Automated Client Onboarding and Engagement:
When a new client is added to Cliniko, HubSpot automatically generates a series of onboarding emails and engagement tasks. This includes sending welcome emails, introductory materials, and scheduling initial consultations. Tasks are assigned to relevant team members, ensuring a smooth onboarding process and enhancing client satisfaction from the outset.
Appointment Follow-Up and Feedback Requests:
After an appointment is marked complete in Cliniko, HubSpot triggers automated follow-up emails to clients. These emails include care instructions, personalized messages, and requests for feedback or reviews. This automation ensures timely communication, encourages client engagement, and helps gather valuable client insights.
Reactivation Campaigns for Inactive Clients:
When a client has not booked an appointment in a set period, Cliniko data prompts HubSpot to initiate reactivation campaigns. This includes personalized emails or text messages offering special incentives or reminders to schedule a new appointment. Engages inactive clients, boosting retention rates and maximizing practice revenue.