CRM & automation
Marketing Ops, CRM & Lead Follow-Up Automation
Automation-first operating layer for a national clinician education platform where training, provider operations, and support workflows were previously manual.
Graston Technique® · Healthcare training · Marketing automation
95%
81
+212%
Before, build, and operating change
A lightweight view of the problem, the intervention, and what changed after the system shipped.
Before / Problem
- Training and enrollment follow-up depended on staff updating several disconnected tools by hand
- Provider directory and membership updates did not track CRM state in real time
Build / Fix
Training enrollment and follow-up on autopilot
Enrollments, reminders, and handoffs moved to automated triggers so timing and downstream updates no longer depended on staff chasing each step.
Provider directory and membership in sync with CRM
Provider status, listing visibility, and membership changes were wired to one layer so the public map and internal records match.
After / Outcome
The Growth Engine runs as a connected program, not a list of one-off tasks. Training and provider workflows need less day-to-day coordination, and leaders see pipeline and performance in the same place.
At national training scale, manual process drag compounds quickly. Each extra handoff increases response lag, data inconsistency, and missed follow-up windows. This engagement converted high-friction operations into a reliable system layer.
- →Training and enrollment follow-up depended on staff updating several disconnected tools by hand
- →Provider directory and membership updates did not track CRM state in real time
- →Attribution and analytics data existed but did not roll up to clear weekly decisions
- →Support work repeated the same questions with no shared templates or routing
Training enrollment and follow-up on autopilot
Enrollments, reminders, and handoffs moved to automated triggers so timing and downstream updates no longer depended on staff chasing each step.
Provider directory and membership in sync with CRM
Provider status, listing visibility, and membership changes were wired to one layer so the public map and internal records match.
Attribution and reporting you can act on each week
Attribution and performance views were organized around pipeline stages so the team could prioritize by outcomes, not isolated activity metrics.
Smarter, repeatable support responses
Recurring support questions were organized into shared patterns and routing so answers stayed consistent without growing manual support load.
Support and follow-up workflow
The Growth Engine runs as a connected program, not a list of one-off tasks. Training and provider workflows need less day-to-day coordination, and leaders see pipeline and performance in the same place.
SYSTEMS INVOLVED IN THE BUILD
The tools and system layers that made this project work — grouped by what they contributed.
Weekly reporting was organized around pipeline and provider movement instead of one-off activity metrics.
Google Cloud
MySQL
Directory sync, membership state, and CRM-connected triggers ran as one operating layer rather than manual handoffs.
Apache
Automation replaced enrollment, reminder, and follow-up tasks that staff had been handling by hand.
Salesforce
Search, discovery, and local-intent surfaces that brought the right people in.
Google
- Follow-up and enrollment orchestration
- Provider directory sync logic
- Membership state and CRM alignment
- Attribution and analytics reporting layer
- Support workflow patterns
- CRM-connected triggers
What this project demonstrates
Each block names the capability first. Figures below are supporting context from the same engagement — not the headline.
Manual Overhead Reduction
A custom automation layer replaced eight brittle manual workflows with durable triggers, visibility, and less day-to-day coordination.
Referenced outcomes (same engagement)
- Manual overhead reduced
- 95% — Manual overhead reduced
- Providers in live spatial directory
- 81 — Providers in live spatial directory
Training Lifecycle Automation
High-volume marketing operations moved off tribal knowledge into automated sequences with CRM-backed state and pipeline visibility.
Referenced outcomes (same engagement)
- Manual overhead reduced
- 95% — Manual overhead reduced
- Qualified leads generated
- +212% — Qualified leads generated
Provider Directory Operations Layer
Spatial search and live directory data connected to the CRM so provider locations stayed accurate as certifications completed.
Referenced outcomes (same engagement)
- Providers in live spatial directory
- 81 — Providers in live spatial directory
- Manual overhead reduced
- 95% — Manual overhead reduced
Similar project shapes and delivery patterns — useful when you are comparing system fit, not client names.
Still deciding how similar this is to your situation?
Low trust: run the Growth System Audit. High trust: book a short diagnostic call once the shape is clear.