HubSpot Support For The Health & Wellbeing Industry | Forbidden

Sector issues

Common Challenges in Health & Wellbeing

Managing Patient Data & Privacy

Struggling to keep patient information secure and organised.

Engaging Patients Effectively

Difficulty in maintaining meaningful communication with patients.

Improving Client Retention

Maintaining long-term relationships and repeat visits.

Tracking Appointments & Schedules

Managing and tracking patient appointments and bookings manually.

Lead Generation & Nurture

Difficulty in attracting and converting new clients.

Inconsistent Marketing Efforts

Fragmented marketing strategies across different channels.

Meeting Compliance Standards

Navigating healthcare regulations and industry standards.

How can HubSpot Help?

How HubSpot Elevates Health & Wellbeing Operations

Secure CRM for Data Management

HubSpot centralises patient data while ensuring privacy and security.
Automated Engagement & Content

Send personalised, automated reminders, updates, and newsletters.
Retention & Loyalty Programmes

Use HubSpot to nurture relationships and encourage repeat visits.
Integrated Appointment System

Manage and automate patient appointment bookings and reminders.
Lead Nurturing Automation

Use workflows to nurture leads from initial contact to conversion.
Centralised Marketing Tools for Consistency

Execute targeted campaigns across multiple channels from one place.
Easy Compliance Tracking & Reporting

Streamline compliance with automated reporting and secure data storage

Seamless Business Integrations

HubSpot Features for
Health & Wellbeing
Businesses

Patient Data Management & CRM

Track patient records securely, segment based on health data, and manage communication easily.
Use custom fields for specific patient needs and behaviours.
Integrate patient records with appointment reminders and follow-ups.

Automated Appointment Scheduling & Reminders

Let patients book appointments online with automatic confirmation and reminders.
Sync appointments with your calendar and manage availability seamlessly.
Reduce no-shows by sending automated reminders before scheduled visits.

Personalised Patient Communication & Engagement

Set up workflows to send tailored messages for different patient needs and milestones.
Automate birthday messages, health tips, and appointment reminders.
Enhance communication with targeted, segmented email campaigns.

Lead Capture Forms & Conversion Workflows

Design intuitive lead capture forms for new patient intake or inquiries.
Nurture leads with automated workflows that guide them through the conversion process.
Track form submissions and engagement to optimise lead generation strategies.

Multi-Channel Marketing Automation

Run email campaigns, social media ads, and blog posts from one platform.
Personalise content to engage patients across multiple channels.
Use HubSpot's marketing tools to automate patient communications and newsletters.

Health & Wellness Event Management

Promote health-related seminars, workshops, or webinars with integrated event registration tools.
Track registrations, send reminders, and follow up with attendees automatically.
Engage patients before and after events with personalised email sequences.

Patient Service & Support Hub

Use HubSpot’s Service Hub to manage patient service tickets and requests.
Set up automated workflows to handle common queries and FAQs.
Improve patient satisfaction with quicker response times and personalised service.

Case studies

Success Stories

Better.co.uk

HubSpot Consultancy
- FinTech
Enhancing efficiency and visibility for CRM, Automation, Sales, Service, and Reporting.
Open Study College

HubSpot Consultancy
- Education
Long-term consultancy project to transform use of HubSpot, rebuilding to be fit-for-purpose.
Culture AI

HubSpot Consultancy
- Cyber
Transforming the Sales, Marketing and Customer Service operations with a complete re-build of Culture AI's HubSpot portal.
Up Learn

HubSpot Consultancy
- Education
Resetting the foundations to allow for streamlined and transparent growth for Up Learn.
7Demand

Branding
- Agency
The Marketing Bee needed to elevate brand perception as they increasingly work with global brands. Enter 7Demand.
Divide & Conquer

Branding
- Agency
When this start-up wanted to stand out in a crowded and traditional space, we got let loose to set them apart.
Cognisys

Branding
- Cyber
Brand evolution for this ambitious Cyber Security SME.
Genesis

Branding
- Cyber
Complete rebrand for this family-owned asset finance business.