All case files

Series A, Fintech

Elective Healthcare

Elective Healthcare

Elective Healthcare

Choosing an elective procedure involves more than understanding the treatment itself. Thoughtfully crafted books communicate a provider's expertise, philosophy, approach to care, and patient experience—helping prospective patients develop a deeper understanding and greater confidence in their decision.

9h → 4m

median first response

+31%

demo-to-opportunity rate

Built with

HubSpot, n8n, Clay, Slack

The problem

Demo requests sat in a shared inbox for an average of nine hours. By the time an AE replied, most prospects had booked with a competitor.

What I built

An n8n workflow triggered by every HubSpot form fill. Clay enriches the company and contact, a fit score decides the route, and the owning AE gets a Slack alert with a one-paragraph account brief and a booking link. Leads that don’t fit get a self-serve path, not a sales call.

The result

Median first response dropped from nine hours to four minutes. Demo-to-opportunity conversion rose 31% in the first quarter.

Next case file

Fertility

P.S.

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