Specialty health and wellness
A data foundation built for the rollout the thesis required.
An aggressive unit-growth thesis on systems that could not scale, with no attribution and 38% of new revenue from untracked word of mouth.
- Sponsor
- Middle-market PE, recent acquisition
- Thesis
- Aggressive unit expansion
- Engagement
- Audit and implementation
- Status
- Implementation in progress
+20%
revenue uplift identified across four digital channels
Identified in audit
+82%
clinic footprint, 15 months after the audit
Realised
38%
of new revenue from word of mouth, untracked at entry
Identified in audit
1
source of truth across the platform
Realised
Uplift quantified across paid search, SEO, paid social and conversion in a digital growth audit at acquisition.
The situation
A specialty health and wellness operator, freshly acquired on an aggressive unit-growth thesis, ran scheduling, CRM, e-commerce, marketing and reviews on separate platforms. There was no single source of truth and no attribution. Claymore was engaged to audit the foundation and install the data layer the thesis required.
What we found
- 01
No single source of truth
No unified view of customers, locations or performance across the footprint.
- 02
No attribution
No tracking from spend to appointment across paid search, SEO, paid social or the site. Spend could not be managed by channel or location.
- 03
The largest channel had no levers
38% of new revenue came from referrals, with no programme, tracking or incentives.
What we did
- 01
Systems
Website and forms moved to HubSpot, with the stack integrated around Boulevard, Shopify and Birdeye.
- 02
Data and BI
One source of truth across marketing, operations and clinical activity, with referral tracking and daily dashboards.
- 03
Customer path
The patient path mapped end to end, lifecycle management standardised and inbound calls consolidated into a central team.
- 04
Operating model
Unified reporting and standard KPIs across every location, built to hold as new clinics open.
Anonymised at sponsor request.
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