Life Without Debt · Professional-History Brief

Recipient: Lisa Hugo · Purpose: Source-of-truth capture for /founders-professional-witness · Est. time: 45 minutes
How to use this form. Fill in each question below. Your answers are saved to your browser automatically as you type if you close the tab and come back, they'll still be here. When done, click Email my answers at the bottom to send them back, or Download as text to save a copy. If a question doesn't apply, write N/A. If you'd rather discuss on a call, write CALL.

This form asks for facts and positioning only. It does not ask you to write marketing copy or launch material. That comes later, once this brief is answered.

Part 1 · Your professional history

Q1.1
How many years, total, have you worked in business development, sales and marketing in the medical / health industry?
Q1.2
Which segments have you operated across? Tick all that apply.
Q1.3
For each segment ticked above, how many years in that segment, and what was your most senior role? One line per segment.
Q1.4
What territories have you covered?
Australia only? Trans-Tasman? Asia-Pacific? Global?
Q1.5
Give me one scale marker we can quote, a number a sophisticated donor or board colleague would recognise as evidence of professional depth.
Examples of the form only:
  • “managed a portfolio of $X annual sales”
  • “led BD across N hospitals / clinics / accounts”
  • “grew territory revenue from $X to $Y over Z years”
  • “opened / launched N products into the AU market”
Q1.6
Notable employers, principals or clients you'd be comfortable being publicly listed as prior connections on the LWD site? Any you'd rather leave off, leave off.

Part 2 · Your referrer network, relevance to LWD

LWD's biggest operational problem is that dying patients don't easily find debt-mediation help. Standard charity playbook says “build referral partnerships with palliative care, hospice, GP networks” which normally takes new charities 3 to 5 years cold. Your network is a potential shortcut. I need to describe it accurately, not overstate it.

Q2.1
Which referrer groups are you personally known and trusted by in Australia right now? Tick honestly, “known” means they'd take your call, not just “I've heard of them”.
Q2.2
Of those ticked, which would you be comfortable actively approaching in Y1 for referral-pathway conversations on behalf of LWD?
Q2.3
Any relationships you'd want to specifically not draw on for LWD?
No explanation needed, just list so I don't accidentally reference them.
Q2.4
Any specific health-sector organisations, publications or forums you'd like LWD to be visible in, and where you have the professional standing to open the door?

Part 3 · Your LWD role, which label is right?

The site currently uses three different titles for you. I need to know which is right going forward.

Q3.1
Which label do you want as your primary public title on the LWD site? Tick one.
Q3.2
Do you want to carry more than one label for different audiences? If yes, which label for which audience?
Donor-facing pages:
Constitutional / board docs:
Referrer-facing pages:
Media / press:
Q3.3
For donor materials specifically - how do you want your relationship to donors framed? Tick one.
Q3.4
For medical-referrer materials specifically - same question. Tick one.

Part 4 · Your professional witness

Not asking for founder-voice copy here. Asking for the professional observations that only 30 years in medical-industry BD/S&M gives you. Short, direct answers. Bullets fine. You don't need to write “in voice” that comes later.

Q4.1
In your 30 years selling and marketing into the health sector, what have you observed about how patients in serious illness get financially destroyed by consumer debt? What have you seen from the medical / clinical side of that experience?
Q4.2
In your professional judgement, why does the current system fail these patients on the debt side?
No referral pathway? Clinicians don't know where to refer? Debt-help sector doesn't understand medical time-horizons? Other?
Q4.3
Why did you decide to co-found LWD as a charity rather than have Laurence continue this work only through Credit Mediation Services? The professional reason, not the personal one.
Q4.4
Which credential of yours is going to matter most when LWD is being scrutinised - by a donor, board colleague, journalist, or palliative-care consultant deciding whether to refer? What would you want in the first line of your bio?
Q4.5
If a health-sector journalist called and asked “why should medical professionals trust LWD?” - what would you want the site to say on your behalf before you even get on the phone? One or two sentences.

Part 5 · What you want not-said

Q5.1
Anything about your professional history you'd want not disclosed on the LWD website? (Past employers, past roles, specific accounts, specific outcomes.)
Q5.2
Any framing you've seen used about you that you actively dislike?
For example: “spouse of the CEO”, “supporting co-founder”, “philanthropy lead”, etc.
Q5.3
Any framing about the LWD founding storyhow you and Laurence came to co-found it, that you'd want to steer clear of?
Q5.4
For personal-history material - your family, health, personal experience how comfortable being in donor / media materials? Tick one.

Part 6 · Logistics

Q6.1
Do you want to review the final /founders-professional-witness page before it's published, even in draft-not-linked state?
Q6.2
Would you like a 15-minute call to walk through any of the above rather than answering by email?
Q6.3
By when could you have this back? A realistic date, not an aspirational one.
Answers auto-save to your browser as you type.  ·  Email sends to [email protected] (placeholder, please forward to the project team once received)