Financial Storytelling for Health Solution Vendors
Translate your value into the language buyers trust.
If you’re a point solution, navigation platform, or health tech vendor, your product is strong—but your cost and impact story may not be landing with the people who matter most.
I help refine your financial and clinical value narrative so it resonates with actuaries, consultants, and employer decision-makers.
How I Support Organizations
Typical ways I partner with clients include:
✔️ Audit and refine your ROI / Total Cost of Care story
✔️ Align assumptions with how payers and buyers evaluate value
✔️ Strengthen slides for consultant and client meetings
✔️ Coach your team to present with confidence and credibility
✔️ Helping technical teams craft clear, compelling stories for board presentations and executive updates
Who It’s For
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Sales Leaders who need support refining messaging, strengthening decks, and helping reps confidently communicate cost impact and ROI
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Strategy Teams looking to align internal assumptions, translate outcomes into financial terms, or prepare for high-stakes partner or board conversations
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Founders and Growth-Stage Executives who know their solution creates value—but struggle to tell that story in a way that resonates with financial stakeholders
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Marketing and Product Leaders tasked with building buyer-ready messaging for consultant toolkits, RFPs, or pricing discussions
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VC/PE-Backed Companies that want to increase market traction by strengthening their go-to-market narrative with financial buyers
How It Works
I meet you where you are—whether you're refining a pitch deck, revisiting your cost model, or preparing for an important buyer conversation. We’ll work together to sharpen your story, align assumptions, and ensure your messaging resonates with the stakeholders who matter most.
Depending on your needs, support can include:
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Messaging Audit & Feedback: I review your current deck, ROI materials, and messaging through the lens of a payer/consultant/client and provide detailed feedback.
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Cost Story Refinement: We refine your financial and clinical impact story to ensure it aligns with how actuaries, consultants, and buyers evaluate value.
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Deck + Slide Strategy: I help restructure key slides to improve clarity, flow, and credibility—removing jargon, adding clarity, and connecting to business impact.
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Sales Team Enablement: I provide coaching and tools to help your team speak confidently to discounting logic, trade-offs, and defensible savings assumptions.
Projects can range from a one-time strategic review to ongoing support across RFPs, finalist meetings, and sales enablement efforts.
Let’s Talk
Let’s make your numbers land.
If your story isn’t opening doors—or closing deals—I can help.
Contact me to discuss how we can work together.