Brittany Solomon · Abeó Health May 2026
Abeó Health
Brand & Marketing · 6-Phase Plan

Each phase earns the next.

The marketing arc from a bootstrapped Laguna Hills launch to a global Living Systems Network. Voice: The Capable Guide — reassuring, clear, warm. Honesty rule: marketing must be backed by operational reality. We don't sell what we can't deliver.

Budget arc
~$15K → ~$10M+
Anchor pitch
Uber & Lyft, for care
abeo.health Confidential
Orientation

Six sections per phase.

Each phase is structured identically so the plan reads the same way as it scales. The honesty rule governs every line: we don't sell what we can't deliver.

The six sections

  • What's actually live — only what we can sell, pulled from phase-gate-execution.md
  • Audiences — who we're talking to, ranked by revenue impact
  • Channels — where we reach them, cheapest-to-deepest
  • Messaging — the lead-in, the hook, the proof
  • Budget — total spend for the phase, broken by channel
  • KPIs + Owner — measurable outcomes and who's accountable

The budget arc across 6 phases

~$15K → ~$50K → ~$200K → ~$1M → ~$3M+ → ~$10M+. This scales with revenue. Phase 1 is bootstrapped from the ecosystem loan; Phase 4+ marketing is funded by Series A and beyond. Every message is rooted in Brittany's anchor: "Think Uber and Lyft, but for health, care, and companionship."

◆ Source canon

abeo-full-vision.pdf (Brittany's April 2026 PDF) + phase-gate-execution.md (realistic execution roadmap). Marketing activity in any phase must be backed by operational reality.

Phase 1 · NOW · Months 0-12

HCO launch. The Saddleback wedge.

What's actually live

Abeó Care (W-2 caregivers, CDSS HCS 281 license) · Abeó Connect (coordinator + family dashboard) · abeoOS MVP (Navigator + Pulse modules only) · Saddleback Memorial discharge bundle pilot.

◆ Council revision (May 9) — caregivers rank #2, not #5

We can't sell care we can't staff. The HCO model (W-2 caregivers, real benefits) is harder to staff than 1099 referral models — recruiting IS the bottleneck.

Audiences (ranked by revenue impact)

# Audience Why first What they need
1 Hospital case managers — Saddleback Memorial first Highest-volume referral source; one relationship = 10+ patients/month Discharge confidence, vendor reliability, single-call simplicity
2 Caregivers seeking employment (CNAs, HHAs, OC + South LA) Supply-side bottleneck. The HCO promise depends on staffing depth. Real benefits, fair pay, mission-driven employer, family-feel workplace
3 Adult-children caregivers in South OC (50s-60s, professional, time-starved) Primary purchasing decision-maker; willing to pay HCO rates for trust Reassurance, transparency, dignity, single point of contact
4 Spanish-speaking adult-children caregivers (Santa Ana, La Habra, Anaheim) OC senior population is ~30% Hispanic; current marketing under-serves them Culturally competent care, Spanish-language coordinator, family-of-color dignity
5 Senior-living community discharge planners (SNFs, ALFs) Steady downstream referrals when patient transitions home Reliable home-care follow-through, family communication
6 Faith-community senior-care advisors (Black/African, Korean, Vietnamese congregations) Multi-cultural decisions often go through trusted faith community first; cheap, deep credibility Mission alignment, cultural competency, trustworthy referral relationship
7 OC Office on Aging caseworkers Volume-low but high-credibility; gateway to public/community partnerships Compliance-clean vendor, MWBE-eligible, mission-aligned

Channels

Channel What it does Why it works in Phase 1
Direct hospital BD (Brittany + 1 BD partner) Saddleback case-manager intake meetings, monthly office presence The Saddleback wedge IS the launch. No substitute.
Google Local Service Ads "Home care Laguna Hills" + "senior care OC" + branded "Abeó" Search-intent ready-to-buy traffic. Paid by lead.
Google Search Ads Same keywords, supplementary Catches secondary intent + competitors' brand searches
Nextdoor + local FB groups Founder-voice posts, neighborly framing Hyper-local + word-of-mouth multiplier
OC Office on Aging registration Listing + cross-referrals Free + credentialing signal
Indeed + ZipRecruiter + caregivers.com Caregiver recruiting (English + Spanish) Where W-2 healthcare workers job-search
Faith-community partnership outreach Sunday-program presentations, senior-ministry liaisons High-credibility referrals in multi-cultural communities
Spanish-language Google + FB ads "cuidado en casa Laguna Hills" / "asistencia para mi mamá" Materially under-served audience in OC market
Univision OC affiliate sponsorship Spanish-language senior-care content sponsorship Brand credibility in Hispanic community
Founder LinkedIn Brittany's channel — investor-warm intros, ecosystem visibility Free + compounds over time
Press release at launch — two angles (1) Local OC coverage + (2) ecosystem-loan announcement (first JV in StarHub portfolio with direct ecosystem capital) Free credibility signal + investor-pipeline asset
Phase 1 · Execution

One discharge call. Three problems solved.

Messaging

Lead-in (everywhere): "Think Uber and Lyft, but for health, care, and companionship."

For hospital case managers

  • One discharge call. Three problems solved.
  • W-2 caregivers — fully credentialed, insured, our employees.
  • Same-ZIP local — based in Laguna Hills.
  • Pilot now: zero referral commitment for first 90 days.

For adult-children caregivers

  • The bridge between the hospital and the home.
  • Vetted caregivers we hire and stand behind.
  • One coordinator who knows your family.
  • Transparent rates ($36-48/hr) — no hidden surprises.

For OC Office on Aging

  • Minority woman-owned (MWBE-qualifying).
  • Mission: when care is needed, no one navigates it alone.
  • Compliance-clean (CDSS HCS 281, HCAR-registered, fully insured).
  • Available for community partnerships from day one.

For caregivers (recruiting)

  • W-2 employee, not 1099 placement.
  • Real benefits — medical, dental, 401(k), workers comp, PTO.
  • Brittany Solomon hires personally for first 6 months.
  • Caregivers are family at Abeó.

Budget — Phase 1 (~$22K total, 12 months) [revised up from $15K per council audience expansion]

Channel $ Notes
Google Local Service Ads (English) $4,000 $335/mo × 12 mo
Google Search Ads (English) $3,000 $250/mo × 12 mo, "home care Laguna Hills" + branded
Spanish-language Google + FB ads $2,500 $210/mo × 12 mo
Univision OC sponsorship (light) $1,500 Quarterly senior-care content sponsorship
Saddleback BD materials $1,500 Print + digital, English + Spanish
Faith-community outreach materials $800 Brittany visits 6-8 churches/temples
OC OoA registration + listings $300 Annual
PR / launch announcement (2 angles) $2,000 Local OC + ecosystem-loan-as-news
Grand opening / open house event $2,000 Networking with hospital case managers
Caregiver recruiting (promoted listings) $1,500 Hard-to-fill roles, multiple languages
Caregiver pay-equity story development $500 Founder-led narrative, testimonial collection
Domain / hosting / Cloudflare Pages $0 Already in mythOS infrastructure
Founder LinkedIn / personal channels $0 Brittany's time
Reserve / opportunistic $2,400 Conferences, sponsorships that emerge

KPIs — Phase 1

Metric Target by Month 12 Owner
Active Care clients (sustained 90+ days) 30+ Brittany
W-2 caregivers on payroll 5-15 Brittany
Saddleback referrals/month 10+ Brittany + BD partner
Monthly Recurring Revenue $50K+ Brittany
Google Local Service Ads CPL <$80 (delegated)
OC OoA referral count 5+ (delegated)
Glassdoor/Indeed caregiver satisfaction 4.0+ Brittany
First case study / public testimonial 1 Brittany
Phase 2 · Months 9-18

Transport + Companions. Phase 1 trust is the wedge.

What's actually live (after Phase 2 gates close)

Phase 1 services (Care + Connect) · Abeó Transport (Uber Health ambulatory + 2 owned WAV vans) · Abeó Companions (pet care for Care clients) · abeoOS Match module added.

Audiences (new in Phase 2; Phase 1 audiences continue)

# Audience Why now What they need
1 Hospital discharge transport coordinators (Saddleback + Providence Mission + Hoag) NEMT is the highest-frequency cross-sell from Phase 1 hospital BD Same-day wheelchair transport, door-through-door, NEMT-aligned drivers
2 Dialysis center managers (DaVita, Fresenius South OC) Recurring 3×-weekly NEMT = predictable subscription revenue Reliable schedule; no-shows kill patients' care plans
3 OCTA SNEMT subcontracting Public-funding lane via Measure M2 Compliance + capacity to handle assignments
4 Adult-children pet owners with elderly parents Companions program → cross-sell to existing Care clients Peace of mind that Mom's dog is walked while Mom recovers
5 Veterinary clinics (referral partner for Companions vet transport) Pet-care expansion vector Trustworthy non-emergency vet transport

Channels (new for Phase 2)

Channel What it does Why it works in Phase 2
Hospital discharge planning meetings (monthly at 3 hospitals) Cross-sell Transport + Companions to existing case-manager relationships Phase 1 trust IS the wedge for Phase 2
Dialysis center weekly visits Build subscription transport contracts with 2-3 centers High-frequency = high-revenue per relationship
Vet clinic partnership outreach Ladera Ranch, San Juan Cap, Mission Viejo vets Reciprocal referrals (we transport their patients; they refer pet care)
OCTA SNEMT bid response Subcontracting under Measure M2 Public-funding lane active and seeking partners since 2024
Targeted Google Ads — wheelchair NEMT keywords Specific intent at decision moment Higher CPC but high-LTV

Messaging (new for Phase 2)

For dialysis centers

  • 3× weekly subscription pricing. Same driver. Same time. Every appointment.
  • HIPAA-trained drivers. Wheelchair-accessible vans we own.
  • Backup capacity — when Care Van is M-F-only, we run weekends.

For pet owners (adult-children)

  • When mom is in the hospital, who walks her dog?
  • Abeó Companions: pet care that integrates with your parent's care plan.
  • One coordinator manages both — your mother and her companion.
Phase 2 · Execution

Spend follows the cross-sell.

Budget — Phase 2 (~$50K total, 9 months)

Channel $ Notes
Hospital BD travel + entertainment $4,000 Monthly visits to 3 hospitals
Dialysis center BD visits $1,500 2-3 centers × monthly visits
Vet clinic partnership outreach $1,500 8-10 vets in service area
Google Ads — NEMT keywords $15,000 $1,650/mo × 9 mo
OCTA SNEMT bid prep + counsel $5,000 Compliance docs + bid-response writing
Companions launch campaign $5,000 Nextdoor, FB, local press; cross-sell to Care clients
Saddleback discharge-planner-of-the-month sponsorship $3,000 Soft sponsorship of CM appreciation event
Print materials refresh $2,000 Updated one-pagers incl. Transport + Companions
Local PR (Voice of OC, OC Register WAV launch) $2,000 "First minority-owned WAV fleet in South OC" angle
Caregiver/driver recruiting $5,000 Heavier ATS spend — drivers AND new caregivers
Reserve / opportunistic $6,000 Conferences, sponsorships that emerge

KPIs — Phase 2

Metric Target by Month 18 Owner
Active Care + Transport clients 60+ Brittany
Rides/month 200+ Operations lead (hire #1)
WAV fleet utilization >65% Operations lead
Hospital partnerships active 2-3 Brittany
Dialysis subscription contracts 2+ BD lead
Companions clients 10+ Operations lead
MRR $200K+ Brittany
Phase 3 · Months 18-30

Clinical depth. Medicare-reimbursable.

What's actually live

Phase 1 + 2 services · Abeó Clinical (RN, LVN, PT, OT, Speech under CDPH HHA license, Medicare-certified) · Abeó Mental Wellness (counseling, peer support) · Abeó Academy (first cohort certifications) · abeoOS Comply module added.

Audiences (new in Phase 3)

# Audience Why now What they need
1 Medicare Advantage plan procurement (Kaiser MA, SCAN, Alignment) Clinical home health is Medicare-reimbursable In-network, credentialed, outcome-track-record
2 Hospital cardiology / orthopedics / oncology Specialty discharge bundles need clinical home health Vendor that integrates with their care pathways
3 Primary care physicians (geriatricians, internal medicine) Order home health services for their patients Clean handoff, reliable communication, EVV-compliant
4 Community college HCA programs (Saddleback, Irvine Valley, Orange Coast) Academy partnership pipeline Credentialed continuing-ed partner
5 Mental health practitioners (LCSWs, MFTs in OC) Clinical referral network for Mental Wellness Telehealth + in-home options for shared clients
6 Caregiver burnout support orgs (AARP CA, Family Caregiver Alliance) Mental Wellness for caregivers themselves Specialized resources

Channels (new for Phase 3)

Channel What it does Why it works in Phase 3
MA plan procurement contract pursuit Long sales cycle (12+ months) but transformative when closed $5K-$20K MRR per plan, recurring
Hospital department-level BD (cardiology, ortho, oncology) Layer onto Phase 1-2 case-manager relationships with clinical pitch Existing trust + new offering
Healthcare conferences (Western Regional Geriatrics Society, CAHSAH) Industry-specific positioning Where the buyers congregate
Provider-targeted Google Ads + LinkedIn ads Reach physicians ordering home health LinkedIn precision targeting
Academy launch press + community college partnerships First Academy cohort = workforce development story Local press LOVES this angle
Mental health practitioner referral network meetings Reciprocal referrals — they refer in-home, we refer to telehealth Ecosystem-of-care positioning
Phase 3 · Execution

Order home health, get a coordinator.

Messaging (new for Phase 3)

For MA plan procurement

  • Vertically integrated home care + clinical + transport + mental wellness.
  • Phase 1-2 outcomes data: caregiver continuity, readmission reductions, MRR growth.
  • abeoOS Insights provides population-health analytics MA plans need.
  • Minority woman-owned — supplier-diversity targets.

For hospital cardiology/ortho/oncology

  • Discharge bundle now includes clinical home health.
  • Same single-call coordination Phase 1 won you with.
  • Specialty-trained nurses for cardiac/post-op/oncology recovery.

For physicians

  • Order home health, get a coordinator (not just a chart).
  • abeoOS Comply ensures EVV + documentation requirements.
  • Phase 3-4 Bobby John / HIP Nation collaboration brings DPC integration.

For Academy partners

  • First cohort: HCA + NEMT + community health worker certifications.
  • Career pathways for community members.
  • Workforce-development story — minority woman-owned community engine.

Budget — Phase 3 (~$200K total, 12 months)

Channel $ Notes
MA plan BD (consultant, travel, negotiation) $40,000 Long-cycle, high-LTV
Hospital department-level BD $25,000 3 hospitals × department visits
Conferences (CAHSAH, WRGS, Hospice & Home Care of CA) $30,000 Booths + travel + materials
LinkedIn ads (provider targeting) $20,000 $1,650/mo × 12 mo
Google Ads (Medicare home health keywords) $25,000 Premium CPC at this stage
Academy launch campaign $15,000 Local press, community college outreach
Mental Wellness launch $10,000 Practitioner network meetings, MH event sponsorship
Updated brand identity + materials (10 divisions) $15,000 Brand guide v2, full division iconography
Recruiting (clinical hires + Academy faculty) $15,000 RN, LVN, PT, OT, Speech — premium ATS
Reserve / opportunistic $5,000

KPIs — Phase 3

Metric Target by Month 30 Owner
Active clients across all services 150+ Operations + clinical leads
Clinical home health visits/month 200+ Clinical Director (hire)
MRR (services + emerging SaaS) $700K+ Brittany + COO
MA plan contracts signed 1-2 Brittany
Hospital partnerships (department-level) 5+ BD lead
Academy graduates 30+ Academy Director (hire)
Mental Wellness clients 10+ Clinical Director
Provider referral count/month 30+ (delegated)
Phase 4 · Months 30-48

abeoOS goes B2B. This is sales now.

What's actually live

Phase 1-3 services · abeoOS full platform (all 8 modules: Navigator, Match, Pulse, Guide, Comply, Insights, Harvest, Earth) · Abeó Workforce (staffing platform as standalone B2B) · Abeó Earth (environmental sustainability, ESG metrics) · Abeó Harvest (community agriculture, food-as-medicine) · Abeó Foundation (501(c)(3) launched).

Audiences (new in Phase 4)

# Audience Why now What they need
1 Health system procurement (Kaiser, MemorialCare, Providence, Sutter) abeoOS B2B SaaS licensing Care coordination platform that integrates with EHR + MA contracts
2 Smaller home care agencies / hospice abeoOS as a platform they license Don't want to build their own; willing to license
3 Government / public health departments Workforce + Earth + Harvest programs Community-rooted impact partner with measurable ESG
4 Impact investors (ImpactPHL, Acumen, Omidyar healthcare) Foundation launch + Living Systems thesis ESG-aligned investment with outcomes data
5 Pharma + research entities Longitudinal living-systems dataset licensing Real-world data with consented access
6 Educational institutions (community colleges nationally) Academy licensing Workforce-development curriculum partnerships

Channels (new for Phase 4)

Channel What it does Why it works in Phase 4
B2B SaaS sales team (3-5 reps) abeoOS licensing This is no longer marketing — this is sales
HIMSS, Connected Health Conference, ATA Industry SaaS conferences Where health-tech buyers go
Account-based marketing on top 50 health systems Targeted, multi-touch outreach Long-cycle, high-LTV
Foundation launch — major press + impact investor circuits Mission-amplification + ESG investor pipeline Differentiation competitors can't replicate quickly
Government partnership development (HRSA, AHRQ, CMS Innovation) Federal grant + contract pipeline Phase 4 maturity unlocks federal-grade trust
Pharma data partnerships (consented dataset access) Revenue stream that scales without operational lift abeoOS Insights value capture
Phase 4 · Execution

The AI operating system for care coordination.

Messaging (new for Phase 4)

For health systems

  • abeoOS — the AI operating system for care coordination.
  • Plug into your EHR. Integrate with MA contracts. Reduce readmissions.
  • Same-network outcomes data from 5 years of operations.

For impact investors

  • Living Systems Network — human + animal + environmental + agricultural care, one platform.
  • 5 years of community-rooted operational depth.
  • Foundation 501(c)(3) ensures mission permanence at any liquidity event.
  • Comparable exits: Optum, One Medical, Kindred at Home — and we exceed precedent on data + impact.

For pharma / research

  • Longitudinal living-systems dataset, consented + ethically managed.
  • Cross-domain (clinical + behavioral + environmental + nutritional).
  • No peer dataset exists.

Budget — Phase 4 (~$1.75M total, 18 months) [revised up from $1M per council; enterprise SaaS sales requires $500K-$1M for team alone]

Channel $ Notes
B2B SaaS sales team (5-7 reps + commission) $850,000 Variable + base — enterprise sales requires real headcount
Conferences (HIMSS, AHIP, NAHC, ATA, Connected Health, CHIME) $120,000 HIMSS (SaaS buyers), AHIP (payors), NAHC (home care) all mandatory
Account-based marketing (top 100 health systems + top 20 payors) $200,000 LinkedIn ABM, content, direct mail, SDR support
LinkedIn + targeted social $80,000 Provider + buyer targeting
Brand investment — agency, photo/video, full refresh $150,000 Production-grade for Phase 4-6
Foundation launch + impact-investor outreach $60,000 Press, events, investor materials
Government BD (consultant, federal grant writing) $80,000 HRSA / AHRQ / CMS partnership pursuit
PR (national tier, healthcare innovation press) $100,000 Modern Healthcare, Becker's, Forbes 40 Under 40, Fortune Female Founders
Founder presence (op-eds, podcasts, keynote prep, media training) $40,000 Brittany's media value scales with the brand
Recruiting (engineering, sales, marketing director, comms) $50,000 Premium ATS + agency for senior hires
Reserve / opportunistic $20,000

KPIs — Phase 4

Metric Target by Month 48 Owner
Active clients (services) 500+ COO
MRR (services + SaaS) $3M+ Brittany + CFO
B2B SaaS deals signed 3+ Head of Sales
Active HCAs across the network 100+ Workforce Director
Foundation grants deployed 10+ Foundation Executive
Community programs (gardens, education, ESG) 3+ Earth + Harvest leads
ARR $30M+ CFO
Phase 5 · Months 48-72

Multi-state. M&A as marketing.

What's actually live

Phase 1-4 services in California · 5+ states operational (likely Texas, Arizona, Nevada, Oregon, Washington — to be confirmed by data) · first managed care PMPM contract live · impact investor round closed.

Audiences (new in Phase 5)

# Audience Why now What they need
1 State-level Medicaid managed care plans (5-10 MCOs per state) PMPM revenue model In-network coordination partner
2 Multi-state hospital systems (HCA Healthcare, Tenet, CommonSpirit) National contracts Consistent vendor across markets
3 State governments (DSHS, HHS counterparts) Public-health partnerships Living Systems framework + impact metrics
4 Sovereign-wealth-adjacent investors (Mubadala, Temasek, GIC, CalPERS) Growth round at $200M-$400M ESG + scale + global readiness
5 National media / thought-leadership (NEJM Catalyst, Health Affairs) Research + thought leadership Living Systems published frameworks

Channels (new for Phase 5)

Channel What it does Why it works in Phase 5
State-by-state regulatory + market entry Localized go-to-market team per state National scale = local execution
National sales team (10-20 reps) State-MCO + multi-state hospital BD Volume scale
Thought leadership publishing (NEJM Catalyst, Health Affairs) Living Systems framework as industry contribution Brand authority
National PR firm engagement Modern Healthcare, Becker's, Fortune Brand lift to support enterprise deals
Strategic acquisitions Tuck-in deals to accelerate state entry M&A as marketing
Government-sales specialists (former state HHS execs) Public-payor relationships Insider trust

Budget — Phase 5 (~$5M-$8M total, 24 months) [revised up from $3M per council; state-by-state market entry costs ~$500-800K per state]

Channel $
National sales team (15-25 reps + 5 sales engineers) $2,200,000
State-by-state market-entry campaigns (5 states × $400K) $2,000,000
Conferences + booths (national tier) $300,000
Brand campaigns (national + state-level) $600,000
ABM at top 200 enterprise targets $400,000
Government sales + lobbying (state and federal) $300,000
Thought leadership (writing, research, publication, speaking) $200,000
PR firm (national-tier) $400,000
Investor relations (impact + traditional + SWF prep) $200,000
M&A advisory (tuck-in acquisitions per state entry) $400,000
Recruiting (state directors, senior clinical, comms VP) $300,000
Founder presence escalation (TEDx, op-eds, book proposal) $100,000
Reserve / opportunistic $200,000

KPIs — Phase 5

Metric Target by Month 72 Owner
States operational 5+ COO + State Directors
Managed care PMPM contracts 2-3 Head of Payor Sales
ARR $10M+ → $50M+ CFO
Active enterprise SaaS customers 10+ Head of B2B Sales
Thought-leadership publications 5+ peer-reviewed Brittany + Clinical Director
Foundation programs nationally 20+ Foundation Executive
Phase 6 · Months 72+

Living Network, global scale.

What's actually live

Phase 1-5 nationally proven · 10+ country presence · global SaaS distribution · acquisition-ready or public-listing-ready.

◆ Per Brittany's vision PDF — Africa is a core Phase 6 audience, not an afterthought

The Living Systems Network thesis (human + animal + environmental + agricultural care) is structurally aligned with development-context healthcare delivery. African health ministries (Nigeria, Kenya, Ghana, Senegal, South Africa) and pan-African organizations (African Union, Africa CDC) are a core Phase 6 audience.

Audiences (new in Phase 6)

# Audience Why now What they need
1 African health ministries (Nigeria first — Brittany's heritage roots; then Kenya, Ghana, Senegal, South Africa) Heritage-aligned market; underserved by U.S. health-tech expansion Locally-adaptable platform, partnership over extraction, mission alignment
2 International health ministries (Latin America, SE Asia, EU member states) Global living-systems infrastructure partnerships WHO-aligned, locally-adaptable platform
3 WHO + multilateral organizations Living Systems framework adoption Research-grade evidence + community-rooted credibility
4 Pan-African organizations (Africa CDC, African Union, RECs) Continental-scale impact partnerships Living Systems aligns with the African Union's Agenda 2063
5 Global strategic acquirers (UnitedHealth, Humana, Optum, CVS, Amazon Health, Walmart Health, Centene) Acquisition pursuit Demonstrated multi-market execution + dataset + mission moat
6 Sovereign wealth funds + global impact investors Public-listing or growth round ESG + scale + global infrastructure
7 Global media (FT, Economist, Bloomberg, Al Jazeera, BBC) Brand authority for exit African-founder-led-global-healthcare-network is its own story
◆ Budget — Phase 6 (~$10M+ over the run-up to exit)

Phase 6 marketing is no longer "marketing" in the traditional sense — it's investor relations, M&A positioning, and global brand-authority building. Specific allocation depends on exit path.

KPIs — Phase 6

Metric Target Owner
Country presence 10+ International Director
Global ARR $200M+ CFO
Strategic acquirer engagement 3-5 in active conversation Brittany + Board
WHO partnership / framework adoption 1+ formal Brittany + Foundation
Exit value $1B-$5B+ Brittany + Board
Always-On Principles

The discipline that holds every phase.

These apply at every phase. Don't drop them as the company scales.

1. The Capable Guide voice

Reassuring, clear, warm. Never alarmist or jargon-heavy. (Per brand-guide.md §5.)

2. Brittany's 9-word pitch is the anchor

"Think Uber and Lyft, but for health, care, and companionship." Lead with this in every channel until it becomes universally recognizable. By Phase 4 it should be a meme.

3. Founder presence scales with the brand (explicit escalation per phase)

Phase Founder-presence activity
Phase 1 1 LinkedIn post/week, OC business networking monthly, local OC podcast guest spots
Phase 2 Add 2-3 healthcare podcasts/quarter, first conference panel pitches
Phase 3 Conference keynote slots (start small — local); first Health Affairs blog submission
Phase 4 Op-eds in major outlets (Health Affairs, Modern Healthcare); first Forbes/Fortune founder profile pitch
Phase 5 TEDx pitch then TED main stage; book proposal in development
Phase 6 Books published, documentary partnerships, World Economic Forum invitations

Quantify it: founder-presence equivalent ad-value is tracked as a marketing asset and grows from ~$50K (Phase 1) to ~$2M (Phase 6).

◆ 4. Caregiver pay equity is the differentiating narrative

OC home care caregivers experience 60%+ annual turnover at extractive HCO competitors. Abeó's HCO model — full benefits, fair pay, no caregiver-pay extraction beyond reasonable employer overhead — is a structural difference others cannot replicate without rebuilding their business model.

Pay-equity narrative across audiences

Public

"Caregivers are family at Abeó. Real benefits. Real respect. Real career paths."

B2B (hospitals, payors)

Lower caregiver turnover = better continuity of care = lower readmissions. Pay equity has clinical outcomes.

Investors

Lower turnover = lower recruiting cost = better unit economics over time. Pay equity is structural margin protection.

Caregiver recruiting

"Other agencies treat you like a placement number. We treat you like the heart of the company — because you are."

When Abeó hits sub-30% annual caregiver turnover (industry is 60%+), that becomes a press story. Track it.

Always-On Principles

Consent, culture, and earned phases.

◆ 5. The Foundation amplifies everything

Once Phase 4 launches the 501(c)(3), every program it funds is a marketing asset (community gardens, scholarship cohorts, environmental health assessments). Foundation work IS brand work. Tease the Foundation publicly starting Phase 2 (named, dated, mission-stated) so by Phase 4 launch it's expected.

◆ 6. Outcomes data tells our story — with explicit consent and community trust

Council revision (May 9): reframed to consent-first language. abeoOS Insights handles sensitive clinical, behavioral, environmental, and family data — positioning data as a marketing asset must NEVER outrun privacy-protection commitments.

Published outcomes (once abeoOS Insights goes live, Phase 4)

  • Caregiver retention rates (vs industry baseline)
  • Hospital readmission reductions (vs matched-cohort)
  • Family satisfaction scores
  • Environmental health impact metrics (Phase 4 Earth)
  • Food security improvements (Phase 4 Harvest)

Privacy commitments governing every publication

  • All client and caregiver data aggregated + de-identified before publication
  • No individual story shared without explicit written consent
  • Annual privacy audits by independent counsel
  • Brittany's commitment: data without consent is not data — it's extraction.

7. Cultural competency is structural, not seasonal

OC's senior population reflects the diversity of California: ~30% Hispanic, ~20% Asian (Korean, Vietnamese, Chinese, Filipino, Indian), ~5% Black/African heritage, plus Arabic-speaking communities in southern OC. Marketing that treats English-speaking white seniors as the default is leaving 50%+ of the market unaddressed.

Cultural competency per phase

Phase Adaptation
Phase 1 Spanish-language outreach, faith-community partnerships, culturally competent caregivers in the Registry
Phase 2 Add Korean + Vietnamese language materials for Garden Grove/Westminster
Phase 3 Translation infrastructure for Academy training programs
Phase 4 abeoOS Guide module includes multilingual content library
Phase 5+ Each new state's market entry includes cultural-competency adaptation per local demographics

This isn't a "diversity initiative." It's how the actual market actually works.

◆ 8. Care for the brand the way we care for clients

Don't ship promises we can't deliver. The phase-gate execution discipline is the marketing discipline too. We earn each phase. If Phase N KPIs miss, marketing rolls back to Phase N-1 messaging. Honesty is durable; embellishment is not.

Phase Transition Discipline

Each phase earns the next.

Phase Transition Checklist — confirm before launching Phase N marketing

Operational readiness

  • Phase N-1 KPIs achieved
  • Operational reality of Phase N matches what marketing will say
  • Compliance/regulatory clearance for Phase N services
  • Phase N hires in place (BD, marketing, ops as required)
  • Phase N customer/client onboarding flow tested

Alignment & assets

  • Founder + leadership team aligned on Phase N messaging
  • Budget approved for Phase N campaigns
  • Brand assets (visuals, copy, web pages) refreshed for Phase N
  • Phase N press strategy lined up (intentional launch press cycle)

Owner & Updates

Ownership

Owner: Brittany Solomon (founder), with Jack Polo (JV partner) supporting brand/creative direction. Phase-specific marketing leads (BD, ABM, content, PR) hired per phase. Update cadence: quarterly review against this plan. Phase transitions trigger full plan revision.

Source-of-truth dependencies

  • phase-gate-execution.md — what's operationally real per phase
  • abeo-full-vision.pdf — Brittany's strategic intent across all 6 phases
  • brand-guide.md — voice, language canon, visual identity
  • competitive-intel-oc.md — Phase 1 competitor landscape
  • funding-pathways-brittany.md — non-dilutive grant sources

"Phase 1 marketing is bootstrapped from $15K of ecosystem capital. Phase 6 marketing is $10M+ of global brand investment. The arc between them is the business. Each phase earns the next."