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From Start-Up to Success:
Building a Sustainable Independent Advocacy Practice
Healthcare Advocate Summit | September 2, 2025
Time: 8:00 AM – 10:30 AM | Room: Pompeian III-IV
Time: 8:00 AM – 10:30 AM | Room: Pompeian III-IV
1. Business Model Sketchpad
Use this space to sketch out or revisit the foundational elements of your advocacy business.
Your Niche / Target Clients:
Core Services You Will Offer:
Your Value Proposition (Why clients choose you):
Delivery Format (in-person, remote, hybrid):
Preferred Fee Model (hourly, flat rate, packages):
2. Business Development & Operations Checklist
Check what you've already done and star items to strengthen or revisit:
3. Small Group Scenario Worksheet
Instructions: Your table will focus on one of five key areas. Each group will work through a realistic scenario related to your assigned topic. Use the questions below to guide your discussion and prepare one takeaway to share with the room.
Your Topic:
Scenario Notes:
Discussion Questions:
1. What challenge does this scenario represent?
2. What steps can be taken to address it?
3. What would you do differently in your practice?
4. What resource, tool, or connection could help?
Key Takeaway to Share with the Room:
4. Personal Growth Planning Notes
Reflect on key actions you want to take post-workshop:
Marketing or Networking Actions:
Business Systems or Tools to Reevaluate:
Legal, Ethical, or Compliance Next Steps:
Professional Development or Peer Support Goals:
Tip: Use this worksheet to guide your business decisions over the next 30-60 days.