Leadership Package

Starting at $12,000

Everything in Operations + Quarterly New Employee Training + Annual Documentation Audit + Custom Policy + Monthly Manager Call + Leadership Resource Library

The Leadership Package provides the highest level of organizational support for companies managing DP and no‑evidence parasitic concerns. This package includes everything in the Operations Package, plus quarterly new‑employee training, an annual documentation audit, a custom DP/no‑evidence policy, monthly manager support calls, and access to a comprehensive leadership resource library. It is designed for organizations that want long‑term consistency, liability protection, and structured leadership alignment.

Quarterly New Employee Training

Turnover is one of the biggest liability risks in DP and no‑evidence cases. Quarterly new‑employee training ensures every new technician and office staff member receives consistent, safe, and defensible communication and documentation guidance from day one.

Training Includes:

  • technician onboarding session

  • office staff onboarding session

  • communication standards

  • documentation expectations

  • scenario practice

  • safe vs unsafe phrasing

  • Q&A

Why It Matters: New employees often enter the field without the tools needed to manage DP/no‑evidence cases safely. Quarterly onboarding keeps your entire team aligned, consistent, and protected year‑round.

Annual Documentation Audit

The annual documentation audit evaluates your organization’s documentation practices across all roles. This includes technician notes, office call documentation, and manager escalation records.

Audit Includes:

  • review of 10–20 documentation files

  • written feedback

  • recommendations for improvement

  • identification of liability risks

  • examples of corrected documentation

Why It Matters: Most companies are unaware of documentation gaps until they are shown. An annual audit reveals risks, inconsistencies, and unsafe phrasing so your team can correct them before they escalate.

Custom Policy Development

A tailored DP/No-evidence policy built specifically for your organization

 

This service provides a formal, customized DP/no‑evidence policy that aligns with your company’s structure, workflow, and risk profile. The policy establishes clear standards for communication, documentation, escalation, and case handling.

Policy Includes:

  • review of your current policies

  • development of a custom DP/no‑evidence policy

  • implementation guidance

  • communication standards

  • documentation standards

  • escalation pathways

Why It Matters: Policies protect the company legally. A custom DP/no‑evidence policy ensures your team has clear, defensible procedures for every stage of case handling.

Monthly Manager Call

Managers benefit from structured, predictable support as they oversee DP/no‑evidence case handling. The monthly 30‑minute call provides leadership with guidance on documentation consistency, communication alignment, escalation patterns, and policy implementation.

Call Focus Areas:

  • documentation consistency

  • communication standards

  • escalation trends

  • policy implementation

  • leadership alignment

  • questions

Why It Matters: Leadership alignment is essential for reducing liability and maintaining consistent communication across the organization. Monthly support ensures managers stay confident, informed, and aligned with best practices.

Leadership Resource Library

A comprehensive collection of scripts, templates and guides

 

The Leadership Resource Library provides access to structured tools that support communication, documentation, and escalation consistency across your organization.

Library Includes:

  • technician scripts

  • office staff scripts

  • triage checklists

  • documentation templates

  • escalation flowcharts

  • communication guides

  • onboarding materials

  • scenario workbook

Why It Matters: These resources help teams stay aligned and consistent without requiring additional training time. The library provides ongoing support that scales across your entire organization.

Book the Leadership Package

Equip your organization with structured onboarding, defensible documentation, and ongoing leadership support designed to protect your team and your company.