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    • About HeartBeatCX
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HeartBeatCX
  • Home
  • About HeartBeatCX
  • How We Engage
  • Contact Us

three models. one standarD of excellence

Project Based

Defined deliverables. Clear outcomes.

Specific scope, fixed timeline, measurable output.


  • Healthcare market intelligence and opportunity assessment
  • Compliance readiness evaluation and certification roadmap
  • Operating model design and maturity assessment
  • Go-to-market strategy and competitive positioning
  • Deal structure advisory and RFP response support
  • Geographic delivery model analysis



Fractional Leadership

Senior expertise. On your schedule.

Time-based engagement that embeds HeartBeatCX leader(s) directly into your organization. You get SVP-level healthcare expertise without the full-time cost, scaling during critical phases and pulling back as your internal capabilities mature.


  • Embedded in your operating rhythm on a part-time or interim basis
  • Healthcare strategy, operations and commercial leadership
  • Scales up or down based on your growth stage and activity
  • Bridges leadership gaps during market entry or expansion
  • No long-term commitment required

Advisory Retainer

Ongoing counsel. Individual or team.

Continuous access to strategic healthcare advisory, available as an individual retainer with a single advisor, or a team retainer that gives you access to the full HeartBeatCX advisory bench.


  • Individual retainer: dedicated advisor, monthly strategic sessions
  • Team retainer: access to the full advisory team across all (or select disciplines)
  • Priority availability for time-sensitive decisions
  • Ongoing market intelligence and competitive updates
  • Strategic sounding board as your healthcare practice evolves.

Ready to Get Started?

These models aren't mutually exclusive, many clients start with a project and move into a retainer as their practice matures. Not sure which model fits? Most engagements begin with a discovery call. We'll learn where you are, where you're headed and recommend the right approach.

Get in Touch

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