Client Review

Client Interview

Case Study

Introduction

Marvel Myo & Speech, a Speech-Language Pathologist clinic based in Dallas, TX, offers both in-person and Telehealth speech therapy services for children and adults. They embarked on a journey to revamp their digital presence and operational efficiency.

The Problem & The Previous State

Before seeking assistance, Marvel Myo & Speech faced several challenges:

An outdated website.
Lack of a Customer Relationship Management (CRM) system.
No lead management system.
No call tracking.
No SMS/email marketing capabilities.
Absence of measurable Key Performance Indicators (KPIs).

Marvel Myo & Speech operated in disarray, lacking essential components for effective marketing and patient management. Their online presence was represented by a poorly constructed SquareSpace website, failing to engage potential clients effectively.

Client Results

Following our intervention, Marvel Myo & Speech experienced:

• Integrated Lead Management System: Implemented to organize and streamline lead processes.
• Self-Hosted CRM: Adopted for enhanced control and customization of patient interactions.
• SMS Retargeting and Email Auto-Responder: Introduced to engage and nurture leads effectively.
• Surge in Inbound Calls: 60% increase in inbound calls.
• Enhanced KPI Tracking: Implementation of measurable KPIs to track performance.

The Process of Collaboration

We began by understanding the specific needs and challenges of Marvel Myo & Speech. 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 Marvel Myo & Speech’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 patient interaction systems were aligned, leading to significant improvements in their overall performance and patient acquisition.

Step 1 – Gather: We collected data from various sources, including their outdated website and existing lead sources. This step involved setting up new systems and tools to ensure seamless data integration across platforms. We also ensured that Marvel Myo & Speech 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 patient acquisition and interaction metrics. This involved cleaning up the data, eliminating discrepancies, and ensuring all KPIs were correctly defined and tracked. We integrated a self-hosted CRM for better control and customization.

Step 3 – Prioritize: We identified and prioritized the critical issues impacting their lead management and patient interaction processes. This included setting up SMS retargeting and email auto-responder campaigns to provide continuous engagement with potential patients 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 email reports and CRM metrics to ensure ongoing improvements.

Summary

Through the Lion Sales Funnel Framework, we successfully addressed Marvel Myo & Speech’s digital and operational inefficiencies, improved their lead tracking and patient 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.