12 min to read

At CodeDesign Digital Marketing Agency, we are a go-to expert in medical and healthcare marketing. We're a team of passionate professionals who are all about helping medical and healthcare businesses grow their online presence.

Our services? We've got a whole bunch to offer. We're experts in website design and development, creating visually stunning and user-friendly websites that'll get your medical or healthcare practice noticed. And we don't stop there - our team ensures your site is optimized for both desktop and mobile devices, so your patients can access it anytime, anywhere.

Next up, we've got SEO covered. Our team knows the ins and outs of search engine optimization, and we make sure your website ranks high in search results, bringing more organic traffic your way. We research and target the right keywords to reach your audience and optimize your site's content and structure. Plus, we keep an eye on the competition to make sure you stay ahead of the game.

But wait, there's more! Our social media gurus help you build a strong presence on platforms like Facebook, Instagram, and LinkedIn. We create engaging content, manage your accounts, and even run paid ad campaigns, ensuring your medical or healthcare practice reaches the right people.

And, of course, we can't forget about email marketing. Our team crafts personalized email campaigns that keep your patients in the loop with your practice's latest news, promotions, and updates. We focus on nurturing relationships with your patients, turning them into loyal advocates for your brand.

Now, let's talk about content marketing. We create high-quality blog posts, articles, and other resources that showcase your expertise and provide value to your patients. Our content not only educates and informs but also helps to boost your website's SEO.

To sum it up, CodeDesign Agency is your one-stop-shop for medical and healthcare marketing. We've got your back with website design, SEO, social media, email marketing, and content creation. So, why not give us a shout and let us work our magic on your practice? We can't wait to team up with you and help your business thrive!


1. Improve patient satisfaction by ensuring calls are answered promptly

Hey, guess what? No one likes waiting on hold forever, especially patients who need some help or info. And when they get super frustrated, they're not exactly thrilled about their whole experience. So, what's the secret sauce? Making sure your crew is on the ball with answering calls ASAP. That way, your patients know you care about their time and are all about delivering top-notch customer service.

Oh, and guess what else? Picking up those calls quickly also means shorter wait times and a smoother care experience overall. So yeah, something as simple as answering calls in a flash can make a massive difference in how happy your patients are and how successful your hospital is. Who knew, right?

2. Keep up with the latest compliance standards and HIPAA regulations

Due to the constantly evolving nature of the healthcare industry, these regulations are subject to frequent changes and updates. This is why staying informed and educated on the latest compliance standards is crucial to ensure that your organization is compliant and secure. Ensuring compliance means taking proactive steps to protect patient data and maintain the trust of your customers. By staying up-to-date with the latest standards and regulations, organizations can safeguard their patients' sensitive data and maintain a professional and trustworthy reputation in the healthcare industry.

3. Streamline operations for better efficiency

By reducing waste and improving processes, a business can save time and money, increase productivity, and ultimately achieve its strategic goals more quickly. Achieving greater efficiency is particularly important in today's fast-paced business world, where competition is fierce and customers demand ever-faster delivery times. Companies that fail to keep up with the pace risk being left behind. By employing proven techniques such as Lean Six Sigma, process mapping, and automation, businesses can make meaningful changes that improve efficiency and drive bottom-line results.

4. Reduce overhead costs associated with staffing multiple phone lines

When it comes to running a business or organization, the cost of staffing multiple phone lines can quickly add up. However, reducing overhead costs in this area is possible. One effective way to do this is by implementing a call routing system that can direct incoming calls to the appropriate employees or departments. This ensures that each call is handled efficiently and effectively, without the need for additional staff. Additionally, utilizing virtual phone systems and remote workers can also be effective in reducing costs associated with staffing multiple phone lines. By making strategic decisions and utilizing technology, businesses and organizations can successfully reduce overhead costs while still maintaining excellent customer service through their phone lines.

5. Ensure each call is handled professionally with a consistent tone of voice

It's not just about resolving their issues quickly; it's also important to ensure that each call is handled with a consistent tone of voice that strikes the perfect balance between being educational and professional. A tone of voice that conveys knowledge and expertise, while also being polite and helpful, can make a world of difference in how customers perceive a company. The key is to train customer service representatives to use the same tone of voice consistently so that no matter who a customer speaks to, they feel valued and respected. If done correctly, a professional and educational tone of voice can help build strong customer relationships, while also meeting a company's goals of providing excellent customer service.



6. Increase customer loyalty by providing 24/7 customer service and support

Customers appreciate the convenience of being able to reach out to a company at any time of the day, whether they have a pressing question or simply want to voice their concerns. By offering around-the-clock support, you create a sense of security and trust with your customers, which translates into repeat business and positive word-of-mouth recommendations. Additionally, providing customer service at all hours allows for quicker resolution of issues, which can further strengthen the relationship between the customer and your brand. So, make sure to invest in 24/7 customer service and support to keep your customers happy and coming back for more.

Investing in a call answering service has numerous benefits which makes it an essential feature for any successful medical business. Not only will it help grow customer loyalty, but it ensures compliance with HIPAA standards and reduces overhead costs associated with staffing multiple phone lines. When you take the right measures to ensure your patients feel appreciated, patient satisfaction not only increases but ultimately leads to growth for your medical business. With years of experience in streamlining operations and providing professional customer service, utilizing a call answering service is most definitely worth the investment.


Use a phone call to pinpoint important information about the patients/clients. 



So, you want to know how to gather info during a phone call to qualify leads in a CMS system? No problem, let's dive right in! Qualifying leads is about asking the right questions and knowing what information to look for. Here's a simple step-by-step guide, packed with examples, to get you started:

1. Build rapport: First things first, be friendly and relatable. Start by introducing yourself and asking for their name. People love to talk about themselves, so use that to your advantage. Example: "Hey there, I'm Alex from XYZ company! What's your name?"

2. Identify their needs: Now, get down to business. Ask open-ended questions to figure out what they're looking for and how your product or service can help them. Example: "So, what brings you to us today? What kind of challenges are you facing?"

3. Determine their budget: Money talks, right? Politely ask about their budget to see if your product or service fits their price range. Example: "I totally get that you want the best bang for your buck. What kind of budget are you working with?"

4. Check their decision-making power: It's important to know if you're talking to the decision-maker or someone else is calling the shots. Example: "Are you the one making decisions about this, or is there someone else I should chat with?"

5. Uncover their timeline: Find out when they're looking to make a move, so you can prioritize your follow-up efforts. Example: "How soon are you looking to get started with a solution like ours?"

6. Collect contact info: Don't forget to get their contact details, like email and phone number, so you can follow up later. Example: "Can I get your email and phone number, just in case we get disconnected or need to follow up?"

7. Summarize & confirm: Before hanging up, recap the conversation to ensure you've got everything right and ask if they need anything else. Example: "So, you're looking for [solution] within [budget] and hoping to get started in [timeline], right? Is there anything else you'd like me to know?"

Now, go ahead and pop that info into your CMS system, and you're all set to qualify leads like a pro! 



So, you've had a nice chat with your leads on the phone and are now looking for more ways to keep the good vibes going? We've got your back! Here are some cool ideas to keep those leads warm and toasty:

- Connect with them on social media: Follow their accounts, like their posts, or even leave a friendly comment. It's a great way to stay in touch and show them you're interested.

-  Share helpful content: Be their go-to guru by sending over articles, blog posts, or videos that address their needs or interests. It's a fab way to stay on their mind and flex their expertise.

-  Host webinars or workshops: Invite them to an online event that digs deeper into the topics you chatted about on the phone. It keeps the convo flowing and lets you show off your know-how.

-  Keep it personal: Shoot them a quick email or text to check in and remind them you're here to help. Make it casual and friendly, like talking to an old pal.

-  Sweeten the deal: Who can resist a special offer? Send them a promo or discount that's just for them. It shows you value their time and might give them that extra nudge towards making a decision.

-  Play matchmaker: Introduce them to others in your network who share similar challenges or could learn from each other's experiences. It proves you're not just about making a sale, but truly care about their success.

-  Share success stories: Give them some inspo with case studies or testimonials from clients who've used your product or service to solve similar problems. It helps build trust and sets the stage for what they can expect when working with you.


Integration between a sales call and your Hubspot CRM. 

This is something we get a lot from our CRM implementation: "what kind of juicy info should I gather from a phone call with a client" to add to your HubSpot CRM? Here's a rundown of what you should aim to collect during your chat:

Let's start with the basics: Get their name, job title, and company name. It's always nice to know who you're talking to and where they're coming from. 

Contact details: Make sure to grab their email address and phone number. You'll need these for all the follow-up goodness.

Needs and pain points: Find out what's bugging them and how your product or service can help. This will help you tailor your approach and show them you really understand their situation.

Budget info: Politely ask about their budget so you can figure out if your offering fits their price range. This can save both of you time and effort in the long run.

Decision-making process: Ask if they're the one making the final call or if there's someone else you should be talking to. You don't want to waste time barking up the wrong tree.

Timeline: Find out when they're looking to make a decision or get started. This will help you prioritize your follow-up efforts and strike while the iron is hot.

Any extra notes: Jot down anything else that stands out during your conversation. Maybe they mentioned a competitor they're considering, or perhaps they shared a specific concern about your product. These little nuggets can help you personalize your follow-up and really make an impact.


Email marketing automation after a sales call tips


First things first, send a friendly follow-up email thanking them for their time and recapping the main points from your call. It's a great way to show you care and keep the conversation fresh in their minds.

Share some helpful content related to their needs or interests. This could be blog posts, articles, or even a video tutorial. It's all about providing value and showing off your expertise.

Got a special promotion or offer? Share it with them in a personalized email to sweeten the deal and show your appreciation for their time.

Invite them to attend an upcoming webinar or online event that dives deeper into a topic you discussed during the call. It's a great way to keep them engaged and showcase your know-how.

If you have any case studies or testimonials that relate to their situation, send them over. It helps build trust and gives them a sneak peek of what it's like to work with you.

Set up an automated email sequence based on specific actions or criteria. For example, if they mentioned they're ready to buy in two weeks, schedule a follow-up email to hit their inbox right on time.

Finally, don't be afraid to check in with a casual email every now and then. Ask how they're doing, if they have any questions, or if there's anything you can do to help. It's all about nurturing the relationship and staying top of mind.

If you need any help with this, let us know and our team would be happy to help.


Share some experience

Here is good case study about IVF clinics and how we've helped them achieve their goals.

As an IVF clinic marketing agency, engaging with clients along the sales cycle is super important. So, let's dive into some cool ways to keep them connected and excited about your clinic:

Start with educational content: Share blog posts, articles, or videos that help your clients understand the IVF process, different treatment options, and success stories. It's all about building trust and showing off your expertise. 

Offer free consultations: Give potential clients a chance to chat with your fertility experts and get their questions answered. This helps create a personal connection and shows them you really care about their journey.

Host webinars or online workshops: Invite clients to attend virtual events that delve deeper into IVF-related topics. It's a fantastic way to engage them, answer questions, and show your clinic's know-how.

Leverage social media: Share success stories, behind-the-scenes glimpses, and patient testimonials on your social channels. This not only humanizes your clinic but also helps clients feel like they're part of a supportive community.

Personalized email nurturing: Send tailored emails based on where clients are in their fertility journey. Provide helpful resources, answer common concerns, and remind them of upcoming appointments or milestones. 

Celebrate small wins: Send a thoughtful message or a small gift to mark important milestones, like starting a new treatment or celebrating a successful IVF cycle. It's a lovely way to show you're invested in their success.

Ask for feedback: After clients have completed their journey with your clinic, reach out to ask about their experience. It helps you learn and improve, and it shows you value their opinion.


What about Media for IVF Clinics?

Ok. Let's say you're an IVF clinic digital marketing strategist and you want to know how to use paid media with CRM info? No worries, let's break it down and explore some awesome strategies for making the most of your CRM data in your paid media campaigns:

- Start by segmenting your audience: Use the info in your CRM to group potential clients into categories like age, location, or stage in the fertility journey. This way, you can tailor your ads to match their needs and interests better.

- Craft personalized ad creatives: Now that you've got your segments to create ads that speak directly to each group. Use the insights from your CRM to address their pain points, highlight the benefits of your clinic, and showcase your success stories.

- Retargeting magic: Don't forget about clients who've interacted with your clinic. Use CRM data to retarget them with ads that remind them of your services, share new success stories, or offer special promotions.

- Optimize your targeting: Use your CRM data to pinpoint the platforms and channels that are most popular among your audience. This way, you can allocate your ad budget more effectively and reach potential clients where they're most likely to engage.

- Test and adjust: Keep an eye on your ad performance, and don't be afraid to make tweaks based on the insights from your CRM. Fine-tune your targeting, messaging, and ad creatives to get the best results possible.

- Combine paid media with email marketing: Use your CRM data to create email campaigns that complement your paid media efforts. For example, follow up on leads who clicked on your ads but didn't take further action. This helps you stay top of mind and increases the chances of conversion.

You'll create more targeted and effective ads that resonate with potential clients by leveraging your CRM information in your paid media strategy. And that means a better return on investment for your IVF clinic's marketing efforts. Now, go rock those campaigns!


Codedesign is a Data-Driven Marketing Agency expert in Health care and IVF. 

As experts in digital marketing, we know that we must be up to date with all the information and tactics to provide the best service to our clients. Technology has come to make our lives easier. In the same way, we, as an agency, seek to make your job easier by taking care of all digital marketing duties so your business can reach its most significant potential.

Data and analytics are our compasses to make wiser decisions within your niche, which we combine with our knowledge and expertise in digital marketing management to boost your results. If you want to know more about data or more advice on the direction of your business online, contact us at this time.



About Bruno Gavino

Bruno Gavino is the CEO and partner of Codedesign, a digital marketing agency with a strong international presence. Based in Lisbon, Portugal, with offices in Boston, Singapore, and Manchester (UK) Codedesign has been recognized as one of the top interactive agencies and eCommerce agencies. Awarded Top B2B Company in Europe and Top B2C company in retail, Codedesign aims to foster personal relationships with clients and create a positive work environment for its team.  

He emphasizes the need for digital agencies to focus on data optimization and performance to meet the increasingly results-driven demands of clients. His experience in digital marketing, combined with a unique background that includes engineering and data, contributes to his effective and multifaceted leadership style.

Follow Bruno Gavino on Linkedin


About Codedesign

Codedesign is a digital marketing agency with a strong multicultural and international presence, offering expert services in digital marketing. Our digital agency in Lisbon, Boston, and Manchester enables us to provide market-ready strategies that suit a wide range of clients across the globe (both B2B and B2C). We specialize in creating impactful online experiences, focusing on making your digital presence strong and efficient. Our approach is straightforward and effective, ensuring that every client receives a personalized service that truly meets their needs.

Our digital agency is committed to using the latest data and technology to help your business stand out. Whether you're looking to increase your online visibility, connect better with your audience, get more leads, or grow your online sales. For more information, read our Digital Strategy Blog or to start your journey with us, please feel free to contact us.


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