ConceptHealthcare
A patient enquiry pipeline for a clinic group
A group of four clinics tracks every enquiry from first message to booked appointment, with reminders that send themselves.
This is a concept project. It shows how we would approach the problem; it is not a client engagement, and every number is projected.
- Solution
- Client Engine
- Industry
- Healthcare
The problem
Enquiries come in through the website, phone, email and social media, and each clinic handles its own. Some enquiries never get a reply, and managers cannot see which clinic converts best.
What we built
- One inbox for enquiries from every channel, routed to the right clinic automatically.
- Reminders that tell staff who to call back today, and escalate anything older than a day.
- Booking links sent from the CRM, with the appointment written back when it is made.
- A weekly report of enquiries, bookings and response times per clinic.
Projected result
- Every enquiry answered within one working day (projected).
- Around 10% to 20% more enquiries turned into bookings (projected).
- One view of demand across all four clinics.
Screens
How it's builtThe technical detail, for whoever on your team wants it.
- Integrations
- Website forms, shared inboxes, the clinics' booking system and WhatsApp Business.
- Technology
- HubSpot configured for the pipeline, with custom routing built on its API.
- Security
- No medical records are stored. Each clinic sees only its own enquiries, and access is logged.
Have a problem like this?
Tell us how your team works today. We will show you what we would build first.