Marketing Automation

Does your practice take advantage of marketing automation? If not, you could be losing out on valuable opportunities to generate relationships between contacts and your practice. Marketing automation refers to the software that exists with the goal of automating marketing actions. Many marketing departments have to automate repetitive tasks such as emails, social media and other website actions. The technology of marketing automation makes these tasks easier.

Lets Talk about Marketing Automation

Get Automated

Get Automated

Our team of marketing automation specialist have the expertise to help you cultivate your website traffic into leads. We will start with a strategy consulting session to evaluate what level of automation your practice needs. Our team will evaluate several factors:

  1. Your current website
  2. Landing pages or target conversion pages
  3. Social media profiles
  4. Contact capturing
  5. CRM (Client Relationship Management Software)
  6. Email marketing efforts
  7. Lead capture techniques

Once we have completed this evaluation, our team will then outline a plan for executing the marketing automation for your practice.


Doctors are losing patients and potential patients due to a lack or marketing follow-up and regular communication.

Develop Workflows

A key element of marketing automation is setting up workflows. Workflows allow for marketing communication to be automatically send to contacts based on their individual activity. So the user performs a task, for example; they complete a lead capture form on your website related to PRP. The automation solution will send this user an email about PRP providing them information. If the user engages with the email, clicks on a link, or revisits the site, it will trigger a series of responses of a delayed period of time. The goal being to convert these users into patients while maximizing your marketing efforts and minimizing your time spent on marketing efforts.


Increase in the number of patients and new patients seen at medical practices that use workflow automation

Lead Scoring

As the number of leads and contacts continues to grow, evaluating which of them to spend your time on and which leads are worth engaging with can be a challenge. Lead scoring can do just that. When using a marketing automation tool, it can even be automated. As a user continues to engage with your content and marketing efforts, their lead score will increase. Once a user hits a target lead score, the platform will create a task to let your intake team know it is time to contact this user to get them in the office.

Connect Your Digital Advertising to User Activity

Effective marketing requires that solutions be interconnected. This ensures that all the efforts of your digital advertising are not just being tracked but they are being coordinated with all of your other efforts. Our team will be connecting your advertising from platforms such as:

  1. Facebook
  2. Instagram
  3. Twitter
  4. LinkedIn
  5. Google Adwords
  6. Youtube
  7. Content Marketing Solutions (OutBrain and Taboola)

This will allow you to make informed and advised advertising decisions on which ones are building your brand and which ones are generating new patients. This allows your practice to focus on efforts that are generating revenue and to curb advertising expenditures that are not generating results.

Marketing Services of Interest:

Interested in marketing services for your medical practice?

Our marketing team will contact you with information about the services available.