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  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 6
  • This quarter · 11
  • Big bets · 3
  • Wildcards · 3
  • How we can help
Generated Oct 22, 2026
  1. Programmable
  2. Playbooks
  3. Lantern
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growth playbook · Oct 22, 2026

lanterncare.com (opens in a new tab)

Lantern growth playbook

Diagnosis

Lantern is growing fast (more than 800 staff, a $30 million raise in March 2026, a state health plan win) and its hiring shows where it is going: product marketing and competitive intelligence, commercial enablement for a 200-person team, healthcare economics for pricing and published evidence, consultant relations by named house, and member activation run with agents.

The site is fast and rich in content, but its proof points disagree between pages, members can only start by phone, and the strongest tools (the cost game, the consultant guides) are underused.

This playbook starts with one approved proof sheet, a cleaner homepage and library, an online first step for members and a consultant kit, then builds competitor comparisons, win-loss, a wider savings game, tested activation messaging, Spanish outreach, client health scores and public-sector and health plan channels, and bets on independent evidence and a performance guarantee.

Growth Score

7/10

Biggest Opportunity

Win more consultant-led deals with consistent, independently backed proof, and turn more eligible members into first cases with an online first step and tested, multilingual outreach.

Biggest Risk

Carrum, Transcarent and health-plan COEs sell similar savings; if Lantern's numbers look inconsistent or unproven to consultants, the decision falls to price.

01

Start here

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

  1. 1

    One approved proof sheet: lanterncare.com gives different numbers for the same results on different pages

    List every number on the nine audience pages in one sheet and mark the conflicts.

    High impact First result in 2 weeks
  2. 2

    Make the homepage search snippet say surgery, cancer and infusions, and clear the stale and broken items

    Rewrite the homepage meta description.

    Medium impact First result in 2 weeks
  3. 3

    Let members check "is my procedure covered and what will I pay?" online, then request a call back

    Add a callback request form to the For Members page and track it for two weeks.

    High impact First result in 1 month

02

Your idea portfolio

23 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.

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

    1 of these are things Programmable can build and run for you.

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 · 15Fill-ins · 5Reconsider · 1
Effort →

Showing 23 of 23 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Lantern is hiring a Director of Product Marketing & Competitive Intelligence and a Director of Commercial Enablement whose job includes keeping "messaging consistent and current". The public site already disagrees with itself: total medical spend is "4% lower" on the homepage and consultant page but "3% lower" on the employer surgery page; the network has "650+" surgical facilities on one page and "more than 1,500" on another; 81% of members are within "an hour" on one page and within "50 miles" on another; the site says 12 million members while every job post says more than 6 million. Consultants comparing Lantern with Carrum or Transcarent read these pages side by side.

    High impactLow effort First result in 2 weeks Director

    First action

    List every number on the nine audience pages in one sheet and mark the conflicts.

    How to measure it

    Audience pages on the approved proof sheet

    Now
    –
    Target
    100%
    By
    30 days

    Steps

    1. 1

      Inventory

      Every statistic on the audience and solution pages, with its footnote.

      Director, Product Marketing & Competitive Intelligence 2 days

    2. 2

      Decide

      One figure, definition and date per claim.

      Director, Healthcare Economics 3 days

    3. 3

      Legal and clinical review

      Footnotes and methodology wording.

      Legal and Compliance 3 days

    4. 4

      Update the site

      All nine pages plus the homepage.

      Web and Content Marketing Manager 2 days

    5. 5

      Update the library

      Decks and one-pagers in Highspot.

      Director of Commercial Enablement 3 days

    6. 6

      Brief the field

      A two-minute note on what changed and why.

      Director of Commercial Enablement 1 day

    7. 7

      Govern

      Quarterly refresh with a named owner per number.

      Director, Product Marketing & Competitive Intelligence quarterly

    First result
    2 weeks
    Cost
    Staff time only
    Owner
    Director, Product Marketing & Competitive Intelligence

    Smallest test

    Fix the two total-spend figures and the facility count today.

    Why it works

    Agree one set of headline numbers with the Healthcare Economics director (savings, total spend, network size, access, avoidance, members), each with a definition, a date and a footnote. Update every page that carries them (homepage, Our results, Network of Excellence, surgery, consultants, public sector, labor, health plans, economic model) and the Highspot sales library in the same week, and add a "last updated" line to the Our results page.

    Consultants and procurement teams check numbers across sources; one consistent, sourced set removes an easy objection and gives the new product marketing and enablement leaders a clean base for competitor comparisons.

    Ready to use

    ChecklistProof sheet fields

    [ ] Claim (e.g. lower total medical spend)
    [ ] Approved figure
    [ ] Definition and population
    [ ] Data period and source
    [ ] Footnote text
    [ ] Pages and assets that use it
    [ ] Owner and next review date

    Risks and how to handle them

    • A lower number looks weaker

      Explain the definition; a sourced 3% beats an unsourced 4%.

    • Pages drift again

      Store the numbers once and pull them into pages as a shared block.

    Evidence

    • Your websiteThe same proof points differ from page to page: "4% lower total medical spend" (homepage, consultants, public sector, economic model) vs "3% lower total medical spend" (employer surgery page) and "3% lower spending trend" (health plans); "650+ in-network surgical facilities" (Network of Excellence) vs "more than 1,500 facilities" (surgery page); "81% of members drive less than an hour" (Our results) vs "81% of members travel less than 50 miles" (consultants) and "99% of members can get care locally"; surgical avoidance "up to 30%" vs "20-30%"; "12 million members" on the site vs "more than 6 million members" in every job post.Source
    • Your websiteHomepage (checked October 21, 2026): H1 "Better specialty care starts here" covering surgery, infusion therapy and cancer, but the meta description, which search results show, says only that Lantern "connects employees to high-quality surgical care through our Network of Excellence for surgery"; "12 million lives covered | $1 billion saved"; "4% lower total medical spend"; the Resources menu still features "2025 Employer Healthcare Strategy Survey: 5 Key Takeaways for Benefits Leaders" dated September 03, 2024; the footer YouTube link (@Lantern-Specialty-Care) returns 404.Source
    • HiringDirector, Product Marketing & Competitive Intelligence (Dallas or New York, posted September 29, 2026): owns "competitive and market intelligence for the company"; delivers "competitor comparisons, real-time competitive alerts" to the field; runs "structured interviews with customers, prospects, and the field to understand why we win and lose"; builds "the competitive response playbook"; sets "a commercial confidence baseline" for selling against "our primary competitors"; knows when "Mercer, Aon, and WTW drop their annual reports".Source
    • HiringDirector of Commercial Enablement (posted September 8, 2026), reporting to the CMO: owns "GTM readiness for the 200-person commercial org across employer sales, health plan, benefit consultant, network, partnerships, and client success"; builds "sales toolkits, playbooks, and objection-handling tools" with Product Marketing; owns "Content Strategy & Governance" in Highspot "to keep messaging consistent and current"; uses Gong call data; measured on "win rate, ramp velocity, cycle time, objection conversion".Source
    • HiringDirector, Healthcare Economics (posted September 3, 2026): models "fee structure options, including performance-based, risk-sharing, and hybrid pricing approaches"; builds "the value narrative for employers, benefits consultants, and health plans" and "evidence packages" for objections; manages data partners Merative and Artemis Health; drives "a publication roadmap" for outlets such as Health Affairs, NEJM Catalyst, Employee Benefit News and JAMA Network Open.Source
    • HiringHead of Consultant Relations (remote, posted October 9, 2026): "named ownership of our major consulting and brokerage house relationships", "generally capped at 1–2 houses per person"; develops content "specific to consultants in general and further tailored to each firm"; educates the market on "the category (surgery COEs and cancer support) and how to evaluate solutions"; improves "Lantern's win rate with each consulting/brokerage firm"; closes coverage gaps in "Texas/Southeast and public sector/labor".Source
  • 02

    Lantern sells three programs, but the homepage meta description still says only "high-quality surgical care through our Network of Excellence for surgery". The Resources menu on every page features a survey dated September 2024, and the footer YouTube link returns a 404. Real visitors pass Core Web Vitals, so these small credibility details are the easy fixes left.

    Medium impactLow effort First result in 2 weeks Web and Content Marketing Man…

    First action

    Rewrite the homepage meta description.

    How to measure it

    Search click-through on brand and category terms

    Now
    –
    Target
    +10%
    By
    60 days

    Steps

    1. 1

      Rewrite the description

      Three programs and one proof point.

      Web and Content Marketing Manager 1 hour

    2. 2

      Replace the menu feature

      Newest report or survey.

      Web and Content Marketing Manager 1 hour

    3. 3

      Fix the YouTube link

      Point to the live channel or remove it.

      Web and Content Marketing Manager 1 hour

    4. 4

      Audit top pages

      Descriptions, dates and broken links.

      Web and Content Marketing Manager 1 day

    5. 5

      Set a rule

      Menu feature refreshed monthly.

      Chief Marketing Officer 1 day

    6. 6

      Measure

      Search Console click-through.

      Web and Content Marketing Manager monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Web and Content Marketing Manager

    Smallest test

    Change the description and the menu feature today.

    Why it works

    Rewrite the homepage description around the specialty care platform (surgery, cancer, infusions; 12 million members; savings). Swap the menu feature for the October 2026 site-of-care survey or the Cancer Attention Gap report, and fix or remove the YouTube link. Then check the top 20 pages for the same issues.

    The snippet is the first message most buyers see, and current resources in the menu show a company that is moving.

    Risks and how to handle them

    • Snippet rewritten by search engines

      Keep the description close to the H1 text.

    Evidence

    • Your websiteHomepage (checked October 21, 2026): H1 "Better specialty care starts here" covering surgery, infusion therapy and cancer, but the meta description, which search results show, says only that Lantern "connects employees to high-quality surgical care through our Network of Excellence for surgery"; "12 million lives covered | $1 billion saved"; "4% lower total medical spend"; the Resources menu still features "2025 Employer Healthcare Strategy Survey: 5 Key Takeaways for Benefits Leaders" dated September 03, 2024; the footer YouTube link (@Lantern-Specialty-Care) returns 404.Source
    • Google PageSpeedReal Chrome visitors pass Core Web Vitals on lanterncare.com at the 75th percentile: loading (LCP) 926 ms, responsiveness (INP) 71 ms, layout shift (CLS) 0.01, steady over the last period. Site speed is not the growth constraint.Source
    • Press"The Cancer Attention Gap" (July 29, 2026), from AccessHope and Lantern, surveyed 240 HR leaders at self-funded employers: 94% believe early expert intervention for cancer improves outcomes and cuts costs, yet only 6% use external oncology specialists for high-cost treatment decisions. Other 2026 news on the press page: a Marathon Health integrated primary and specialty care model (June 18), the Global Appropriateness Measures partnership (June 17), a patient safety organization (July 10) and Fast Company's Most Innovative Companies list (March 24).Source
    • Your websiteSitemap (385 URLs, checked October 21, 2026): 108 blog posts (latest October 15, 2026), about 90 resources, 53 press items, 21 podcast episodes; testimonial categories for Arabic, Burmese, French, Haitian Creole, Karen, Marshallese, Somali, Spanish and Vietnamese, but the Spanish category page shows "No results found" and there are no Spanish member pages; one resource URL is a pasted link with campaign tags ("/resources/https-resources-lanterncare-com-30-questions-to-ask-when-assessing-coesutm_campaign..."); a slug reads "solution-compaison"; older member stories are still titled "SurgeryPlus story"; the game and the assessment pages have no meta description.Source
  • 03

    The Member Activation team exists to turn "eligible members into first calls and cases", and Lantern is hiring advocates to dial members who "would rather ignore a benefits letter than call about it". Yet a member who comes to lanterncare.com on their own finds only phone numbers: the FAQ says calling is "the easiest way to find out if your procedure is covered", and the portal link opens a site titled "Lantern Surgery Care" even for cancer and infusion questions.

    High impactMedium effort First result in 1 month Senior Copywriter

    First action

    Add a callback request form to the For Members page and track it for two weeks.

    How to measure it

    Callback requests that become cases

    Now
    –
    Target
    300 a month
    By
    90 days

    Steps

    1. 1

      Map the questions

      Top 20 member questions from advocate calls.

      Senior Copywriter, Member Activation 3 days

    2. 2

      Design the path

      Care type, procedure, employer, callback.

      Product Designer 1 week

    3. 3

      Plan rules

      Which employers can show cost ranges.

      Member Experience Lead 1 week

    4. 4

      Build

      On the For Members page and campaign landing pages.

      Web and Content Marketing Manager 2 weeks

    5. 5

      Route

      Requests to the advocate dial list within one business day.

      Operations Manager, Member Service Operations 3 days

    6. 6

      Test copy

      A/B the headline and call to action.

      Senior Copywriter, Member Activation ongoing

    7. 7

      Measure

      Requests to first case by channel.

      Analytics weekly

    First result
    1 month
    Cost
    Design and build time
    Owner
    Senior Copywriter, Member Activation

    Smallest test

    Put a callback form on the page and count requests.

    Why it works

    Add a three-step path on the For Members page: pick the care type and procedure, choose the employer or union, and get the typical out-of-pocket range plus a "call me back" or text option at a chosen time. Use the same path as the landing page for mail, email and text campaigns, so every campaign can be measured to a first case.

    Many people will start online before they will call, especially outside office hours; a callback request turns quiet visitors into the outbound list the advocates already work.

    Risks and how to handle them

    • Plan details differ by employer

      Show ranges and confirm on the call.

    • Privacy

      Collect no medical detail beyond care type; follow HIPAA review.

    Evidence

    • HiringSenior Copywriter, Member Activation (posted September 3, 2026): the Member Activation team "turns eligible members into first calls and cases, the leading indicator for procedure volume and revenue"; the role is "a direct bet on one of our biggest 2027 priorities: scaling campaign execution with agents, not headcount"; writes direct mail, email, text, display ads, calling scripts, landing pages, app and portal copy; runs A/B and multivariate tests; keeps "a shared style, voice, and compliance checklist so AI-generated variants stay on-brand and audit-ready".Source
    • HiringMember Engagement Advocate (Dallas, posted September 28, 2026): "outbound calling is the core of the job"; "most people would rather ignore a benefits letter than call about it"; advocates turn "I'll deal with it later" into "okay, I'm scheduled", hit "call and conversion metrics", and support "one benefit program — Lantern or SMS". A Cancer Care Guide (posted October 16) also does "outreach to eligible new members to introduce available oncology support services".Source
    • Your websiteFor Members page: every route is a phone call or the portal. FAQ: "Calling your Lantern Care Advocate is the easiest way to find out if your procedure is covered"; "Call your Care Advocate to find out how much you can save"; the surgery, cancer and infusion pages each say "The member journey starts with a phone call." The "Member portal" link opens a site titled "Lantern Surgery Care". The surgery journeys page says "Formerly known as SurgeryPlus", and surgeryplus.com redirects there.Source
    • Your websiteSitemap (385 URLs, checked October 21, 2026): 108 blog posts (latest October 15, 2026), about 90 resources, 53 press items, 21 podcast episodes; testimonial categories for Arabic, Burmese, French, Haitian Creole, Karen, Marshallese, Somali, Spanish and Vietnamese, but the Spanish category page shows "No results found" and there are no Spanish member pages; one resource URL is a pasted link with campaign tags ("/resources/https-resources-lanterncare-com-30-questions-to-ask-when-assessing-coesutm_campaign..."); a slug reads "solution-compaison"; older member stories are still titled "SurgeryPlus story"; the game and the assessment pages have no meta description.Source
  • 04

    The library is large (about 90 resources, 108 posts, 21 podcasts) but has visible loose ends: a resource URL that is a pasted link with campaign tags, a "solution-compaison" slug, game and assessment pages with no meta description, a Spanish testimonials page that shows "No results found", and member stories still titled "SurgeryPlus story".

    Medium impactLow effort First result in 2 weeks Web and Content Marketing Man…

    First action

    Redirect the pasted-link resource URL.

    How to measure it

    Organic sessions to game and assessment

    Now
    –
    Target
    +25%
    By
    90 days

    Steps

    1. 1

      List issues

      Slugs, descriptions, empty categories.

      Web and Content Marketing Manager 1 day

    2. 2

      Redirect

      Two clean URLs with 301s.

      Web and Content Marketing Manager 2 hours

    3. 3

      Write descriptions

      Game and assessment.

      Senior Copywriter, Member Activation 2 hours

    4. 4

      Hide empty pages

      Until translated stories exist.

      Web and Content Marketing Manager 1 hour

    5. 5

      Retitle stories

      Lantern names, SurgeryPlus noted.

      Web and Content Marketing Manager 1 day

    6. 6

      Monthly check

      Crawl for new issues.

      Web and Content Marketing Manager monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Web and Content Marketing Manager

    Smallest test

    Fix the pasted-link URL today.

    Why it works

    Redirect the two bad slugs to clean URLs, write descriptions for the game and assessment, hide empty language categories until they have content, and retitle old stories with "Lantern" (keeping "formerly SurgeryPlus" in the text for search).

    Clean URLs and descriptions help the lead-generating tools get found and shared, and empty pages stop sending a wrong signal to multilingual members.

    Risks and how to handle them

    • Lost links to old URLs

      Use permanent redirects.

    Evidence

    • Your websiteSitemap (385 URLs, checked October 21, 2026): 108 blog posts (latest October 15, 2026), about 90 resources, 53 press items, 21 podcast episodes; testimonial categories for Arabic, Burmese, French, Haitian Creole, Karen, Marshallese, Somali, Spanish and Vietnamese, but the Spanish category page shows "No results found" and there are no Spanish member pages; one resource URL is a pasted link with campaign tags ("/resources/https-resources-lanterncare-com-30-questions-to-ask-when-assessing-coesutm_campaign..."); a slug reads "solution-compaison"; older member stories are still titled "SurgeryPlus story"; the game and the assessment pages have no meta description.Source
    • Your websiteInteractive tools: "Play Our Game: What Did Your Plan Really Pay for Surgery?" lets a buyer pick one of three procedures (knee replacement, hip replacement, bariatric lap sleeve), spin a wheel of hidden cost factors (claims lag, episode definition, site of care, geography, implants) and download the TrueRate savings methodology report; "Is Your Specialty Care Strategy Future-Proof?" is a 7-question assessment with "Instant Results" and a free strategy guide.Source
    • Your websiteFor Members page: every route is a phone call or the portal. FAQ: "Calling your Lantern Care Advocate is the easiest way to find out if your procedure is covered"; "Call your Care Advocate to find out how much you can save"; the surgery, cancer and infusion pages each say "The member journey starts with a phone call." The "Member portal" link opens a site titled "Lantern Surgery Care". The surgery journeys page says "Formerly known as SurgeryPlus", and surgeryplus.com redirects there.Source
  • 05

    The new Head of Consultant Relations will own one or two houses per person and "develop content specific to consultants ... and further tailored to each firm". Lantern already has the parts: 30 questions for assessing COEs, a COE vendor evaluation toolkit, buyer's guides and the TrueRate methodology. They are scattered across the resource library.

    High impactLow effort First result in 1 month Head of Consultant Relations

    First action

    Assemble the existing guides on one page.

    How to measure it

    Opportunities from consultant houses

    Now
    –
    Target
    +20%
    By
    2 quarters

    Steps

    1. 1

      Collect assets

      Guides, toolkit, methodology, case studies.

      Head of Consultant Relations 2 days

    2. 2

      Build the page

      One kit and a gated download.

      Web and Content Marketing Manager 3 days

    3. 3

      RFP library

      Approved answers to common questions.

      Director, Product Marketing & Competitive Intelligence 2 weeks

    4. 4

      Tailor per house

      Criteria and examples by firm.

      Head of Consultant Relations 1 month

    5. 5

      Share

      In consultant newsletter and meetings.

      Head of Consultant Relations ongoing

    6. 6

      Track

      Downloads and RFPs by house.

      Commercial Strategy & Operations monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Head of Consultant Relations

    Smallest test

    Send the kit to one house this month.

    Why it works

    Bundle them into one consultant kit page with a gated download, an RFP answer library and a short "how to evaluate a specialty care platform" scorecard. Make a version per major house with their own evaluation criteria and client examples, and track which houses use it.

    Consultants decide what gets shortlisted; a ready-made, neutral evaluation kit puts Lantern's criteria into the RFP.

    Risks and how to handle them

    • Seen as biased

      Keep the scorecard fair and include questions Lantern does not win on.

    Evidence

    • HiringHead of Consultant Relations (remote, posted October 9, 2026): "named ownership of our major consulting and brokerage house relationships", "generally capped at 1–2 houses per person"; develops content "specific to consultants in general and further tailored to each firm"; educates the market on "the category (surgery COEs and cancer support) and how to evaluate solutions"; improves "Lantern's win rate with each consulting/brokerage firm"; closes coverage gaps in "Texas/Southeast and public sector/labor".Source
    • Your websiteBenefits Consultants page: "Traditional Centers of Excellence aren't delivering" (low utilization because "People don't want to travel for care"); a consultant newsletter sign-up; the Hyatt case study ("$6M Saved overall", "$22K Average procedure savings"). Resources include "30 Questions to Ask When Assessing COEs", "The COE Vendor Evaluation Toolkit", COE buyer's guides for employers and for labor, union and trust, and the TrueRate savings methodology report.Source
    • Your websiteInteractive tools: "Play Our Game: What Did Your Plan Really Pay for Surgery?" lets a buyer pick one of three procedures (knee replacement, hip replacement, bariatric lap sleeve), spin a wheel of hidden cost factors (claims lag, episode definition, site of care, geography, implants) and download the TrueRate savings methodology report; "Is Your Specialty Care Strategy Future-Proof?" is a 7-question assessment with "Instant Results" and a free strategy guide.Source
    • HiringDirector, Product Marketing & Competitive Intelligence (Dallas or New York, posted September 29, 2026): owns "competitive and market intelligence for the company"; delivers "competitor comparisons, real-time competitive alerts" to the field; runs "structured interviews with customers, prospects, and the field to understand why we win and lose"; builds "the competitive response playbook"; sets "a commercial confidence baseline" for selling against "our primary competitors"; knows when "Mercer, Aon, and WTW drop their annual reports".Source
  • 06

    The SDR role asks for outreach "tied to each employer's goals, challenges, and current benefits strategy" and uses video. Lantern already has a game that shows how claims lag, implants and site of care hide what a plan really pays for knee, hip and bariatric surgery.

    Medium impactLow effort First result in 1 month Senior Sales Development Repr…

    First action

    Write three versions for three industries.

    How to measure it

    Outbound reply rate

    Now
    –
    Target
    +30%
    By
    60 days

    Steps

    1. 1

      Pick industries

      Three with case studies.

      Senior Sales Development Representative 1 day

    2. 2

      Write openers

      Game link plus one finding.

      Senior Sales Development Representative 2 days

    3. 3

      Record videos

      Short personal clips.

      Senior Sales Development Representative 3 days

    4. 4

      Load sequences

      In Outreach.

      Senior Sales Development Representative 1 day

    5. 5

      Track

      Replies and meetings.

      Commercial Strategy & Operations weekly

    6. 6

      Share winners

      With the SDR team.

      Senior Sales Development Representative weekly

    First result
    1 month
    Cost
    SDR time
    Owner
    Senior Sales Development Representative

    Smallest test

    Send 50 game-led emails and compare with the current sequence.

    Why it works

    For each target employer, send a short note or video with the game set to the procedure most relevant to their workforce, one hidden-cost finding and a case study from a similar industry (Amtrak, AT&T, DICK'S, Loomis). Offer a TrueRate review of their own claims as the meeting reason.

    A personal, interactive opener earns more replies than a generic deck, and the TrueRate review is a natural next step.

    Risks and how to handle them

    • Game seen as a gimmick

      Lead with the finding, not the wheel.

    Evidence

    • HiringSenior Sales Development Representative (New York, posted October 12, 2026): outbound to "HR and benefits leaders at mid-size and large employers" by calls, email, social and video; "craft highly personalized outreach tied to each employer's goals, challenges, and current benefits strategy"; exposure to "seven- and eight-figure enterprise deals"; tools Salesforce, Outreach, LinkedIn Sales Navigator and ZoomInfo.Source
    • Your websiteInteractive tools: "Play Our Game: What Did Your Plan Really Pay for Surgery?" lets a buyer pick one of three procedures (knee replacement, hip replacement, bariatric lap sleeve), spin a wheel of hidden cost factors (claims lag, episode definition, site of care, geography, implants) and download the TrueRate savings methodology report; "Is Your Specialty Care Strategy Future-Proof?" is a 7-question assessment with "Instant Results" and a free strategy guide.Source
    • Your websiteCase studies page (checked October 21, 2026): recent stories are large employers (DICK'S Sporting Goods, October 21, 2026; Loomis Armored; AT&T; Amtrak); the most recent public-sector one is the City of Fort Worth (July 2025). Resources also include Brevard Public Schools, 32BJ and two NC State Health Plan stories, and a member story on Hinge Health and Lantern working together. The general contact form serves employers, funds, consultants and health plans alike.Source

This quarter 11

The core plays for the next three months.

  • 07

    The new PMM director owns competitor comparisons and a commercial confidence baseline against primary competitors. Carrum sells value-based COEs "up to 45% per procedure"; Transcarent bundles Surgery Care, Cancer Care and second opinions in "One Place for Health and Care". Lantern's consultant page argues traditional COEs fail because people will not travel.

    High impactMedium effort First result in 1 quarter Director

    First action

    Draft the first competitor comparison against the rival seen most in deals.

    How to measure it

    Win rate vs top two rivals

    Now
    –
    Target
    +5 points
    By
    2 quarters

    Steps

    1. 1

      Pick rivals

      From Salesforce loss reasons.

      Director, Product Marketing & Competitive Intelligence 1 week

    2. 2

      Research

      Rivals' sites, filings and consultant reports.

      Director, Product Marketing & Competitive Intelligence 2 weeks

    3. 3

      Write competitor comparisons

      Claims, traps, proof.

      Director, Product Marketing & Competitive Intelligence 2 weeks

    4. 4

      Legal review

      Comparative claims.

      Legal and Compliance 1 week

    5. 5

      Publish the page

      Neutral comparison table.

      Web and Content Marketing Manager 1 week

    6. 6

      Certify the field

      Battlecard training.

      Director of Commercial Enablement 1 month

    7. 7

      Refresh

      Quarterly.

      Director, Product Marketing & Competitive Intelligence quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Director, Product Marketing & Competitive Intelligence

    Smallest test

    Publish one competitor comparison to the field.

    Why it works

    Build field competitor comparisons for each rival, then publish a neutral comparison page: network model (local vs travel), procedures covered, cancer and infusion scope, pricing model, TPA status and member experience. Refresh quarterly from the competitive alert system.

    Buyers search and ask AI assistants for comparisons; a fair page puts Lantern's strongest differences (local access, three programs, TPA) in the frame.

    Risks and how to handle them

    • Outdated rival claims

      Date and source every row.

    Evidence

    • HiringDirector, Product Marketing & Competitive Intelligence (Dallas or New York, posted September 29, 2026): owns "competitive and market intelligence for the company"; delivers "competitor comparisons, real-time competitive alerts" to the field; runs "structured interviews with customers, prospects, and the field to understand why we win and lose"; builds "the competitive response playbook"; sets "a commercial confidence baseline" for selling against "our primary competitors"; knows when "Mercer, Aon, and WTW drop their annual reports".Source
    • Competitor researchRivals' own homepages: Carrum Health, "value-based Centers of Excellence for surgery, cancer care and substance use treatment" that "can save employers up to 45% per procedure", with a "Savings analysis" page in its menu; Transcarent, "One Place for Health and Care" with Surgery Care, Cancer Care, 2nd.MD second opinions and pages for consultants, health plans and "Government & Labor Unions"; Included Health, virtual care and navigation for employers.Source
    • Your websiteBenefits Consultants page: "Traditional Centers of Excellence aren't delivering" (low utilization because "People don't want to travel for care"); a consultant newsletter sign-up; the Hyatt case study ("$6M Saved overall", "$22K Average procedure savings"). Resources include "30 Questions to Ask When Assessing COEs", "The COE Vendor Evaluation Toolkit", COE buyer's guides for employers and for labor, union and trust, and the TrueRate savings methodology report.Source
    • Your websiteBetter economic model page: "55%+ lower rates than carriers", Lantern is a "Licensed Third-Party Administrator (TPA)" with bundled, transparent pricing and "No upfront costs with Performance Based Pricing". Specialists page: Lantern routes surgeons "incremental cases outside of the typical radius of your practice" and pays "a fair, transparent rate".Source
  • 08

    The PMM role runs "structured interviews ... to understand why we win and lose", and Consultant Relations is judged on win rate per house. Consultants see every bid and often know why Lantern lost.

    High impactMedium effort First result in 1 quarter Director

    First action

    Interview five lost deals from the last two quarters.

    How to measure it

    Decided deals interviewed

    Now
    –
    Target
    60%
    By
    2 quarters

    Steps

    1. 1

      Set criteria

      Deal size and stage.

      Director, Product Marketing & Competitive Intelligence 1 week

    2. 2

      Write the guide

      Interview questions.

      Director, Product Marketing & Competitive Intelligence 1 week

    3. 3

      Schedule

      Within 30 days of decision.

      Head of Consultant Relations ongoing

    4. 4

      Code reasons

      Shared taxonomy.

      Director, Product Marketing & Competitive Intelligence ongoing

    5. 5

      Report

      Monthly to commercial leadership.

      Director, Product Marketing & Competitive Intelligence monthly

    6. 6

      Act

      Three changes each quarter.

      Chief of Staff to the President quarterly

    First result
    1 quarter
    Cost
    Staff time, small thank-you gifts
    Owner
    Director, Product Marketing & Competitive Intelligence

    Smallest test

    Interview three recent losses this month.

    Why it works

    Interview the consultant and the buyer after every decided deal over a set size, code the reasons, and report monthly to commercial leadership with three changes to messaging, pricing or product.

    Direct reasons from buyers beat CRM loss codes, and patterns show which objections enablement must fix.

    Risks and how to handle them

    • Low response

      Ask through the consultant who ran the bid.

    Evidence

    • HiringDirector, Product Marketing & Competitive Intelligence (Dallas or New York, posted September 29, 2026): owns "competitive and market intelligence for the company"; delivers "competitor comparisons, real-time competitive alerts" to the field; runs "structured interviews with customers, prospects, and the field to understand why we win and lose"; builds "the competitive response playbook"; sets "a commercial confidence baseline" for selling against "our primary competitors"; knows when "Mercer, Aon, and WTW drop their annual reports".Source
    • HiringHead of Consultant Relations (remote, posted October 9, 2026): "named ownership of our major consulting and brokerage house relationships", "generally capped at 1–2 houses per person"; develops content "specific to consultants in general and further tailored to each firm"; educates the market on "the category (surgery COEs and cancer support) and how to evaluate solutions"; improves "Lantern's win rate with each consulting/brokerage firm"; closes coverage gaps in "Texas/Southeast and public sector/labor".Source
    • HiringDirector of Commercial Enablement (posted September 8, 2026), reporting to the CMO: owns "GTM readiness for the 200-person commercial org across employer sales, health plan, benefit consultant, network, partnerships, and client success"; builds "sales toolkits, playbooks, and objection-handling tools" with Product Marketing; owns "Content Strategy & Governance" in Highspot "to keep messaging consistent and current"; uses Gong call data; measured on "win rate, ramp velocity, cycle time, objection conversion".Source
  • 09

    The surgery game covers only knee, hip and bariatric procedures, while Lantern covers thousands of procedures and its infusion page cites a 300% hospital markup and $75,000 per hospital infusion patient. Carrum offers a savings analysis in its main menu.

    High impactMedium effort First result in 1 quarter Director

    First action

    Add the infusion version first.

    How to measure it

    Analysis requests from the tools

    Now
    –
    Target
    40 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick procedures

      Top 15 by client spend.

      Director, Healthcare Economics 2 weeks

    2. 2

      Set assumptions

      TrueRate inputs per procedure.

      Director, Healthcare Economics 3 weeks

    3. 3

      Design

      Headcount input and estimate.

      Product Designer 2 weeks

    4. 4

      Build

      On the existing game page.

      Web and Content Marketing Manager 1 month

    5. 5

      Route leads

      To SDRs within a day.

      Commercial Strategy & Operations 1 week

    6. 6

      Measure

      Completions to meetings.

      Analytics monthly

    First result
    1 quarter
    Cost
    Build time
    Owner
    Director, Healthcare Economics

    Smallest test

    Add one infusion scenario.

    Why it works

    Add the 15 most common plannable procedures and an infusion version (hospital vs home or ambulatory center) using TrueRate assumptions, and let a buyer enter headcount for a rough annual savings estimate with a follow-up offer of a full claims analysis.

    A savings estimate is the strongest lead magnet for benefits buyers, and it feeds the new SDRs a reason to call.

    Risks and how to handle them

    • Estimates questioned

      Show the method and call it a range.

    Evidence

    • Your websiteInteractive tools: "Play Our Game: What Did Your Plan Really Pay for Surgery?" lets a buyer pick one of three procedures (knee replacement, hip replacement, bariatric lap sleeve), spin a wheel of hidden cost factors (claims lag, episode definition, site of care, geography, implants) and download the TrueRate savings methodology report; "Is Your Specialty Care Strategy Future-Proof?" is a 7-question assessment with "Instant Results" and a free strategy guide.Source
    • Your websiteEmployer infusion page: hospital infusions are "often marked up 300%"; employers pay "$75,000 on average for each employee receiving infusion care for autoimmune conditions or cancer in a hospital setting"; Lantern saves "upwards of 40%" when care moves out of the hospital. Cancer page: "2% of your member base with active cancer drive 20% of total healthcare spend"; members get a 1:1 Oncology Nurse Navigator.Source
    • Competitor researchRivals' own homepages: Carrum Health, "value-based Centers of Excellence for surgery, cancer care and substance use treatment" that "can save employers up to 45% per procedure", with a "Savings analysis" page in its menu; Transcarent, "One Place for Health and Care" with Surgery Care, Cancer Care, 2nd.MD second opinions and pages for consultants, health plans and "Government & Labor Unions"; Included Health, virtual care and navigation for employers.Source
    • HiringDirector, Healthcare Economics (posted September 3, 2026): models "fee structure options, including performance-based, risk-sharing, and hybrid pricing approaches"; builds "the value narrative for employers, benefits consultants, and health plans" and "evidence packages" for objections; manages data partners Merative and Artemis Health; drives "a publication roadmap" for outlets such as Health Affairs, NEJM Catalyst, Employee Benefit News and JAMA Network Open.Source
  • 10

    Lantern's 2027 priority is "scaling campaign execution with agents, not headcount", across mail, email, text, display and calling scripts, with a compliance checklist for AI variants. Advocates convert members who avoid benefits letters.

    High impactMedium effort First result in 1 quarter Senior Copywriter

    First action

    Pick the first test: subject line for a surgery eligibility email.

    How to measure it

    Activation rate per campaign

    Now
    –
    Target
    +20%
    By
    2 quarters

    Steps

    1. 1

      Map the library

      Programs, procedures, channels.

      Senior Copywriter, Member Activation 2 weeks

    2. 2

      Build the workflow

      Agent drafting with review.

      Senior Copywriter, Member Activation 1 month

    3. 3

      Compliance checklist

      Claims, privacy, plan wording.

      Legal and Compliance 2 weeks

    4. 4

      Test plan

      One hypothesis per test.

      Senior Copywriter, Member Activation 1 week

    5. 5

      Run tests

      Two a month.

      Senior Copywriter, Member Activation monthly

    6. 6

      Update scripts

      Winners into calls.

      Operations Manager, Member Service Operations monthly

    7. 7

      Report

      Lift by channel.

      Analytics monthly

    First result
    1 quarter
    Cost
    Tooling and staff time
    Owner
    Senior Copywriter, Member Activation

    Smallest test

    Run one A/B test this month.

    Why it works

    Build a library of message blocks by program, procedure, life moment and channel; generate variants with an agent workflow; route each through a compliance check; and run a standing test plan with one hypothesis per test. Feed the winning lines into calling scripts.

    Systematic testing compounds: each won test lifts every future campaign, and the agent workflow makes per-employer personalization affordable.

    Risks and how to handle them

    • Off-brand AI copy

      Human checkpoint before any send.

    Evidence

    • HiringSenior Copywriter, Member Activation (posted September 3, 2026): the Member Activation team "turns eligible members into first calls and cases, the leading indicator for procedure volume and revenue"; the role is "a direct bet on one of our biggest 2027 priorities: scaling campaign execution with agents, not headcount"; writes direct mail, email, text, display ads, calling scripts, landing pages, app and portal copy; runs A/B and multivariate tests; keeps "a shared style, voice, and compliance checklist so AI-generated variants stay on-brand and audit-ready".Source
    • HiringMember Engagement Advocate (Dallas, posted September 28, 2026): "outbound calling is the core of the job"; "most people would rather ignore a benefits letter than call about it"; advocates turn "I'll deal with it later" into "okay, I'm scheduled", hit "call and conversion metrics", and support "one benefit program — Lantern or SMS". A Cancer Care Guide (posted October 16) also does "outreach to eligible new members to introduce available oncology support services".Source
  • 11

    Lantern has set up testimonial categories for nine non-English languages, but the Spanish one is empty and there are no Spanish member pages. The member journey "starts with a phone call", so every member who is more comfortable in another language meets an English page first.

    High impactMedium effort First result in 1 quarter Senior Copywriter

    First action

    Ask client success which clients have the largest Spanish-speaking workforces.

    How to measure it

    Activation rate for Spanish campaigns vs English

    Now
    –
    Target
    Parity
    By
    2 quarters

    Steps

    1. 1

      Size demand

      Workforce languages by client.

      Client Success Manager 2 weeks

    2. 2

      Translate

      Member pages and top letters.

      Senior Copywriter, Member Activation 1 month

    3. 3

      Staff the line

      Bilingual advocates.

      Operations Manager, Member Service Operations 1 month

    4. 4

      Add stories

      Spanish member testimonials.

      Senior Copywriter, Member Activation 1 month

    5. 5

      Launch

      With two clients.

      Client Success Manager 1 month

    6. 6

      Measure

      Activation vs English.

      Analytics monthly

    First result
    1 quarter
    Cost
    Translation and staffing
    Owner
    Senior Copywriter, Member Activation

    Smallest test

    Translate one surgery letter and test it with one client.

    Why it works

    Launch Spanish member pages for surgery, cancer and infusions, Spanish letters and texts for employers with large Spanish-speaking workforces, a Spanish callback option and bilingual advocates on the line. Then add the next languages by client demand.

    Members act when they understand the benefit; language is a simple barrier to remove in a program measured on first calls.

    Risks and how to handle them

    • Poor translation

      Native review of every piece.

    Evidence

    • Your websiteSitemap (385 URLs, checked October 21, 2026): 108 blog posts (latest October 15, 2026), about 90 resources, 53 press items, 21 podcast episodes; testimonial categories for Arabic, Burmese, French, Haitian Creole, Karen, Marshallese, Somali, Spanish and Vietnamese, but the Spanish category page shows "No results found" and there are no Spanish member pages; one resource URL is a pasted link with campaign tags ("/resources/https-resources-lanterncare-com-30-questions-to-ask-when-assessing-coesutm_campaign..."); a slug reads "solution-compaison"; older member stories are still titled "SurgeryPlus story"; the game and the assessment pages have no meta description.Source
    • Your websiteFor Members page: every route is a phone call or the portal. FAQ: "Calling your Lantern Care Advocate is the easiest way to find out if your procedure is covered"; "Call your Care Advocate to find out how much you can save"; the surgery, cancer and infusion pages each say "The member journey starts with a phone call." The "Member portal" link opens a site titled "Lantern Surgery Care". The surgery journeys page says "Formerly known as SurgeryPlus", and surgeryplus.com redirects there.Source
    • HiringMember Engagement Advocate (Dallas, posted September 28, 2026): "outbound calling is the core of the job"; "most people would rather ignore a benefits letter than call about it"; advocates turn "I'll deal with it later" into "okay, I'm scheduled", hit "call and conversion metrics", and support "one benefit program — Lantern or SMS". A Cancer Care Guide (posted October 16) also does "outreach to eligible new members to introduce available oncology support services".Source
    • HiringSenior Copywriter, Member Activation (posted September 3, 2026): the Member Activation team "turns eligible members into first calls and cases, the leading indicator for procedure volume and revenue"; the role is "a direct bet on one of our biggest 2027 priorities: scaling campaign execution with agents, not headcount"; writes direct mail, email, text, display ads, calling scripts, landing pages, app and portal copy; runs A/B and multivariate tests; keeps "a shared style, voice, and compliance checklist so AI-generated variants stay on-brand and audit-ready".Source
  • 12

    Client Success Managers run "open enrollment events, webinars, mailers" with clients and brokers, and Lantern publishes benefits-promotion email templates. Loomis chose Lantern for "a message that sticks". Consistent promotion drives utilization, and utilization drives savings and renewal.

    High impactMedium effort First result in 1 quarter Client Success Manager

    First action

    Build the kit for the next open enrollment cycle.

    How to measure it

    Clients using the kit

    Now
    –
    Target
    75%
    By
    2 quarters

    Steps

    1. 1

      Gather assets

      Templates and stories.

      Client Success Manager 1 week

    2. 2

      Co-brand

      Easy client logo swap.

      Senior Copywriter, Member Activation 2 weeks

    3. 3

      Report template

      Utilization and savings.

      Senior Manager, Strategy & Operations, Client Success 1 month

    4. 4

      Train CSMs

      Walk clients through the kit.

      Director of Commercial Enablement 1 week

    5. 5

      Run

      Each quarter.

      Client Success Manager quarterly

    6. 6

      Review

      Utilization by kit use.

      Senior Manager, Strategy & Operations, Client Success quarterly

    First result
    1 quarter
    Cost
    Staff time and printing
    Owner
    Client Success Manager

    Smallest test

    Send the kit to five clients before open enrollment.

    Why it works

    Give each client a co-branded kit (emails, posters, intranet copy, manager talking points, a short video) and a quarterly report showing outreach sent, members engaged, cases and savings. Time pushes around open enrollment and new-year deductibles.

    Clients who see utilization rise renew and expand; brokers see the same report and recommend Lantern.

    Risks and how to handle them

    • Clients skip promotion

      Offer to send on their behalf.

    Evidence

    • HiringClient-side hiring: a Senior Manager, Strategy & Operations, Client Success (posted October 13, 2026) will "build a customer health score/model" to "identify whitespace and churn risk" and run the upsell and renewals pipeline; Client Success Managers run "engagement marketing initiatives, including open enrollment events, webinars, mailers" with clients and their brokers; a Director, Solutions Architect (Health Plans) (posted September 30) designs solutions "particularly in risk products" with the VP of Health Plan Sales.Source
    • Your websiteSitemap (385 URLs, checked October 21, 2026): 108 blog posts (latest October 15, 2026), about 90 resources, 53 press items, 21 podcast episodes; testimonial categories for Arabic, Burmese, French, Haitian Creole, Karen, Marshallese, Somali, Spanish and Vietnamese, but the Spanish category page shows "No results found" and there are no Spanish member pages; one resource URL is a pasted link with campaign tags ("/resources/https-resources-lanterncare-com-30-questions-to-ask-when-assessing-coesutm_campaign..."); a slug reads "solution-compaison"; older member stories are still titled "SurgeryPlus story"; the game and the assessment pages have no meta description.Source
    • Your websiteCase studies page (checked October 21, 2026): recent stories are large employers (DICK'S Sporting Goods, October 21, 2026; Loomis Armored; AT&T; Amtrak); the most recent public-sector one is the City of Fort Worth (July 2025). Resources also include Brevard Public Schools, 32BJ and two NC State Health Plan stories, and a member story on Hinge Health and Lantern working together. The general contact form serves employers, funds, consultants and health plans alike.Source
  • 13

    The new Strategy & Operations lead for Client Success will "build a customer health score" for "whitespace and churn risk". Lantern sells three programs; cancer drives 20% of spend from 2% of members and hospital infusions cost $75,000 per patient, so clients with only surgery are the obvious whitespace.

    High impactMedium effort First result in 2 quarters Senior Manager

    First action

    List clients by programs bought.

    How to measure it

    Multi-program clients

    Now
    –
    Target
    +15 points
    By
    3 quarters

    Steps

    1. 1

      Define inputs

      Utilization, NPS, savings, programs.

      Senior Manager, Strategy & Operations, Client Success 2 weeks

    2. 2

      Build in Salesforce

      Score and alerts.

      GTM Systems 1 month

    3. 3

      Flag whitespace

      High cancer or infusion claims.

      Director, Healthcare Economics 1 month

    4. 4

      Business cases

      Client-specific savings.

      Director, Healthcare Economics ongoing

    5. 5

      Run reviews

      In business reviews.

      Client Success Manager quarterly

    6. 6

      Measure

      Expansion and churn by score.

      Senior Manager, Strategy & Operations, Client Success quarterly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Senior Manager, Strategy & Operations, Client Success

    Smallest test

    Score ten clients by hand.

    Why it works

    Score each client on utilization, member NPS, savings vs promise, executive contact and programs bought. Flag surgery-only clients with high cancer or infusion claims and give the CSM a pre-built business case using their own data.

    Expansion inside existing clients is the cheapest growth, and the score warns early when utilization slips.

    Risks and how to handle them

    • Score ignored

      Tie it to CSM goals.

    Evidence

    • HiringClient-side hiring: a Senior Manager, Strategy & Operations, Client Success (posted October 13, 2026) will "build a customer health score/model" to "identify whitespace and churn risk" and run the upsell and renewals pipeline; Client Success Managers run "engagement marketing initiatives, including open enrollment events, webinars, mailers" with clients and their brokers; a Director, Solutions Architect (Health Plans) (posted September 30) designs solutions "particularly in risk products" with the VP of Health Plan Sales.Source
    • Your websiteEmployer infusion page: hospital infusions are "often marked up 300%"; employers pay "$75,000 on average for each employee receiving infusion care for autoimmune conditions or cancer in a hospital setting"; Lantern saves "upwards of 40%" when care moves out of the hospital. Cancer page: "2% of your member base with active cancer drive 20% of total healthcare spend"; members get a 1:1 Oncology Nurse Navigator.Source
    • Your websiteHomepage (checked October 21, 2026): H1 "Better specialty care starts here" covering surgery, infusion therapy and cancer, but the meta description, which search results show, says only that Lantern "connects employees to high-quality surgical care through our Network of Excellence for surgery"; "12 million lives covered | $1 billion saved"; "4% lower total medical spend"; the Resources menu still features "2025 Employer Healthcare Strategy Survey: 5 Key Takeaways for Benefits Leaders" dated September 03, 2024; the footer YouTube link (@Lantern-Specialty-Care) returns 404.Source
  • 14

    Consultant Relations names "Texas/Southeast and public sector/labor" as coverage gaps. Lantern has strong public proof: the NC State Health Plan offers no-cost surgery through Lantern to about 550,000 members, plus Fort Worth, Brevard Public Schools and 32BJ. But the newest public-sector case study is from July 2025, and the public sector and labor pages use the same "50+" line.

    High impactMedium effort First result in 2 quarters Head of Consultant Relations

    First action

    Draft the public-sector results page from existing stories.

    How to measure it

    New public and labor opportunities

    Now
    –
    Target
    15 a year
    By
    3 quarters

    Steps

    1. 1

      Collect stories

      NC, Fort Worth, Brevard, 32BJ.

      Head of Consultant Relations 2 weeks

    2. 2

      Build the page

      Results and packet.

      Web and Content Marketing Manager 1 month

    3. 3

      Procurement packet

      Security, TPA, contracts.

      Legal and Compliance 1 month

    4. 4

      Target list

      Southeast public employers.

      Senior Sales Development Representative 2 weeks

    5. 5

      Consultant briefings

      Public-sector practices.

      Head of Consultant Relations ongoing

    6. 6

      Measure

      Pipeline by segment.

      Commercial Strategy & Operations monthly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Head of Consultant Relations

    Smallest test

    Brief one public-sector consulting practice.

    Build the prospect list. The list compiled from public sources, verified, deduplicated and delivered to your CRM. Usually live within days.

    Book a working session

    Why it works

    Publish a public-sector and labor results page with the NC, Fort Worth, Brevard and 32BJ stories, a procurement-ready packet (contract vehicles, TPA status, data security) and separate labor content on fund trustees' concerns. Target Southeast states, counties and school districts through their consultants.

    Public buyers copy peers, and a large state plan is the strongest possible reference.

    Risks and how to handle them

    • Long public buying cycles

      Start with renewals in the next 18 months.

    Evidence

    • HiringHead of Consultant Relations (remote, posted October 9, 2026): "named ownership of our major consulting and brokerage house relationships", "generally capped at 1–2 houses per person"; develops content "specific to consultants in general and further tailored to each firm"; educates the market on "the category (surgery COEs and cancer support) and how to evaluate solutions"; improves "Lantern's win rate with each consulting/brokerage firm"; closes coverage gaps in "Texas/Southeast and public sector/labor".Source
    • PressThe North Carolina State Health Plan partnered with Lantern (announced July 29, 2025) to offer eligible members certain non-emergent surgeries with no out-of-pocket cost through Lantern providers, starting fall 2025; Lantern's release puts it at 550,000 members, and the Plan expanded the benefit with Novant Health in March 2026. Lantern's public sector and labor pages both say "50+" funds, school districts and governments trust Lantern.Source
    • Your websiteCase studies page (checked October 21, 2026): recent stories are large employers (DICK'S Sporting Goods, October 21, 2026; Loomis Armored; AT&T; Amtrak); the most recent public-sector one is the City of Fort Worth (July 2025). Resources also include Brevard Public Schools, 32BJ and two NC State Health Plan stories, and a member story on Hinge Health and Lantern working together. The general contact form serves employers, funds, consultants and health plans alike.Source
    • Your websiteBetter economic model page: "55%+ lower rates than carriers", Lantern is a "Licensed Third-Party Administrator (TPA)" with bundled, transparent pricing and "No upfront costs with Performance Based Pricing". Specialists page: Lantern routes surgeons "incremental cases outside of the typical radius of your practice" and pays "a fair, transparent rate".Source
  • 15

    Lantern's health plan page shows a multistate Blue plan that won a state bid with Lantern ("Estimated $20M" savings), and Lantern's new investor Echo Health Ventures invests for several Blue plans. The Solutions Architect role is built for health plan deals "particularly in risk products".

    High impactHigh effort First result in 2 quarters Director

    First action

    Write the co-bid kit from the existing case.

    How to measure it

    Joint bids with health plans

    Now
    –
    Target
    6 a year
    By
    3 quarters

    Steps

    1. 1

      Document the model

      From the Blue plan case.

      Director, Solutions Architect (Health Plans) 1 month

    2. 2

      Price options

      Including risk products.

      Director, Healthcare Economics 1 month

    3. 3

      Intro requests

      Through investors.

      Chief of Staff to the President 2 weeks

    4. 4

      Pilot bids

      Two plans.

      VP of Health Plan Sales 1 quarter

    5. 5

      Integrate

      Referral and data flows.

      Director, Solutions Architect (Health Plans) 1 quarter

    6. 6

      Review

      Win rate and savings.

      Director, Solutions Architect (Health Plans) quarterly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Director, Solutions Architect (Health Plans)

    Smallest test

    Request two introductions.

    Why it works

    Package the joint-bid approach: integration options, a voluntary steerage design, pricing models and the case study. Ask the investor for introductions to its plans and offer a co-bid on one upcoming large-group RFP each.

    Health plans can bring Lantern to many employers at once, and a proven bid model shortens their decision.

    Risks and how to handle them

    • Plans see Lantern as a rival COE

      Position it as a layer on their network.

    Evidence

    • Your websiteHealth Plans page: "30 plans | Hundreds of organizations | 12 million members"; Lantern works "as a new layer on top of your existing network" and makes "warm referrals to your care management programs"; case study "Multistate Blue Plan Wins Business by Leveraging Lantern": a joint bid for a large state client, "Won the bid", "Estimated $20M hard-dollar additional savings", "100% fully voluntary design".Source
    • News coverageLantern raised $30 million (March 19, 2026) led by Morgan Health, JPMorganChase's employer-health unit, and Echo Health Ventures, which invests on behalf of several Blue plans, to expand across employers and health plans; it serves more than 1,000 clients.Source
    • HiringClient-side hiring: a Senior Manager, Strategy & Operations, Client Success (posted October 13, 2026) will "build a customer health score/model" to "identify whitespace and churn risk" and run the upsell and renewals pipeline; Client Success Managers run "engagement marketing initiatives, including open enrollment events, webinars, mailers" with clients and their brokers; a Director, Solutions Architect (Health Plans) (posted September 30) designs solutions "particularly in risk products" with the VP of Health Plan Sales.Source
  • 16

    The enablement director owns Gong, Highspot and certification for a 200-person commercial team and is measured on objection conversion. The Healthcare Economics director builds "evidence packages" for objections.

    High impactMedium effort First result in 1 quarter Director of Commercial Enable…

    First action

    Tag objections in last quarter's calls.

    How to measure it

    Objection-to-next-step rate

    Now
    –
    Target
    +15%
    By
    2 quarters

    Steps

    1. 1

      Mine calls

      Top 15 objections.

      Director of Commercial Enablement 2 weeks

    2. 2

      Write answers

      With proof points.

      Director, Product Marketing & Competitive Intelligence 2 weeks

    3. 3

      Evidence packs

      One page each.

      Director, Healthcare Economics 1 month

    4. 4

      Publish

      In Highspot.

      Director of Commercial Enablement 1 week

    5. 5

      Certify

      All commercial roles.

      Director of Commercial Enablement 1 month

    6. 6

      Track

      Conversion by objection.

      Director of Commercial Enablement monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Director of Commercial Enablement

    Smallest test

    Certify one team on the top five objections.

    Why it works

    Pull the 15 most common objections from Gong, write an approved answer for each with a proof point from the proof sheet and a one-page evidence pack, then certify every seller, consultant manager and CSM on them.

    Consistent answers backed by the same numbers raise win rates and shorten ramp for the many new hires.

    Risks and how to handle them

    • Scripts sound canned

      Coach on principles, not lines.

    Evidence

    • HiringDirector of Commercial Enablement (posted September 8, 2026), reporting to the CMO: owns "GTM readiness for the 200-person commercial org across employer sales, health plan, benefit consultant, network, partnerships, and client success"; builds "sales toolkits, playbooks, and objection-handling tools" with Product Marketing; owns "Content Strategy & Governance" in Highspot "to keep messaging consistent and current"; uses Gong call data; measured on "win rate, ramp velocity, cycle time, objection conversion".Source
    • HiringDirector, Healthcare Economics (posted September 3, 2026): models "fee structure options, including performance-based, risk-sharing, and hybrid pricing approaches"; builds "the value narrative for employers, benefits consultants, and health plans" and "evidence packages" for objections; manages data partners Merative and Artemis Health; drives "a publication roadmap" for outlets such as Health Affairs, NEJM Catalyst, Employee Benefit News and JAMA Network Open.Source
    • Your websiteThe same proof points differ from page to page: "4% lower total medical spend" (homepage, consultants, public sector, economic model) vs "3% lower total medical spend" (employer surgery page) and "3% lower spending trend" (health plans); "650+ in-network surgical facilities" (Network of Excellence) vs "more than 1,500 facilities" (surgery page); "81% of members drive less than an hour" (Our results) vs "81% of members travel less than 50 miles" (consultants) and "99% of members can get care locally"; surgical avoidance "up to 30%" vs "20-30%"; "12 million members" on the site vs "more than 6 million members" in every job post.Source
  • 17

    Lantern's own study found 94% of HR leaders believe early expert intervention improves cancer outcomes, but only 6% use outside specialists. Lantern now offers ongoing expert review with NCI-designated centers, and its Cancer Care Guides do outreach to eligible new members.

    High impactMedium effort First result in 1 quarter Director

    First action

    Measure today's days from diagnosis signal to first contact.

    How to measure it

    Engagement within 14 days

    Now
    –
    Target
    50%
    By
    2 quarters

    Steps

    1. 1

      Baseline timing

      Signal to first contact.

      Director, Clinical Operations and Strategy 2 weeks

    2. 2

      Set triggers

      With client consent.

      Director, Clinical Operations and Strategy 1 month

    3. 3

      Write outreach

      Letter, call, text.

      Senior Copywriter, Member Activation 2 weeks

    4. 4

      Train guides

      First-call script.

      Cancer Care Guide lead 2 weeks

    5. 5

      Run

      Two clients first.

      Director, Clinical Operations and Strategy 1 quarter

    6. 6

      Report

      Engagement to clients.

      Client Success Manager quarterly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Director, Clinical Operations and Strategy

    Smallest test

    Run the first-week outreach for one client.

    Why it works

    Where clients allow it, use eligibility and claim signals to reach newly diagnosed members within days, by phone and letter, offering a nurse navigator and an expert review of the treatment plan. Test message and timing and report engagement to clients.

    Early engagement is when navigation changes the treatment path, which is where the savings and outcomes are.

    Risks and how to handle them

    • Members feel watched

      Plain, caring wording and an easy opt-out.

    Evidence

    • Press"The Cancer Attention Gap" (July 29, 2026), from AccessHope and Lantern, surveyed 240 HR leaders at self-funded employers: 94% believe early expert intervention for cancer improves outcomes and cuts costs, yet only 6% use external oncology specialists for high-cost treatment decisions. Other 2026 news on the press page: a Marathon Health integrated primary and specialty care model (June 18), the Global Appropriateness Measures partnership (June 17), a patient safety organization (July 10) and Fast Company's Most Innovative Companies list (March 24).Source
    • HiringMember Engagement Advocate (Dallas, posted September 28, 2026): "outbound calling is the core of the job"; "most people would rather ignore a benefits letter than call about it"; advocates turn "I'll deal with it later" into "okay, I'm scheduled", hit "call and conversion metrics", and support "one benefit program — Lantern or SMS". A Cancer Care Guide (posted October 16) also does "outreach to eligible new members to introduce available oncology support services".Source
    • Your websiteEmployer infusion page: hospital infusions are "often marked up 300%"; employers pay "$75,000 on average for each employee receiving infusion care for autoimmune conditions or cancer in a hospital setting"; Lantern saves "upwards of 40%" when care moves out of the hospital. Cancer page: "2% of your member base with active cancer drive 20% of total healthcare spend"; members get a 1:1 Oncology Nurse Navigator.Source
    • HiringSenior Copywriter, Member Activation (posted September 3, 2026): the Member Activation team "turns eligible members into first calls and cases, the leading indicator for procedure volume and revenue"; the role is "a direct bet on one of our biggest 2027 priorities: scaling campaign execution with agents, not headcount"; writes direct mail, email, text, display ads, calling scripts, landing pages, app and portal copy; runs A/B and multivariate tests; keeps "a shared style, voice, and compliance checklist so AI-generated variants stay on-brand and audit-ready".Source

Big bets 3

Larger plays that can change the trajectory.

  • 18

    The Healthcare Economics director is asked to build a publication roadmap for outlets like Health Affairs and JAMA Network Open, working with Merative and Artemis Health. Every page cites "observed performance from Lantern book of business", which buyers can only take on trust.

    High impactHigh effort First result in 4 quarters Director

    First action

    Pick the first study question with the data partners.

    How to measure it

    Peer-reviewed or independent studies

    Now
    –
    Target
    2
    By
    4 quarters

    Steps

    1. 1

      Choose questions

      Two studies.

      Director, Healthcare Economics 1 month

    2. 2

      Data agreements

      With partners.

      Director, Healthcare Economics 1 quarter

    3. 3

      Analysis

      Matched comparison.

      Director, Healthcare Economics 2 quarters

    4. 4

      Submit

      To journals.

      Director, Healthcare Economics 1 quarter

    5. 5

      Brief consultants

      Findings and method.

      Head of Consultant Relations 1 month

    6. 6

      Update the site

      Results page.

      Director, Product Marketing & Competitive Intelligence 1 month

    First result
    4 quarters
    Cost
    Research and data costs
    Owner
    Director, Healthcare Economics

    Smallest test

    Write the study plan for one question.

    Why it works

    Commission two independent studies: savings and outcomes for surgery, and site-of-care savings for infusions, against matched comparison groups. Publish them, then turn them into a consultant briefing and a public results page.

    Independent evidence is the strongest answer to "how do you know?", and it raises the bar for rivals.

    Risks and how to handle them

    • Results weaker than marketing

      Publish anyway and update the proof sheet.

    Evidence

    • HiringDirector, Healthcare Economics (posted September 3, 2026): models "fee structure options, including performance-based, risk-sharing, and hybrid pricing approaches"; builds "the value narrative for employers, benefits consultants, and health plans" and "evidence packages" for objections; manages data partners Merative and Artemis Health; drives "a publication roadmap" for outlets such as Health Affairs, NEJM Catalyst, Employee Benefit News and JAMA Network Open.Source
    • Your websiteHomepage (checked October 21, 2026): H1 "Better specialty care starts here" covering surgery, infusion therapy and cancer, but the meta description, which search results show, says only that Lantern "connects employees to high-quality surgical care through our Network of Excellence for surgery"; "12 million lives covered | $1 billion saved"; "4% lower total medical spend"; the Resources menu still features "2025 Employer Healthcare Strategy Survey: 5 Key Takeaways for Benefits Leaders" dated September 03, 2024; the footer YouTube link (@Lantern-Specialty-Care) returns 404.Source
    • Your websiteThe same proof points differ from page to page: "4% lower total medical spend" (homepage, consultants, public sector, economic model) vs "3% lower total medical spend" (employer surgery page) and "3% lower spending trend" (health plans); "650+ in-network surgical facilities" (Network of Excellence) vs "more than 1,500 facilities" (surgery page); "81% of members drive less than an hour" (Our results) vs "81% of members travel less than 50 miles" (consultants) and "99% of members can get care locally"; surgical avoidance "up to 30%" vs "20-30%"; "12 million members" on the site vs "more than 6 million members" in every job post.Source
    • Press"The Cancer Attention Gap" (July 29, 2026), from AccessHope and Lantern, surveyed 240 HR leaders at self-funded employers: 94% believe early expert intervention for cancer improves outcomes and cuts costs, yet only 6% use external oncology specialists for high-cost treatment decisions. Other 2026 news on the press page: a Marathon Health integrated primary and specialty care model (June 18), the Global Appropriateness Measures partnership (June 17), a patient safety organization (July 10) and Fast Company's Most Innovative Companies list (March 24).Source
  • 19

    Lantern already offers "No upfront costs with Performance Based Pricing", and the Healthcare Economics director is modeling "performance-based, risk-sharing, and hybrid pricing". A clear, public guarantee would separate Lantern from rivals that sell on estimated savings.

    High impactHigh effort First result in 3 quarters Director

    First action

    Model the guarantee on last year's client results.

    How to measure it

    New clients on the guarantee

    Now
    –
    Target
    30%
    By
    3 quarters

    Steps

    1. 1

      Model risk

      From client results.

      Director, Healthcare Economics 1 quarter

    2. 2

      Design terms

      Simple and measurable.

      Director, Healthcare Economics 1 month

    3. 3

      Legal review

      Contracts.

      Legal and Compliance 1 month

    4. 4

      Brief consultants

      Terms and method.

      Head of Consultant Relations 1 month

    5. 5

      Launch

      In proposals.

      Chief of Staff to the President 1 month

    6. 6

      Track

      Win rate and payouts.

      Commercial Strategy & Operations quarterly

    First result
    3 quarters
    Cost
    Revenue at risk
    Owner
    Director, Healthcare Economics

    Smallest test

    Offer the guarantee in five proposals.

    Why it works

    Define a standard guarantee (for example, fees refunded if TrueRate savings fall below an agreed level), price the risk from book-of-business data, and make it the headline offer for consultants and new employers.

    A guarantee moves risk off the buyer and gives consultants an easy reason to shortlist.

    Risks and how to handle them

    • Payouts

      Set floors with clear measurement.

    Evidence

    • HiringDirector, Healthcare Economics (posted September 3, 2026): models "fee structure options, including performance-based, risk-sharing, and hybrid pricing approaches"; builds "the value narrative for employers, benefits consultants, and health plans" and "evidence packages" for objections; manages data partners Merative and Artemis Health; drives "a publication roadmap" for outlets such as Health Affairs, NEJM Catalyst, Employee Benefit News and JAMA Network Open.Source
    • Your websiteBetter economic model page: "55%+ lower rates than carriers", Lantern is a "Licensed Third-Party Administrator (TPA)" with bundled, transparent pricing and "No upfront costs with Performance Based Pricing". Specialists page: Lantern routes surgeons "incremental cases outside of the typical radius of your practice" and pays "a fair, transparent rate".Source
    • Your websiteInteractive tools: "Play Our Game: What Did Your Plan Really Pay for Surgery?" lets a buyer pick one of three procedures (knee replacement, hip replacement, bariatric lap sleeve), spin a wheel of hidden cost factors (claims lag, episode definition, site of care, geography, implants) and download the TrueRate savings methodology report; "Is Your Specialty Care Strategy Future-Proof?" is a 7-question assessment with "Instant Results" and a free strategy guide.Source
    • HiringHead of Consultant Relations (remote, posted October 9, 2026): "named ownership of our major consulting and brokerage house relationships", "generally capped at 1–2 houses per person"; develops content "specific to consultants in general and further tailored to each firm"; educates the market on "the category (surgery COEs and cancer support) and how to evaluate solutions"; improves "Lantern's win rate with each consulting/brokerage firm"; closes coverage gaps in "Texas/Southeast and public sector/labor".Source
  • 20

    Lantern launched an integrated primary and specialty care model with Marathon Health in June 2026 and publishes a member story about Hinge Health and Lantern working together. Primary care and MSK programs see members before they need surgery or infusions.

    High impactHigh effort First result in 4 quarters Chief of Staff to the Preside…

    First action

    List the partners most common among Lantern clients.

    How to measure it

    Cases referred by partners

    Now
    –
    Target
    15% of cases
    By
    4 quarters

    Steps

    1. 1

      List partners

      By client overlap.

      Chief of Staff to the President 1 month

    2. 2

      Design flows

      Referral and data.

      Director, Solutions Architect (Health Plans) 1 quarter

    3. 3

      Sign three

      Partners.

      Chief of Staff to the President 2 quarters

    4. 4

      Joint sales

      Shared employers.

      Ecosystem Partnerships lead ongoing

    5. 5

      Report

      Referrals and outcomes.

      Analytics quarterly

    6. 6

      Expand

      Add partners that work.

      Chief of Staff to the President quarterly

    First result
    4 quarters
    Cost
    Partnership team time
    Owner
    Chief of Staff to the President

    Smallest test

    Pilot one referral flow with an existing partner.

    Why it works

    Sign three more partners (advanced primary care, onsite clinics, digital MSK) with warm-referral flows, shared reporting and joint sales to employers that already use them.

    Partners bring members at the right moment and employers who already trust them.

    Risks and how to handle them

    • Partners overlap with Lantern

      Agree clear lanes per program.

    Evidence

    • Press"The Cancer Attention Gap" (July 29, 2026), from AccessHope and Lantern, surveyed 240 HR leaders at self-funded employers: 94% believe early expert intervention for cancer improves outcomes and cuts costs, yet only 6% use external oncology specialists for high-cost treatment decisions. Other 2026 news on the press page: a Marathon Health integrated primary and specialty care model (June 18), the Global Appropriateness Measures partnership (June 17), a patient safety organization (July 10) and Fast Company's Most Innovative Companies list (March 24).Source
    • Your websiteCase studies page (checked October 21, 2026): recent stories are large employers (DICK'S Sporting Goods, October 21, 2026; Loomis Armored; AT&T; Amtrak); the most recent public-sector one is the City of Fort Worth (July 2025). Resources also include Brevard Public Schools, 32BJ and two NC State Health Plan stories, and a member story on Hinge Health and Lantern working together. The general contact form serves employers, funds, consultants and health plans alike.Source
    • Your websiteHealth Plans page: "30 plans | Hundreds of organizations | 12 million members"; Lantern works "as a new layer on top of your existing network" and makes "warm referrals to your care management programs"; case study "Multistate Blue Plan Wins Business by Leveraging Lantern": a joint bid for a large state client, "Won the bid", "Estimated $20M hard-dollar additional savings", "100% fully voluntary design".Source

Wildcards 3

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

  • 21

    The Network Success lead manages provider engagement and retention. Lantern promises surgeons "incremental cases outside of the typical radius of your practice" and fair, transparent rates.

    Medium impactMedium effort First result in 2 quarters Senior Manager

    First action

    Build the scorecard for 20 surgeons.

    How to measure it

    Surgeon referrals into network

    Now
    –
    Target
    50 a year
    By
    3 quarters

    Steps

    1. 1

      Define the scorecard

      Cases, outcomes, payment.

      Senior Manager, Network Success 1 month

    2. 2

      Automate

      AI-assisted generation.

      Senior Manager, Network Success 1 month

    3. 3

      Send

      Quarterly.

      Senior Manager, Network Success quarterly

    4. 4

      Referral path

      Fast-track vetting.

      Network Strategy 1 month

    5. 5

      Target thin markets

      Where members drive farthest.

      Network Strategy ongoing

    6. 6

      Measure

      Retention and referrals.

      Senior Manager, Network Success quarterly

    First result
    2 quarters
    Cost
    Staff time
    Owner
    Senior Manager, Network Success

    Smallest test

    Send ten scorecards.

    Why it works

    Send each network surgeon a quarterly scorecard: cases routed, outcomes vs peers, payment speed. Invite top performers to refer colleagues who meet the vetting standards, with fast-track review in thin markets.

    Surgeons who see value stay, and peer referrals fill network gaps faster than cold recruiting.

    Risks and how to handle them

    • Low scores upset surgeons

      Share privately with improvement support.

    Evidence

    • HiringSenior Manager, Network Success (remote, posted September 21, 2026): drives "provider engagement, retention, and growth across key markets"; is executive sponsor for the "largest and most strategic provider groups"; embeds AI in "credentialing, settlement reconciliation, SCA drafting, escalation triage" to scale "without proportional headcount growth".Source
    • Your websiteBetter economic model page: "55%+ lower rates than carriers", Lantern is a "Licensed Third-Party Administrator (TPA)" with bundled, transparent pricing and "No upfront costs with Performance Based Pricing". Specialists page: Lantern routes surgeons "incremental cases outside of the typical radius of your practice" and pays "a fair, transparent rate".Source
    • Your websiteThe same proof points differ from page to page: "4% lower total medical spend" (homepage, consultants, public sector, economic model) vs "3% lower total medical spend" (employer surgery page) and "3% lower spending trend" (health plans); "650+ in-network surgical facilities" (Network of Excellence) vs "more than 1,500 facilities" (surgery page); "81% of members drive less than an hour" (Our results) vs "81% of members travel less than 50 miles" (consultants) and "99% of members can get care locally"; surgical avoidance "up to 30%" vs "20-30%"; "12 million members" on the site vs "more than 6 million members" in every job post.Source
  • 22

    The footer YouTube link is dead, yet Lantern has 21 podcast episodes, many member stories and videos such as "Why our surgeons love Lantern". Short video is what clients can drop into open enrollment emails and intranets.

    Medium impactLow effort First result in 1 quarter Senior Copywriter

    First action

    Cut five clips from existing member stories.

    How to measure it

    Clip views

    Now
    –
    Target
    50,000
    By
    2 quarters

    Steps

    1. 1

      Restore channel

      Fix the link.

      Web and Content Marketing Manager 1 day

    2. 2

      Pick stories

      Five per program.

      Senior Copywriter, Member Activation 1 week

    3. 3

      Cut clips

      Short versions with captions.

      Video Producer 1 month

    4. 4

      Add to kit

      Client promotion kit.

      Client Success Manager 1 week

    5. 5

      Post

      YouTube and LinkedIn.

      Web and Content Marketing Manager weekly

    6. 6

      Measure

      Views and activation.

      Analytics monthly

    First result
    1 quarter
    Cost
    Editing time
    Owner
    Senior Copywriter, Member Activation

    Smallest test

    Publish one clip this week.

    Why it works

    Restore or recreate the channel, cut 30-60 second clips from member stories and podcasts by program, and add them to the client promotion kit and member pages.

    Video makes the benefit real to members and is easy for clients to share.

    Risks and how to handle them

    • Consent

      Use only stories with signed releases.

    Evidence

    • Your websiteHomepage (checked October 21, 2026): H1 "Better specialty care starts here" covering surgery, infusion therapy and cancer, but the meta description, which search results show, says only that Lantern "connects employees to high-quality surgical care through our Network of Excellence for surgery"; "12 million lives covered | $1 billion saved"; "4% lower total medical spend"; the Resources menu still features "2025 Employer Healthcare Strategy Survey: 5 Key Takeaways for Benefits Leaders" dated September 03, 2024; the footer YouTube link (@Lantern-Specialty-Care) returns 404.Source
    • Your websiteSitemap (385 URLs, checked October 21, 2026): 108 blog posts (latest October 15, 2026), about 90 resources, 53 press items, 21 podcast episodes; testimonial categories for Arabic, Burmese, French, Haitian Creole, Karen, Marshallese, Somali, Spanish and Vietnamese, but the Spanish category page shows "No results found" and there are no Spanish member pages; one resource URL is a pasted link with campaign tags ("/resources/https-resources-lanterncare-com-30-questions-to-ask-when-assessing-coesutm_campaign..."); a slug reads "solution-compaison"; older member stories are still titled "SurgeryPlus story"; the game and the assessment pages have no meta description.Source
    • HiringClient-side hiring: a Senior Manager, Strategy & Operations, Client Success (posted October 13, 2026) will "build a customer health score/model" to "identify whitespace and churn risk" and run the upsell and renewals pipeline; Client Success Managers run "engagement marketing initiatives, including open enrollment events, webinars, mailers" with clients and their brokers; a Director, Solutions Architect (Health Plans) (posted September 30) designs solutions "particularly in risk products" with the VP of Health Plan Sales.Source
  • 23

    The PMM role expects someone who knows when "Mercer, Aon, and WTW drop their annual reports" and synthesizes them before competitors. Lantern already publishes its own surveys (site of care, cancer attention gap).

    Medium impactLow effort First result in 1 quarter Director

    First action

    Make a calendar of the year's major survey releases.

    How to measure it

    Brief open rate among consultants

    Now
    –
    Target
    50%
    By
    2 quarters

    Steps

    1. 1

      Calendar

      Survey release dates.

      Director, Product Marketing & Competitive Intelligence 1 week

    2. 2

      Template

      Two-page brief.

      Director, Product Marketing & Competitive Intelligence 1 week

    3. 3

      Write fast

      Within 48 hours.

      Director, Product Marketing & Competitive Intelligence ongoing

    4. 4

      Send

      To consultants and SDRs.

      Head of Consultant Relations ongoing

    5. 5

      Post

      On the blog and LinkedIn.

      Web and Content Marketing Manager ongoing

    6. 6

      Measure

      Opens and meetings.

      Commercial Strategy & Operations quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Director, Product Marketing & Competitive Intelligence

    Smallest test

    Write one brief on the next release.

    Why it works

    Publish a two-page "what it means for specialty care" brief within 48 hours of each major consultant survey, with Lantern's own data alongside, and send it to consultant contacts and the SDR team.

    Being first with a useful take earns consultant attention and gives sellers a timely reason to reach out.

    Risks and how to handle them

    • Misreading surveys

      Quote directly and link the source.

    Evidence

    • HiringDirector, Product Marketing & Competitive Intelligence (Dallas or New York, posted September 29, 2026): owns "competitive and market intelligence for the company"; delivers "competitor comparisons, real-time competitive alerts" to the field; runs "structured interviews with customers, prospects, and the field to understand why we win and lose"; builds "the competitive response playbook"; sets "a commercial confidence baseline" for selling against "our primary competitors"; knows when "Mercer, Aon, and WTW drop their annual reports".Source
    • Press"The Cancer Attention Gap" (July 29, 2026), from AccessHope and Lantern, surveyed 240 HR leaders at self-funded employers: 94% believe early expert intervention for cancer improves outcomes and cuts costs, yet only 6% use external oncology specialists for high-cost treatment decisions. Other 2026 news on the press page: a Marathon Health integrated primary and specialty care model (June 18), the Global Appropriateness Measures partnership (June 17), a patient safety organization (July 10) and Fast Company's Most Innovative Companies list (March 24).Source
    • HiringHead of Consultant Relations (remote, posted October 9, 2026): "named ownership of our major consulting and brokerage house relationships", "generally capped at 1–2 houses per person"; develops content "specific to consultants in general and further tailored to each firm"; educates the market on "the category (surgery COEs and cancer support) and how to evaluate solutions"; improves "Lantern's win rate with each consulting/brokerage firm"; closes coverage gaps in "Texas/Southeast and public sector/labor".Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

ProgrammableAgency

1 of the 23 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Prospect lists1The list compiled from public sources, verified, deduplicated and delivered to your CRM.

A 30-minute session with the engineer who would build it, not a sales call. You leave with a plan whether or not you hire us.

Book a working session

Usually live within days.

Tools for the rest

ProgrammableInfo

Turn the research into a list you can act on

These ideas start with finding the right companies. Info finds them and the right person at each, researches every one and drafts the outreach, then asks before it sends.

  • Build this list in Info for idea #6 (opens programmable.info in a new tab)

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 22, 2026, and cites them throughout. Lantern did not commission, review or endorse it, and Programmable is not affiliated with Lantern. 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 Lantern runs its business.

Something wrong, or do you represent Lantern? 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 307 ideas

    Proof sheet, homepage snippet and library clean-up, member callback path, consultant kit and game-led outbound; restore the YouTube channel.

  2. Days 31 to 6013 ideas

    Competitor comparisons, win-loss, the wider savings game, activation message library, Spanish outreach, client kits and health scores, public sector and health plan channels, the objection library and first-week cancer outreach; surgeon scorecards and survey briefs.

  3. Days 61 to 903 ideas

    Commit to independent studies, a performance guarantee and primary care referral partners.

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 surgery with little or no out-of-pocket cost. The most cited problem: not knowing if a procedure is covered.

  • A Care Advocate who handles appointments and paperwork
  • Long waits for specialists
  • In their words: “Care Advocate”

Market

Competitive landscape

4 competitors compared: Carrum Health, Transcarent, Included Health and Health plan COE programs.

  • Gap to exploit: Independent evidence of specialty care savings
  • Carrum Health: No infusion program on its homepage
  • Transcarent: Specialty care is one of many products

Hiring signals

Lantern is building a modern commercial engine.

  • Director, Product Marketing & Competitive Intelligence: Competitor comparisons, win-loss, consistent messaging. Ideas 1, 7, 8, 23.
  • Director of Commercial Enablement: Content governance and objection handling for 200 sellers. Ideas 1, 16.
  • Director, Healthcare Economics: Pricing models, value narrative, publications. Ideas 9, 18, 19.

From the team that wrote this playbook

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