Marketing automation

CRM + lifecycle flows for patients, physicians, and reps.

Automation done in places most agencies skip: the handoff between marketing and sales, the no-show recovery flow, the rep follow-up to an HCP who attended a webinar.

what we do

Lifecycle mapping across patient, HCP, and internal roles.
HubSpot, Salesforce, or Customer.io build.
Consent architecture that passes GDPR + HIPAA.
Enablement: playbooks for the humans receiving the handoff.

what you get

Lifecycle map + playbooks.
CRM build + integration tests.
Consent audit.
First 30-day KPI review.

when to engage

When leads leak between channels and nobody can say where.

Related services

Brand & identity

Positioning, visual system, naming, guidelines — built for regulated categories.

Websites & portals

Design systems, landing pages, corporate and HCP portals, CMS.

Mobile apps

Patient apps, telemedicine, field-force tools for reps and CRAs.

next step · 60-minute diagnostic

Bring the current state. We'll bring the rewrite.

Book the diagnostic