FAQs

IdeaWins – Frequently Asked Questions (FAQ)

Everything you need to know about working with us, partnering with us, and understanding our zero-cost enterprise consulting model.


GENERAL QUESTIONS

What is IdeaWins?

IdeaWins is a performance-based enterprise consulting firm that identifies hidden savings and new revenue opportunities for small businesses, hospitals, and clinics. We partner with best-in-class vendors across taxes, benefits, cost-reduction, and healthcare operations. Our model ensures that organizations only pay when measurable savings or revenue gains occur.

Who does IdeaWins work with?

We serve organizations that have:

  • 5 or more full-time employees (for most benefits and tax strategies)
  • Medical practices, clinics, and hospitals
  • Professional services companies
  • Manufacturing, retail, logistics, and multi-location employers
  • Affiliates, consultants, brokers, and CPAs who want to provide more value to their clients

ENGAGEMENT & PROCESS

How do we start working with IdeaWins?

It’s simple:

  1. Intro call – understand your goals and challenges
  2. Diagnostic review – quick assessment of payroll, benefits, cost structure, or clinical operations
  3. Opportunity report – clear analysis showing estimated savings or revenue potential
  4. Implementation – we manage the rollout with zero disruption
  5. Track & improve – monthly accountability and performance monitoring

Is there any upfront cost?

No. IdeaWins works on a performance basis. You only pay a share of savings or PEPM value once it is delivered and verified.

How long does it take to see results?

Depending on the service:

  • Section 125 tax savings: 15–30 days
  • PSP revenue cycle optimization: 45–90 days
  • Pulse4Pulse diagnostic revenue: immediately upon first test volume
  • ACZ wound-care utilization: instantly after first shipment
  • Schooley Mitchell cost audits: 30–90 days
  • R&D Tax Credits: 30–45 days for analysis, credits applied after filing

Will this disrupt our existing systems?

No. We integrate alongside your current payroll, benefits, or EMR systems with minimal lift from your team. Most solutions require less than 1 hour of staff time during implementation.


SERVICES & SOLUTIONS

What services does IdeaWins provide?

We offer a full suite of performance-based consulting solutions:

Section 125 / MEC Tax Savings (Bridge Solutions)

  • Zero-net-cost employer health benefit
  • Eliminates IRS penalty risk
  • Reduces payroll taxes and increases employee take-home pay

Physician Success Partners (PSP) – Revenue Cycle Management

  • Increases collectible revenue in medical clinics
  • Reduces denials, improves coding, accelerates cash flow
  • No-cost evaluation

Pulse4Pulse (P4P) – Diagnostic Revenue Program

  • In-clinic diagnostic testing generating $100–$150 net per test
  • Includes training, devices, logistics, and billing support

ACZ (Advanced Clinical Zinc) – Wound Care Product

  • Revenue-generating therapeutic supply for podiatry and wound centers
  • Backed by insurance reimbursement
  • Easy-to-integrate clinical protocol

Schooley Mitchell – Vendor & Expense Optimization

  • Cost audits on telecom, merchant services, waste, shipping, utilities, and more
  • Clients only pay a portion of verified, realized savings

R&D Tax Credits (Lifetime Navigators)

  • Identifying federal & state credits for qualifying businesses
  • Engineering-backed documentation and audit support

Do clients need to use all services?

Not at all. You can engage with any one program—or bundle several—based on your organization’s needs and potential ROI.


OUR VALUE & APPROACH

What makes IdeaWins different from other consultants?

  • Zero-cost engagement until value is proven
  • Performance-only model with measurable outcomes
  • Access to vetted, elite providers across multiple domains
  • Implementation done for you, not by you
  • No long-term contracts unless required by specific compliance factors
  • A single point of contact coordinating multiple savings and revenue engines

Why should a company work with IdeaWins?

Organizations choose us because we:

  • Protect them from IRS penalties and compliance risk
  • Unlock new recurring revenue streams
  • Reduce operational costs
  • Improve financial health without layoffs or budget cuts
  • Add new benefits for employees at no net cost
  • Bring transparency, accountability, and deliverable-based consulting

What industries benefit most?

  • Healthcare (clinics, hospitals, specialty practices)
  • Manufacturing
  • Retail & hospitality
  • Construction
  • Professional services
  • Any employer with 5+ W2 employees

AFFILIATE & PARTNER PROGRAM

What is the IdeaWins affiliate program?

We partner with CPAs, brokers, consultants, benefits advisers, sales professionals, business coaches, and influencers who want to offer proven cost-savings and revenue-generating solutions to their network.

Why should an affiliate promote IdeaWins to their book of business?

Because affiliates get:

  • High referral payouts (PEPM, percent-of-savings, or revenue shares depending on program)
  • Programs that make you the hero to your clients
  • Zero fulfillment burden—IdeaWins handles everything
  • A portfolio of solutions that help you open more doors and deepen client relationships
  • A long-term recurring revenue stream

How do affiliates make money?

Affiliates earn through:

  • PEPM payouts for approved health plans
  • Shared savings for cost-reduction services
  • Revenue share for diagnostic or clinical programs
  • Generous percentages for R&D tax credits or revenue cycle opportunities

Does an affiliate need experience?

No. We provide:

  • Training
  • Scripts
  • One-pagers
  • Deal support
  • Co-selling on calls

Your only role: open the door and let us take it from there.

Can affiliates refer anonymously?

Yes. If preferred, IdeaWins can engage clients directly without referencing the affiliate.


COMPLIANCE & LEGAL

Are these programs compliant with federal regulations?

Yes. All partners provide:

  • IRS-approved documentation (for tax/benefit programs)
  • State/federal compliance (for healthcare programs)
  • Audit protection where applicable
  • Proper BAAs for HIPAA-related services

Does IdeaWins handle PHI or HIPAA-related data?

Only when required by clinical programs, and always through compliant platforms and contracted partners.


RESULTS & OUTCOMES

What is the average savings or revenue a business sees?

Approximate ranges:

  • Section 125: $500–$1200 per employee per year
  • R&D Tax Credits: $20k–$250k+ annually
  • P4P Testing: $3k–$20k+ monthly depending on patient volume
  • PSP Revenue Cycle: 8%–25% revenue lift
  • Schooley Mitchell Savings: 15%–35% across audited categories

Can we see case studies or samples?

Yes. After your intro call, we provide relevant case studies specific to your industry and employee count.


CONTACT & NEXT STEPS

How can I schedule a consultation?

Visit our contact page or email adam@ideawins.com to request an intro call.

How quickly can we begin?

Most clients can start within 3–5 business days after the diagnostic assessment is completed.

Do you offer custom programs?

Yes. For larger organizations or specialty practices, IdeaWins can assemble fully custom bundles of tax, cost-reduction, and revenue-generation solutions.