Artifact info
Title:

Cloud Medical - Ava < > Ellen Check-in

Engagement:

Client:

Cloud Medical

Meeting Date:
September 15, 2025
Next Meeting Date:
No items found.
People
Ellen Keith Shaw
Artifact Image
Meeting Summary

Overview

Follow-up brand strategy session focused on clarifying Cloud Medical's positioning and messaging approach for geographic expansion. Discussion centered on differentiating Direct Primary Care (DPC) from concierge medicine, addressing patient confusion, and developing scalable messaging that appeals to mainstream healthcare seekers rather than niche audiences. Ellen introduced formal brand strategy framework to address gaps in brand personality definition and target audience clarity.

Notes

🎯 Brand Positioning Strategy (01:35 - 08:20)

Ava identified healthcare as "politically charged" topic requiring careful positioning to avoid alienating potential patients. Key strategic decisions:

  • Shift from "revolution" to "renaissance" language to soften messaging approach
  • Target mainstream primary care seekers rather than biohacking/alternative medicine enthusiasts
  • Emphasize "personalized direct primary care" adaptable to both traditional and alternative patient preferences
  • Focus on geographic expansion beyond Boulder County to markets like New Mexico, Utah, Nebraska

🔍 Current Marketing Performance Issues (05:10 - 11:43)

Critical findings on lead generation:

  • Only 4 independent search referrals recorded this year, indicating poor organic search performance
  • 90% of current traffic from warm leads/referrals - website not optimized for cold leads
  • Previous paid marketing (Facebook ads) ceased around Covid era, no current paid campaigns
  • New marketing push planned: weekly podcasts, daily content creation across social platforms with professional content creation team

🏥 DPC vs. Concierge Medicine Confusion (17:00 - 23:28)

Major operational issue identified - patients consistently misunderstand service model:

  • Concierge medicine costs $500-$10,000/month with full administrative support (scheduling, billing, care coordination)
  • Cloud's DPC model at $139/month provides referrals and resources but requires patient self-management
  • Patient expectations misaligned - expect concierge-level handholding, become upset when not provided
  • Internal team also confused about distinction, impacting communication consistency
  • Limited integration with healthcare systems - some automatic result sharing, others require patient follow-up

📊 Brand Strategy Framework Introduction (13:21 - 16:30)

Ellen presented formal brand development structure:

  • Brand Purpose: Clear and well-defined âś…
  • Brand Personality: Needs explicit definition ⚠️
  • Target People: Requires clearer segmentation ⚠️
  • Current brand strength in loyalty/referrals but gaps in awareness and conversion
  • Proposed brand strategy workshop to address messaging alignment and customer expectation management

🎬 Content Marketing Strategy (10:45 - 11:43)

New multi-platform content approach in development:

  • Weekly formal podcasts with founder
  • Daily informal content creation
  • Professional studio recording, editing, and distribution
  • Content across YouTube, Instagram, TikTok, Facebook
  • Website optimization critical to provide clear landing experience for content-driven traffic

Action Items

Ava Tusek

  • Compile list of top 5 current operational challenges (especially concierge confusion examples)
  • Attend brand strategy workshop Wednesday at 2:00 PM Pacific
  • Review brand strategy framework materials prior to workshop session

Ellen Keith Shaw

  • Record video walkthrough of current website copy with strategic recommendations
  • Send brand strategy framework materials within 1 hour post-meeting
  • Facilitate 1-hour brand workshop Wednesday 2:00 PM Pacific to address:
    • Brand personality definition
    • Target audience segmentation
    • DPC vs. concierge messaging differentiation
    • Operational pain point solutions

Next Steps

Wednesday workshop will focus on formal brand strategy exercises to create explicit brand personality and audience definitions. This foundational work will inform website copy revisions and help resolve patient expectation misalignment. Workshop materials and current website analysis to be provided prior to session for maximum efficiency.

‍

Relevant Initiatives
No items found.
Transcript