Introducing Headsup: In-App Messaging for Customer Journey Marketers
Welcome to our webinar! Sit back and relax, we liftoff at 11AM PDT.
Stay tuned
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ASK US ANYTHING
#Headsup @autopilotus @hinthealth
#Headsup
Chat with us here
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TODAY’S SPEAKERS
Guy Marion CMO, Autopilot
@guy_marion
Michael Sharkey CEO and Co-founder, Autopilot
@michaelsharkey
Zak Holdsworth CEO and Co-founder, Hint Health
@zakholdsworth
#Headsup
4#Headsup
• Background
• Headsup Demo
• Hint Health Overview
• Journey Deep Dive
• Takeaways and Q&A
AGENDA
ABOUT AUTOPILOT
The easy and visual way to automate customer journeys with email, sms, and postcards - and now, on your website and in your apps
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CONSUMER EXPECTATIONS ARE CHANGING
#Headsup
of consumers are turned off by
generic marketing
72%
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WHAT DOES THIS MEAN?
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Marketers must engage:
at the right time
with the right message
the right way
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What’s Headsup?
Dramatically improving the billing process for direct pay healthcare Business Objectives
Grow the leads to customer funnel Streamline new customer onboarding Solidify our sales, marketing and customer success tech stack
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HINT HEALTH - BACKGROUND
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PRODUCTS & CUSTOMERS
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A Shifting Landscape • “Fee for Service” model is evolving into the
“Delivering Care for Value” model
SaaS Platform for Healthcare Providers • Patient enrollment • Business management • Billing technology
Customer Scenario • Old Way: Patient walks in, bills insurance • New Way: Monthly subscription for unlimited
primary care services
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SIMPLIFYING COMPLICATED, EXPENSIVE PROCESSES
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THE MARKETING STACK
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Hint Health has connected billing, product, customer service and CRM to automate their customer journey marketing
Billing Customer Service
Sales and SuccessCustomer Journey Marketing
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NEW CUSTOMER ONBOARDING - KEY CONSIDERATIONS
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Hint Health took a usage-based approach to their onboarding journey with the goal of minimizing the number of touchpoints during configuration
Invite team members
Connect Stripe
Edit and update pricing model
Configure email domain
Data migration consultation
New user training
Product Events Live Support Events
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EMAILS VS IN-APP MESSAGES
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Hint Health uses a strategic mix of messages and channels to communicate with customers
VSEmail is a sledgehammer -
there are only so many times you can send before the recipient stops reading
In-app messaging is a precision tool - used
contextually while user is actively engaged
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KEY TAKEAWAYS
• Any tool is only as good as how you set it up
• 1 integrated platform for powering marketing, sales & success at scale, automatically
• Understand and map out your customer’s most important events
• Be strategic about sending the right message at the right time, on the right channel
#Headsup
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autopilothq.com blog.autopilothq.com
@autopilotus
[email protected] [email protected]
hinthealth.com hinthealth.com/bestpractices
@hinthealth
QUESTIONS?
