How FTS Works With Healthy Bosses Network

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. At this time, Steve Foster, Dan Carrera, and Sharon Hall are the designated FTS points of contact for direct communication with Healthy Bosses Network. This helps keep communication organized, leadership-aligned, and easier to track before updates are shared across the broader FTS team.
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. Communication flows through the designated FTS points of contact: Steve Foster, Dan Carrera, and Sharon Hall.
Website and Portal
Page updates, content placement, and access management.
FLI and Training
Portal organization, launch communication support, and training access coordination.
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 receptionist, 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.
HBN supports the systems that help FTS move faster. FTS leadership retains full authority over clinical, HR, compliance, and business decisions.
FTS Staff Portal
The FTS staff portal is intended to be a free staff-facing resource area for active FTS staff. 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.
1.ADP instructions, if FTS wants those included.
2.Staff-facing FLI didactic training access.
3.Approved internal resources.
4.Other staff-facing training or support materials as FTS provides more information.
5.
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.
Scholarship Codes and Portal Access
The FTS staff portal should not require scholarship codes or group discount codes because it is intended to be free for active FTS staff. Scholarship codes and group discount codes should apply only to the FLI learner portal when FTS wants to provide special access, scholarships, group pricing, or program-specific discounts.
HBN looks forward to helping FTS get the staff portal completely organized. The FTS portal will be available as a free resource for active staff. Any scholarship codes or group discount codes should be reserved for the FLI learner portal, not the FTS staff portal.
Monday.com, KPI Visibility, and Progress Tracking
HBN can help FTS organize approved updates, KPI visibility, weekly progress points, blockers, and communication-related tracking so leadership can better see what is moving, what needs follow-up, and what can be promoted. This matters because FTS is doing meaningful work across programs, training, services, events, and partnerships. When those updates are organized, HBN can help turn approved progress into stronger reporting, marketing, visibility, newsletters, website updates, and social content.
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.
FTS leadership remains responsible for final decisions, internal ownership, department accountability, clinical decisions, HR, compliance, payer, billing, authorization, supervision, and client-level decisions.
What The Success Coach Role Is For
The Success Coach role is mainly to work directly with FTS ownership and designated leadership contacts, clarify priorities, support marketing and systems alignment, help translate approved strategy across the right leadership lanes, and make sure approved HBN-related tasks are moving.
What the Success Coach Supports
Working directly with FTS ownership and designated leadership contacts.
Helping clarify priorities and translate approved 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 or 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:
Event name.
1.Date.
2.Start and end time.
3.Location.
4.Purpose of the event.
5.Who will attend.
6.What coverage is needed.
7.Where the content will be used.
8.Approval contact.
9.Deadline for final content.
10.Any restrictions or sensitive boundaries.
11.
The Main Communication Rule
All marketing, website, portal, FLI, event visibility, social media, newsletter, podcast/media, CRM, AI, automation, and public-facing requests should be routed through the designated FTS points of contact: Steve Foster, Dan Carrera, and Sharon Hall. Direct HBN communication should stay routed through those contacts unless FTS leadership expands that access later.
support@HealthyBossesNetwork.com
Primary HBN support inbox. Designated FTS contacts should use this email for all relevant requests so nothing gets lost across individual inboxes. Email is the permanent record.
FTS staff may still receive portal access, staff resources, training materials, and approved updates as needed. Direct HBN communication should stay routed through the designated FTS points of contact.
Best Channel For Each Request
Designated FTS contacts should use the right channel for the right situation so requests move quickly and stay on record.
Email is always the preferred starting point for official requests. 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. Designated FTS contacts may text HBN at 1-888-863-9399 for urgent or quick questions. Please include your name and say you are with Foundations To Success.
Phone and Text Communication
Designated FTS contacts may call or text HBN 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.
For official requests, designated FTS contacts should email support@HealthyBossesNetwork.com. Email creates a permanent record and helps HBN track, prioritize, and complete your request correctly.
What To Include In Your Request
When sending a request to HBN, designated FTS contacts should include the following details so the task can be reviewed, confirmed, and completed without delay.
01
What do you need HBN to do?
02
What is the bigger purpose or goal?
03
Where will this be used?
04
Who is the audience?
05
What date is the request needed by?
06
Is there an event date, launch date, or deadline?
07
Who approved this request or who needs to approve it?
08
What files, links, photos, videos, logos, copy, or examples should HBN use?
09
Are there partners, sponsors, programs, departments, or outside organizations involved?
10
Should this be promoted on the website, social media, newsletter, email, portal, flyer, podcast/media, or multiple channels?
11
Is this public-facing?
12
Does this involve PHI, HR, payroll, billing, authorization, payer, client care, or confidential information?
13
Who should be copied on the thread?
Marketing Requires the Whole Vision
Marketing is not just the flyer, post, page, or task.
Give HBN the Full Picture
Marketing works best when HBN understands the full purpose, audience, next step, deadline, and bigger vision. A task with no context may not be completed correctly.
Include a Deadline
If a request is time-sensitive, include the date and deadline. Give at least 24 hours whenever possible.
Larger Requests Need More Notice
Event coverage, campaign planning, video/photo coverage, page updates, multi-channel promotion, and major launches all need more advance notice.
The more complete your request is, the faster HBN can review it, prioritize it, and complete it correctly.
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.
Speaker note: "The task form is not live yet. When it is, it becomes the cleaner, more organized way to submit requests. Until then, email support@HealthyBossesNetwork.com with all the details listed on the previous slide."
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.
Speaker note: "Once you send a request, HBN takes it from there. We will confirm we have it, tell you what we need if anything is missing, and let you know when it is done or ready for your review."
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.
Share Public-Facing Activity With HBN
Because HBN supports FTS marketing, visibility, website updates, training support, podcast/media promotion, Monday.com visibility, newsletters, and public-facing communication systems, most public-facing materials should be shared with HBN before or during rollout. This helps prevent mixed messaging, duplicate work, missed promotion opportunities, and brand confusion.
New logos
Program updates
Events
Flyers
Partner announcements
Community initiatives
Public training updates
Podcast/media updates
Website changes
Newsletter items
Social media promotion
Major staff-facing resources that may affect public communication
When in doubt, share it with HBN first. It is easier to coordinate before something goes out than to correct it after.
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.
When in doubt, leave sensitive details out of the request and ask HBN how to proceed securely.
Examples Staff Can Use
Here are four common scenarios and the right way to handle each one. All requests should be routed through the designated FTS points of contact.
1
Event Promotion Request
Situation: Instead of sending only "I need a flyer," send the full picture. "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: 1. Event title. 2. Date. 3. Time. 4. Location. 5. Audience. 6. Flyer or draft flyer. 7. Registration link. 8. Partner links. 9. Contact person. 10. Approval person. 11. Social media needs. 12. Website needs. 13. 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. HBN can help turn an approved brand update into website updates, social media announcements, newsletter mentions, podcast/media visibility, and other public-facing promotion.
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. These apply to the designated FTS points of contact: Steve Foster, Dan Carrera, and Sharon Hall.
01
Route Requests Through Designated FTS Contacts
At this time, Steve Foster, Dan Carrera, and Sharon Hall are the designated FTS points of contact for direct communication with Healthy Bosses Network. All marketing, website, portal, FLI, event, social, newsletter, and public-facing requests should flow through those contacts.
02
Email Is the Primary Record
Start requests in email. Texts and DMs are not the official record for task tracking. Email support@HealthyBossesNetwork.com for all direct HBN communication.
03
Task Form Comes Online Once Tested
When the HBN portal task form is activated and tested, 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. All direct HBN communication should be routed through the designated FTS points of contact: Steve Foster, Dan Carrera, and Sharon Hall.
Primary HBN Communication
support@HealthyBossesNetwork.com
This is the only HBN inbox designated FTS contacts need to use for all marketing, website, portal, social, newsletter, event, CRM, AI, and automation requests.
Phone or Text
1-888-863-9399
Designated FTS contacts may text or call HBN when needed. If texting or calling, include your name and say you are with Foundations To Success. If calling, the HBN AI receptionist may answer, collect your information, document the request, and help route the message or book an appointment when appropriate. Email remains preferred for official requests.
Foundation Learning Institute Email Handling
FLI emails are forwarded to ggatling@foundationstosuccess.com and office@foundationstosuccess.com. HBN may support FLI portal status, launch communication wording, and technical or testing updates when requested through the designated FTS communication flow.
Designated FTS Points of Contact
At this time, the designated FTS contacts for direct HBN communication are: Steve Foster, Dan Carrera, and Sharon Hall. FTS staff may still receive portal access, resources, and approved updates as needed.
The fastest path to getting things done is a clear, complete request sent to the right inbox. HBN is here to help FTS communicate, grow, and show up well.
The Simple Rule
When in doubt, the designated FTS contact should email support@HealthyBossesNetwork.com with the full context, deadline, files, links, approval person, and intended next step.
The more complete the request is, the faster HBN can review it, route it, prioritize it, and complete it correctly.
Complete Context
Include the purpose, audience, deadline, and bigger goal.
Right Files
Attach logos, copy, links, photos, videos, or examples.
Clear Approval
Name who approved the request and who should be copied.
Healthy Bosses Network looks forward to continuing to work with Foundations To Success, supporting the systems that help the organization move forward, and helping make your vision come to life.