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Boost Health Businesses
with HubSpot

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Transform patient care, enhance engagement, and drive growth with HubSpot’s CRM solution tailored for the health and wellbeing sector.

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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

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    Secure CRM for Data Management

    HubSpot centralises patient data while ensuring privacy and security.

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    Automated Engagement & Content

    Send personalised, automated reminders, updates, and newsletters.

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    Retention & Loyalty Programmes

    Use HubSpot to nurture relationships and encourage repeat visits.

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    Integrated Appointment System

    Manage and automate patient appointment bookings and reminders.

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    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

  • Open Study College

    HubSpot Consultancy

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

  • Up Learn

    HubSpot Consultancy

    Up Learn

    Marketing Enterprise and Sales Professional Implementation for this scale-up logistics brand.

  • Better.co.uk

    HubSpot Consultancy

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    Enhancing efficiency and visibility for CRM, Automation, Sales, Service, and Reporting.

  • Culture AI

    HubSpot Consultancy

    Cyber

    Complete rebuild of HubSpot, taking it from 'unusable' to the key growth engine in the business.

What are you waiting for?
Get in touch.

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