Prepared for Lisa’s review · No message has been sent and no purchase is authorized.
TO COURTNEY WILLIAMS · EMAGINE
Keep the first ask practical.
This message requests setup and service pricing separately, using the first release in the current 24-month plan. The download contains the message, scope and pricing schedule below.
Subject: HEART RESERVE — focused first scope and pricing
Hi Courtney,
Thank you again for your time and for offering to advise and collaborate. I would like to keep the first step focused and build on what Journey already does well.
Could you help me price adding HEART RESERVE Postpartum Advocate to Journey, including a supported Bluetooth upper-arm blood-pressure cuff? We would begin with one hospital and women returning home after pregnancy-related hypertension or preeclampsia.
The HEART RESERVE contribution would be a plain-language recovery plan and Heart Story summary, approved education, medication and appointment support, short symptom check-ins, and follow-through when a patient needs help. Each unresolved concern would have a responsible team member and a documented next step or outcome. The hospital’s clinical team would own assessment and response.
It would be helpful to separate:
• The smallest setup package using existing features, with anything requiring new development identified and priced separately.
• The exact cuff and connection you support, compatible phones, equipment costs and all connector fees.
• Monthly or per-patient charges, AI usage, support, minimum commitments and renewal terms.
• Staff onboarding and any clinical services included or excluded.
• The branding, content and licensing rights needed for HEART RESERVE to offer this program to hospitals.
Please price setup separately from a 50-patient service in which each patient is followed for 90 days. We would start with the first 5–10 patients after approval. The broader 24-month evaluation can then be scoped around the agreed first release.
I welcome your guidance on what is practical now, what should wait and the earliest realistic timeline. A short scope with itemized pricing would help us shape the hospital and funding discussions responsibly.
Thank you,
Lisa Zahakos, RPA-C
Founder, HEART RESERVE
ONE PROGRAM · ONE HOSPITAL
The first-release scope.
Requested behavior; the partner must confirm current availability.
Patient and program
One hospital; adults after pregnancy-related hypertension or preeclampsia, following vaginal or cesarean birth; a 90-day service episode.
Recovery plan and Heart Story
Use the verified discharge plan, relevant pregnancy history, medicines, follow-up appointments, questions and care-team contact instructions. Record source and review status.
Teaching and check-ins
Use a focused, clinician-approved content set with symptom check-ins, medication-access and appointment support, and a simple check of understanding.
Patient advocacy
Support “I cannot do this” and “I am still concerned.” Preserve the concern, responsible team, due time, delivery/review status and outcome; allow an unresolved concern to be reopened.
Bluetooth BP
One exact supported upper-arm cuff, appropriate validation evidence for pregnancy/preeclampsia, suitable cuff sizes and compatible phones. Show a reading reaching the correct patient’s staff record.
Continuing care
Record the receiving service, accepted handoff, next contact and unresolved needs. State what record access and education remain after the paid episode ends.
Care delivery
Hospital or separately contracted licensed team owns assessment, treatment, response windows and backup coverage. AI availability is not continuous human monitoring.
Later options: custom EHR development, ECG or laboratory interpretation, GLP-1 and midlife modules, additional monitored pathways and formal comparison-group research. If an item is necessary for the first release, identify and quote it rather than silently exclude it.
VENDOR RESPONSE SCHEDULE
Make the complete cost visible.
For each line, request an amount or a clear “included,” “excluded” or “not available.” Ask the partner to identify the current product release and any assumptions. Blank fields are unresolved, not zero cost.
Request all prices in USD and a quote-validity date.
Scoping and connector demonstration
Fixed amount; deliverables; whether this is credited toward configuration.
White-label setup and content configuration
Fixed amount and included revisions; state which requested functions exist today, need configuration, need development or are unavailable.
Cuff connection and equipment
Exact cuff model; connector/API provider; supported phones; setup charge; per-device and recurring fees; shipping, sizes, replacements and patient support.
Platform, AI and technical support
Monthly and/or per-active-patient charges; definition of “active”; usage caps and overages; implementation-period fees; minimum term and minimum spend.
Clinical service and onboarding
Included/excluded tasks, staffing and coverage hours; hospital obligations; price any supplied clinical staff separately from software support.
50-patient, 90-day service
Total for all 50 completed episodes; assumptions about enrollment timing, operating months and inactive participants. First 5–10 belong within the 50, not a second cohort.
Rights and future licensing
Who owns existing and newly created content/code; permitted hospital branding and sublicensing/resale; who contracts and invoices; whether an episode-based HEART RESERVE program license is permitted; exit/export terms.
Delivery and total commitment
Timeline, dependencies, acceptance criteria, payment milestones, quote validity, taxes, annual commitments, renewals, change orders and all exclusions.
Keep cost and revenue distinct. A platform quote establishes supplier costs. HEART RESERVE’s hospital price, margin and any founder royalty require a separate commercial agreement. Per-episode licensing is a proposed structure to discuss, not a right already granted.
EVIDENCE BEFORE CLINICAL ACTIVATION
Agree what completion means.
Demonstrate a real reading through the supported route into a test patient record, with correct identity, original measurement time and distinct upload and human-review states.
Demonstrate Bluetooth-off, no-internet, delayed/duplicate upload and wrong-device-assignment scenarios, plus the telephone or labeled manual-entry fallback.
Show symptom-help and unresolved-concern workflows, including the hospital’s approved contact instructions and what the patient sees outside staffed hours.
Provide the proposed data flow, roles, audit trail, privacy/security documentation and contractual responsibilities for hospital review.
Agree critical acceptance tests, correct critical failures and document hospital content and clinical approval before enrolling patients.
Use fictional records for development and rehearsals. Live enrollment begins only under the agreed clinical service and approved data arrangements. The first 5–10 participants are an operational checkpoint within the 50-person service cohort.
AFTER THE ITEMIZED RESPONSE
Then choose the funded first step.
Confirm reuse: verify the exact cuff route and show how the required patient and staff tasks work in the current product.
Reconcile the quote: replace allowances with actual prices, retain Lisa’s work and independent review where separately needed, and remove overlapping work charged twice.
Confirm hospital resources: name the clinical owner, response coverage and funding contribution. Existing staff time still has a cost.
Agree the first purchase: written scope, delivery dates, acceptance evidence and payment milestones. Fund patient operations separately before activation.
The current $35,000–$60,000 setup range remains an internal planning model. The complete 24-month proposal includes a broader pilot and evaluation. No savings, insurance payment or grant award is assumed.
Aligned to HEART_RESERVE_Courtney_24_Month_Plan.docx, version 4, October 22, 2026. This request does not amend that document or create an agreement.