Artifact info
Title:

Cloud Medical - Cloud < > Ellen Check-in

Engagement:

Client:

Cloud Medical

Meeting Date:
September 11, 2025
Next Meeting Date:
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Ellen Keith Shaw
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Meeting Summary

Overview

Initial strategy meeting to address Cloud Medical's urgent need for website optimization during critical healthcare enrollment period (September-December). Discussion focused on balancing two potential directions: optimizing existing DPC offering vs. launching new bundled HSA/catastrophic care product. Team decided to prioritize improving existing Cloud DPC website while exploring secondary HSA offering as lead magnet. Ellen brought in as copywriting specialist to help refine messaging and reduce customer confusion.

Notes

🏥 Healthcare Enrollment Urgency (14:24 - 35:14)

Critical September-December enrollment window represents 80-90% of annual enrollment volume. Missing this period would delay growth by a full year. Current goal to enroll 300 new patients during this season requires immediate website improvements and marketing launch within days, not weeks.

🎯 Product Strategy Decision (06:23 - 18:34)

Two main paths considered:

  • Path 1 (Chosen): Optimize existing $139/month Cloud DPC offering that has successfully enrolled several thousand patients over 10 years
  • Path 2 (Secondary): Launch bundled "Cloud Premium HSA" combining DPC + catastrophic care + HSA benefits

Decision made to focus on core DPC offering due to operational readiness and avoid customer confusion during critical enrollment period.

💻 Current Website Problems (06:23 - 43:04)

Major issues identified:

  • 90% of traffic from warm leads - poor organic/paid search performance
  • Customers asking basic questions: "Who is this for?", "What do I get?", "What does it cost?"
  • Pricing not clearly displayed, causing sticker shock at $139/month
  • Homepage tagline "extraordinary people" may alienate potential customers
  • Poor call-to-action visibility and conversion elements

🔧 Immediate Website Improvements (43:04 - 44:49)

James identified quick wins:

  • Use bright colors (red/orange) for call-to-action buttons
  • Replace numbered lists with icons to reduce cognitive load
  • Move video content higher on page with compelling thumbnails
  • Clean up WordPress template footer for more professional appearance
  • Improve hero image to better communicate value proposition

📈 New Government Benefits Opportunity (20:08 - 36:43)

Major market opportunity with 2024-2026 legislation allowing pre-tax payment for DPC and related health expenses through HSAs. This can reduce effective cost below $100/month depending on tax bracket. Challenge is that "nobody knows this" - requires significant PR and educational marketing.

🤝 Partnership and Bundling Challenges (12:31 - 21:47)

Explored bundling DPC with Sedera health share and HSA through brokerage partner, but identified operational concerns:

  • Fragmented checkout experience lacking Cloud branding
  • Customer support burden for services outside Cloud's control
  • Complex workflow requiring insurance broker consultations
  • Better long-term solution may be direct integration with health share company

Action Items

Ava Tusek

  • [ ] Send revised website copy drafts to Ellen based on SEO template
  • [ ] Continue internal strategy discussions with David on marketing vs. sales copy priorities
  • [ ] Coordinate with existing marketing content creation team for podcast/social media alignment

Ellen Keith Shaw

  • [ ] Review Ava's copy drafts and provide strategic feedback
  • [ ] Schedule follow-up workshop call for early next week
  • [ ] Apply brand strategy expertise to refine messaging while maintaining Cloud's authentic voice

James Redenbaugh

  • [ ] Implement quick homepage improvements on existing WordPress site
  • [ ] Support strategic decisions on immediate vs. long-term website rebuild
  • [ ] Coordinate potential move to Webflow platform in future

David Tusek

  • [ ] Finalize product positioning decisions between DPC focus and HSA bundling
  • [ ] Support accelerated timeline for enrollment period launch
  • [ ] Remain available for questions and coordination over weekend

Next Steps

Team to reconvene early next week for copy review and implementation planning. Priority on launching improved website within days to capitalize on enrollment period while maintaining operational capacity and customer clarity.

Relevant Initiatives
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