Onboarding: from signed contract to first email
One account, a campaign for every build
Each build a plan buys is its own campaign, with its own provider list, adequacy market, portal and team. Account admins see every build at once and switch between them in one click.
Harbor Light Health (account)
Louisville region build
262 practices, liveLexington expansion 2027
Setting up: list uploadedContract renewals 2027
Renewal playbook, 140 practicesBilling is per build. A new build can copy the team, branding, portal and pipeline of an earlier one in the same account.
Who sends the first emails
An owner chooses during onboarding. Either way the emails, approval and reply handling are the same.
Blueprint's sending serversRecommended
- First emails go out from Blueprint's sending servers, under the plan's name.
- The plan's own domains and mailboxes stay out of cold outreach, so their reputation is protected.
- First emails are in final testing, ahead of launch.
The team's own mailboxes
- The same first emails send automatically from mailboxes the team already uses.
- Replies land straight in those inboxes.
- Blueprint connects the mailboxes with the plan during setup.
The sending authorization
Before any automatic email, an owner signs these statements by name and title, with the plan’s postal address for every email’s footer. Withdrawing it stops every automatic email at once.
- 1I'm authorized by Harbor Light Health to send provider recruitment and network contracting emails on its behalf, in its name, through Blueprint Network Hub.
- 2Every practice we contact is a healthcare provider we're recruiting or contracting with for our network, and we have a legitimate business reason to contact each one.
- 3Our contact details are business contacts we're permitted to use: our own records, public registries such as the national NPI registry, sources we're licensed to use, or details the practices gave us.
- 4Our emails are truthful, identify Harbor Light Health as the sender, don't use misleading subject lines, and never include patient health information.
- 5Every automatic email includes a way to stop and our postal address, and we honor every request to stop.
- 6A workspace owner will read and approve each sequence's emails before they send, and Harbor Light Health is responsible for their content.
The launch checklist
The team’s guided setup, in order, read from what’s really in the workspace. Launch stays locked until the list, the sender, the signature and the approved emails are in place.
Team, portal, list, sending, authorization and emails are all in place.
9 of 13 steps done
Next: Find the right person at each practice
Pick the team
DoneThe people who will work the leads, and how new practices rotate among them, so every practice has an owner from day one.
4 members, 3 rotation rules.
Choose what to collect
DoneWhich documents practices send, what every clinician on the roster must include, and the questions they answer.
4 documents, 6 questions, roster rules set.
Design the portal
DoneYour logo and colors, the words practices read, and a preview of exactly what they'll see.
Branded, published.
Upload the provider list
DoneEveryone you want in the network. It lives on Providers, each practice with its owner, stage and history.
262 practices on Providers. Last import: louisville-region-practices.csv, 262 new practices.
Verify the contacts
DoneEvery email is checked before outreach. Bad addresses become tasks for the practice's owner instead of bounced mail.
262 emails checked.
Set up outreach
DoneHow hard to push: gentle, standard or aggressive. Emails ask for what's still owed with the portal link; calls go to the owner.
2 sequences, 2 with automatic emails.
Choose who sends the first emails
DoneBlueprint's sending servers keep your plan's own domains and mailboxes out of cold outreach, and replies come back to your team. Or the first emails send from your team's own mailboxes, automated.
Blueprint's sending servers. Ready.
Find the right person at each practice
Not startedShort first emails ask each practice who handles network contracting. A reply stops them and goes to the practice's owner on your team, who marks the right person before any portal email goes out.
Turns on with the first emails database update.
Approve the emails
DoneA workspace owner reads every email exactly as practices will get it, and approves it. Nothing sends before that.
All 2 sequences approved.
Launch
Not startedStart practices on a sequence. Prospects move to Outreach; emails go out weekday mornings.
Ready to launch. Nothing has started yet.
Track who's been reached
Not startedWho's been contacted and who hasn't, who's working in the portal, and what each team member does next.
0 of 262 practices contacted, 0 in network.
Grade adequacy
In progressTime and distance against your standards for every county and specialty, recorded so you can see the trend.
Last graded 2026-09-09: 29 of 48 county and specialty pairs passing.