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HubSpot – Scalable CRM Implementation for
a Healthcare SaaS Lyrebird Health
Client
Lyrebird Health
Timeline
6 Months
HubSpot Subscription
Marketing Hub Professional
Sales Hub Enterprise
Operations Hub Professional
Task
Product-Led Growth (PLG) Implementation, Data Integration, Workflow Automation
Client Information
Lyrebird Health is a Healthcare SaaS company building AI-powered scribe and diagnostic solutions for clinics and hospitals. Their goal is simple: help healthcare professionals focus on patients instead of paperwork.
Problem Statement
-
Inefficient Sales and Marketing Efforts
- Sales teams were wasting time on cold, unengaged leads, while marketing campaigns were optimized for clicks instead of actual revenue. This misalignment resulted in a significant disconnect between lead generation and conversion, hindering overall growth.
-
Poor User Engagement and Visibility
- Lyrebird had rich product usage data but no system to connect it to customer relationship management. This led to patchy user engagement, as the company couldn't proactively guide users through the product. Leaders also lacked visibility into the trial-to-revenue journey, making it impossible to identify and fix bottlenecks
-
Manual and Disconnected Operations
- The entire process from trial sign-up to subscription was manual and fragmented. Data was not synchronized, leading to a high amount of manual work for the team. This lack of automation prevented the company from scaling its operations efficiently and responding to user behavior in real-time.
-
Inefficient Sales and Marketing Efforts
- Sales teams were wasting time on cold, unengaged leads, while marketing campaigns were optimized for clicks instead of actual revenue. This misalignment resulted in a significant disconnect between lead generation and conversion, hindering overall growth.
-
Poor User Engagement and Visibility
- Lyrebird had rich product usage data but no system to connect it to customer relationship management. This led to patchy user engagement, as the company couldn't proactively guide users through the product. Leaders also lacked visibility into the trial-to-revenue journey, making it impossible to identify and fix bottlenecks
-
Manual and Disconnected Operations
- The entire process from trial sign-up to subscription was manual and fragmented. Data was not synchronized, leading to a high amount of manual work for the team. This lack of automation prevented the company from scaling its operations efficiently and responding to user behavior in real-time.
Our Solution
Store Trial, Subscription & Usage Data in HubSpot
Every trial signup is created as a Contact and Deal.
Payment, subscription start/renewal mapped as properties.
Usage data (logins, feature adoption, milestones) synced into HubSpot. This turned HubSpot into a real-time map of account health.
Store Trial, Subscription & Usage Data in HubSpot
Automate Lifecycle Communication
Trial begins → Welcome emails with onboarding.
Low usage → Helpful nudges to unlock features.
High usage → Sales notified instantly.
Trial expiring → Personalized upgrade offer.
Subscription lapsing → Renewal reminders. Every step is tied directly to user behavior.
Automate Lifecycle Communication
Sales Pipeline Automation & AI Advantage
Deals moved automatically with lifecycle events.
Active trials flagged as hot, dormant deprioritized
Leads rotated to reps in real time.
Managers saw which accounts were stuck and why.
Data cleanup (formatting, enrichment)
Prospecting & list building
Trial scoring & prioritization
Sales Pipeline Automation & AI Advantage
98% data accuracy across trial, subscription, and usage records.
Achieved a 98% data accuracy rate across trial, subscription, and usage records, building a reliable foundation for all analytics and automation. This eliminated manual errors and provided a single source of truth for the entire organization
70% less manual work due to automation.
Automation of key workflows and data synchronization led to a 70% reduction in manual work. This freed up valuable team resources, allowing them to focus on high-impact strategic initiatives rather than repetitive administrative tasks.
2,000+ contacts properly mapped to diagnostics & subscriptions.
Successfully mapped over 2,000 contacts to their specific diagnostics and subscriptions. This not only cleaned up the database but also enabled targeted communication and personalized outreach, significantly improving engagement and sales effectiveness.
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HubSpot – End-to-End Guest Experience Automation for a Resort & Villa WhiteVillas
HubSpot – Trengo to Service Hub Migration for an E-Commerce Provider Pinkcube
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Patient Lifecycle Transformation for a Healthcare Provider Leva Medical
Patient Lifecycle Transformation for a Healthcare Provider Leva Medical
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HubSpot – NexTech EHR Integration for a Healthcare Provider Leva Medical
NexTech EHR Integration for a Healthcare Provider Leva Medical
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Data Accuracy by 90% and Improved Revenue Tracking For an IOS SaaS Platform Mobile Action
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How Pinkcube Boosted Sales by 30% with Custom Automation.
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