One clinic, ambitious plans and too many disconnected systems
Club Five Health was operating from one location in Green Bay, Wisconsin, with plans to grow. But the infrastructure around the patient journey was fragmented: ads, website traffic, lead forms and follow-up lived in disconnected systems.
As the business added more work, those handoffs mattered more. The team needed a way to manage growth without making each new enquiry, patient and location another collection of manual tasks.
Build the operating system around the patient journey
We connected ad campaigns, website traffic, lead forms and follow-up into one funnel, and rebuilt the CRM and patient-journey management. Custom nurturing sequences responded to where a lead came from and what that person did next.
The work also covered internal and external training systems, additional automations and email copy supporting 6,000 daily deliveries. These pieces worked around the organization’s actual journey from first interest through ongoing communication.
“Working with Nick and the SimpliScale team has honestly been one of the most important pieces of building Club Five to where it's at now. That level of customization made us feel like we had a ginormous team working with us. When something needs to get done, Nick is the person I trust to make it happen — he's probably the most reliable part of my team.”
From one location to five
Club Five grew from one location to five across the Midwest. Its reported automation results include $300,000 in annual savings and 67 hours saved per week.
Christian describes the customization as feeling like a much larger team was working alongside them. The method connected growth and operations, giving the organization more capacity to manage the patient journey as it expanded.
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