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HealthcareReportingAutomationMulti-location

Automating Growth Reporting for a Multi-Location Practice

Healthcare Provider
Healthcare
9 months
Growth Systems & ReportingPerformance Marketing

Key Results

-41%
Patient Acquisition Cost
Reduction in average cost per new patient across all locations
100%
Reporting Automation
Fully automated weekly and monthly reports, eliminating manual compilation
+62%
Ad Spend Efficiency
Improvement in cost-per-booking across consolidated campaigns
3x faster
Decision Speed
Leadership now reviews real-time data instead of waiting for month-end reports

The Challenge

A multi-location healthcare practice had no centralized way to track marketing performance, patient acquisition costs, or location-level profitability. Each location ran its own campaigns with different vendors, and leadership spent hours each week compiling data from disconnected sources. Decisions about where to invest next were based on gut feeling rather than numbers.

Our Strategy

We consolidated all marketing data into a single reporting system, established location-level KPIs, and built automated dashboards that updated daily. We also took over media buying to bring consistency across locations and reduce wasted spend on underperforming campaigns.

Execution

01

Integrated data from Google Ads, Meta Ads, call tracking, and the practice management system into a unified data layer

02

Designed location-level dashboards showing patient acquisition cost, booking rate, and ad spend efficiency

03

Automated weekly and monthly report generation with variance highlights

04

Consolidated media buying across all locations under a single strategy with location-specific targeting

05

Implemented call tracking and form attribution to close the loop between ad spend and actual patient bookings

06

Created a monthly strategic review process with clear recommendations tied to performance data

We used to guess which location needed more budget. Now we open one dashboard and know exactly where every dollar is going and what it's producing.
Healthcare Provider Leadership
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