Meribel and Seattle, in sync.
A clear communication rhythm so leads, patient data, and outcomes move cleanly between the Meribel team and the Seattle clinic, and so we improve the funnel together rather than guessing.
Clear lanes, no gaps.
Each topic has an owner on both sides, so nothing falls between the teams.
| Topic | Meribel & MarketerHire | Seattle clinic |
|---|---|---|
| New leads | Ads, the website form, and lead delivery to the clinic inbox | Outreach, scheduling, and the consult |
| Patient data | Reads lead quality and conversion, tunes the funnel | Logs each lead and outcome in Hive |
| Content & claims | Meribel and Tiffany sign off on all wording | Flags real questions patients ask |
| Escalations | Marketing and tech issues | Clinical and operational issues |
| Weekly sync | Sam (MarketerHire) hosts and prepares the readout | Deborah joins with the week's numbers |
A cadence everyone can count on.
From a click to a learning, every week.
Two systems, one loop. HubSpot holds the marketing lifecycle; Hive is the clinic's operational record. The weekly exchange keeps them in step.
Lead source, date received, time of first contact, disposition (booked / nurture / passed and the reason), consult date, and consult outcome. These six turn the weekly recap into a real funnel we can fix.
Shared carefully, by design.
Do
- Share only the minimum necessary to reach, schedule, and measure
- Move patient data through agreed, secure channels only
- Keep clinical detail in the clinic's clinical systems
- Use the shared definition of a qualified lead so the data lines up
Don't
- Put PHI into marketing tools before the BAA is in place
- Email or text detailed medical history
- Share patient identifiers over informal channels
- Mix Medicare or Medicaid leads into the booked pipeline
The BAA and PHI scope set the rules for everything above. Until they are finalized, the weekly exchange stays at the lead-and-outcome level, no detailed clinical data. confirm: BAA / PHI scope
Two teams, one loop, a funnel that gets better every week.
Clear lanes, a steady cadence, and clean data are what turn a launch into a system.