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HubSpot + SmartBug Webinar

Patient-Centric CRM: Aligning Data, Process, and Human Care

Live on September 17, 2025 · 1:00 p.m. ET

Delivering great care starts with great systems. Join experts from SmartBug and HubSpot for a live session on how modern healthcare organizations are transforming disconnected tech stacks into seamless, compliant patient engagement engines.
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A Patient-First Approach to CRM, Powered by HubSpot

This isn’t your typical CRM webinar. It's a strategic look at how healthcare organizations can bridge tech gaps and humanize the patient experience. You'll learn:

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 🧠 Why traditional CRMs fail in healthcare 

Discover what’s missing in siloed, sales-centric CRM models—and how to reframe CRM around the full care lifecycle.

 ⚙️ How to unify your systems and processes 

Learn how to eliminate manual handoffs, connect marketing to admissions, and align your teams with a single source of truth.

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 🤖 Where AI fits into patient engagement 

See real use cases for HubSpot AI Agents—like automated follow-ups, education campaigns, and 24/7 inquiry support that respects HIPAA boundaries.

 🛡️ How to stay compliant while scaling personalization 

Get tips on data governance, permissions, and building guardrails that empower teams without increasing risk.

What

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What to Expect

  • A real-world demo of HubSpot’s healthcare CRM features
    See how lifecycle stages, custom objects, and AI Agents can support patient acquisition and retention.

     

  • Insights from both SmartBug and HubSpot experts
    Learn how the platform is evolving—and how to tailor it to the unique needs of healthcare and senior living providers.

     

  • Live polls from the audience
    Find out how your peers are currently managing CRM, HIPAA compliance, and patient follow-up.

     

  • A practical roadmap to unify data and improve care workflows
    Walk away with actionable steps to reduce fragmentation, improve communication, and future-proof your CRM strategy.

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Platform Expertise Meets Practical Know-How

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HubSpot

HubSpot is an AI-powered customer platform that unifies your marketing, sales, and service tools—helping you grow faster by focusing on what matters most: your customers.
SmartBug

SmartBug

SmartBug Media is a full-service agency and AI solutions partner that helps you unlock the full power of HubSpot—from marketing and sales to RevOps and web development—so your entire business can grow smarter and faster.

Your Hosts

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Justine Verrier

Senior Solutions Engineer
SmartBug

Justine Verrier serves as a HubSpot advisor at SmartBug, a distinguished Elite Solutions partner and award-winning HubSpot agency. With deep practical expertise in HubSpot technologies, Justine partners with organizations to design seamless, scalable CRM systems that truly align with their growth and engagement goals. At SmartBug, she brings fresh, customer-first perspectives to complex technology stacks, helping clients achieve better alignment across marketing, sales, and service workflows.

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Ali Clifford

Principal Solutions Engineer
HubSpot

Ali has been a Principal Solutions Engineer at HubSpot for over seven years, leading technical evaluations and guiding upmarket prospects through product customization and implementation challenges. She’s passionate about the evolution of AI within the HubSpot platform and particularly enthusiastic about its applications in modernizing customer and patient engagement workflows. Based in Denver, Colorado, Ali brings both technical depth and approachable insight—plus a zest for skiing, hiking, and dancing when she’s off the clock.

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Jordan Aron

Principal Solutions Engineer
HubSpot

Ali has been a Principal Solutions Engineer at HubSpot for over seven years, leading technical evaluations and guiding upmarket prospects through product customization and implementation challenges. She’s passionate about the evolution of AI within the HubSpot platform and particularly enthusiastic about its applications in modernizing customer and patient engagement workflows. Based in Denver, Colorado, Ali brings both technical depth and approachable insight—plus a zest for skiing, hiking, and dancing when she’s off the clock.

Save Your Seat

Fill out the form below to reserve your spot at the webinar.