Migrating Empower U to HubSpot and Building a Custom Sales Solution for Physical Therapy Packages

Industry

Healthcare

Challenge

Empower U sought to migrate from PTEverywhere to HubSpot to streamline their marketing, sales, and operational processes. Their primary objectives included migrating all necessary data, tracking physical therapy package purchases and payments, implementing email automation, and improving reporting accuracy. Additionally, Empower U required a custom solution to manage package sales, appointment scheduling, and seamless checkout processes.

RevOps, CRM Migration, Custom Solutions

theempoweru.com

Custom EHR Integration Solution

Custom Payment Tracking Solution

+500

Payment Plans Migrated

“By integrating HubSpot with a tailored solution for our unique needs, we've streamlined our operations, improved client engagement, and gained invaluable insights into our business performance. The result is more efficient system that allows us to focus on what matters most-helping our clients stay active, pain-free, and resilient.”

Lexi Morrison

Head of Marketing & Business Development

About Empower U

Empower U was born from the belief that movement, fitness, functionality, and a pain-free life should go hand in hand. They crafted a unique approach, blending the best elements of rehabilitation and performance to provide their customers with comprehensive care.

Challenge

Empower U needed to migrate from PTEverywhere to HubSpot to unify its marketing, sales, and operations. The team’s priorities included migrating essential data, tracking cash-only physical therapy package purchases and payments, and improving reporting accuracy. They also required a custom solution to handle package sales, appointment scheduling, checkout, and client engagement through automation.

Solution

Peddle migrated all relevant data from PTEverywhere to HubSpot, ensuring a seamless transition. A custom solution was built within HubSpot using tickets, deals, and products to track and sell physical therapy packages. This included a streamlined checkout process, integration with appointment scheduling tools, and advanced reporting for sales, payments, and package utilization.

Custom API integrations connected HubSpot with external systems to support real-time data flow, while automated email workflows were created to drive client engagement. These workflows included post-purchase communications, appointment reminders, and follow-ups tied to treatment progress. Together, these enhancements delivered a fully customized HubSpot environment tailored to Empower U’s business model.

Impact

Successful Migration: All critical data was transferred from PTEverywhere to HubSpot without disruption.
Package Tracking: Custom HubSpot setup enabled accurate tracking of sales, payments, and usage of cash-only physical therapy packages.
Operational Efficiency: Integrated scheduling and checkout reduced administrative workload by 35%.
Stronger Client Engagement: Automated email workflows improved appointment attendance by 28% and boosted retention rates.
Scalable System: API integrations provided a foundation for future growth and operational scalability.

Migrating Empower U to HubSpot and Building a Custom Sales Solution for Physical Therapy Packages

About Empower U

Challenge

Solution

Impact

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EmpowerU's Cash-based Physical Therapy Practice Needed a Custom Integration to Connect HubSpot to their EHR System PTEverywhere to Track Visits, Revenue, and Report on Marketing Attribution.

Peddle