Legion Health

Artificial Intelligence

• Own Legion Health’s lifecycle strategy end-to-end, including onboarding flows, retention programs, refill support journeys, win-back / reactivation, and churn reduction.
• Build and operate our CRM stack, including segmentation, event-driven messaging, campaign operations, experimentation, and performance reporting (email, SMS, in-product, and other touchpoints as needed).
• Design patient journey orchestration, mapping key lifecycle states (signup → booked → first visit → follow-up cadence → inactive) and ensuring the right messages, nudges, and support triggers occur at the right time.
• Improve retention and utilization, driving measurable increases in follow-up booking rates, kept-appointment rates, medication adherence support touchpoints, and long-term patient engagement.
• Run rigorous testing and analytics, partnering with growth/product analytics (e.g., PostHog + basic SQL) to define lifecycle KPIs, build dashboards, and run A/B tests across messaging, timing, and personalization.
• Reduce operational friction, partnering with clinical operations and care teams to ensure lifecycle comms align with real workflows and improve the patient experience.
• Drive re-engagement and win-back, building programs for patients who stall in the funnel, miss appointments, lapse in follow-ups, or churn—while staying compliant and patient-first.
• Ensure compliance and trust, maintaining high standards for HIPAA/PHI handling, consent management, CAN-SPAM/TCPA considerations, and careful healthcare messaging practices.
• Build scalable lifecycle playbooks that can be repeated, expanded, and eventually handed off as the company scales.

Founding Lifecycle Lead – AI-native B2C Mental Health