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 Lundy is the founder of Platinum Solutions Associates and brings 20+ years of healthcare operations leadership, including Director of Customer Support at ZOLL Itamar, more than a decade at McKesson Pharmacy Systems, and six years as founder of Care Assist, Inc. She works with healthcare companies through CX Transformation Assessments, Fractional Director of Customer Support engagements, and Contact Center Optimization projects.

What Happens Next

As soon as you submit your email, you’ll land on a page with the PDF download. Work through the 10 questions with your leadership team and total your score. If you want help interpreting it, that page also has a link to book a complimentary 30-minute strategy call. No spam. You can unsubscribe at any point and keep the checklist.