Health Lead Consolidation & Patient Journey Automation

We audited the client's lead sources, treatment programs, and operational workflows across Practice Better, Circle, and multiple affiliate platforms. Because Practice Better provided limited accessible data due to healthcare platform restrictions, we designed a structured SKU-based tracking system to standardize program attribution and automate lifecycle reporting inside HubSpot.

Custom lifecycle stages, segmentation properties, and reporting structures were also created to better reflect the client's health coaching and membership business model.

> Built integrations between Practice Better, Circle, Zapier, and HubSpot to centralize lead and patient data
> Developed 7+ Zapier workflows to support multiple coaching programs, memberships, and intake paths
> Created a SKU-based segmentation system that categorized treatment plans and automated program tracking inside HubSpot
> Built internal automations that parsed SKU #'s for abbreviations & numbers to calculate deal timing and patient lifecycle progression
> Developed active membership tracking lists for the client's Circle community to support retention and re-engagement campaigns
> Created custom import templates and reporting properties for affiliate programs that lacked API access, enabling clean manual imports and ROI reporting
> Designed custom lifecycle stages tailored to the client's treatment and membership workflow model
> Built 20+ automated email templates supporting onboarding, membership engagement, treatment milestones, surveys, re-engagement, and long-term follow-up campaigns

The final system gave the client a centralized operational view of patients, members, affiliate referrals, and treatment programs across previously disconnected platforms. Automated segmentation and lifecycle tracking reduced manual organization while enabling more personalized communication throughout each stage of a client's health journey.

The project also improved reporting visibility, supported long-term retention marketing, and created scalable infrastructure for future program growth while remaining mindful of healthcare data limitations and compliance considerations

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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.

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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.