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Case Study for Health & Wellnesss Agencies

Pain points:

-Tracking complex projects with privacy compliance

-Tracking Patients File

-Tracking staff activity (timesheet)

Tech Stack:

➡️CRM: for CRM, Hubspot, Airtable

➡️Workflow & Activity Management:, Airtable

➡️Proposals: PandaDoc

🔗Integrations across all industries: Zapier & Make.

Process improvement:

-Funnel setup

- Payment tracking integration


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