The Cohen Clinic Customer Relationship Management Case Study

A Toronto based holistic wellness clinic focusing on the mind-body connection. With a team of Clinical Psychologists, Registered Psychotherapists, Registered Social Workers, a Registered Dietitian and a Naturopathic Doctor. Psychological therapy at The Cohen Clinic will help you gain a better understanding of yourself with effective coping skills to help you make changes.

Challenges:

The Cohen Clinic experienced a surge in leads after implementing advertising campaigns and SEO strategies.

This increase created management
challenges in several areas:

Need for quick and efficient lead response

Monitoring new form submissions and bookings

Maintaining accurate pipeline statistics

Tracking conversion to active clients

Results

The comprehensive tracking system helped:

*Notable success metric: 47% of leads converted to active clients within a 30-day period (from various sources including phone calls, form submissions, and consultation bookings)

Source
Leads
Active Clients
Paid Sarch
32
11
Organic Search
26
10
CRM - UI (Added Manually
To The Contact List)
50
32
Direct Traffic
20
8
Referral
50
50

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