Healthcare marketing team

Nicholson Clinic: HIPAA-Aware Attribution from First Touch to Consultation

How Nicholson Clinic replaced fragmented form, call, CRM, and advertising data with a governed reporting system its team can use directly in Maven.

7

Live form paths standardized around one lead contract

5

Core systems connected across analytics, CRM, calls, ads, and warehouse

Self-service

Reporting built and iterated directly in Maven

The challenge

The reporting layer could not support the decision.

Nicholson could see leads and consultations, but the numbers did not reconcile across forms, phone calls, advertising platforms, and its CRM. The clinic also needed a measurement design that kept clinical details out of marketing systems and reporting models.

The implementation

One governed workflow from source to output.

Maven standardized seven live lead paths, connected GoHighLevel, Piwik PRO, CallRail, advertising signals, and the warehouse, and modeled the full reporting layer. Nicholson now builds reports in Maven and uses the findings to improve its sales process and advertising performance.

Healthcare analyticsHIPAA-aware implementationCall and form attributionSelf-service reporting

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One report, reviewed end to end

Clear ownership across data, QA, and delivery

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