CRM Lifecycle portfolio
Turn senior hospital leaders into qualified walkthrough meetings, then keep a committee aligned through a long, multi-person decision.
Portfolio mockup. Figures and customer details are samples.
Integrations, security, data migration
A fixed price and no surprises
Training on their units, less charting after shifts
A clear plan and dates
Trigger: Guide download. Goal: Walkthrough request. Flow A.
Trigger: Form submitted. Goal: Held walkthrough. Flow B.
Trigger: Walkthrough held. Goal: Signed quote. Flow C.
Trigger: Contract signed. Goal: On-time go-live. Flow E.
Trigger: Go-live date. Goal: A calm floor and fast fixes. Flow F.
Trigger: Day 90. Goal: Renewal and references. Flow G.
Trigger: Monthly. Goal: Stay top of mind. Flow D.
5 emails. Stops when a walkthrough is requested.
2 emails. Confirm, then get the right people in the room.
6 emails. Separate follow-ups for finance, IT and nursing.
Monthly. The Rollout Brief.
4 emails. Weekly updates through the 90-day plan.
4 emails. Confidence on go-live day, then early results.
4 emails. 90-day review, renewal summary, references.
Want to see these emails written? Open the Email/CRM Strategy portfolio for each one, before and after.
Walkthrough request rate
Under 200 words, one call to action, plain mobile layout. No patient information, ever. No more than two emails a week to any one person. Spam complaints under 0.1%.
One test at a time for two weeks each.
I work remotely on contract and freelance projects. Based in Mpumalanga, South Africa.
Email me