How FTS Works With Healthy Bosses Network

A simple guide for requests, updates, approvals, and support channels.

Prepared by Healthy Bosses Network

Why This Matters

FTS is growing. More people are involved, more programs are running, and more requests are moving at once. When communication is scattered across individual inboxes, texts, and social DMs, things get missed or delayed.

This guide creates one cleaner flow for every marketing, portal, FLI, website, event, and communication support request. Cleaner communication means faster results for FTS and the people it serves.

Who HBN Is For FTS

Healthy Bosses Network is FTS's dedicated support team for digital systems, communication, and public-facing growth infrastructure.

Digital Marketing

Strategy, content coordination, and campaign visibility.

Website and Portal

Updates, content placement, and access management.

CRM, AI, and Automation

Lead capture, AI receptionist, and workflow systems.

What HBN Supports

HBN provides hands-on support across these core areas for FTS.

Website and Portal

Updates, content placement, and page management.

FLI and Training

Portal organization, learner communication, and training access support.

Social and Event Visibility

Content coordination, event promotion, and recap posts.

Newsletter and Public Updates

Structure, production support, and approved content placement.

Podcast and Media

Promotion, coordination, and public-facing media support.

CRM, AI, and Automation

Lead capture, AI tools, KPI reporting, and task routing.

What HBN Does Not Replace

HBN supports systems and communication. It does not replace FTS leadership or internal decision-making authority.

Clinical Decisions

All client-level care and clinical supervision remain with FTS clinical leads.

HR and Compliance

HR decisions, disciplinary processes, and compliance enforcement stay with FTS HR and leadership.

Billing and Payer

Billing account management, payer decisions, and authorization decisions are FTS internal responsibilities.

CAP and Supervision

Corrective action, supervision enforcement, and staff management authority remain with FTS leadership.

Legal and Policy

Legal decisions and final business policy approvals are not within HBN's scope.

Payroll Decisions

ADP and payroll decisions remain with the appropriate FTS internal lead.

FTS Staff Portal

The FTS staff portal is available for staff-facing resources. Staff access will be provided as needed. If someone is no longer an active staff member, their portal access should be removed.

What the Staff Portal May Include

New hire orientation information. ADP instructions, if FTS wants those included. FLI didactic training access for staff. Staff-facing training resources. Approved internal resources.

FLI Didactic Training Access

The FLI didactic training may remain available inside the staff portal for FTS staff access. This is staff-facing access and remains separate from public learner communication.

Portal Access Management

FTS leadership does not need access to HBN internal systems or HBN software. FTS staff may receive access to the FTS staff portal as needed. Access should be removed when a staff member is no longer active.

HBN and Visibility Tracking

HBN can help FTS organize approved updates, KPIs, triggers, and visibility items so leadership can see what is moving, what is blocked, and what needs follow-up. FTS leadership remains responsible for final decisions, internal ownership, compliance, and department accountability.

KPI Visibility

HBN can help surface marketing-adjacent KPIs, program visibility metrics, and communication tracking so leadership has a clearer picture of what is moving.

Triggers and Updates

HBN can help organize approved triggers, status updates, and follow-up items connected to marketing, communication, training visibility, and program promotion.

Leadership Reporting

HBN can support weekly clarity and leadership reporting where it connects to marketing, communication, and public-facing activity.

What HBN Does Not Own

HBN does not own FTS internal operations, HR, clinical work, billing, payer decisions, or staff supervision. FTS leadership retains full authority over those areas.

What The Success Coach Role Is For

The Success Coach works directly with FTS ownership and leadership to help clarify priorities, translate strategy across the appropriate leadership lanes, support marketing and systems alignment, and make sure approved HBN-related tasks are moving.

What the Success Coach Supports

  • Working directly with FTS ownership and leadership.
  • Helping clarify priorities and translate strategy.
  • Supporting marketing and systems alignment.
  • Making sure approved HBN-related tasks are moving forward.

What the Success Coach Does Not Replace

  • FTS managers, HR, clinical supervision, billing leadership, payer/authorization leadership, or internal department heads.
  • The Success Coach is a support and alignment role, not an internal management role.

Event Coverage Requests

If FTS wants a Success Coach present for a major event to capture boots-on-ground video, photography, social media coverage, or strategic observation, that should be requested at least one month in advance whenever possible.

For event coverage requests, FTS should provide:

  1. Event name
  1. Date
  1. Start and end time
  1. Location
  1. Purpose of the event
  1. Who will attend
  1. What coverage is needed
  1. Where the content will be used
  1. Approval contact
  1. Deadline for final content
  1. Any restrictions or sensitive boundaries

The Main Communication Rule

Every request involving marketing, website, portal, FLI, event visibility, social media, newsletter, podcast/media, CRM, AI, automation, or any public-facing update should include:

support@HealthyBossesNetwork.com

Primary HBN support inbox. Include this on every relevant request so nothing gets lost across individual inboxes.

Best Channel For Each Request

Use the right channel for the right situation so your request moves quickly and stays on record.

Email is always the preferred starting point. Social DMs are not appropriate for official task requests. If a task starts through a DM, redirect it to email or the task form right away. For urgent or quick questions, you may text HBN at 1-888-863-9399. Please include your name and say you are with Foundations To Success.

Phone and Text Communication

FTS staff may contact HBN by phone or text when needed. For official requests, email is still preferred because it creates a clear permanent record.

Text HBN

Text 1-888-863-9399 for urgent or quick questions. When texting, please include your name and say you are with Foundations To Success. This helps HBN route your message quickly.

Calling HBN

If you call, the HBN AI receptionist may answer. It will collect your information, document the request, help route the message, or help you book an appointment when appropriate. A team member will follow up.

What To Include In Your Request

Every request to HBN should include the following details so the task can be reviewed, confirmed, and completed without unnecessary back and forth.

  1. What do you need HBN to do?
  1. What is the purpose or bigger goal?
  1. Where will this be used?
  1. Who is the audience?
  1. What date is the request needed by?
  1. Is there an event date, launch date, or deadline?
  1. Who approved this request or who needs to approve it?
  1. What files, links, photos, videos, logos, copy, or examples should HBN use?
  1. Are there partners, sponsors, programs, departments, or outside organizations involved?
  1. Should this be promoted on social media, the website, email, newsletter, portal, flyer, podcast/media, or multiple channels?
  1. Is this public-facing?
  1. Does this involve PHI, HR, payroll, billing, authorization, payer, client care, or confidential information?
  1. Who should be copied on the thread?
  1. Marketing requires the whole vision, not just the task.

Marketing is not just the flyer, post, page, or task. Marketing works best when HBN understands the full purpose, audience, next step, deadline, and bigger vision. If FTS only sends a task with no deadline, no context, no files, and no intended next step, HBN may not be able to prioritize or complete it correctly. If a request is time-sensitive, include the date and deadline. Give at least 24 hours whenever possible. Larger requests, event coverage, campaign planning, video/photo coverage, page updates, multi-channel promotion, or major launches need more advance notice.

The HBN Task Request Form

Once activated and tested, the HBN task request form will live inside the client and member portal area, connected to the support system. It is the structured path for submitting support requests.

What the Form Captures

Name, email, phone, organization, request type, related brand or program, task title, task details, due date, priority, links or files, approval contact, public-facing status, and sensitive information flag.

What Happens on Submit

The form notifies support@HealthyBossesNetwork.com. The submitter receives a confirmation that HBN has received the request and will review it, confirm the timeline, and follow up when the task is started, needs clarification, or is complete.

What Happens After You Submit a Request

Here is what the standard HBN request process looks like from submission to completion.

Anything public-facing or involving sensitive information requires the correct FTS approval before HBN releases or distributes it. HBN will never publish or distribute public-facing content without that confirmation.

Public-Facing Content and Event Visibility

All public-facing content should be coordinated through HBN Support so messaging stays consistent, on-brand, and approved before it reaches an audience.

Flyers and Graphics

Approved event and program flyers, business cards, and public-facing visuals.

Social Media

Content coordination, recap posts, event visibility, and social scheduling support.

Newsletter

Structure, production, and approved content placement for FTS newsletters.

Website and Program Pages

Page updates, content edits, and new program page placements.

Podcast and Media

Promotion coordination, media scheduling support, and public media updates.

Sensitive Information Boundaries

Certain categories of information should never be sent through general task request forms, marketing email threads, or social media channels.

Do Not Send Through General Requests

  • PHI or protected client health information
  • Client-level care details
  • HR disciplinary details
  • Payroll or ADP information
  • Billing account details
  • Authorization or payer details
  • Confidential client information
  • Legal issues or disciplinary details

What To Do Instead

If a sensitive issue affects a marketing or public-facing update, describe the general need without protected details and ask FTS leadership to confirm the proper secure path.

HBN can help communicate approved, non-PHI, public-facing, staff-facing, or operational information. FTS leadership remains responsible for clinical, HR, payer, billing, authorization, compliance, legal, supervision, and client-level decisions.

Examples Staff Can Use

Here are three common scenarios and the right way to handle each one.

1

Event Promotion Request

Situation: We have an approved event coming up. We need HBN to review the flyer, confirm the event details, prepare social media promotion, add it to the website if needed, prepare a recap plan, and confirm what photos or videos should be captured.

Channel: support@HealthyBossesNetwork.com

Include: Event title, date, time, location, audience, flyer, registration link, partner links, contact person, approval person, social media needs, website needs, and deadline.

2

FLI Learner or Training Access Question

Situation: A participant or learner contacted FLI about didactic training access. The FLI email is forwarded to FTS contacts. If HBN support is needed for portal status, technical testing, participant communication wording, or launch-ready confirmation, forward the request to support@HealthyBossesNetwork.com with the needed context.

Channel: support@HealthyBossesNetwork.com

Include: Participant name (no PHI), program enrolled, specific access question, and what HBN support is needed.

3

Website or Program Update

Situation: FTS has a new program, updated logo, trademark update, partner item, or approved public-facing announcement. HBN needs the approved language, logo, date, purpose, audience, links, and where it should appear before publishing or promoting it.

Channel: support@HealthyBossesNetwork.com

Include: Approved language, logo file, date, purpose, audience, links, placement location, and approval contact.

4

The Mental Health Boys Registered Trademark/Logo Update

Situation: If FTS is ready to promote the updated registered trademark logo for The Mental Health Boys, HBN should receive the approved logo file, usage notes, announcement timing, approved language, and where the update should appear.

Channel: support@HealthyBossesNetwork.com

Include: Approved logo file, usage notes, announcement timing, approved language, and placement locations.

What Changes Starting Now

A few clear shifts take effect immediately so FTS and HBN can work together more efficiently.

01

Copy HBN Support on Relevant Requests

All marketing, website, portal, FLI, event, social, newsletter, and public-facing requests should include support@HealthyBossesNetwork.com.

02

Email Is the Primary Record

Start requests in email. Texts and DMs are not the official record for task tracking.

03

Task Form Comes Online Once Tested

When the HBN portal task form is activated, it becomes the structured submission path for all support requests.

04

HBN Confirms Receipt and Timeline

Every submitted request will receive confirmation. HBN will not begin public-facing work without proper approval.

05

Sensitive Items Stay Secure

PHI, HR details, billing, payer, and client-level information go through the correct secure FTS lead, not through general marketing channels.

Final Support Contacts

Use these contacts for all HBN-supported requests. Send the right information to the right channel so HBN can help FTS move faster and with less confusion.

Primary HBN Communication

support@HealthyBossesNetwork.com

Use this email for all marketing, website, portal, social, newsletter, event, CRM, AI, and automation requests. This is the only HBN inbox FTS staff need to use.

Phone or Text

1-888-863-9399

FTS staff may text HBN when needed. If texting, please include your name and say you are with Foundations To Success. If calling, the HBN support team may answer, collect your information, document the request, and help route the message or book an appointment when appropriate. For official requests, email is still preferred because it creates a clear permanent record.

Foundation Learning Institute Email Handling

FLI emails are forwarded to ggatling@foundationstosuccess.com and office@foundationstosuccess.com. For direct communication with Healthy Bosses Network, FTS staff should use support@HealthyBossesNetwork.com.