Development of an Advanced Marketing Automation Platform for Healthcare Professionals

A healthcare-focused marketing agency faces inefficiencies and limitations in managing multiple marketing activities, client data, and advertising integrations. Existing tools lack modern functionalities, leading to slower workflows and suboptimal marketing performance, hindering the agency's growth and client reach.

A mid-sized healthcare marketing agency specializing in digital visibility solutions for medical practitioners, aiming to streamline marketing operations and improve client engagement.

• Modernize and migrate existing marketing tools to a scalable cloud-based platform.
• Expand platform capabilities by integrating with external advertising platforms such as Google Ads and Meta.
• Automate and optimize marketing workflows, report generation, and client management processes.
• Ensure minimal disruption to ongoing operations during platform updates and feature deployments.
• Establish a flexible, modular architecture to support future feature expansions and technological upgrades.

• Migration of existing website creation tools, content management modules, and client data input components to the new platform.
• Integration with external advertising services (e.g., Google Ads, Meta/Facebook) for campaign management and tracking.
• Implementation of an analytics and statistics collection module for performance monitoring.
• Development of task management and client workflow administration components to streamline project oversight.
• Dynamic forms module for efficient and customizable data input from clients and team members.
• Comprehensive reporting module for analyzing marketing performance and campaign outcomes.

• Google Ads API for campaign and ad management
• Meta/Facebook APIs for ad campaigns and analytics

• Scalability to support increasing number of campaigns and users
• Performance optimization for real-time reporting and data processing
• Security measures to protect client data and ad account credentials
• High availability and reliable uptime to support ongoing marketing operations

The new marketing automation platform aims to significantly enhance operational efficiency, reduce manual effort, and accelerate campaign deployment. It is expected to improve marketing ROI through better analytics, increased client satisfaction, and support scalable growth, replicating previous results such as platform modernization, expanded integrations, and streamlined workflows.