04 · Where data lives
The two-bucket data flow we propose.
Subject to counsel's read, this is how we would route each answer the moment a patient submits it. One capture point, two destinations.
Patient submits
Quiz or website form, one capture point
Marketing data → HubSpot
Age, preferences, objections, funnel stage. Standard targeting, nurture, and reporting with consent.
Health data → clinic / BAA-covered only
Symptoms, severity, history, recurrence, safety check. Used for candidacy and the consult hand-off.
Can live in HubSpot
- Age, preferences, objections, funnel stage
- Standard targeting, nurture, and reporting
- Contact details for follow-up, with consent
Clinic or BAA-covered only
- Symptoms, severity, history, recurrence, safety check
- Used for candidacy and the consult hand-off
- Not used for ad targeting unless counsel permits
Ties to decision 2
The HubSpot BAA scope decides the line. If the BAA covers these properties, more can live in HubSpot. If not, the health answers stay clinic-side and HubSpot holds only the marketing fields.