The client needed a scalable healthcare ABM campaign system capable of segmenting audiences, enriching lead data, personalizing outreach, and improving visibility between marketing and sales teams.

We audited the client’s HubSpot structure, reviewed existing lifecycle stages and lead ownership processes, and designed a segmentation framework for Brand and Omnichannel audiences across customers, active agreements, and new prospects. Custom properties were created to support scalable personalization and workflow routing.

> Integrated Clay and HubSpot to automate lead enrichment and audience segmentation
> Built multi-branch ABM workflows for Brand and Omnichannel campaigns
> Created custom properties to support routing logic, reporting, and personalized marketing collateral
> Developed 10+ email templates using HubL tokens and dynamic company/contact personalization
> Simulated “smart content” functionality using company-level multiline text properties for tailored messaging and value propositions
> Custom-coded branded email modules that dynamically routed contacts to the correct account representative

The result was a scalable healthcare marketing system that delivered personalized outreach across multiple audience groups while reducing manual segmentation and campaign management. Sales teams gained clearer visibility into lead progression, and marketing teams could deploy targeted campaigns using enriched company intelligence and automated routing logic.