Who This Is For

You’re a Director, VP, or COO inside a healthcare SaaS, medical device, pharmacy tech, or PE-backed care organization. Your team is delivering — but you can feel the cracks: rising AHT, drifting CSAT, a senior leader who’s also the safety net, a roadmap your CFO keeps asking about.

This is a 10-question self-assessment used by leaders preparing for the next stage: a Series B, an M&A integration, a board-ready CX roadmap, or a quiet repair of an operation that’s started costing more than it should.

What You’ll Get

• 10 calibrated diagnostic questions across operations, leadership, compliance, technology, and strategy
• A scoring framework that maps your total to one of four operational tiers
• Tier-specific guidance on the highest-leverage next move for your exact situation
• A printable PDF you can run with your leadership team in under 30 minutes

About the author Valerie Spivey is the founder of Platinum Solutions Associates and brings 15+ years of healthcare operations leadership — including senior support roles in pharmacy technology and medical devices, and as founder of Care Assist, Inc. She works with healthcare and life-sciences companies through CX Transformation Assessments, Fractional Director of Customer Support engagements, and Contact Center Optimization projects.

What Happens Next

You’ll get the PDF in your inbox within minutes. Over the following week, you’ll also receive 3 short follow-up emails — context on what the score patterns mean, real examples from inside healthcare operations, and (if it’s relevant) an open door for a complimentary 30-minute strategy conversation.

No spam. No funnel theatrics. You can unsubscribe at any point and keep the checklist.