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  • The brief
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  • This week · 6
  • This quarter · 9
  • Big bets · 3
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Generated Oct 18, 2026
  1. Programmable
  2. Playbooks
  3. Hera
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growth playbook · Oct 18, 2026

hellohera.com (opens in a new tab)

Hera growth playbook

Diagnosis

Hera grew revenue tenfold in six months almost entirely through physician referrals at health systems such as Weill Cornell, NYU Langone and Mount Sinai, and it is expanding from 12 to 25+ states after a $27M Series A.

Its 12 open roles show the plan: a Founding Growth Marketer to open a direct-to-family channel, a Partnerships evangelist to scale health system referrals, bilingual onboarding guides to convert referrals faster, and a recruiter because the stated bottleneck is supply of Heroes.

The gaps are at the front door: families cannot check eligibility themselves, the "$0" claim needs plain explanation, the site is English only despite bilingual hires, and the name "Hera" resolves to an Italian utility in Google.

Growth Score

7/10

Biggest Opportunity

Meet families at the moment something happens to a parent, in their words and their language, and make the referral path from doctors faster and visible, while recruiting Heroes ahead of each state launch.

Biggest Risk

Growth limited by Hero supply and by eligibility (Original Medicare only), plus the compliance care needed when marketing to Medicare beneficiaries.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    A three-question eligibility check (Original Medicare, state, chronic condition) in place of "Talk to Hera"

    Count last month's contact form leads that turned out ineligible, and why.

    High impact First result in 2 weeks
  2. 2

    Ten "trigger moment" pages written in the words families search ("dad was just discharged", "mom keeps falling")

    Ask five Heroes for the exact sentences families used on their first call and pick the ten most common moments.

    High impact First result in 6-10 weeks
  3. 3

    A discharge-planner referral kit for social workers and nurses at partner health systems

    Ask three referring social workers what stops them referring more often.

    High impact First result in 3 weeks

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 9 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 2Big bets · 10Fill-ins · 4Reconsider · 5
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    The Growth Marketer post says families don't know the category exists and search for what is happening instead: "mom keeps falling", "dad was just discharged from the hospital", "mom keeps mixing up her meds". The Guide has one discharge article; the rest of those moments have no page.

    High impactMedium effort First result in 6-10 weeks Founding Growth Marketer

    First action

    Ask five Heroes for the exact sentences families used on their first call and pick the ten most common moments.

    How to measure it

    Coverage checks started from trigger pages

    Now
    –
    Target
    150 a month
    By
    90 days

    Steps

    1. 1

      Collect family language

      First-call sentences from Heroes and onboarding guides.

      Founding Growth Marketer 2 days

    2. 2

      Pick ten moments

      Ranked by how often they come up and search volume.

      Founding Growth Marketer 2 hours

    3. 3

      Write practical steps first

      What to do tonight, this week, and who to call.

      Founding Growth Marketer 1 week

    4. 4

      Explain the Hero simply

      One paragraph, one real (anonymized, consented) example.

      Founding Growth Marketer 1 day

    5. 5

      Clinical review

      A Hero and a clinician check every page.

      Chief Medical Officer 2 days

    6. 6

      End with a coverage check

      Three questions, no hard sell.

      Product Designer, Family Experience 1 day

    7. 7

      Measure

      Visits, checks and calls per page.

      Founding Growth Marketer 30 minutes a week

    First result
    6 to 10 weeks
    Cost
    $0, about two weeks of writing
    Owner
    Founding Growth Marketer

    Smallest test

    Publish three pages (discharge, falls, medication mix-ups) and watch search impressions for a month.

    Why it works

    Write ten pages, one per trigger moment, each with practical steps a family can take tonight, a short explanation of how a Hero would help, and a three-question coverage check at the end. Have a Hero and a clinician review each.

    Search and content are the first channels named for the role. These pages meet the "adult daughter searching at midnight" with useful help first, which matches Hera's rule that trust comes before conversion.

    Risks and how to handle them

    • Pages read as medical advice

      Practical, non-clinical guidance, reviewed by a clinician, with emergency guidance up front where relevant.

    Evidence

    • HiringFounding Growth Marketer: "Today, we meet most of them through their doctors", but "millions of families never receive that introduction"; families "don't know the category exists, don't know what to search for"; they search "mom keeps falling", "dad was just discharged from the hospital"; build "direct-to-family channels across search, content, community, social"; "You'd never trade long-term trust for a short-term conversion".Source
    • Your websiteThe Guide has about 25 articles, mostly by the founders: which conditions qualify for Medicare care management, whether Medicare covers a geriatric care manager, what to do after a parent's hospital discharge, and a CMS data analysis of emergency department wait times by state.Source
    • Your websiteOur Story: founded after the CEO's grandmother's dementia and the "alpha daughter" aunt who carried the care; "a care manager like this... was something only the wealthiest families could afford. Now it's a benefit covered by Medicare, one most families don't realize exists."Source
  • 02

    Eligibility has three clear rules, but the site asks families to "Talk to Hera" or call before they know whether their parent qualifies. An adult child at midnight wants an answer, not a call back.

    High impactLow effort First result in 2 weeks Product Designer

    First action

    Count last month's contact form leads that turned out ineligible, and why.

    How to measure it

    Consultations booked per 100 visitors

    Now
    –
    Target
    +50% relative
    By
    4 weeks

    Steps

    1. 1

      Measure today

      Leads, eligible share and reasons for ineligibility.

      Onboarding Guide (Patient Enrollment) 1 day

    2. 2

      Design the check

      Three questions, plain words, the Medicare card image.

      Product Designer, Family Experience 2 days

    3. 3

      Book directly

      Eligible families pick a consultation time.

      Founding Engineer 2 days

    4. 4

      Help the ineligible

      A short resource list by state and reason.

      Founding Growth Marketer 1 day

    5. 5

      Capture the caregiver

      Ask for the adult child's contact with clear consent.

      Product Designer, Family Experience 1 hour

    6. 6

      Compare

      Booked consultations and eligible share before and after.

      Founding Growth Marketer 2 weeks

    First result
    2 weeks
    Cost
    $0, about a week of work
    Owner
    Product Designer, Family Experience

    Smallest test

    Add the check to the homepage only.

    Why it works

    Put a three-question check on every page: which Medicare (with a picture of the red, white and blue card), which state, any chronic condition. Eligible families book a consultation slot directly; others get a short list of other resources, as the FAQ promises.

    The family-experience designer is hired to design how families first meet Hera, and onboarding guides are paid to convert referrals. A self-serve check filters ineligible leads and lets eligible ones book without waiting.

    Risks and how to handle them

    • Families misidentify their Medicare type

      Show the card image and confirm during the consultation.

    Evidence

    • Your websiteEligibility FAQ: a parent qualifies with Original Medicare (not Medicare Advantage), a chronic condition and residence in one of 12 states (NY, CA, TX, FL, NJ, MD, PA, MA, CT, GA, IN, NE); services are billed as Medicare Chronic Care Management (CCM); Medicaid or a Medigap plan "typically covers the standard Part B coinsurance"; Hera is "working to accept MA plans soon".Source
    • HiringProduct Designer, Family Experience: design "the interface where families first meet Hera", a product that "doesn't exist yet", where an agent drives guidance and "humans stepping in when it matters most".Source
    • HiringOnboarding Guide (Patient Enrollment), three openings including Spanish/English and Mandarin/English: "the first voice a family hears" after a doctor refers them; families "definitely don't know it's covered by Medicare"; convert referrals through paperwork, insurance verification and scheduling; paid with enrollment bonuses; "how do I get this from 2 hours to 15 minutes".Source
    • Your websiteHomepage: "Get a dedicated senior care expert to handle the healthcare system, covered by Medicare"; "90% of clients pay $0 out of pocket"; Heroes are social workers, registered nurses and therapists; "the 1000+ families we've served"; "95% of families stay with us"; the main call to action is "Talk to Hera".Source
  • 03

    The homepage says 90% of clients pay $0, and the FAQ explains that Medicaid or Medigap "typically" covers the Part B coinsurance. A family without secondary coverage needs to know what they would pay before they say yes.

    Medium impactLow effort First result in 3 weeks Founding Growth Marketer

    First action

    Ask the onboarding guides what the most common cost question is and how they answer it.

    How to measure it

    Enrollments lost to cost surprises

    Now
    –
    Target
    near zero
    By
    6 weeks

    Steps

    1. 1

      Collect the questions

      Top cost questions from onboarding guides.

      Onboarding Guide (Patient Enrollment) 2 hours

    2. 2

      Write the table

      Three coverage situations and what each usually means.

      Founding Growth Marketer 2 hours

    3. 3

      Compliance review

      Check wording against Medicare marketing and beneficiary inducement rules.

      Compliance counsel 2 days

    4. 4

      Place it

      Under every $0 claim and in the FAQ.

      Product Designer, Family Experience 2 hours

    5. 5

      Script it

      Guides use the same words in consultations.

      Onboarding Guide (Patient Enrollment) 1 hour

    6. 6

      Track drop-offs

      Tag losses that cite cost.

      Onboarding Guide (Patient Enrollment) ongoing

    First result
    3 weeks
    Cost
    $0
    Owner
    Founding Growth Marketer

    Smallest test

    Add one sentence under the $0 claim this week.

    Why it works

    Add a simple table under the $0 claim: with Medigap, with Medicaid, with Original Medicare only, and what each usually means for the monthly cost, plus "we confirm your exact cost in the consultation".

    The growth role is told never to trade trust for conversion, and a surprise bill is the fastest way to lose a family and a referring doctor. Clear cost also removes a common hesitation for adult children paying attention to every dollar.

    Risks and how to handle them

    • "Free" language can raise beneficiary inducement questions

      Describe coverage facts, never waivers of coinsurance, and have counsel approve the wording.

    Evidence

    • Your websiteHomepage: "Get a dedicated senior care expert to handle the healthcare system, covered by Medicare"; "90% of clients pay $0 out of pocket"; Heroes are social workers, registered nurses and therapists; "the 1000+ families we've served"; "95% of families stay with us"; the main call to action is "Talk to Hera".Source
    • Your websiteEligibility FAQ: a parent qualifies with Original Medicare (not Medicare Advantage), a chronic condition and residence in one of 12 states (NY, CA, TX, FL, NJ, MD, PA, MA, CT, GA, IN, NE); services are billed as Medicare Chronic Care Management (CCM); Medicaid or a Medigap plan "typically covers the standard Part B coinsurance"; Hera is "working to accept MA plans soon".Source
    • HiringFounding Growth Marketer: "Today, we meet most of them through their doctors", but "millions of families never receive that introduction"; families "don't know the category exists, don't know what to search for"; they search "mom keeps falling", "dad was just discharged from the hospital"; build "direct-to-family channels across search, content, community, social"; "You'd never trade long-term trust for a short-term conversion".Source
  • 04

    Most families arrive through doctors at Weill Cornell, NYU Langone, UCSF, USC and Mount Sinai, and revenue grew tenfold through those partnerships. The people who refer at discharge are social workers and nurses with minutes per patient.

    High impactLow effort First result in 3 weeks Founding Partnerships

    First action

    Ask three referring social workers what stops them referring more often.

    How to measure it

    Referrals per active partner site

    Now
    –
    Target
    +40%
    By
    8 weeks

    Steps

    1. 1

      Interview referrers

      Three social workers and two nurses.

      Founding Partnerships 1 week

    2. 2

      Write the script

      Two sentences they can say at bedside.

      Founding Partnerships 2 hours

    3. 3

      Build the referral form

      QR code, under a minute, HIPAA-compliant.

      Founding Engineer 2 days

    4. 4

      Print and deliver

      Sheets for each unit with a named Hera contact.

      Founding Partnerships 1 week

    5. 5

      Close the loop

      Tell the referrer when the family is enrolled (with consent).

      Onboarding Guide (Patient Enrollment) ongoing

    6. 6

      Report by site

      Referrals and enrollments per unit monthly.

      Founding Partnerships 1 hour a month

    First result
    3 weeks
    Cost
    Under $500 in printing
    Owner
    Founding Partnerships

    Smallest test

    Give the kit to one unit at one partner hospital for a month.

    Why it works

    Give partner teams a one-page referral sheet with a QR code to a referral form, a two-sentence script ("covered by Original Medicare, a dedicated person who handles the follow-through"), and a confirmation back to the referrer when the family is enrolled.

    The Partnerships role owns the health system referral engine. Making a referral take 30 seconds, and closing the loop with the referrer, is what turns occasional referrals into a habit.

    Risks and how to handle them

    • Referral incentives raise anti-kickback questions

      No payments or gifts to referrers; information and convenience only.

    Evidence

    • HiringFounding Partnerships (Evangelist): "own the health system referral engine", convincing geriatricians, social workers, nurses, population health leaders and health system executives; outreach in New York, New Jersey and the national expansion; a talent show called Encore for older performers was "a community event that's also a partnership wedge".Source
    • HiringJob posts: "raised $34M from Accel and Bain Capital Ventures and 10x'd revenue over the last 6 months organically through close partnerships with Weill Cornell, NYU Langone, UCSF, USC, and Mount Sinai"; geriatrics leaders at Weill Cornell and NYU Langone are clinical advisors; an art show for an 88-year-old artist went viral.Source
    • HiringOnboarding Guide (Patient Enrollment), three openings including Spanish/English and Mandarin/English: "the first voice a family hears" after a doctor refers them; families "definitely don't know it's covered by Medicare"; convert referrals through paperwork, insurance verification and scheduling; paid with enrollment bonuses; "how do I get this from 2 hours to 15 minutes".Source
  • 05

    Google's knowledge graph for "Hera" points to Hera Group, an Italian utility, which also dominates news results. Doctors tell families to look Hera up, so the name has to resolve to the right company.

    Medium impactLow effort First result in 4 weeks Founding Growth Marketer

    First action

    Search "Hera" and "Hera Medicare" from a clean browser in New York and record what appears.

    How to measure it

    Brand search click share

    Now
    –
    Target
    90% for "Hera senior care"
    By
    6 weeks

    Steps

    1. 1

      Record the baseline

      Results for "Hera", "Hera care", "Hera Medicare" in key cities.

      Founding Growth Marketer 1 hour

    2. 2

      Add organization schema

      Name, logo, sameAs to LinkedIn and social profiles.

      Founding Engineer 2 hours

    3. 3

      Claim a business profile

      New York office with category and phone.

      Founding Growth Marketer 1 hour

    4. 4

      Rename in materials

      Referral sheets say "search Hera senior care".

      Founding Partnerships 1 hour

    5. 5

      Protect the brand term

      Small brand search campaign.

      Founding Growth Marketer 1 hour

    6. 6

      Recheck monthly

      Same searches each month.

      Founding Growth Marketer 30 minutes a month

    First result
    4 weeks
    Cost
    Under $300 a month in brand search
    Owner
    Founding Growth Marketer

    Smallest test

    Change the referral sheet wording to "Hera senior care" this week.

    Why it works

    Add organization schema with sameAs links, claim a Google Business Profile for the New York office, use "Hera senior care" or "Hera Medicare care" in titles and referral materials, and buy the brand phrase in search to protect it.

    Doctor referrals are the main channel, and a family who searches and lands on an energy company is lost. This is a few hours of work that protects the channel the company is built on.

    Risks and how to handle them

    • Knowledge graph changes are slow

      Rely on the descriptive phrase in referral materials meanwhile.

    Evidence

    • programmable.infoSite facts: a 46-page Framer site with Google Tag Manager only (no product analytics found); 25 guide articles and 6 FAQ pages; YouTube has 122 subscribers and 9 videos. Google's knowledge graph and news results for "Hera" point to Hera Group, an Italian utility (98 news mentions in 30 days).Source
    • HiringFounding Growth Marketer: "Today, we meet most of them through their doctors", but "millions of families never receive that introduction"; families "don't know the category exists, don't know what to search for"; they search "mom keeps falling", "dad was just discharged from the hospital"; build "direct-to-family channels across search, content, community, social"; "You'd never trade long-term trust for a short-term conversion".Source
    • HiringJob posts: "raised $34M from Accel and Bain Capital Ventures and 10x'd revenue over the last 6 months organically through close partnerships with Weill Cornell, NYU Langone, UCSF, USC, and Mount Sinai"; geriatrics leaders at Weill Cornell and NYU Langone are clinical advisors; an art show for an 88-year-old artist went viral.Source
  • 06

    Two of the three onboarding guide openings are bilingual (Spanish/English and Mandarin/English), which shows demand from those families. The website, eligibility FAQ and Guide are all in English.

    Medium impactLow effort First result in 1 month Founding Growth Marketer

    First action

    Count how many current families asked for a language other than English.

    How to measure it

    Non-English consultations

    Now
    –
    Target
    15% of consultations
    By
    3 months

    Steps

    1. 1

      Size demand

      Language requests among current families.

      Onboarding Guide (Patient Enrollment) 1 day

    2. 2

      Translate the core pages

      Homepage, eligibility FAQ, three guides.

      Founding Growth Marketer 1 week

    3. 3

      Native review

      A bilingual guide reviews tone and accuracy.

      Onboarding Guide (Patient Enrollment) 2 days

    4. 4

      Route the phone line

      Language options to the bilingual guides.

      Founding BizOps 1 day

    5. 5

      Reach communities

      Community organizations and in-language media in NYC.

      Founding Partnerships ongoing

    6. 6

      Measure

      Consultations and enrollments by language.

      Founding Growth Marketer monthly

    First result
    1 month
    Cost
    $2,000 to $4,000 in translation
    Owner
    Founding Growth Marketer

    Smallest test

    Spanish eligibility page and phone option only.

    Why it works

    Translate the homepage, eligibility FAQ and the three most-read guides into Spanish and Chinese (reviewed by native speakers, not machine output alone), with a phone number routed to the bilingual guides.

    Many Medicare families in New York, California, Texas and Florida (all served states) prefer another language. In-language pages and phone support remove the first barrier and use the guides being hired.

    Risks and how to handle them

    • Translation errors on coverage details

      Native review and compliance check of the eligibility page.

    Evidence

    • HiringOnboarding Guide (Patient Enrollment), three openings including Spanish/English and Mandarin/English: "the first voice a family hears" after a doctor refers them; families "definitely don't know it's covered by Medicare"; convert referrals through paperwork, insurance verification and scheduling; paid with enrollment bonuses; "how do I get this from 2 hours to 15 minutes".Source
    • Your websiteEligibility FAQ: a parent qualifies with Original Medicare (not Medicare Advantage), a chronic condition and residence in one of 12 states (NY, CA, TX, FL, NJ, MD, PA, MA, CT, GA, IN, NE); services are billed as Medicare Chronic Care Management (CCM); Medicaid or a Medigap plan "typically covers the standard Part B coinsurance"; Hera is "working to accept MA plans soon".Source
    • HiringCareers page: 12 open roles: six on the founding team (Growth Marketer, Partnerships, BizOps, Engineer, Recruiter, Product Designer for the family experience), three onboarding guides (two bilingual), two clinical (Chief Medical Officer, a 50-state licensed telemedicine physician) and Heroes.Source

This quarter 9

The core plays for the next three months.

  • 07

    Onboarding guides are told families are "one confusing phone call away" from giving up, and asked to take onboarding "from 2 hours to 15 minutes". Every day between referral and first appointment loses families.

    High impactMedium effort First result in 6 weeks Onboarding Guide

    First action

    Pull the last 100 referrals and record days to first appointment and where each stalled.

    How to measure it

    Referral to first appointment

    Now
    –
    Target
    under 5 days median, +15 points conversion
    By
    end of quarter

    Steps

    1. 1

      Map the funnel

      Referral, first contact, consent, coverage, scheduled, first visit.

      Onboarding Guide (Patient Enrollment) 2 days

    2. 2

      Find the stalls

      Where the last 100 referrals waited.

      Onboarding Guide (Patient Enrollment) 1 day

    3. 3

      Pre-fill from referrals

      Referral data populates the forms.

      Founding Engineer 2 weeks

    4. 4

      Same-day coverage checks

      Eligibility verified on first call.

      Onboarding Guide (Patient Enrollment) 1 week

    5. 5

      E-signature and reminders

      Consent signed on a phone, with reminders to the adult child.

      Founding Engineer 1 week

    6. 6

      Share with referrers

      Monthly median and conversion per partner site.

      Founding Partnerships 1 hour a month

    First result
    6 weeks
    Cost
    About three weeks of engineering
    Owner
    Onboarding Guide (Patient Enrollment)

    Smallest test

    Call every new referral within one business hour for a month and compare conversion.

    Why it works

    Measure days and touches from referral to first Hero appointment, remove steps (pre-filled forms from the referral, e-signature, same-day coverage check), and share the median with referring partners monthly.

    Referrals are most of the business, so referral conversion is the biggest lever. Partners refer more when they see families get help quickly.

    Risks and how to handle them

    • Speed pressures guides to skip consent steps

      Consent and eligibility checks stay mandatory; automate around them.

    Builds on

    Evidence

    • HiringOnboarding Guide (Patient Enrollment), three openings including Spanish/English and Mandarin/English: "the first voice a family hears" after a doctor refers them; families "definitely don't know it's covered by Medicare"; convert referrals through paperwork, insurance verification and scheduling; paid with enrollment bonuses; "how do I get this from 2 hours to 15 minutes".Source
    • HiringFounding Partnerships (Evangelist): "own the health system referral engine", convincing geriatricians, social workers, nurses, population health leaders and health system executives; outreach in New York, New Jersey and the national expansion; a talent show called Encore for older performers was "a community event that's also a partnership wedge".Source
    • HiringJob posts: "raised $34M from Accel and Bain Capital Ventures and 10x'd revenue over the last 6 months organically through close partnerships with Weill Cornell, NYU Langone, UCSF, USC, and Mount Sinai"; geriatrics leaders at Weill Cornell and NYU Langone are clinical advisors; an art show for an 88-year-old artist went viral.Source
  • 08

    An art show for an 88-year-old artist went viral and a talent show for older performers worked as "a partnership wedge". Hera is expanding to 25+ states, and in each new state nobody knows the name.

    High impactMedium effort First result in Launch month Founding Partnerships

    First action

    Pick the first new-state launch city and a local partner hospital for an event in eight weeks.

    How to measure it

    Consultations in a new state's first 60 days

    Now
    –
    Target
    2× states launched without an event
    By
    second state launch

    Steps

    1. 1

      Pick the city and partners

      One health system and one senior organization.

      Founding Partnerships 2 weeks

    2. 2

      Choose the format

      Art, music or stories, chosen with local older adults.

      Founding Growth Marketer 1 week

    3. 3

      Invite clinicians

      Geriatricians, social workers and nurses as guests.

      Founding Partnerships 3 weeks

    4. 4

      Pitch local press

      Local TV and papers with the human story.

      Founding Growth Marketer 1 week

    5. 5

      Film it

      Short videos for social and the state page.

      Founding Growth Marketer 1 day

    6. 6

      Follow up

      Every clinician met gets the referral kit within a week.

      Founding Partnerships 1 week

    First result
    Launch month
    Cost
    $5,000 to $15,000 per event
    Owner
    Founding Partnerships

    Smallest test

    One small event in the next launch city before committing to a format.

    Why it works

    Make the community event part of every state launch: partner with a health system and a senior organization in the launch city, hold an event that celebrates older adults, invite local press, and use it to meet referring clinicians.

    The Partnerships and Growth roles are both asked for distinctive, original tactics. Events that local news covers build trust with families and referrers at the same time, at the moment Hera enters a market.

    Risks and how to handle them

    • Events feel like marketing to vulnerable people

      Make the event about the participants, with no sales at the event.

    Evidence

    • HiringFounding Partnerships (Evangelist): "own the health system referral engine", convincing geriatricians, social workers, nurses, population health leaders and health system executives; outreach in New York, New Jersey and the national expansion; a talent show called Encore for older performers was "a community event that's also a partnership wedge".Source
    • HiringJob posts: "raised $34M from Accel and Bain Capital Ventures and 10x'd revenue over the last 6 months organically through close partnerships with Weill Cornell, NYU Langone, UCSF, USC, and Mount Sinai"; geriatrics leaders at Weill Cornell and NYU Langone are clinical advisors; an art show for an 88-year-old artist went viral.Source
    • Search resultsSeries A coverage (June 2026): $27M led by Bain Capital Ventures with Accel and IA Ventures; 1,000+ families served with 95% retention; expansion into California, Florida, Maryland, Pennsylvania and Massachusetts and "25+ states by year-end"; the AI platform is called Juno.Source
    • HiringFounding Growth Marketer: "Today, we meet most of them through their doctors", but "millions of families never receive that introduction"; families "don't know the category exists, don't know what to search for"; they search "mom keeps falling", "dad was just discharged from the hospital"; build "direct-to-family channels across search, content, community, social"; "You'd never trade long-term trust for a short-term conversion".Source
  • 09

    Search is the first channel named for the growth role, and the role must "know the difference between a metric moving in the right direction and a future growth channel". Caregiver queries are high intent but expensive, so the test must be judged on enrollments.

    Medium impactMedium effort First result in 4 weeks Founding Growth Marketer

    First action

    Set up conversion tracking on consultation bookings and calls before spending anything.

    How to measure it

    Cost per enrolled family from search

    Now
    –
    Target
    below lifetime value with a 12-month payback
    By
    8 weeks

    Steps

    1. 1

      Track what matters

      Bookings, calls and enrollments tied to campaigns.

      Founding Growth Marketer 3 days

    2. 2

      Pick queries

      Trigger and benefit terms in served states.

      Founding Growth Marketer 1 day

    3. 3

      Land on helpful pages

      Trigger pages and the eligibility check, not a sales page.

      Founding Growth Marketer 1 day

    4. 4

      Write careful ads

      No fear-based copy; compliance review.

      Compliance counsel 2 days

    5. 5

      Run four weeks

      Capped budget per state.

      Founding Growth Marketer 4 weeks

    6. 6

      Decide

      Scale, fix or stop based on cost per enrolled family.

      Founding Growth Marketer 1 day

    First result
    4 weeks
    Cost
    $5,000 to $10,000 test budget
    Owner
    Founding Growth Marketer

    Smallest test

    One state, ten exact-match queries, two weeks.

    Why it works

    Run search on trigger and benefit queries ("care manager for elderly parent", "Medicare care coordination", "help after parent hospital discharge") in served states, sending traffic to the trigger pages and eligibility check, with call tracking and cost per enrolled family as the only success metric.

    It shows within weeks whether direct-to-family can be a real second channel next to referrals, which is the question the Founding Growth Marketer is hired to answer.

    Risks and how to handle them

    • Health ad policies restrict targeting

      Keyword targeting only, no health-based audiences.

    Builds on

    Evidence

    • HiringFounding Growth Marketer: "Today, we meet most of them through their doctors", but "millions of families never receive that introduction"; families "don't know the category exists, don't know what to search for"; they search "mom keeps falling", "dad was just discharged from the hospital"; build "direct-to-family channels across search, content, community, social"; "You'd never trade long-term trust for a short-term conversion".Source
    • Your websiteEligibility FAQ: a parent qualifies with Original Medicare (not Medicare Advantage), a chronic condition and residence in one of 12 states (NY, CA, TX, FL, NJ, MD, PA, MA, CT, GA, IN, NE); services are billed as Medicare Chronic Care Management (CCM); Medicaid or a Medigap plan "typically covers the standard Part B coinsurance"; Hera is "working to accept MA plans soon".Source
    • programmable.infoSite facts: a 46-page Framer site with Google Tag Manager only (no product analytics found); 25 guide articles and 6 FAQ pages; YouTube has 122 subscribers and 9 videos. Google's knowledge graph and news results for "Hera" point to Hera Group, an Italian utility (98 news mentions in 30 days).Source
  • 10

    Hera's typical buyer is an adult child, often working, carrying the follow-through for a parent. Employers already worry about caregiver burnout. Because Medicare covers the service, an employer can add it without a per-employee fee.

    High impactMedium effort First result in 2 months Founding Partnerships

    First action

    Ask one partner health system's HR team whether they would offer Hera to their own staff.

    How to measure it

    Families enrolled through employer channels

    Now
    –
    Target
    100
    By
    2 quarters

    Steps

    1. 1

      Start with a partner

      One partner health system's HR team.

      Founding Partnerships 2 weeks

    2. 2

      Build the kit

      Intranet page, lunch-and-learn deck, referral line.

      Founding Growth Marketer 1 week

    3. 3

      Check the rules

      Confirm no inducement or payment issues with counsel.

      Compliance counsel 1 week

    4. 4

      Run the first session

      A lunch-and-learn with a Hero.

      Founding Partnerships 1 day

    5. 5

      Track referrals

      A code per employer.

      Onboarding Guide (Patient Enrollment) ongoing

    6. 6

      Expand

      Ten more employers in served states.

      Founding Partnerships 1 quarter

    First result
    2 months
    Cost
    $0 beyond staff time
    Owner
    Founding Partnerships

    Smallest test

    One lunch-and-learn at one partner employer.

    Why it works

    Offer HR and benefits teams at large employers in served states a caregiving resource: an internal page, a lunch-and-learn and a dedicated referral line for employees whose parents have Original Medicare. Start with partner health systems as employers.

    It reaches adult children at work, through a trusted channel, at no cost to the employer, which makes the yes easy. Partner health systems are large employers already familiar with Hera.

    Risks and how to handle them

    • Employees' parents are on Medicare Advantage

      Say clearly that only Original Medicare qualifies today.

    Evidence

    • Your websiteOur Story: founded after the CEO's grandmother's dementia and the "alpha daughter" aunt who carried the care; "a care manager like this... was something only the wealthiest families could afford. Now it's a benefit covered by Medicare, one most families don't realize exists."Source
    • Your websiteEligibility FAQ: a parent qualifies with Original Medicare (not Medicare Advantage), a chronic condition and residence in one of 12 states (NY, CA, TX, FL, NJ, MD, PA, MA, CT, GA, IN, NE); services are billed as Medicare Chronic Care Management (CCM); Medicaid or a Medigap plan "typically covers the standard Part B coinsurance"; Hera is "working to accept MA plans soon".Source
    • HiringJob posts: "raised $34M from Accel and Bain Capital Ventures and 10x'd revenue over the last 6 months organically through close partnerships with Weill Cornell, NYU Langone, UCSF, USC, and Mount Sinai"; geriatrics leaders at Weill Cornell and NYU Langone are clinical advisors; an art show for an 88-year-old artist went viral.Source
    • HiringFounding Growth Marketer: "Today, we meet most of them through their doctors", but "millions of families never receive that introduction"; families "don't know the category exists, don't know what to search for"; they search "mom keeps falling", "dad was just discharged from the hospital"; build "direct-to-family channels across search, content, community, social"; "You'd never trade long-term trust for a short-term conversion".Source
  • 11

    "The bottleneck isn't demand, it's supply." Heroes are remote 1099 roles, $30 to $60 an hour, ideally licensed social workers or nurses, and Hera needs them in every state it enters.

    High impactMedium effort First result in 6 weeks Founding Recruiter

    First action

    List the schools of social work and NASW chapters in the five expansion states.

    How to measure it

    Heroes onboarded per month

    Now
    –
    Target
    capacity ahead of demand in every live state
    By
    end of quarter

    Steps

    1. 1

      Map sources

      Schools, NASW chapters, nursing associations per state.

      Founding Recruiter 1 week

    2. 2

      Hero stories page

      Three Heroes describe the work, with consent.

      Founding Recruiter 1 week

    3. 3

      Referral bonus

      For current Heroes who refer colleagues.

      Founding BizOps 1 day

    4. 4

      School partnerships

      Alumni outreach and talks to final-year students.

      Founding Recruiter ongoing

    5. 5

      Track capacity

      Hero capacity versus pipeline by state weekly.

      Founding BizOps 1 hour a week

    6. 6

      Match demand to supply

      Slow demand work where capacity is short.

      Founding Growth Marketer weekly

    First result
    6 weeks
    Cost
    Referral bonuses and event fees
    Owner
    Founding Recruiter

    Smallest test

    One school of social work alumni email in one state.

    Why it works

    Build a recurring pipeline: partnerships with schools of social work (field placements and alumni lists), NASW chapter job boards and events in each launch state, a referral bonus for current Heroes, and a public "what it's like to be a Hero" page with real Hero stories.

    The Founding Recruiter is hired for exactly this, and each Hero adds capacity for a caseload of families. Without supply, demand work in new states only creates waitlists.

    Risks and how to handle them

    • Quality drops as hiring speeds up

      Keep the bar and training; measure family satisfaction per Hero.

    Evidence

    • Hiring"The bottleneck isn't demand, it's supply. There aren't enough experts to serve every family who needs us." Hera Heroes are 1099, remote, $30 to $60 an hour, with an LMSW, LCSW or RN a plus.Source
    • Search resultsSeries A coverage (June 2026): $27M led by Bain Capital Ventures with Accel and IA Ventures; 1,000+ families served with 95% retention; expansion into California, Florida, Maryland, Pennsylvania and Massachusetts and "25+ states by year-end"; the AI platform is called Juno.Source
    • HiringCareers page: 12 open roles: six on the founding team (Growth Marketer, Partnerships, BizOps, Engineer, Recruiter, Product Designer for the family experience), three onboarding guides (two bilingual), two clinical (Chief Medical Officer, a 50-state licensed telemedicine physician) and Heroes.Source
  • 12

    Hera serves 12 states on its FAQ and says it will be in 25+ by year-end, with a 50-state licensed physician role open. Each launch needs referral partners, Heroes, local content, coverage rules and press at the same time.

    High impactMedium effort First result in Next launch Founding BizOps

    First action

    Write down what happened, step by step, in the most recent state launch.

    How to measure it

    Days to 50 families in a new state

    Now
    –
    Target
    -30% each launch
    By
    fourth launch

    Steps

    1. 1

      Write the last launch

      What worked, what was late.

      Founding BizOps 2 days

    2. 2

      Build the checklist

      Partners, Heroes, content, rules, press, review.

      Founding BizOps 3 days

    3. 3

      State page template

      Coverage, local resources, Heroes in the state.

      Founding Growth Marketer 1 week

    4. 4

      Medicaid and benefits guide

      One page per state on local programs.

      Founding Growth Marketer 1 week per state

    5. 5

      Scorecard

      Families, referrals and Heroes by week since launch.

      Founding BizOps 1 day

    6. 6

      Review after each launch

      Update the checklist.

      Founding BizOps 2 hours per launch

    First result
    Next launch
    Cost
    $0
    Owner
    Founding BizOps

    Smallest test

    Use the checklist on the next state only.

    Why it works

    Write and run one launch checklist: health system targets, Hero capacity, state Medicaid and benefits guide content, a state page, the community event, local press, and a go-live review, with a scorecard comparing each launch to the last.

    The BizOps role exists to make execution repeatable. A checklist turns lessons from New York into a playbook, so each new state launches faster and better.

    Risks and how to handle them

    • Launching faster than Hero supply

      Capacity check is a go/no-go item.

    Builds on

    Evidence

    • Your websiteEligibility FAQ: a parent qualifies with Original Medicare (not Medicare Advantage), a chronic condition and residence in one of 12 states (NY, CA, TX, FL, NJ, MD, PA, MA, CT, GA, IN, NE); services are billed as Medicare Chronic Care Management (CCM); Medicaid or a Medigap plan "typically covers the standard Part B coinsurance"; Hera is "working to accept MA plans soon".Source
    • Search resultsSeries A coverage (June 2026): $27M led by Bain Capital Ventures with Accel and IA Ventures; 1,000+ families served with 95% retention; expansion into California, Florida, Maryland, Pennsylvania and Massachusetts and "25+ states by year-end"; the AI platform is called Juno.Source
    • HiringTelemedicine Physician, 50-State Licensed (Geriatric Care) and a Chief Medical Officer, both posted July 2026 for the national expansion.Source
    • HiringFounding Partnerships (Evangelist): "own the health system referral engine", convincing geriatricians, social workers, nurses, population health leaders and health system executives; outreach in New York, New Jersey and the national expansion; a talent show called Encore for older performers was "a community event that's also a partnership wedge".Source
  • 13

    Heroes keep families updated while they do the legwork, and the founders' story is about one "alpha daughter" carrying everything. Siblings who see the updates share the load and talk about Hera to friends in the same situation.

    Medium impactMedium effort First result in 2 months Product Designer

    First action

    Ask ten current families how many relatives are involved in their parent's care.

    How to measure it

    New families referred by existing families

    Now
    –
    Target
    10% of new families
    By
    2 quarters

    Steps

    1. 1

      Ask families

      Who is involved and how they share news today.

      Product Designer, Family Experience 1 week

    2. 2

      Design consent

      Parent consent for each relative, easy to revoke.

      Compliance counsel 1 week

    3. 3

      Build invitations

      Invite by email or text.

      Founding Engineer 2 weeks

    4. 4

      Write the update format

      What happened, what's next, what we need from you.

      Product Designer, Family Experience 1 week

    5. 5

      Add the share link

      One gentle line per update.

      Product Designer, Family Experience 1 day

    6. 6

      Measure

      Relatives per family, retention and referrals.

      Founding Growth Marketer monthly

    First result
    2 months
    Cost
    About three weeks of product work
    Owner
    Product Designer, Family Experience

    Smallest test

    Heroes send a manual update to one extra relative for 20 families.

    Why it works

    Let the main contact invite siblings and other relatives to receive the Hero's updates (with the parent's consent), and add a simple "know someone going through this?" share link in each update.

    The family-experience designer owns this surface. Shared updates raise retention (more of the family sees the value) and create referrals from people already living the problem.

    Risks and how to handle them

    • Sharing health information with relatives

      Explicit consent from the parent, per relative, under HIPAA rules.

    Evidence

    • Your websiteOur Story: founded after the CEO's grandmother's dementia and the "alpha daughter" aunt who carried the care; "a care manager like this... was something only the wealthiest families could afford. Now it's a benefit covered by Medicare, one most families don't realize exists."Source
    • HiringProduct Designer, Family Experience: design "the interface where families first meet Hera", a product that "doesn't exist yet", where an agent drives guidance and "humans stepping in when it matters most".Source
    • Your websiteHomepage: "Get a dedicated senior care expert to handle the healthcare system, covered by Medicare"; "90% of clients pay $0 out of pocket"; Heroes are social workers, registered nurses and therapists; "the 1000+ families we've served"; "95% of families stay with us"; the main call to action is "Talk to Hera".Source
  • 14

    The Guide already has a CMS data analysis of emergency department wait times by state. Original analysis of public data earns local press and links; families and journalists search for local numbers.

    Medium impactMedium effort First result in 2 months Founding Growth Marketer

    First action

    Pick the next dataset (hospital readmissions from CMS Care Compare) and outline the guide.

    How to measure it

    Local press mentions from data guides

    Now
    –
    Target
    two per guide
    By
    third guide

    Steps

    1. 1

      Pick datasets

      Public, state-level, relevant to families.

      Founding Growth Marketer 1 day

    2. 2

      Analyze

      Simple, checkable numbers with the method stated.

      Founding Growth Marketer 1 week

    3. 3

      Write for families

      What the number means and what to do.

      Founding Growth Marketer 3 days

    4. 4

      Clinical check

      Review by the clinical team.

      Chief Medical Officer 1 day

    5. 5

      Pitch local press

      Per state, with the local number.

      Founding Growth Marketer 1 day

    6. 6

      Link from state pages

      Every state page links its numbers.

      Founding Growth Marketer 1 hour

    First result
    2 months
    Cost
    $0
    Owner
    Founding Growth Marketer

    Smallest test

    One guide on hospital readmissions for New York.

    Why it works

    Publish one data guide a month from public CMS and state sources, broken down by served state: for example, hospital readmission rates, home health agency ratings, or Medicaid home care waiting lists, each with what families can do about it.

    It builds search authority for a small site, gives local reporters a reason to mention Hera in each new state, and matches the growth role's brief to educate the market.

    Risks and how to handle them

    • Data misread

      Publish the method and source tables.

    Evidence

    • Your websiteThe Guide has about 25 articles, mostly by the founders: which conditions qualify for Medicare care management, whether Medicare covers a geriatric care manager, what to do after a parent's hospital discharge, and a CMS data analysis of emergency department wait times by state.Source
    • HiringFounding Growth Marketer: "Today, we meet most of them through their doctors", but "millions of families never receive that introduction"; families "don't know the category exists, don't know what to search for"; they search "mom keeps falling", "dad was just discharged from the hospital"; build "direct-to-family channels across search, content, community, social"; "You'd never trade long-term trust for a short-term conversion".Source
    • Search resultsSeries A coverage (June 2026): $27M led by Bain Capital Ventures with Accel and IA Ventures; 1,000+ families served with 95% retention; expansion into California, Florida, Maryland, Pennsylvania and Massachusetts and "25+ states by year-end"; the AI platform is called Juno.Source
  • 15

    Hera's growth comes from physicians and health systems, and its clinical advisors are geriatrics leaders. Physicians refer again when they see what happened to their patients after the visit.

    High impactMedium effort First result in 1 quarter Chief Medical Officer

    First action

    Define the five measures Heroes already record that a physician would care about.

    How to measure it

    Referrals per practice after the report

    Now
    –
    Target
    +25%
    By
    2 quarters

    Steps

    1. 1

      Pick the measures

      Five things Heroes record reliably.

      Chief Medical Officer 1 week

    2. 2

      Check consent

      Patient consent covers sharing with their physician.

      Compliance counsel 1 week

    3. 3

      Build the report

      One page per practice, generated from the platform.

      Founding Engineer 3 weeks

    4. 4

      Deliver in person

      The Partnerships lead or CMO walks through it.

      Founding Partnerships quarterly

    5. 5

      Collect feedback

      What else physicians want to know.

      Chief Medical Officer quarterly

    6. 6

      Compare referrals

      Practices with the report vs without.

      Founding Partnerships quarterly

    First result
    1 quarter
    Cost
    About three weeks of engineering
    Owner
    Chief Medical Officer

    Smallest test

    A hand-built report for the three largest referring practices.

    Why it works

    Send each referring practice a quarterly, consented summary: patients referred and enrolled, what Heroes did (appointments kept, medications reconciled, benefits secured), and any events the practice should know about. Report only what is measured.

    It turns a referral into a relationship, gives the Chief Medical Officer a reason to talk to every partner, and creates the outcome evidence a health system needs to expand the partnership.

    Risks and how to handle them

    • Overstating outcomes

      Report activities and measured events only, no causal claims.

    Builds on

    Evidence

    • HiringJob posts: "raised $34M from Accel and Bain Capital Ventures and 10x'd revenue over the last 6 months organically through close partnerships with Weill Cornell, NYU Langone, UCSF, USC, and Mount Sinai"; geriatrics leaders at Weill Cornell and NYU Langone are clinical advisors; an art show for an 88-year-old artist went viral.Source
    • HiringFounding Partnerships (Evangelist): "own the health system referral engine", convincing geriatricians, social workers, nurses, population health leaders and health system executives; outreach in New York, New Jersey and the national expansion; a talent show called Encore for older performers was "a community event that's also a partnership wedge".Source
    • HiringTelemedicine Physician, 50-State Licensed (Geriatric Care) and a Chief Medical Officer, both posted July 2026 for the national expansion.Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    Today only Original Medicare qualifies, and the FAQ says Hera is "working to accept MA plans soon". A large share of older adults are on Medicare Advantage, so every family on MA is turned away.

    High impactHigh effort First result in 2-3 quarters Founding BizOps

    First action

    List the three largest MA plans in New York and find their care management contacts.

    How to measure it

    Families enrolled through MA plans

    Now
    –
    Target
    20% of new families
    By
    3 quarters

    Steps

    1. 1

      Pick plans

      Largest MA plans in served states.

      Founding BizOps 2 weeks

    2. 2

      Build the case

      What Hera does for members the plan cares about.

      Chief Medical Officer 3 weeks

    3. 3

      Price the program

      Per member per month or per engaged member.

      Founding BizOps 2 weeks

    4. 4

      Contract

      Plan contracting and credentialing.

      Co-founder & CEO 1 to 2 quarters

    5. 5

      Launch with one plan

      Referrals from the plan's care teams.

      Founding Partnerships 1 quarter

    6. 6

      Measure and expand

      Outcomes the plan tracks, then the next plan.

      Founding BizOps ongoing

    First result
    2 to 3 quarters
    Cost
    Contracting time and a longer sales cycle
    Owner
    Founding BizOps

    Smallest test

    One pilot with a small MA plan or a plan's single region.

    Why it works

    Contract with one MA plan in New York as a care management partner (paid per member or as a delegated program), prove the model on that plan's members, then add plans state by state.

    It roughly opens the other half of the market, turns ineligible leads into eligible ones, and gives Hera a second payer and a plan partner that can refer members directly.

    Risks and how to handle them

    • Plans want outcome guarantees

      Start with a pilot on agreed, measurable activities.

    Evidence

    • Your websiteEligibility FAQ: a parent qualifies with Original Medicare (not Medicare Advantage), a chronic condition and residence in one of 12 states (NY, CA, TX, FL, NJ, MD, PA, MA, CT, GA, IN, NE); services are billed as Medicare Chronic Care Management (CCM); Medicaid or a Medigap plan "typically covers the standard Part B coinsurance"; Hera is "working to accept MA plans soon".Source
    • Search resultsSeries A coverage (June 2026): $27M led by Bain Capital Ventures with Accel and IA Ventures; 1,000+ families served with 95% retention; expansion into California, Florida, Maryland, Pennsylvania and Massachusetts and "25+ states by year-end"; the AI platform is called Juno.Source
    • HiringJob posts: "raised $34M from Accel and Bain Capital Ventures and 10x'd revenue over the last 6 months organically through close partnerships with Weill Cornell, NYU Langone, UCSF, USC, and Mount Sinai"; geriatrics leaders at Weill Cornell and NYU Langone are clinical advisors; an art show for an 88-year-old artist went viral.Source
  • 17

    The homepage says Heroes know "which agencies return calls and which programs actually help", and the Juno platform captures that "tribal knowledge". Families search for local home care, adult day programs and Medicaid help, and find directories with no quality signal.

    High impactHigh effort First result in 1 quarter Founding Growth Marketer

    First action

    Pick 50 services in New York City that Heroes use most and agree what can be said about each.

    How to measure it

    Coverage checks from the directory

    Now
    –
    Target
    300 a month
    By
    2 quarters after launch

    Steps

    1. 1

      Pick a city

      New York first.

      Founding Growth Marketer 1 day

    2. 2

      Choose listings

      Services Heroes use most.

      Founding Growth Marketer 2 weeks

    3. 3

      Set publishing rules

      What can be said, no defamatory notes, right of reply.

      Compliance counsel 2 weeks

    4. 4

      Build the pages

      Category and neighborhood pages with listings.

      Founding Engineer 4 weeks

    5. 5

      Keep it current

      Heroes flag changes through Juno.

      Founding Engineer ongoing

    6. 6

      Expand by city

      With each state launch.

      Founding Growth Marketer per launch

    First result
    1 quarter
    Cost
    About a quarter of content and engineering work
    Owner
    Founding Growth Marketer

    Smallest test

    Publish one category (home care agencies in Brooklyn).

    Why it works

    Publish a city-by-city directory of local services (home care agencies, adult day programs, transport, Medicaid help) with notes Heroes can stand behind: responsiveness, languages, what families said. Each listing links to the eligibility check.

    It turns internal knowledge into acquisition content no competitor can copy, and it demonstrates exactly what a Hero does before a family signs up.

    Risks and how to handle them

    • Providers dispute notes

      Factual notes only, a right of reply and a correction process.

    Builds on

    Evidence

    • Your websiteHomepage: "Get a dedicated senior care expert to handle the healthcare system, covered by Medicare"; "90% of clients pay $0 out of pocket"; Heroes are social workers, registered nurses and therapists; "the 1000+ families we've served"; "95% of families stay with us"; the main call to action is "Talk to Hera".Source
    • Search resultsSeries A coverage (June 2026): $27M led by Bain Capital Ventures with Accel and IA Ventures; 1,000+ families served with 95% retention; expansion into California, Florida, Maryland, Pennsylvania and Massachusetts and "25+ states by year-end"; the AI platform is called Juno.Source
    • Hiring"The bottleneck isn't demand, it's supply. There aren't enough experts to serve every family who needs us." Hera Heroes are 1099, remote, $30 to $60 an hour, with an LMSW, LCSW or RN a plus.Source
    • HiringFounding Growth Marketer: "Today, we meet most of them through their doctors", but "millions of families never receive that introduction"; families "don't know the category exists, don't know what to search for"; they search "mom keeps falling", "dad was just discharged from the hospital"; build "direct-to-family channels across search, content, community, social"; "You'd never trade long-term trust for a short-term conversion".Source
  • 18

    Referrals from Weill Cornell, NYU Langone, UCSF, USC and Mount Sinai drove a tenfold revenue increase. A referral that depends on a clinician remembering Hera at discharge leaks; one built into the discharge workflow does not.

    High impactHigh effort First result in 2-3 quarters Founding Partnerships

    First action

    Ask the most active partner's population health lead what it would take to add a referral order.

    How to measure it

    Eligible discharges referred to Hera

    Now
    –
    Target
    25% at the first system
    By
    3 quarters

    Steps

    1. 1

      Find the sponsor

      Population health or care transitions leader.

      Founding Partnerships 1 month

    2. 2

      Design the workflow

      Who orders, when, what data passes.

      Chief Medical Officer 1 month

    3. 3

      Security and legal review

      Data sharing agreement and security review.

      Compliance counsel 2 months

    4. 4

      Build the integration

      Referral intake and status back to the care team.

      Founding Engineer 2 months

    5. 5

      Pilot on one unit

      Measure referrals and enrollments.

      Founding Partnerships 1 quarter

    6. 6

      Roll out

      Hospital-wide, then the next system.

      Founding Partnerships ongoing

    First result
    2 to 3 quarters
    Cost
    Integration engineering and a long health system process
    Owner
    Founding Partnerships

    Smallest test

    A shared referral list for one discharge unit, reviewed daily.

    Why it works

    Work with one partner health system to add a Hera referral to the discharge workflow in its EHR (an order or a structured referral), with eligibility pre-screening from the record and status sent back to the care team.

    It makes Hera the default for eligible patients at discharge, the moment families are most overwhelmed, and it is the deepest form of the health system referral engine the Partnerships role owns.

    Risks and how to handle them

    • Health system IT queues are long

      Start with a structured referral form inside existing tools before a full integration.

    Builds on

    Evidence

    • HiringJob posts: "raised $34M from Accel and Bain Capital Ventures and 10x'd revenue over the last 6 months organically through close partnerships with Weill Cornell, NYU Langone, UCSF, USC, and Mount Sinai"; geriatrics leaders at Weill Cornell and NYU Langone are clinical advisors; an art show for an 88-year-old artist went viral.Source
    • HiringFounding Partnerships (Evangelist): "own the health system referral engine", convincing geriatricians, social workers, nurses, population health leaders and health system executives; outreach in New York, New Jersey and the national expansion; a talent show called Encore for older performers was "a community event that's also a partnership wedge".Source
    • HiringOnboarding Guide (Patient Enrollment), three openings including Spanish/English and Mandarin/English: "the first voice a family hears" after a doctor refers them; families "definitely don't know it's covered by Medicare"; convert referrals through paperwork, insurance verification and scheduling; paid with enrollment bonuses; "how do I get this from 2 hours to 15 minutes".Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 19

    The founding story centers on an aunt who "silently broke" carrying her mother's care. Adult children doing that work rarely have a place to hear from others in the same position.

    Medium impactMedium effort First result in 2 months Co founder & CEO

    First action

    Write the first three issues from stories families have already agreed to share.

    How to measure it

    Newsletter subscribers

    Now
    –
    Target
    5,000
    By
    2 quarters

    Steps

    1. 1

      Collect stories

      With written consent.

      Founding Growth Marketer 2 weeks

    2. 2

      Pick a format

      300 words, one tip, one benefit.

      Co-founder & CEO 1 day

    3. 3

      Add sign-up

      On trigger pages and the eligibility result.

      Founding Growth Marketer 1 day

    4. 4

      Film short videos

      One per issue for social.

      Founding Growth Marketer 1 day a week

    5. 5

      Send weekly

      Same day every week.

      Founding Growth Marketer 1 day a week

    6. 6

      Measure

      Subscribers, opens and consultations.

      Founding Growth Marketer monthly

    First result
    2 months
    Cost
    $0
    Owner
    Co founder & CEO

    Smallest test

    Three issues to current families' relatives who opted in.

    Why it works

    Publish a weekly email and short video: one caregiver's story (with consent), one practical tip from a Hero, one benefit most families miss. Grow it through the trigger pages and partner hospitals.

    It builds an owned audience of the exact buyer, in Hera's distinctive voice, and keeps Hera in mind for the moment a parent's situation changes.

    Risks and how to handle them

    • Stories expose family details

      Consent, name changes on request and review before sending.

    Evidence

    • Your websiteOur Story: founded after the CEO's grandmother's dementia and the "alpha daughter" aunt who carried the care; "a care manager like this... was something only the wealthiest families could afford. Now it's a benefit covered by Medicare, one most families don't realize exists."Source
    • HiringFounding Growth Marketer: "Today, we meet most of them through their doctors", but "millions of families never receive that introduction"; families "don't know the category exists, don't know what to search for"; they search "mom keeps falling", "dad was just discharged from the hospital"; build "direct-to-family channels across search, content, community, social"; "You'd never trade long-term trust for a short-term conversion".Source
    • programmable.infoSite facts: a 46-page Framer site with Google Tag Manager only (no product analytics found); 25 guide articles and 6 FAQ pages; YouTube has 122 subscribers and 9 videos. Google's knowledge graph and news results for "Hera" point to Hera Group, an Italian utility (98 news mentions in 30 days).Source
  • 20

    Community is a named channel for the growth role, and the Encore talent show showed community events open doors. Senior centers and congregations know which members are struggling long before a hospital visit.

    Medium impactMedium effort First result in 2 months Founding Partnerships

    First action

    List ten senior centers and congregations near current Heroes in New York.

    How to measure it

    Families referred by community partners

    Now
    –
    Target
    10% of new families
    By
    2 quarters

    Steps

    1. 1

      List partners

      Senior centers, congregations, adult day programs.

      Founding Partnerships 1 week

    2. 2

      Offer a clinic

      Monthly benefits clinic run by a Hero.

      Founding Partnerships 2 weeks

    3. 3

      Check rules

      No gifts or inducements at clinics.

      Compliance counsel 1 week

    4. 4

      Bring materials

      In the community's languages.

      Founding Growth Marketer 1 week

    5. 5

      Track referrals

      A code per partner.

      Onboarding Guide (Patient Enrollment) ongoing

    6. 6

      Expand

      To launch cities with each state.

      Founding Partnerships per launch

    First result
    2 months
    Cost
    Hero time for clinics
    Owner
    Founding Partnerships

    Smallest test

    One monthly clinic at one senior center for three months.

    Why it works

    Recruit community partners in New York first: a Hero runs a monthly benefits clinic on site ("is your Medicare covering what it could?"), with a simple referral path and materials in the community's languages.

    It reaches families before a crisis, in trusted settings, and fits Hera's style of growth through presence rather than ads.

    Risks and how to handle them

    • Seen as soliciting vulnerable people

      Run clinics as education, invited by the partner, with no sign-up pressure.

    Evidence

    • HiringFounding Partnerships (Evangelist): "own the health system referral engine", convincing geriatricians, social workers, nurses, population health leaders and health system executives; outreach in New York, New Jersey and the national expansion; a talent show called Encore for older performers was "a community event that's also a partnership wedge".Source
    • HiringFounding Growth Marketer: "Today, we meet most of them through their doctors", but "millions of families never receive that introduction"; families "don't know the category exists, don't know what to search for"; they search "mom keeps falling", "dad was just discharged from the hospital"; build "direct-to-family channels across search, content, community, social"; "You'd never trade long-term trust for a short-term conversion".Source
    • HiringOnboarding Guide (Patient Enrollment), three openings including Spanish/English and Mandarin/English: "the first voice a family hears" after a doctor refers them; families "definitely don't know it's covered by Medicare"; convert referrals through paperwork, insurance verification and scheduling; paid with enrollment bonuses; "how do I get this from 2 hours to 15 minutes".Source
  • 21

    Families describe hours on the phone and dead ends; that is worse from another state. The adult child who searches at midnight may live far from the parent, so state-based targeting misses them.

    Medium impactLow effort First result in 4 weeks Founding Growth Marketer

    First action

    Ask onboarding guides what share of adult children live in a different state from their parent.

    How to measure it

    Long-distance caregiver consultations

    Now
    –
    Target
    20% of direct-to-family consultations
    By
    3 months

    Steps

    1. 1

      Size the segment

      Share of current families with a distant adult child.

      Onboarding Guide (Patient Enrollment) 1 day

    2. 2

      Write the page

      Specific to coordinating from afar.

      Founding Growth Marketer 2 days

    3. 3

      Fix the check

      Ask where the parent lives.

      Product Designer, Family Experience 1 hour

    4. 4

      Target by query

      Long-distance caregiving searches nationally.

      Founding Growth Marketer 1 day

    5. 5

      Update cadence

      Promise and deliver regular updates to distant relatives.

      Product Designer, Family Experience 1 week

    6. 6

      Measure

      Consultations by visitor location vs parent location.

      Founding Growth Marketer monthly

    First result
    4 weeks
    Cost
    Small search budget
    Owner
    Founding Growth Marketer

    Smallest test

    One page and ten search queries for a month.

    Why it works

    Write a page and an email sequence for long-distance caregivers ("your parent is in Florida, you're in Chicago"), target search by query rather than location, and make sure the eligibility check asks where the parent lives, not the visitor.

    Long-distance caregivers have the strongest need for someone local to do the legwork, and they are easy to miss with location targeting. It is a cheap test of a distinct segment.

    Risks and how to handle them

    • Parent consent is harder from a distance

      Guides set up a call with the parent early.

    Builds on

    Evidence

    • HiringFounding Growth Marketer: "Today, we meet most of them through their doctors", but "millions of families never receive that introduction"; families "don't know the category exists, don't know what to search for"; they search "mom keeps falling", "dad was just discharged from the hospital"; build "direct-to-family channels across search, content, community, social"; "You'd never trade long-term trust for a short-term conversion".Source
    • Your websiteEligibility FAQ: a parent qualifies with Original Medicare (not Medicare Advantage), a chronic condition and residence in one of 12 states (NY, CA, TX, FL, NJ, MD, PA, MA, CT, GA, IN, NE); services are billed as Medicare Chronic Care Management (CCM); Medicaid or a Medigap plan "typically covers the standard Part B coinsurance"; Hera is "working to accept MA plans soon".Source
    • Your websiteOur Story: founded after the CEO's grandmother's dementia and the "alpha daughter" aunt who carried the care; "a care manager like this... was something only the wealthiest families could afford. Now it's a benefit covered by Medicare, one most families don't realize exists."Source

03

How Programmable can help

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ProgrammableInfo

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 18, 2026, and cites them throughout. Hera did not commission, review or endorse it, and Programmable is not affiliated with Hera. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Hera runs its business.

Something wrong, or do you represent Hera? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 308 ideas

    Fix the front door (eligibility check, cost clarity, brand search, language), give referrers a kit, publish trigger pages, and start on referral speed and the next launch event.

  2. Days 31 to 608 ideas

    Test direct-to-family channels and build the engines: paid search, employers, Hero recruiting, the state checklist, family updates, data guides and physician reports.

  3. Days 61 to 905 ideas

    Community and long-distance caregiver tests, then commit to the big bets (Medicare Advantage, the local directory, EHR referrals) on the first 60 days of evidence.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value one person who knows the parent and does the follow-through. The most cited problem: hours on the phone hitting dead ends.

  • Coverage by Medicare, often at no cost
  • Not knowing what help exists or what to search for
  • In their words: “mom keeps falling”

Market

Competitive landscape

3 competitors compared: Private geriatric care managers, Employer caregiving benefits and Health plan and practice care coordinators.

  • Gap to exploit: A dedicated care manager most families can afford
  • Private geriatric care managers: Paid out of pocket, so out of reach for most families
  • Employer caregiving benefits: Only for employees of companies that pay for it

Hiring signals

Hera has 12 open roles, half of them founding-team hires, and they show a company with strong referral demand building its second channel and its supply.

  • Founding Growth Marketer: A direct-to-family channel next to doctor referrals: search, content, community, social. Ideas 1, 3, 5, 9, 14, 17, 21.
  • Founding Partnerships: Owns the health system referral engine, with community events as partnership wedges. Ideas 4, 8, 10, 18, 20.
  • Onboarding Guide (Patient Enrollment), including bilingual roles: Referral conversion is a job in itself, now in Spanish and Mandarin too. Ideas 6, 7.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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