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MS-17 · Strategic Marketing Advisory

Practice Marketing Success

Serves as the dedicated strategic marketing partner to practices — delivering high-touch integrated marketing to strategic accounts, starting in the sales process when necessary, and supporting lower-tier practices that need deeper marketing support. (Per the ‘Practice Marketing’ slide.)

Owner · Angela CarterNot Yet ScopedIncluded

Compare every tier

OfferingGrowthSilverGoldPlatinumDiamondVIP
Standard
Not Yet Scoped

Practice-specific support, as needed — deeper marketing support for practices that need it beyond standard tier inclusions. Not yet scoped in detail (cadence, SLA, eligibility criteria).

Not availableNot availableNot availableNot availableNot available
Standard
Not Yet Scoped
Not available

Same as Growth.

Not availableNot availableNot availableNot available
Standard
Not Yet Scoped
Not availableNot available

Same as Growth.

Not availableNot availableNot available
Standard
Not Yet Scoped
Not availableNot availableNot available

Not yet scoped.

Not availableNot available
Standard
Not Yet Scoped
Not availableNot availableNot availableNot available

Enterprise Strategic Marketing Advisory — dedicated strategic marketing partner delivering high-touch integrated marketing to strategic accounts, starting in the sales process when necessary. Not yet scoped in detail (cadence, SLA, prerequisites).

Not available
Standard
Not Yet Scoped
Not availableNot availableNot availableNot availableNot available

Enterprise Strategic Marketing Advisory — dedicated strategic marketing partner delivering high-touch integrated marketing to strategic accounts, starting in the sales process when necessary. Not yet scoped in detail (cadence, SLA, prerequisites).

Standard

Not Yet Scoped
Tiers: Growth
Eligibility Requirements

Not yet scoped.

Prerequisites / Dependencies

TBD

What Is Included

Practice-specific support, as needed — deeper marketing support for practices that need it beyond standard tier inclusions. Not yet scoped in detail (cadence, SLA, eligibility criteria).

What Is Not Included

TBD

Deliverables

TBD

Frequency / Cadence

TBD

Turnaround Time / SLA

Not yet scoped.

Provider Responsibilities

TBD

Moxie Responsibilities

TBD

Reporting / Business Review Expectations

⚠️ Not yet scoped — no defined reporting cadence in source docs.

How Service Is Requested / Activated

Not yet scoped — no submission process defined.

Communication with Provider

Not yet scoped — no contact model defined.

Primary KPIs

TBD

Escalation Path

TBD

Expected Outcome

TBD

Known Capacity Constraints

TBD

Notes / Open Items

New service added per the ‘Practice Marketing’ slide. Significant conceptual overlap with MS-08 Strategic Marketing Advisory — flag for Johanna: are these the same service, a rename, or a distinct, broader initiative? Per Slack (#cruise-control-marketing, 8/4/26 & 8/7/26): Angela Carter joined Marketing Services as 'Practice Marketing Lead' with an 8/24/26 start date - a newly created role, separate from Reyna Bovee's Strategic Marketing Advisory pilot (MS-08). This suggests MS-17 is intended as a distinct, dedicated-partner initiative rather than a rename of MS-08, though the two remain formally undifferentiated in any source doc - the overlap question above is still open for Johanna to resolve.

Standard

Not Yet Scoped
Tiers: Silver
Eligibility Requirements

Not yet scoped.

Prerequisites / Dependencies

TBD

What Is Included

Same as Growth.

What Is Not Included

TBD

Deliverables

TBD

Frequency / Cadence

TBD

Turnaround Time / SLA

Not yet scoped.

Provider Responsibilities

TBD

Moxie Responsibilities

TBD

Reporting / Business Review Expectations

⚠️ Not yet scoped — no defined reporting cadence in source docs.

How Service Is Requested / Activated

Not yet scoped — no submission process defined.

Communication with Provider

Not yet scoped — no contact model defined.

Primary KPIs

TBD

Escalation Path

TBD

Expected Outcome

TBD

Known Capacity Constraints

TBD

Notes / Open Items

Same as Growth - see Growth tier Notes (I5) for sourced context on Angela Carter's role and the MS-08 overlap question.

Standard

Not Yet Scoped
Tiers: Gold
Eligibility Requirements

Not yet scoped.

Prerequisites / Dependencies

TBD

What Is Included

Same as Growth.

What Is Not Included

TBD

Deliverables

TBD

Frequency / Cadence

TBD

Turnaround Time / SLA

Not yet scoped.

Provider Responsibilities

TBD

Moxie Responsibilities

TBD

Reporting / Business Review Expectations

⚠️ Not yet scoped — no defined reporting cadence in source docs.

How Service Is Requested / Activated

Not yet scoped — no submission process defined.

Communication with Provider

Not yet scoped — no contact model defined.

Primary KPIs

TBD

Escalation Path

TBD

Expected Outcome

TBD

Known Capacity Constraints

TBD

Notes / Open Items

Same as Growth - see Growth tier Notes (I5) for sourced context on Angela Carter's role and the MS-08 overlap question.

Standard

Not Yet Scoped
Tiers: Platinum
Eligibility Requirements

Not yet scoped.

Prerequisites / Dependencies

TBD

What Is Included

Not yet scoped.

What Is Not Included

TBD

Deliverables

TBD

Frequency / Cadence

TBD

Turnaround Time / SLA

Not yet scoped.

Provider Responsibilities

TBD

Moxie Responsibilities

TBD

Reporting / Business Review Expectations

⚠️ Not yet scoped — no defined reporting cadence in source docs.

How Service Is Requested / Activated

Not yet scoped — no submission process defined.

Communication with Provider

Not yet scoped — no contact model defined.

Primary KPIs

TBD

Escalation Path

TBD

Expected Outcome

TBD

Known Capacity Constraints

TBD

Notes / Open Items

Same as Growth - see Growth tier Notes (I5) for sourced context on Angela Carter's role and the MS-08 overlap question.

Standard

Not Yet Scoped
Tiers: Diamond
Eligibility Requirements

Not yet scoped.

Prerequisites / Dependencies

TBD

What Is Included

Enterprise Strategic Marketing Advisory — dedicated strategic marketing partner delivering high-touch integrated marketing to strategic accounts, starting in the sales process when necessary. Not yet scoped in detail (cadence, SLA, prerequisites).

What Is Not Included

TBD

Deliverables

TBD

Frequency / Cadence

TBD

Turnaround Time / SLA

Not yet scoped.

Provider Responsibilities

TBD

Moxie Responsibilities

TBD

Reporting / Business Review Expectations

⚠️ Not yet scoped — no defined reporting cadence in source docs.

How Service Is Requested / Activated

Not yet scoped — no submission process defined.

Communication with Provider

Not yet scoped — no contact model defined.

Primary KPIs

TBD

Escalation Path

TBD

Expected Outcome

TBD

Known Capacity Constraints

TBD

Notes / Open Items

This tier's own current-inclusion text ('Enterprise Strategic Marketing Advisory - dedicated strategic marketing partner...') essentially restates MS-08 Strategic Marketing Advisory's name and definition, reinforcing the overlap question flagged in Growth tier Notes (I5) - at Diamond/VIP specifically, MS-17 and MS-08 may be the same underlying service described on two different tabs, more so than at Growth/Silver/Gold/Platinum.

Standard

Not Yet Scoped
Tiers: VIP
Eligibility Requirements

Not yet scoped.

Prerequisites / Dependencies

TBD

What Is Included

Enterprise Strategic Marketing Advisory — dedicated strategic marketing partner delivering high-touch integrated marketing to strategic accounts, starting in the sales process when necessary. Not yet scoped in detail (cadence, SLA, prerequisites).

What Is Not Included

TBD

Deliverables

TBD

Frequency / Cadence

TBD

Turnaround Time / SLA

Not yet scoped.

Provider Responsibilities

TBD

Moxie Responsibilities

TBD

Reporting / Business Review Expectations

⚠️ Not yet scoped — no defined reporting cadence in source docs.

How Service Is Requested / Activated

Not yet scoped — no submission process defined.

Communication with Provider

Not yet scoped — no contact model defined.

Primary KPIs

TBD

Escalation Path

TBD

Expected Outcome

TBD

Known Capacity Constraints

TBD

Notes / Open Items

Same as Diamond - see Diamond tier Notes (I9).

Service-level details

Primary Objective / Outcome

TBD

Primary Team / Role Responsible

Angela Carter

Supporting Teams

TBD

Estimated Effort / Time

TBD

Automation Opportunities

TBD

Primary Workflow / System

TBD

SOP

TBD

Help Desk Article

TBD

Provider-Facing Resource

TBD

Internal Training

TBD

Relevant Forms

TBD

Other Links / Referenced Docs

TBD