
A strategic pre-boarding journey designed to reduce fallout, build commitment, and welcome clinicians home.
This strategy blends two powerful perspectives: emotional insight and operational excellence.
Replicating the informal, exciting 'chorus of welcoming voices' to create the chills of belonging — making every accepted clinician feel immense pride about joining Legacy.
Showcasing practical support systems through timed, milestone-driven touchpoints that prevent candidates from feeling overwhelmed.
Extended credentialing runways leave candidates in limbo — vulnerable to second-guessing and competing recruiters. Completed onboarding ≠committed clinician.
A leading cause of fallout is spouse/partner relocation anxiety. This strategy proactively addresses the family's transition, not just the clinician's.
By structuring touchpoints, we prevent leaders from nervously over-communicating and stressing out the candidate during heavy credentialing paperwork.
We are bringing Dr. Jones's emotional vision together with Michelle's operational milestones.
Five emotional video anchors delivered at key moments to create belonging and excitement. These never change — they are the emotional constant.
Lightweight, highly personalized touches — texts, future team photos, swag, process updates — tied to real credentialing milestones. These flex based on runway length.

The sequence turns credentialing into momentum — each video deepens belonging, trust, and readiness.
Timing: Right after acceptance | Job: Emotional commitment and the 'chills' of belonging.
Timing: Early credentialing | Job: Connect to mission and patient impact.
Timing: Mid-credentialing | Job: Reassure with pharmacy, MA, the Be Light wellness program, and wellness support.
Timing: Mid-late credentialing | Job: Visualize clinic flow and team huddles.
Timing: Final pre-start | Job: Convert anticipation into Day 1 readiness.
Whether a clinician is starting in 3 months or up to 18 months, the emotional 'spine' stays the same. We flex the 'muscle' to fill the gap.
A clear matrix mapping every key touchpoint to a deliverable, timing, and sender.

Not a passive 'video dump' — but a guided digital companion that evolves with the clinician's journey.
Candidates receive a unique personal link immediately after acceptance — their gateway to the journey.
Content updates automatically as new videos drop in the drip sequence — always current, never stale.
Houses videos, next steps, credentialing milestones, FAQs, and benefits/wellness resources in one place.
Incorporates Michelle's resource-focused approach — practical support information alongside emotional storytelling.
To make this authentic, we need real Legacy voices. We would love Dr. Jones's nominations for the following:

Dr. Jones + 3–4 diverse, mission-proud clinicians who can speak to the pride of joining Legacy.
A recent clinical award winner or community-facing leader who embodies Legacy's mission.
Lead Pharmacist, Lead MA, and a Behavioral Health provider showcasing the support ecosystem.
A specific Medical Director and their actual clinic team for an authentic 'huddle' shot.
Front desk staff, Onboarding team, with Dr. Jones delivering the closing message.
Before production begins, we conduct a brief focus group with 3–5 clinicians hired in the last 6 months. Their exact answers become the authentic, hidden script for our video testimonials.
What made you most excited the day you accepted your offer?
During the credentialing wait, what was your biggest source of anxiety?
If we could have shown you one thing during that waiting period to make you feel 100% secure, what would it have been?
What operational support (Pharmacy, MAs, etc.) has been the biggest relief to you?
A lean, efficient production model that maximizes authenticity and minimizes disruption to clinical operations.
Capture all five video content pieces in 1–2 dedicated production days to minimize disruption and maximize efficiency.
Incorporate B-roll and supporting footage where useful, but produce all primary video content new for this project — not reused from prior materials. Dr. Jones will provide input on casting.
Flagship emotional content stays evergreen for 18–24 months. Specific clinic spotlights can be easily swapped to keep the journey current.
Real Legacy staff for authenticity and trust — no actors, no scripts. Just genuine voices from the Legacy community.
Five clear actions to activate the Clinician Recruitment Experience.
Align on the final 'Who, When, What' operational blueprint and confirm milestone owners.
Dr. Jones to finalize casting nominations for all five videos.
Decide on the Hero Location — which clinic represents the visual home for the B-roll? (e.g., Legacy Southwest, Legacy Pasadena)
TA Team to create the Pre-Boarding Shared Tracking Document for milestone management.
Develop a Post-Start Survey to measure the success and cadence of the journey for future hires.