Our first service
The Readiness Engagement.
Four weeks. Priced to land below every alternative. The first thing every Verbena client receives, and the clearest way to find out what your organization actually needs.
How it works
Four weeks, four moves.
Listen
Stakeholder interviews, with dedicated time for frontline clinicians and intake staff, not only leadership.
Map
Document how the organization actually runs. Find the gaps, the duct tape, the workarounds.
Score
Score the org on five dimensions: tech, talent, culture, governance, funding readiness.
Plan
Written report + readout to leadership and clinical/ops staff together. Named projects, sequenced and budgeted.
The engagement
A signature, not a board vote.
Scoped as a flat fee and deliberately kept below every alternative, so the first step is easy to take. Enterprise EHR vendors build for hospitals; dev shops bill by the hour and disappear; consultancies sell strategy decks without delivery. We start where you can actually say yes.
Four weeks. One flat fee, sized to your organization and put in writing before you sign.
What you can do with it
- Make the case to your board with a scored rubric
- Sequence the next 18 months of infrastructure work
- Walk into vendor conversations with leverage
- Brief leadership and staff on a shared plan
The experience
We aren't a vendor visit. We're four weeks of being in the building.
We sit in your Monday huddle. We follow the intake coordinator for a morning. We ask your billing lead what makes her week worse.
We walk your clinicians through how they actually use their tools, not how the EHR vendor said they would. We map what's painful, where, and why.
We score you, honestly. We bring you the rubric and explain every mark. You disagree, we adjust, we explain again.
We present to leadership and clinical/ops staff together. Plain language, named projects, real numbers. You leave with a plan, and the option to do nothing further with us.
By Week 4, your team, not just your leadership, knows us. That is the point.
What an engagement looks like
A sample engagement, start to finish.
We're a new firm and we won't pretend otherwise, so this isn't a testimonial. It's a composite of the situation we see most often (a 120-staff community mental health center running TherapyNotes for clinical records, QuickBooks for finance, and Google Sheets for everything in between) and exactly what we'd do about it, week by week.
Listen and shadow
We sit in the Monday huddle, follow an intake coordinator for a morning, and interview clinicians, billing, and leadership separately. We watch where TherapyNotes ends and the spreadsheets begin; that seam is where the hours go.
Map the real workflow
We document the actual paths: a referral arrives by fax, gets typed into a Google Sheet, re-typed into TherapyNotes at scheduling, and re-typed again into the grant tracker at month-end. Three entries, one client, every time.
Score honestly
The org scores well on culture and talent, low on tech and governance. We bring the rubric, explain every mark, and adjust where leadership shows us something we missed.
Deliver the plan
A sequenced, budgeted 18-month roadmap, presented to leadership and frontline staff together. First project named: a referral-to-intake pipeline that enters data once and syncs to TherapyNotes via its API and to the grant tracker automatically.
Build (if they choose to continue)
We build the intake pipeline and a leadership dashboard that pulls from TherapyNotes and QuickBooks, so the month-end report assembles itself. Clinicians test it in week two of the build, not after go-live.
Operate
A named Verbena contact, not a ticket queue, monitors the integrations, ships small improvements monthly, and re-measures clinician desk time each quarter against the 5–8 hour weekly target.
What comes after
Services today. Patterns into product over time.
Readiness is the entry point. Where it leads is up to you. There's no obligation beyond the four weeks.
Readiness
4 weeks · one flat fee
Assessment plus roadmap. Priced to clear the table.
Build
4 to 12 weeks · scoped from your plan
Custom software: intake, workflow, integrations, dashboards.
Operate
Ongoing · monthly retainer
Stewardship retainer. A named contact who keeps it running and evolving.
Product
Year 2+
Patterns across customers become products, including for the small practices we don't serve today.
Ready to see how your org actually runs?
Book a conversation. We'll talk through your operations and whether a Readiness Engagement is the right place to begin.