CASE STUDY

Building a Connected Patient Growth & Marketing Operations System

Patient Acquisition • CRM & Automation • Local Growth

An ongoing multi-location healthcare growth engagement connecting website strategy, local search, paid acquisition, content, CRM lead management, marketing automation, AI-assisted patient engagement and reporting around one patient-growth workflow.

Healthcare & Wellness

Delivered Project

AI-powered patient engagement and intake automation connecting enquiries, CRM, qualification, scheduling and staff workflows

The Challenge

A growing multi-location wellness organization needed more than isolated marketing campaigns. Patient acquisition depended on multiple systems and channels working together, including the website, location visibility, paid advertising, content, lead capture, CRM, follow-up and appointment workflows.

As the organization evolved across multiple locations and service lines, the challenge became increasingly operational. Leads could originate from Google, Meta, organic search, local listings or website interactions, but generating an enquiry did not guarantee that the opportunity would move consistently through follow-up and appointment conversion.

Location-specific visibility was also important. Different clinics served different geographic markets, while services such as ketamine therapy, IV therapy, hormone therapy, weight management and mental-health-related treatments required both service-level and location-level digital visibility.

The requirement therefore extended beyond traditional digital marketing. The organization needed an ongoing growth and technology partner capable of connecting patient acquisition, website infrastructure, CRM, automation, AI-assisted engagement and performance visibility around the broader patient journey.

The Solution

Digital Bevy developed and continues to manage an integrated clinic-growth program combining digital acquisition with the systems responsible for capturing, organizing and following up with patient enquiries.

The engagement spans website and landing-page development, location and service content, search visibility, Google Business Profile optimization, paid acquisition support, CRM lead management, marketing automation, AI-assisted patient engagement and reporting.

Rather than treating each channel as a separate marketing activity, the approach connects acquisition with downstream operations. Website and advertising activity generate patient interest, lead information enters the clinic’s CRM and automation environment, follow-up workflows support continued engagement, and reporting provides visibility into the activity occurring across the growth system.

The program has evolved alongside the organization. As locations, services and operational priorities changed, Digital Bevy continued adapting the website, content, automation and supporting technology rather than treating the engagement as a fixed campaign with a predefined endpoint.

What We Built

  • Clinic Website & Digital Experience: Ongoing development and optimization of the clinic’s WordPress and Elementor environment, including service pages, location content, conversion paths and supporting technical maintenance.
  • Location-Specific Growth Infrastructure: Digital experiences and content structured around individual clinic markets so services can be presented in the context of the geographic areas where patients are actually seeking care.
  • Local SEO & Google Business Profile: Location-focused search optimization, Google Business Profile improvements, service updates, review-growth support and content designed to strengthen local visibility for relevant treatments.
  • Healthcare Content Program: Ongoing educational and search-focused content across treatment areas including ketamine therapy, IV therapy, hormone health, weight management, mental health and other wellness services.
  • Paid Patient Acquisition: Support for Google and Meta acquisition activity, including campaign review, landing experiences, lead-generation workflows and analysis of how paid channels contribute to patient enquiries.
  • CRM Lead Management: Patient enquiries from digital channels are routed into a self-hosted CRM environment where lead information, source, treatment interest and follow-up activity can be organized operationally.
  • Marketing Automation: CRM and Mautic workflows support lead communication, welcome messaging, email automation and downstream patient-engagement processes.
  • Lead Notification & Follow-Up Workflows: Internal notifications and operational workflows help clinic teams identify new enquiries and respond with the appropriate treatment and location context.
  • AI-Assisted Patient Engagement: Conversational AI capabilities support common patient questions, qualification and callback workflows while routing situations requiring human involvement back to clinic staff.
  • Appointment & Intake Connectivity: Patient communication is connected with appropriate scheduling and intake pathways so digital enquiries can progress toward the clinic’s existing appointment and care workflows.
  • Performance & Growth Reporting: Recurring reporting brings together marketing activity, lead flow, completed work, blockers and priorities to provide clearer visibility into the clinic’s growth program.
  • Ongoing Technical Operations: Digital Bevy provides continuing website, CRM, automation, integration and troubleshooting support so growth initiatives are backed by the technical systems required to operate them.

Technology & Capabilities

  • WordPress
  • Elementor
  • vTiger
  • Mautic
  • Google Ads
  • Meta Ads
  • Google Business Profile
  • Google Analytics
  • Google Search Console
  • ElevenLabs
  • AI Agents
  • Email Automation
  • CRM Integration
  • Webhooks
  • APIs
  • Local SEO
  • Marketing Automation

The Outcome

  • A connected patient-growth operating model: Website, content, local search, paid acquisition, CRM, automation and AI-assisted engagement are managed as parts of the same growth program rather than unrelated marketing and technology projects.
  • Infrastructure that can evolve with clinic priorities: New services, location requirements, patient-engagement workflows and operational changes can be incorporated into the existing digital environment as the organization evolves.
  • Greater continuity between acquisition and follow-up: Digital enquiries can move from marketing and website interactions into CRM, communication and staff workflows, creating a more structured path between patient interest and the clinic’s operational response.
  • One partner across growth and technology: The engagement gives the organization a single delivery relationship spanning digital marketing, website development, CRM, automation, AI-assisted workflows, reporting and ongoing technical support.

Build a More Connected Patient Growth System

If your clinic is generating enquiries across multiple channels but marketing, CRM, follow-up and reporting still operate separately, Digital Bevy can help connect the systems around the patient journey.