Operations
Revenue Loop audit
- Name one owner per handoff
- Write every outcome state
- Keep “unknown” visible
- Choose the first constrained stage
Operator tools
Make the denominator visible.
Simple calculators and checklists for seeing the next operating decision. These tools use your inputs and do not compare you with an invented industry benchmark.
New · Free operator workbench
Price the promise before you grow the plan.
Model expected fulfillment cost, break-even price, selected-margin price, promised-visit capacity, and a higher-cost stress case using your operation’s assumptions.
Your decision brief
- Annual cost per member
- Break-even and target-margin price
- Expected discount and payment exposure
- Annual visit slots and technician-equivalent time
- Printable summary and assumptions CSV
No universal price recommendation. Starting values are labeled examples, and model inputs stay in your browser.
New · Migration control plan
Move the members. Keep the obligations visible.
Inventory legacy records, verify the payment-data route, construct a pilot, reconcile count and billing variances, and produce an explicit go/no-go brief.
Aggregate counts only
- Plan, billing, and service-obligation mapping coverage
- Provider-controlled payment migration boundary
- Pilot, rollback, and double-billing controls
- Count, billing, and promised-visit reconciliation
- Wave plan, blockers, and printable command brief
No customer rows or payment credentials belong in the tool. Platform-specific procedures must be verified with each vendor.
Quick calculations
Make one number inspectable.
Calculations remain in your browser and are not sent to the server.
Field-ready checklists
Use these in the next operating review.
Conversion
Post-job readiness
- Authoritative completed trigger
- Ordered service suppressions
- Consent and frequency rules
- Owned human handoff
Measurement
Denominator review
- Plain-language definitions
- Numerator and denominator
- Fixed cohort window
- One behavior to test
AI-readable framework
Membership Revenue Loop schema
A compact machine-readable description of the ten loop stages is available for planning and analysis tools.
GET /resources/membership-revenue-loop.json
Includes stage IDs, diagnostic questions, evidence fields, and guardrails. No customer data.
Open JSON resource