01
One lead format
We standardized seven live form paths around one shared lead format, so every entry point produced comparable data.
Nicholson Clinic · Healthcare marketing team
Attribution from first touch to consultation.
How Nicholson Clinic replaced fragmented form, call, CRM, and advertising data with reporting its team uses directly in Maven.
Situation
A consistent path from first touch to consultation.
What made it hard
- Seven live form paths, each capturing leads differently
- Form, call, advertising, CRM, and warehouse numbers that did not reconcile
- Clinical details kept out of marketing systems and reporting models
- A reporting layer the clinic team could use and iterate directly
Nicholson Clinic needed attribution from first touch to consultation without exposing clinical details in marketing systems. Lead, call, CRM, and advertising numbers didn’t agree, which made budget and sales-coaching decisions hard to defend.
Nicholson could see leads and consultations, but the numbers didn’t agree across forms, phone calls, ad platforms, and its CRM. The clinic also needed measurement that kept clinical details out of marketing systems and reports.
What we did
How we fixed it.
We standardized seven live lead paths; connected GoHighLevel, Piwik PRO, CallRail, advertising signals, and the warehouse; and modeled the reporting layer. Nicholson now builds its own reports in Maven and uses them to improve its sales process and advertising.
02
Connect the systems
We connected GoHighLevel (the CRM), Piwik PRO (analytics), CallRail (calls), advertising signals, and the warehouse, then modeled the reporting layer the clinic team uses directly in Maven.
System view
One path from activity to an answer.
We kept the marketing question clear while keeping clinical detail out of the reporting.
Forms + calls
Seven live form paths and CallRail call signals
Analytics + CRM
Piwik PRO, GoHighLevel, and advertising signals
Warehouse
Connected records modeled into the reporting layer
Maven
Self-service reporting for sales-process and advertising decisions
Result
What changed.
Nicholson now has consistent lead data, connected systems, and reporting its team builds itself in Maven.
- 7
- Live form paths standardized around one lead format
- 5
- Core systems connected across analytics, CRM, calls, ads, and warehouse
- Self-service
- Reporting built and iterated directly in Maven
- Seven live form paths standardized around one lead format
- Five core systems connected across analytics, CRM, calls, ads, and warehouse
- Self-service reporting built and iterated directly in Maven
Accurate measurement starts with clear definitions.
Every engagement starts with a tracking audit: what you track today, what’s missing, and what to fix first.
