Anchor Health Improves their Lead-to-Patient Process with HubSpot

Challenge

Anchor Health, the leading provider of home care services in New York, faced significant challenges in their lead-to-patient process before partnering with Dijy to customize their HubSpot build.

Anchor's team lacked clarity and struggled to understand what was working because their marketing efforts were fragmented. They were running Google ads with multiple landing pages built on ClickFunnels, and relied on Zapier to push lead information into a Google Sheet. Manual sorting their leads and data was time-consuming as the team manually made calls, sent emails, and texts based on the information in the Google Sheet.

Results

Anchor Health's collaboration with Dijy resulted in a customized HubSpot build that addressed their lead-to-patient challenges.

With Dijy's assistance, Anchor Health streamlined lead management, enhanced patient communication with Sakari, and ensured HIPAA compliance with a custom Bolt integration. This transformation optimized Anchor Health's marketing efforts, improving efficiency, organization, and the overall referral experience.

This partnership shows the power of customization using HubSpot for Anchor Health, driving better results and revolutionizing their patient journey.

Industry

Healthcare

Tools Used

HubSpot Sales Hub + Marketing Hub + Service Hub + Zapier

 

Success Stories

Healthcare worker and patient on tablet

 

 

 

A Customized Toolbox 🧰

Anchor Health understood they had a problem. With fragmented data living in Google Sheets, their team was unable to stay organized with their new referrals, plus their manual processes was wasting time.

To address these issues, Dijy stepped in and took Anchor's marketing efforts to the next level by customizing a HubSpot setup and migrating all of their data into the platform. Dijy migrated the landing pages from ClickFunnels to HubSpot, providing a more streamlined and centralized approach to their lead management. Dijy also implemented Sakari, a texting system, allowing Anchor to not only send text messages, but also receive them seamlessly within HubSpot.

This customization greatly enhanced Anchor's organization and efficiency in managing their pipeline. As Yekusiel Kaplan, CTO at Anchor stated, "We can manage all new leads and get to them quickly. We have come so far since our leads on spreadsheet days."

 

Using the Power of Technology ⚙️

With the power of HubSpot, Anchor was able to automate their communication processes, ensuring that when someone applied for their services, they received an immediate text message informing them that a case worker would reach out soon. This real-time communication gave Anchor a significant advantage in responding promptly to new leads, establishing trust, and speeding up the conversion process.

Additionally, Dijy developed a custom integration with a system called Bolt, which Anchor uses to manage their patients. By integrating HubSpot with Bolt, Anchor achieved HIPAA compliance while seamlessly transitioning patients' information from the sales and marketing phase on HubSpot to the patient management phase on Bolt.

Through the collaboration with Dijy, Anchor Health experienced a remarkable transformation in their marketing efforts. By leveraging HubSpot's powerful capabilities and customizing it to suit their specific needs, they have streamlined their processes, improved efficiency, and enhanced the overall patient (or potential patient) experience.

 

Conclusion

The partnership between Anchor Health and Dijy exemplifies the power of customization within HubSpot. By tailoring the platform to individual business processes, companies can optimize their marketing efforts, improve internal collaboration, and ultimately drive better results.

If you’re looking to maximize your marketing potential and revolutionize your customer journey, Dijy can help you customize HubSpot specifically for your needs.

Want to read more about HubSpot's Marketing Hub and the tools available? Check out our blog post here!

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