01
Streamlined Inquiry Management
Consolidating multiple patient inquiry channels into a single system eliminates manual tracking, reduces lost opportunities, and ensures timely, consistent follow-up for all prospective patients.
Strategic HubSpot Implementation
Standardising clinical operations for scalable growth.
Moving from manual spreadsheets to a unified patient engagement system.
Current Tech Stack
SembleExcelWhatsAppGmailGoogle Sheets
Why this matters commercially
Commercial clarity and scalable operations will drive The Doctor Surgery's next growth phase.
The Doctor Surgery and The Skin Surgery are at a pivotal growth stage, moving from manual processes to a structured system. This engagement addresses the immediate need to streamline inquiry management and establish a foundation for future expansion.
This initiative will provide The Doctor Surgery with enhanced visibility into their lead pipeline, improved data capture for informed decision-making, and a scalable operational framework. This ensures efficient growth and better patient engagement.
"*We are building a robust operational backbone, ensuring every patient interaction contributes to sustainable growth and service excellence.*"
02
Enhanced Operational Scalability
Replacing labour-intensive spreadsheets with an automated system provides a standardised, repeatable process for patient acquisition and management, essential for planned expansion to new sites.
03
Improved Data-Driven Decision Making
Capturing comprehensive data on patient journeys, service interest, and conversion rates offers critical insights, enabling The Doctor Surgery to optimise offerings and marketing efforts.
The journey forward
A structured path to operational clarity.
- Step 01
Engagement
Formal sign-off and shared environment setup in the Forbidden portal.
- Step 02
Kickoff
Alignment session to lock in the roadmap, key milestones and success metrics.
- Step 03
Implementation
The strategic transition, integration and configuration workstreams.
- Step 04
Enablement
Team training and process documentation to ensure confident adoption.
- Step 05
Launch
Final validation and go-live, moving the business onto its new foundation.