engaging with demo, platform, API, solution pages
• LinkedIn / B2B testing — larger group practices, operators, execs, digital health teams
• Landing page & offer testing — demos, platform education, segment use cases

• Weekly 30-min working session with the Healthie team (recurring slot)
• Shared reporting view updated weekly
• Ad-hoc launch & tracking coordination as needed
• End-of-month summary: performance, learnings, next actions
• End of 90 days: final pilot readout + scale recommendation

Decision  Weekly session day/time & attendees:

These six gate the pilot launch. They feed the readiness tracker at the top of the page.

• Pilot start date and target launch window confirmed
• Initial monthly media budget confirmed
• Access granted to ad accounts, analytics, HubSpot, CRM, landing page data
• Conversion tracking reviewed (events + values passing back from HubSpot)
• Priority audience segments & campaign priorities aligned
• 90-day pilot structure & $4k/mo management fee approved

Check each off as it's resolved. Capture the answer inline.

• Who is the Healthie DRI for approvals & access?
• Which 1–2 segments lead the pilot?
• Can HubSpot pass conversion values (not just events) back to Google/Meta?
• Who implements CAPI / enhanced conversions / offline imports if gaps exist?
• Agency landing page turnaround — 1 page or 2–3 variants to start?
• Confirmed pilot start date and monthly media budget?
• Recurring weekly session day/time and attendees?
• Competitor names + any legal limits on competitor/category search?

• Confirm pilot start date and target launch window
• Confirm initial monthly media budget
• Provide access to ad accounts, analytics, HubSpot, CRM, landing page data
• Review Google + Meta conversion tracking (incl. HubSpot event/value passback)
• Align on primary audience segments & campaign priorities
• Approve the 90-day pilot structure & monthly management fee
• Schedule the weekly working session & stand up reporting view v1