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Client Information
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.
HubSpot – Patient Lifecycle Transformation for a Healthcare Provider Leva Medical
Client
Leva Medical
Timeline
6 Weeks
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HubSpot Subscription
Marketing Hub Enterprise
Operations Hub Professional
Sales Hub Enterprise
Task
Implement HubSpot as a complete Patient Lifecycle Management System for direct patient care.
Problem Statement
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Disconnected Lead Capture
Leva Medical was running multiple campaigns across TV, Google, Facebook, and other digital channels. But all patient
inquiries had to be logged manually, causing delays and missed follow-ups. -
One-Size-Fits-All Process
Different patient types — walk-ins, subscription patients, and specialty care — were treated the same way. The lack of
tailored follow-ups often resulted in lost engagement and low retention. -
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Limited Visibility for Leadership
Clinic leaders had no clear view of which ads were working, how many patients were converting, or why renewals were dropping. Growth decisions were based on guesswork rather than data.
-
Disconnected Lead Capture
Leva Medical was running multiple campaigns across TV, Google, Facebook, and other digital channels. But all patient
inquiries had to be logged manually, causing delays and missed follow-ups. -
One-Size-Fits-All Process
Different patient types — walk-ins, subscription patients, and specialty care — were treated the same way. The lack of
tailored follow-ups often resulted in lost engagement and low retention. -
Limited Visibility for Leadership
Clinic leaders had no clear view of which ads were working, how many patients were converting, or why renewals were dropping. Growth decisions were based on guesswork rather than data.
Our Solution
HubSpot as the Patient Lifecycle Engine.
We implemented HubSpot to centralize the entire patient journey — from the first inquiry to long-term care.
All leads flow automatically into HubSpot, tagged by source.
Different patient types organized into dedicated pipelines.
Automated communication for confirmations, reminders, and renewals.
HubSpot as the Patient Lifecycle Engine.
We implemented HubSpot to centralize the entire patient journey — from the first inquiry to long-term care.
Automation to Support the Front Desk
Repetitive tasks were automated to reduce staff workload and improve patient experience.
Appointment confirmations and reminders via SMS/email.
Preventive check-ins every six months.
Subscription renewal nudges 30 days before expiry.
Automation to Support the Front Desk
Repetitive tasks were automated to reduce staff workload and improve patient experience.
Data-Driven Insights with Dashboards
Leadership gained full visibility into patient and campaign performance.
Leads and bookings by source.
Conversion and no-show rates.
Subscription renewals and patient lifetime value.
Data-Driven Insights with Dashboards
Leadership gained full visibility into patient and campaign performance.
Results
Faster response times and higher patient engagement.
With automated follow-ups and timely communication, Leva Medical experienced faster response times and a significant increase in patient engagement.
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Reduced workload and stress for the front desk team.
The automation of repetitive tasks reduced the workload for the front desk team, leading to increased efficiency and a better overall patient experience.
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Clear, data-driven visibility into growth and patient retention.
Leadership now has a clear, data-driven view of which campaigns are successful, how patients are converting, and what drives long-term retention, allowing for more informed growth decisions.
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Leva Medical, a direct patient care provider, was facing challenges managing patient leads, retention, and visibility into growth. With HubXpert’s help, they transformed HubSpot into their end-to-end patient lifecycle engine, ensuring seamless lead capture, tailored patient journeys, automated communication, and data-driven decision-making.
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