Client Review
Client Interview
Case Study
Introduction
Helix Sport and Spine is a reputable chiropractic group with clinics in various locations throughout Seattle, WA. They offer a range of services for sports injuries and general wellness. The team at Helix Sport and Spine faced significant challenges with their digital marketing and lead generation, particularly with the GoHighLevel CRM platform, which resulted in mixed outcomes and dissatisfaction.
The Problem & The Previous State
Before seeking assistance, Helix Sport & Spine faced several challenges:
- Lack of agency support.
- No dedicated point of contact for support.
- Limited customer insights.
- Unclear key performance indicators (KPIs) related to retargeting flow.
- No phone tracking integration.
- Unpredictable CRM automations.
Helix Sport & Spine experienced a lack of support and guidance from their agency. Their retargeting flow KPIs were unclear, phone tracking was non-existent, and they had limited customer insights, leading to unpredictable CRM automations and mixed outcomes. Their data management was manual and fragmented.
Client Results
Following our intervention, Helix Sport & Spine experienced:
- Full Support: Continuous assistance and a dedicated point of contact.
- Gathered Insights: Enhanced access to crucial customer insights.
- 30% Increase in Revenue: Significant revenue growth due to improved marketing and operational processes.
- Enhanced Capabilities: Better utilization of CRM and phone tracking systems.
- Improved Closing Rates: Higher conversion rates through better-prepared interactions and targeted marketing efforts.
The Process of Collaboration
We began by understanding the specific needs and challenges of Helix Sport & Spine. Our initial step involved gathering all relevant data and installing the necessary tools and systems to support their operational needs.
Our comprehensive consulting framework was designed to systematically address Helix Sport & Spine’s challenges by gathering accurate data, organizing it effectively, prioritizing critical issues, and implementing measurement tools. This structured approach ensured that all aspects of their lead management and customer interaction systems were aligned, leading to significant improvements in their overall performance and revenue.
Step 1 – Gather: We collected data from various sources, including their existing CRM and lead generation tools. This step involved setting up new systems and tools to ensure seamless data integration across platforms. We also ensured that Helix Sport & Spine provided the necessary access to these systems, which facilitated the data gathering process.
Step 2 – Organize: We organized the gathered data to provide a clear and accurate representation of their customer base and marketing metrics. This involved cleaning up the data, eliminating discrepancies, and ensuring all KPIs were correctly defined and tracked. We integrated phone tracking and CRM systems to enhance communication and lead management capabilities.
Step 3 – Prioritize: We identified and prioritized the critical issues impacting their lead management and customer interaction processes. This included setting up AI-driven lead segmentation to categorize and target leads more effectively and ensuring that all data systems were correctly integrated to provide accurate tracking and optimization.
Step 4 – Measure: We implemented measurement tools to continuously monitor and evaluate the effectiveness of the new systems and processes. This involved tracking the impact of the integrated data systems on KPI accuracy and regularly reviewing CRM and phone tracking metrics to ensure ongoing improvements.
Summary
Through the Lion Sales Funnel Framework, we successfully addressed Helix Sport & Spine’s digital marketing and operational inefficiencies, improved their lead tracking and customer interaction processes, and provided them with accurate and actionable insights into their performance. This case study highlights the effectiveness of our systematic approach to solving complex healthcare management challenges.
