Command Center
Growth, Visibility & Campaign Performance — Marketing
Performance Overview
24
Tasks Completed
14
Content Pieces
0
Media Hits
1
Emails & Campaigns
95,762
LinkedIn Followers
4.6%
Email Open Rate
13K
Paid Ad Clicks
Executive Summary
Monthly intelligence report — July 2026
Monthly Wins
- Met with Tracy live in Dallas to review full RCM marketing program
- Created integrated Denials campaign for RCM
- HFMA Newsletter Med Mgmt content sent; Q3 HFMA newsletter content created
- Developed Prior Authorization White Paper email and nurturing strategy
- VBC Q3 content outlines created and submitted to writers
- Engagement White Paper byline created and pitched to IFEBP
- White Paper approved by Mary and sent to legal
- LineCo case study updated with new data; website copy finalized
Key Growth Insights
- Strong client engagement — live meeting with Tracy in Dallas to align on full RCM marketing program
- VBC Q3 pipeline fully loaded: outlines, byline, white paper, and case studies all progressed
- RCM content strategy expanded with integrated Denials campaign and HFMA Q3 newsletter content
- Legal review pipeline active for VBC white paper, byline, and case studies
- LinkedIn newsletter reached 9,243 article views and 241 new subscribers in July
Tasks by Category
Team Contributions
Client Wins & Milestones
Key accomplishments this month
Prior Authorization White Paper Launch Strategy
Developed email push and integrated nurturing strategy for the Prior Authorization White Paper release
VBC Q3 Content Outlines Submitted to Writers
Created Q3 content outlines and submitted Conifer content to writers; reworked RCM quarterly calendar
Live Meeting with Tracy in Dallas
Met with Tracy live in Dallas to review the full RCM marketing program and gathered digital program summary
VBC White Paper & Byline to Legal
White Paper approved by Mary and sent to legal; Q3 Engagement Byline submitted to legal review
Integrated Denials Campaign Created
Built out integrated Denials campaign for RCM content strategy
Website Copy & IFEBP Pitch Completed
Final edits on VBC website copy delivered to Craig; Nurse Nave byline shared with Mary; media contact at IFEBP sourced
Monthly Activity
April 2026 operational initiatives and deliverables
Organized all items for Tracy to review
RCM - Developed email and push for Prior Authorization White Paper
RCM - Created strategy for integrated white paper release in nurturing
RCM - Sent HFMA Newsletter - Med Mgmt content
RCM - Reworked quarterly calendar and shared with team
RCM - Reporting - Moved all activity to dashboard and added priority ranking
RCM - Created integrated Denials campaign
RCM - Gathered summary of digital program for Tracy meeting
RCM - Met with Tracy live in Dallas to review marketing program
RCM - Got summary of all ad plus retargeting content and creative for Tracy
RCM - Create Q3 HFMA newsletter content focus on outsourced global
VBC - Meeting with Mary
VBC - Created outlines for Q3 Materials
VBC - Submitted outlines and Conifer content to writers
VBC - Researched other Q3 topics
VBC - Created byline version of Engagement White Paper
VBC - Pitched byline to IFEBP (Diana)
VBC - Sent White Paper approved by Mary to legal
VBC - Updated online case study for LineCo with new data
VBC - Check with legal on Local77 and WEEBF case studies
VBC - Sent Q3 Engagement Byline to legal
VBC - Completed final edits on website copy and got back to Craig
VBC - Reached out to get media contact at IFEBP
VBC - Shared Nurse Nave byline with Mary