FIRST 30 DAYS POST-CONSULT LIFECYCLE AUDIT
The consult is complete.
The conversion is not.
A focused lifecycle audit that reveals what's getting in the way of prescription conversion, first fill, and long-term retention, and what to fix first.
THE PROBLEM
30 Days
Post-consult focus.
Lifecycle Systems
Not copy. Not compliance.
Real journey impact.
Practical Recommendations
Prioritized roadmap you can act on immediately.
Patients fall off after the consult.
Patients leave the consult motivated. But many never take their medication.
The problem isn't one email or one handoff. It's the lifecycle system.
What This Audit Diagnoses
We evaluate the full post-consult lifecycle to find friction, leakage, and missed opportunities.
Post-consult messaging
Clarity, timing, and reinforcement of next steps
Pharmacy handoff
Expectation setting, communication, and patient trust
Prescription conversion
Friction in the path from Rx written to Rx filled
First-fill experience
What patients see, do, and feel during their first fill
Onboarding & early adherence
Education, support, and confidence in the first 30 days
Refill readiness & retention
Renewal cadence, engagement, and long-term fit
What You Receive
Lifecycle Map
A visual view of the patient experience, communications, handoffs, and decision points across the first 30 days.
Findings Report
A clear analysis of the most consequential friction, confidence, conversion, and retention risks uncovered in the audit.
Prioritized Recommendations
Specific improvements ranked by likely impact, urgency, and implementation effort.
Findings Session
A 60-minute walkthrough of the findings, recommendations, and clear next steps.
Delivered within 7–10 business days.
Investment
Audits start at $2,500.
The standard audit includes review of the primary post-consult lifecycle and up to 30 patient-facing communications and operational touchpoints.
Final pricing depends on the number of distinct patient pathways, communications, systems, and stakeholders included.
Additional pathways, stakeholder interviews, analytics analysis, and implementation support may be scoped separately.
Example Finding
Medication delivery without start support creates hesitation.
When patients receive the medication before clear first-dose guidance, the start of treatment feels uncertain. Some delay, contact support, or disengage before establishing momentum.
Impact:
- Lower conversion rates
- More support tickets
- Lost revenue
- Frustrated patients
- GLP-1 and obesity medicine telehealth companies
- Medication-led care teams
- Growth, CRM, retention, and operations leaders
- Teams focused on conversion, retention, and LTV
- Companies looking for clinical protocol reviews
- Legal, regulatory, or compliance audits
- General marketing or ad campaign reviews
- One-time copy critiques
About Jeannette Castañeda
I specialize in lifecycle growth systems for telehealth and healthcare tech companies.
My work combines behavioral insight, automation architect and revenue-stage analysis to improve retention, adherence and patient lifetime value.
Background
- 8+ years lifecycle marketing
- CRM & automation architecture
- Healthcare and telehealth experience
Jeannette Castañeda, MA, MS
Lifecycle strategist for medication-led telehealth and healthcare tech.
Ready to find what's getting in the way?
Book a 30-minute fit call. We'll talk about your goals, your challenges, and whether this audit is the right next step.