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Project Overview
HubSpot Services
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Hubspot Onboarding
Seamless setup and introduction to HubSpot for effective business use.
Service Hub Implementation
Implement HubSpot Service Hub for efficient customer support management.
Hubspot Integration
Integrate HubSpot with your existing systems for seamless workflows.
HubSpot for Bangladesh
HubSpot solutions tailored to the needs of Bangladeshi businesses.
Products
Digital Services
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UI/UX Design
Design user-friendly and visually appealing websites that engage visitors.
Odoo ERP Implementation
Optimize workflows, boost efficiency, and enhance productivity with Odoo ERP.
Go High Level – Patient Lifecycle Setup for a Healthcare Provider Embody Wellness
Company
Embody Wellness
Timeline
7 Week
Platform
Go High Level (CRM, Marketing Automation & Reporting)
Task
Implement Go High Level (GHL) as the complete lifecycle management platform — covering email automation, patient forms, booking systems, and reporting.
Problem Statement
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Disconnected Patient Processes
The client was juggling multiple tools for bookings, forms, and communication — making operations inefficient and prone to errors. -
No Automated Lifecycle Journeys
Follow-ups, reminders, and patient communication had to be done manually, putting extra pressure on the team and slowing growth. -
Lack of Centralized Reporting
Leadership had no single dashboard to measure performance, track patient engagement, or understand conversion rates.
-
Disconnected Patient Processes
The client was juggling multiple tools for bookings, forms, and communication — making operations inefficient and prone to errors. -
No Automated Lifecycle Journeys
Follow-ups, reminders, and patient communication had to be done manually, putting extra pressure on the team and slowing growth. -
Lack of Centralized Reporting
Leadership had no single dashboard to measure performance, track patient engagement, or understand conversion rates.
Our Solution
End-to-End GHL Setup
Configured Go High Level as the central CRM for Embody Wellness.
Integrated patient forms, booking system, and lifecycle workflows.
Connected communication channels to run everything inside GHL.
End-to-End GHL Setup
Email & Lifecycle Automation
Built automated email sequences for onboarding, reminders, and follow-ups.
Created triggers for patient forms, bookings, and no-shows.
Reduced manual workload for the front desk team.
Email & Lifecycle Automation
Reporting & Insights
Customized dashboards in GHL for real-time visibility.
Enabled reporting on patient bookings, engagement, and revenue.
Leadership now makes data-driven decisions with confidence.
Reporting & Insights
Results
Seamless patient lifecycle management fully inside Go High Level.
The entire patient lifecycle now operates flawlessly inside Go High Level, from the moment a patient books an appointment to post-visit follow-ups. This unified approach has created a smooth, professional, and connected experience for every patient
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Automated communication improved patient engagement and reduced workload.
The automated communication system has not only improved patient engagement by ensuring timely reminders and follow-ups but has also dramatically reduced the manual workload for the staff.
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Centralized reporting gave leadership clear visibility into growth.
Centralized reporting has given the Embody Wellness leadership team a clear and unified view of their growth. They now have the data and insights to understand their performance and plan for a scalable future.
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Case Studies
Go High Level – Patient Lifecycle Setup for a Healthcare Provider Embody Wellness
Embody Wellness wanted a robust, all-in-one CRM that could handle their patient lifecycle management in one place. They preferred Go High Level (GHL) as their platform but needed expert setup to unlock its full potential. HubXpert helped Embody Wellness integrate and configure GHL end-to-end. From patient forms and bookings to automated email journeys and advanced reporting, everything was set up to help them run smoother, scale faster, and deliver a better patient experience.
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Related
Case Studies
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Go High Level – Patient Lifecycle Setup for a Healthcare Provider Embody Wellness
Embody Wellness wanted a robust, all-in-one CRM that could handle their patient lifecycle management in one place. They preferred Go High Level (GHL) as their platform but needed expert setup to unlock its full potential. HubXpert helped Embody Wellness integrate and configure GHL end-to-end. From patient forms and bookings to automated email journeys and advanced reporting, everything was set up to help them run smoother, scale faster, and deliver a better patient experience.
B2C
Healthcare
Gohighlevel
-
HubSpot – EHR Integration for a Healthcare Provider Leva Medical
Leva Medical wanted to bring their marketing and patient care operations under one roof. Their Electronic Health Record (EHR) system, Nextech, contained valuable patient data — but it wasn’t connected to HubSpot, making it difficult to personalize communications, track patient journeys, or measure true marketing ROI. With HubXpert’s integration, we created a secure, HIPAA-compliant two-way sync between Nextech and HubSpot. Now, both platforms update in real time, enabling Leva Medical to modernize their marketing while keeping patient data safe and accurate.
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Hubspot - Customized Chatbot For an Ecommerce Site Pinkcube
The enhanced chatbot to increase customer engagement rates and better satisfaction, helping PinkCube build stronger relationships with their eCommerce audience.
Marketing Hub
HubSpot
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Pinkcube
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Hubspot Custom Card UI Development for Elite Hubspot Partner using Google Place API
A custom HubSpot card using the Google Places API was developed to streamline address management. Users can enter an address or postal code, select from real-time suggestions, and automatically fill in all relevant address fields. This solution enhances data accuracy, reduces manual input errors, and improves operational efficiency.
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Professional Service
Integration
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Custom Integrations, React Module and Enhanced Data Synchronisation for Finance Solutions
A financial services company specialising in personalised finance solutions was experiencing challenges with their data systems. Working in collaboration with a leading provider of HubSpot solutions, renowned for expertise in marketing automation, CRM integration, and tailored financial services, the focus was on optimising data systems for improved efficiency and client satisfaction.
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Struggled with inconsistent phone number formats in HubSpot, impacting communication and workflows. Our DevOps team developed a custom HubSpot app to automate phone number formatting, validate inputs, and integrate seamlessly into workflows. This solution reduced manual effort, improved data accuracy, and enhanced communication efficiency. It also scales to support future growth and ensures smooth integration with marketing tools.
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