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ProjectTaskOwner(s)Target DateStatusNext StepsSummaryLinked Document 1NotesLinked Document 2Linked Document 3
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ARC Marketing OpsPractice-level marketing playbook materialsBeth, Lisa, Josie8/31/26In Process
Provide a bulleted list, with visuals of the core 4-6 assets per practice:
- email templates are ready to go
- get correct assets into sharepoint folders, linked
- define core asset library		ARC_Expert_Voices_Master_v4
Outreach Hub
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ARC Marketing OpsAPG Research UX RedesignNate7/31/26In ProcessHanded off APG Research — GAD Clinical Trial Landing Page
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ARC Marketing OpsTMS Eligibility Email & Direct Mail
- APG
- ARC
- Denver Wellness
- Dayspring
- Neurostom		Nate8/19/26In ProcessKansas & AZ targets. Postcards and letters.
CTAs For Neurostim: 1-800-657-4306
CTA 1: TryNTMS.com
CTA2: NTMSRefer.com

CTAs For Lilac: 1-800-657-4306
CTA 1: TryLTMS.com
CTA2: LTMSRefer.com

no other changes to neurostim
Lilac get as close as you can to Walt's current design
Quad_RFP_2026_Direct_Mail_Program_V6
- Walt will get quotes for first mailer
- Torrey changing copy to reflect "many locations to serve."
- Nate to get landing pages w/ redirects done
ARC_TMS_Direct_Mail___Email_Content_8_20_26
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ARC Marketing OpsYouTube Chanel CreationEvy, Lisa, Coutrney8/13/26In ProcessMeet Thursday to finalize the content distribution plan- Create channels for APG; DaySpring; Manhattan Psychology Group (MPG); Mindsoother
- Gain access to remainder - Nate, Josie and Courtney - 		Webinar Page PRDARC Content Master Spreadsheet
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ARC Marketing OpsGMB AuditEvy, Josie, Kari8/31/26In Process7/14 check-inAdd NST and LynLake to Bright Local;
ARC Psych video
GMB_Audit_Template.xlsx
GMB Audit - Consolidated		GMB_Audit_Template.xlsx
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ARC Marketing OpsRevised Webinar ProgramBeth10/1/26In Process- On track for October; just starting on TMS
- Finalize the content calendar master : https://arcproviders.sharepoint.com/:x:/s/OutreachTeam/IQATSgi0DVfQRb5XOohLC4cbAVOAMvDQqtHS2jv5f2BNrWg?e=ikx3sT		Nate to Intro Beth to Dano on emailP2 - Webinar Registration Page PRD
Content Calendar Master
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ARC Marketing OpsSLP Insurance PortalNate7/16/26In ProcessProvider roster; with insurance accepted;
Remove paient portal link from homepage header		THIS IS ON CLAUDE
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ARC Marketing OpsARC Keystone (Brand HQ)Lisa7/30/26In ProcessCan we ungate intake / make it simplerdonehttps://arc.artificeandintelligence.org/

FULL ACCESS https://arc.artificeandintelligence.org/
Password: KeystoneCrew26

Intake form only (for anyone just submitting a request):
https://arc.artificeandintelligence.org/intake.html
Password: ARCRequest26

How it works:
1. Go to the link, type the password (no email needed)
2. You'll stay signed in on that browser going forward — no repeat logins
3. Full-access link takes you everywhere on the site; the intake-only link drops you straight into the request form and keeps you there		UTM Builder
ARC_Brand_Color_Reference
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ARC Marketing OpsLead Opt-in Language (SMS, DR, Email)Nate, JuliaPausedDeveloping priority list; here is the relevant language from ARC Psych's current intake form:

"I authorize ARC to utilize confidential health information contained in my medical record as necessary for insurance claims payments, medical management, or quality review activities. I authorize the release of such confidential information to other healthcare providers or facilities involved in my care, including for communicating with them to coordinate my care. I authorize the release of such confidential information to my insurance company or other health coverage plan as necessary for claims payment, medical management and quality review activities conducted by such company or plan, or its designees. This authorization includes, but is not limited to, the release of an Acquired Immunodeficiency Syndrome (AIDS) diagnosis or a positive Human Immunodeficiency Virus (HIV) antibody test result, substance abuse information, genetic testing, congenital disorders, and mental health information. I can revoke my consent in writing at any time except to the extent that ARC has already relied on my consent.

I consent to receive text messages, telephone calls, voicemails or other communications on the cellular phone and/or other telephone number(s) provided to the Practice on this form or updated at a later time. These communications may use live, artificial, or prerecorded voices, automatic telephone dialing systems, or other computer-aided technologies from the Practice, its affiliates, clinical providers, and business associates, including billing services, collection agencies, agents, or other third parties acting on their behalf. These communications may relate to any purpose, including matters related to my account or the care I receive..."

This form is two things: (1) a general consent for treatment, payment, and healthcare operations uses, and (2) a consent to be contacted by phone/text under the TCPA. It is a fine form for those purposes. What it is NOT is a HIPAA marketing authorization, and it cannot be cited as permission to use patient information for marketing. Specifically, measured against HIPAA's authorization requirements (45 CFR 164.508), it is missing:

1. Marketing as a stated purpose. The form covers claims, medical management, quality review, and care coordination. Marketing is never mentioned, and a HIPAA authorization must specifically describe each purpose — "including but not limited to" language cannot expand it to cover marketing.

2. A specific description of the marketing use — what information would be used, for what type of communications, through which channels.

3. An expiration date or event. The form has none, which by itself invalidates it as a HIPAA authorization.

4. A remuneration disclosure — required whenever a third party pays for the communication. The form is silent on this.

5. A statement that treatment is not conditioned on signing. The form includes this concept only for phone contact, as a TCPA statement — not as the HIPAA-required statement for a marketing authorization.

One more distinction: the text/phone consent paragraph is channel permission under the TCPA — it governs whether we may call or text a number at all. It says nothing about whether we may use a patient's health information for marketing, which is HIPAA's domain. A compliant marketing text message would require both, independently.

What this means practically for the proposed campaign: if we structure the mailer as a treatment communication — our own patients, a clinical basis for selection, a service we provide, no third-party funding — no authorization is required and this form is simply irrelevant. If the campaign is instead structured as marketing, this form does not cover it, and we would need signed, purpose-specific marketing authorizations before sending.

Happy to walk through this with the team.
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ARC PlatformSEO TrackingAndrew, ZFort4/30/26In ProcessRequirements submitted; waiting on AndrewCompleted this request form on 4/29/26: https://archealthpartners.jotform.com/233134532920953Project Summary & Rationale: To support channel-level attribution in Salesforce, we need all Jotform lead forms to capture UTM parameters when present, and to correctly classify organic/SEO and direct visits when UTMs are absent.

Specifically:
-- If a lead arrives with no UTM parameters and the referring domain is a search engine or LLM (Google, Bing, DuckDuckGo, Perplexity, Grok, ChatGPT, Claude, etc.) and lands on a non-homepage entry page → classify as Organic/SEO
-- If there's no UTM, no referrer, and the entry page is the practice homepage → classify as Direct

These source classifications should persist through Jotform submission and flow into Salesforce on the lead record.

Expected Outcomes:
--- Salesforce lead records will reflect accurate first-touch channel data across paid, organic, and direct traffic sources
--- Marketing will be able to measure SEO-driven lead volume as a distinct channel, separate from paid and direct
--- A planned $6K/month investment in SEO content — plus internal staff time from clinical leaders and communications — can be evaluated against actual lead and patient acquisition results
--- Beth Finch and contributing clinical staff will have visibility into whether their content efforts are generating measurable pipeline
--- Over time, this data will inform budget allocation decisions across channels and support a defensible case for continued or expanded SEO investment

Ideal Timeline: Ideally an attribution infrastructure must be live before SEO spend scales. A 30-day implementation target is ideal — without it, we have no way to measure the return on investment already in motion.

My ideal timeline:
- 30 days — attribution infrastructure live, all Jotforms capturing source data correctly, Salesforce fields populated
- 60 days — first clean month of channel-attributed lead data available; baseline established
- 90 days — initial trend data and directional read on SEO vs. direct vs. paid; enough to course-correct spend or content focus
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ARC PlatformCMS Go-Live ChecklistZFortOngoingPausedMarkteing 360 Conversation (Clarity website hosted by this firm)https://arcproviders-my.sharepoint.com/:x:/g/personal/kari_armour_archealthpartners_com/IQBBDWA1rx62SoGpizioP1UVAYYU-ypig9ZpAsCljTOv8NM?e=ZhkMbP&isSPOFile=1&ovuser=bc8b50a0-63f5-4d63-b194-7e62eb65828c%2CNate.Purpura%40archealthpartners.com&wdExp=TEAMS-TREATMENT&web=1&clickparams=eyJBcHBOYW1lIjoiVGVhbXMtRGVza3RvcCIsIkFwcFZlcnNpb24iOiIxNDE1LzI2MDQwNDAxNzIzIn0%3D&linkOpenTime=1778260062128- Neurostim
- MPG
- Dayspring
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NeurostimTV Timing & BudgetNate, Torreya7/1/26In ProcessNate to get on with the TV guysAlign on dates and cleaner attribution for June. $30k budget approx. Clean Phone: 1-800-657-4306
Week of 9-16 or 21 - 25
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NeurostimCreate LALs off of old CVR dataFrogFish, DanoPausedDano & FF to collect / combine data and build CA LALsNate to define requirements for Les; post to Slack; discuss with FrogFishhttps://docs.oursprivacy.com/docs/clean-room-integrationshttps://docs.oursprivacy.com/docs/audience-builder
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NeurostimTryTMS.org
TryNTMS.com - Direct Mail
NTMSRefer.com - Direct Mail
EasyTMS.com - TV		Nate7/1/26In ProcessTransfer to ARC GoDaddy; Onboard Lisa and Evy; get a website built in Claude and live Clean Phone: 1-800-657-4306
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NeurostimChatGPT Ad AccountNatePausedCreate account
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NeurostimLegiScript Cert ReviewNate5/14/26Not StartedReviewhttps://www.legitscript.com/certification/healthcare-certification
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NeurostimTMS Content Strategy Torreya8/31/26In ProcessReady to move to Dr. WeissTMS Thought Leadership: When Medication Isn't EnoughNeuroStim_Thought_Leadership_2026
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