Need an audit and consultation in the peer patient advocacy space

Budget is a placeholder. Please name your proposed price. Overview I’m looking for someone to audit my website and have a consultation call with me about an unusual conversion, monetization, and boundary problem. I run an award-winning, for-profit health education platform serving both patients and healthcare professionals. I am also a woman patient with the same conditions I cover. I have increasingly realized that my B2C and B2B audiences interact with my business in fundamentally different ways. My B2B audience tends to want transactions. My patient audience tends to seek a relationship channel. That distinction is becoming central to how I want to redesign my funnel. The B2B Side Clinicians rarely subscribe to my general email newsletter — perhaps 3–5 per year. However, substantially more B2B visitors download a free virtual-clinic business template I offer. Someone even shared the direct HubSpot form somewhere, and the resource has continued generating downloads without my actively promoting that particular link. This behavior makes sense to me commercially. They have a problem. I give them a finite, useful resource. They download it. I can then present them with a more specialized paid product or another business service. I recently improved this funnel by adding explicit marketing consent and directing users on the confirmation page toward a $47 specialized product and back into my website. This is the kind of relationship I want with my audience: useful, professional, transactional, and scalable. The Patient Side Is Very Different I only receive approximately 2–3 new patient newsletter subscribers per month. These subscribers have not been purchasing my paid products or services. Despite the extremely low volume, however, individual patient subscribers can consume an exorbitant amount of my time. Some repeatedly submit their email addresses through forms, reconvert over and over in HubSpot, try different ways of "getting in," attempt to submit themselves as clinicians, locate alternative contact methods, and eventually email me directly with lengthy personal stories and requests for individualized unpaid help. When I redirect people to the many paid options available, some become angry. I have also experienced more serious boundary violations, including women taking screenshots of me and attempting to locate additional contact avenues after I established boundaries. There is a known dynamic within parts of the patient advocacy world, particularly among women patients, in which other women are expected to provide access, community, information, and emotional labor for free. Charging for access can itself be treated as morally objectionable. I have discussed this with women working internationally in foundations, organizations, advocacy, and related spaces who have encountered similar entitlement problems. I have compassion for this audience. I am part of this patient population myself. But compassion for an audience and unlimited access to a founder are not the same thing. The Funnel Problem I've Identified I think I may have been optimizing the wrong behavior. My clinicians and other B2B visitors tend to seek finite resources and transactions. Some patient visitors appear to be seeking a relationship channel. A free newsletter may therefore be exactly the wrong conversion mechanism for this particular audience. From my perspective, the newsletter means: Read my content → subscribe → here are additional resources and paid options. For some patients, the behavior appears closer to: Find another patient who understands my condition → subscribe → establish a relationship channel → attempt to obtain progressively greater access. The fact that these subscribers consistently ignore the paid actions on my confirmation pages makes this distinction especially important. I've largely stopped producing my free patient newsletter because subscribers were neither purchasing nor meaningfully acting on the educational content. I am now considering eliminating new free patient newsletter enrollment entirely. I am NOT looking for someone to help me "build a more engaged community." I don't want a more engaged patient community. I want a sustainable for-profit business in which people can access substantial free educational information while understanding that ongoing access, individualized assistance, and my professional time are products. What I Want Help With I want someone to audit my existing website and funnels and help me determine: 1. Whether I should eliminate free patient newsletter enrollment entirely. 2. Whether the patient funnel should move away from free relationship channels and toward finite free resources followed by paid transactions. 3. Whether a small paid entry point would effectively filter this audience. 4. What should replace the newsletter CTA throughout the patient side of my website if I remove it. 5. How to structure calls to action so that visitors either consume the available free information, purchase something, or leave — rather than finding increasingly creative ways to obtain unpaid access to me. 6. How to monetize genuine patient interest without rewarding boundary-pushing behavior. 7. How to further optimize the B2B model that already appears to attract more transactional behavior. 8. How foundations, social enterprises, healthcare organizations, membership organizations, or mission-driven companies operationalize high-needs audiences without turning founders or staff into unlimited-access resources. Who I Want to Hear From I would especially like to hear from someone who has personally encountered this kind of problem while working with a: * Patient advocacy organization * Health foundation or nonprofit * Social enterprise * Health education company * Membership or community business * Mission-driven organization * Founder-led organization serving a high-needs population Experience with conversion-rate optimization, behavioral economics, funnel strategy, community boundaries, healthcare marketing, or monetizing mission-driven audiences would also be relevant. I am not looking for generic advice about "providing more value," nurturing leads indefinitely, or building trust by giving away more access. There is already extensive free educational content available. The question is how to turn genuine interest into bounded, sustainable commercial behavior. In Your Proposal Please tell me: * Whether you have personally dealt with an audience that developed expectations of free access, emotional labor, or individualized attention. * What type of organization or business this occurred in. * Whether you have experience redesigning funnels to move people from relationship-seeking behavior toward finite transactions. * How you would approach auditing this problem. * Your proposed price for the website/funnel audit and consultation. The listed budget is only a placeholder.