1,637% ROI from Paid Advertising Targeting International Expansion

Navigating the road to digital healthcare is no small task. In the complex and rapidly evolving digital healthcare industry, Fresh Clinics faced challenges that hindered their ability to deliver exceptional service. 

Fragmentation of Data

Disparate data points were scattered across various systems, making it difficult for their sales and service teams to make informed decisions. Every decision became a time-consuming game of connecting the dots, resulting in inefficiency and lost opportunities. 

Overreliance on Manual Process

While manual processes have their place, an excessive dependence on them led to human errors, inconsistencies, and delays. This not only hindered their potential growth trajectory but also undermined the overall efficiency of their operations. 

Lack of Visibility in Reporting

An unclear view of revenue streams and forecasting meant opportunities were sometimes missed, and risks weren't always anticipated. The lack of a cohesive reporting structure also led to teams working in silos,, each having a slightly skewed vision of the bigger picture. 

SOLUTION

Integrating process and user-focused strategies.

The solutions integrated process and user-focused strategies for Fresh Clinics. New Breed's advanced automation and personalized data views empowered Fresh Clinics to enhance operational efficiency by addressing unique team needs and automating crucial processes. Using PandaDoc and HubSpot streamlined operations and improved data accessibility, positioning the team for growth.

User-Focused Solutions

Through custom data views, automation, and efficient data modeling, end users on both sales and service teams can operate seamlessly, accessing real-time, relevant data.

Tailored Data Access:

New Breed leveraged Sales Hub, Service Hub, and Operations Hub to provide customized views for each team. This ensured that pertinent, real-time data was easily accessible, empowering teams to make informed decisions quickly and efficiently. With a comprehensive and unified view of their data, sales and service teams were able to connect the dots seamlessly and eliminate the time-consuming process of searching for information across disparate systems.

Process Automation:

By harnessing the power of HubSpot's automation tools, we automated time-consuming tasks that once took hours to complete. This automation via Service Hub propelled leads and tickets through pipelines at an unprecedented pace, allowing Fresh Clinics to optimize their operations and focus on value-driven tasks. With automation in place, human errors, inconsistencies, and delays caused by overreliance on manual labor were significantly reduced, leading to increased efficiency and productivity.

Dashboard-Centered Insights:

To provide stakeholders with a bird's eye view of operations, we integrated a three-tier dashboard system within HubSpot. This system encompassed sales, onboarding, and financial insights, ensuring that each stakeholder team had access to relevant and real-time data. With these insights readily available, the teams were able to collaborate effectively and align their strategies, fostering a culture of teamwork and innovation.

Process-Focused Solutions

Process automation ensures minimal manual intervention, improving efficiency, and reducing errors.

Intuitive Lead Workflows:

We crafted workflows in Marketing Hub that not only automated processes but also provided an intuitive and seamless experience for each lead. These workflows guided leads through their unique journey, ensuring personalized interactions and a smooth transition from one stage to the next. By streamlining the lead journey, Fresh Clinics was able to enhance the overall customer experience and drive conversions.

Integrated PandaDoc Contracts:

To eliminate data slips and delays in the contract process, we seamlessly integrated PandaDoc into HubSpot. This integration allowed every signed agreement to smoothly transform into a tangible business venture, ensuring that contracts were executed efficiently and accurately. By automating the contract process, the team reduced the risk of errors and delays, enabling them to focus on delivering exceptional service to their clients.

Clinic-Specific Analytics:

Recognizing the core of Fresh Clinics' business, we introduced a custom object within HubSpot to track clinic-specific metrics. This customization ensured that insights were always relevant and tailored to the unique needs of each clinic. With clinic-specific analytics, all teams gained a deeper understanding of their performance and were able to make data-driven decisions to drive growth and optimize operations.

Revamped Onboarding:

Our enhanced onboarding system in HubSpot ensured that clients felt valued and informed right from their initial touchpoint. By providing a seamless and personalized onboarding experience, Fresh Clinics established strong relationships with their clients, fostering trust and loyalty. This revamped onboarding process not only improved client satisfaction but also set the stage for long-term success and growth.