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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Deliver better client care with streamlined systems and smarter insights.

Healthcare clinics, fitness centres, and wellness providers are drowning in disconnected systems - patient data scattered everywhere, member acquisition costs spiralling, and staff spending more time on admin than delivering care.

As a HubSpot partner agency specialising in the UK health and wellbeing sector, we solve what's actually broken: patient inquiries lost between channels, member retention campaigns that never happen because systems don't talk to each other, and zero visibility into what's driving new business. We deliver practical HubSpot solutions that unify your entire patient or member journey - from initial inquiry through booking, treatment, and ongoing engagement - while maintaining HIPAA and data protection compliance out of the box.

Whether you're a private practice struggling with appointment scheduling and patient follow-ups, a gym fighting member churn without the tools to re-engage, or a wellness clinic managing multiple locations with inconsistent messaging, we build systems that put your patients and members first and revenue second -which paradoxically makes both happen faster.

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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

Intercom
Monday
Xero
Typeform
Adroll
Salesforce
Zapier
Zendesk
PandaDoc
Quickbooks
Slack
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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

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

  • Open Study College

    HubSpot Consultancy

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

  • Culture AI

    HubSpot Consultancy

    Consultancy

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

  • Up Learn

    HubSpot Consultancy

    Up Learn

    Resetting the foundations to allow for streamlined and transparent growth for Up Learn.

  • 7Demand

    Branding

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    The Marketing Bee needed to elevate brand perception as they increasingly work with global brands. Enter 7Demand.

  • Divide & Conquer

    Branding

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

  • Cognisys

    Branding

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    Brand evolution for this ambitious Cyber Security SME.

  • Genesis

    Branding

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    Complete rebrand for this family-owned asset finance business.

What are you waiting for?
Get in touch.

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