--- title: Healthcare HubSpot Automation & ABM System Case Study | Flora & Fauna description: Explore a healthcare marketing operations case study featuring HubSpot automation, lifecycle restructuring, ABM segmentation, workflow routing, lead enrichment, and scalable campaign infrastructure. --- [Skip to content](https://floratechsolutions.com/healthcare-hubspot-automation#main-content) [![new ticker](https://floratechsolutions.com/hubfs/new%20ticker.svg)](https://floratechsolutions.com?hsLang=en) - [Development Portfolio](https://floratechsolutions.com/designs) - [System Architect Case Studies](https://floratechsolutions.com/case_studies) - [**Contact Now**](https://floratechsolutions.com/contact) Open main navigation Close main navigation - [Development Portfolio](https://floratechsolutions.com/designs) - [System Architect Case Studies](https://floratechsolutions.com/case_studies) - [**Contact Now**](https://floratechsolutions.com/contact) - [Hire Now](https://www.upwork.com/freelancers/breannahgladden) [Hire Now](https://www.upwork.com/freelancers/breannahgladden) ![hubspot-1](https://floratechsolutions.com/hubfs/hubspot-1.svg)![clay-1](https://floratechsolutions.com/hubfs/clay-1.svg) Marketing Operations Automation Systems ## Healthcare ABM Campaign Infrastructure ![ABM workflow](https://floratechsolutions.com/hubfs/ABM%20workflow.png "ABM workflow") 0x Faster campaign launch 0% Reduction in manual ops 0k Contacts enriched ### Goal --- 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. ![lead source](https://floratechsolutions.com/hubfs/lead%20source.png "lead source") ![drag\_and\_drop](https://floratechsolutions.com/hubfs/drag_and_drop.png "drag_and_drop") ![Copy of home\_hero\_image](https://floratechsolutions.com/hubfs/Copy%20of%20home_hero_image.png "Copy of home_hero_image") ### Strategy --- 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. ### Execution --- \> 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 ![email (3)](https://floratechsolutions.com/hubfs/email%20(3).png "email (3)") ### Impact --- 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. ![home\_hero\_image - 2025-11-10T171721.383](https://floratechsolutions.com/hubfs/home_hero_image%20-%202025-11-10T171721.383.png) **Why Clients Trust My Results**     ## Proven, "Peer-Reviewed", & Globally Top-Rated Trust isn’t something I claim — it’s earned, one project at a time. My Upwork profile is Top Rated, placing me among the top 1% of freelancers worldwide. With a 100% job success score and over 100 successful projects, my track record is both measurable and highly reviewed. Every review represents more than satisfaction; it’s a documented result from professionals who’ve worked directly with me, highlighting reliability, **radical transparency**, and creative problem-solving as the reasons they return. My results are publicly verified. [Read My Reviews](https://www.upwork.com/freelancers/breannahgladden) **Why Clients Trust My expertise**     ## Certified, Experienced, & Exceptionally Hands-On With over a decade of technical experience, I bring the precision of a certified HubSpot Partner and the depth of a system admin. I hold 6+ certifications spanning automation, lead conversion design, integrations, and CRM implementation, but my real strength lies in going beyond the manual. As a long-time self-employed freelancer, I specialize in building systems from the ground up, not from templates. Every architecture, workflow, and integration is designed for the way **you** operate, not what a playbook dictates. When you work with me, you get technical fluency, creative problem-solving, and a partner who makes your systems talk **as naturally as nature itself**. ![be2bc8848782497f9844fd665726575d](https://39488485.fs1.hubspotusercontent-na1.net/hub/39488485/hubfs/be2bc8848782497f9844fd665726575d.png?width=1200&length=1200&name=be2bc8848782497f9844fd665726575d.png) ![b891104b178c410dbbe04ed2cc3dfb15-1](https://39488485.fs1.hubspotusercontent-na1.net/hub/39488485/hubfs/b891104b178c410dbbe04ed2cc3dfb15-1.png?width=1200&length=1200&name=b891104b178c410dbbe04ed2cc3dfb15-1.png) ![4afb04e9c06f42808655916a3d78b325](https://39488485.fs1.hubspotusercontent-na1.net/hub/39488485/hubfs/4afb04e9c06f42808655916a3d78b325.png?width=1200&length=1200&name=4afb04e9c06f42808655916a3d78b325.png) ![3b96e6c3ea3c46c39e14f55b4df7d8e4](https://39488485.fs1.hubspotusercontent-na1.net/hub/39488485/hubfs/3b96e6c3ea3c46c39e14f55b4df7d8e4.png?width=1200&length=1200&name=3b96e6c3ea3c46c39e14f55b4df7d8e4.png) ![ec2f265cd7eb44da9bf210f6a6ad98fe](https://39488485.fs1.hubspotusercontent-na1.net/hub/39488485/hubfs/ec2f265cd7eb44da9bf210f6a6ad98fe.png?width=1200&length=1200&name=ec2f265cd7eb44da9bf210f6a6ad98fe.png) ![b891104b178c410dbbe04ed2cc3dfb15](https://39488485.fs1.hubspotusercontent-na1.net/hub/39488485/hubfs/b891104b178c410dbbe04ed2cc3dfb15.png?width=1200&length=1200&name=b891104b178c410dbbe04ed2cc3dfb15.png) ![47a2498e3ae44df780700b9ec40bcd2b](https://39488485.fs1.hubspotusercontent-na1.net/hub/39488485/hubfs/47a2498e3ae44df780700b9ec40bcd2b.png?width=1200&length=1200&name=47a2498e3ae44df780700b9ec40bcd2b.png) ![ac27a69ace204ff5beaadcf49bf84077 (1)](https://39488485.fs1.hubspotusercontent-na1.net/hub/39488485/hubfs/ac27a69ace204ff5beaadcf49bf84077%20(1).png?width=1200&length=1200&name=ac27a69ace204ff5beaadcf49bf84077%20(1).png)     ## Agency Level Skill, without the instability or turnover From spearheading full-scale system 'over-hauls' to building omnichannel chatbots, I'm committed to enhancing realistic growth and simplifying complex organizational needs for your everyday users. I'm here to craft tailored solutions for you with radical transparency and open communication.  [Start The Conversation](https://floratechsolutions.com/contact?hsLang=en) [![NEW\_LIGHT-1](https://floratechsolutions.com/hubfs/NEW_LIGHT-1.svg "NEW_LIGHT-1")](https://floratechsolutions.com/?hsLang=en) [![upwork](https://floratechsolutions.com/hubfs/upwork.png)](https://www.upwork.com/freelancers/breannahgladden) [![linked](https://floratechsolutions.com/hubfs/linked.png)](https://www.linkedin.com/in/breannahgladden/) [![email](https://floratechsolutions.com/hubfs/email.png)](mailto:breannahg@gmail.com) "Life imitates art far more than art imitates Life." - Oscar Wilde The design of this site was inspired by the 2025 'Invisible Worlds' exhibit at The American Museum of Natural History. © 2022 - 2026 Flora & Fauna Tech Solutions | New York, New York 10036 [Privacy Policy](https://floratechsolutions.com/legal?hsLang=en#privacy_policy) | [Legal Disclaimer](https://floratechsolutions.com/legal?hsLang=en)