--- title: "HubSpot for an Eye Surgery Group: +20% Elective Procedures" description: One HubSpot portal across six locations lifted elective surgery close rates 20% and marketing-attributed consultations 38%. See how 4CAST built it. --- [HubSpot for Healthcare](https://www.4castagency.com/blog) # [HubSpot for an Eye Surgery Group: +20% Elective Procedures](https://www.4castagency.com/blog/hubspot-implementation-eye-surgery-group) Written by [CJ Castroman](https://www.4castagency.com/blog/author/4cast) | Nov 13, 2026, 12:38:08 AM A multi-location eye surgery group needed a better way to attract patients, manage consultations, and improve communication before and after surgery. In 120 days, 4CAST implemented HubSpot across six locations, connecting marketing, sales, and patient services. The project helped the organization improve its follow-up process and increase elective surgery conversions. ## Quick facts | **Item** | **Details** | | --- | --- | | **Industry** | Medical practices, ophthalmology, multi-location surgical eye care | | **Locations** | 6 | | **HubSpot products** | Marketing Hub, Sales Hub and Service Hub | | **Timeline** | 120 days from kickoff to launch | | **What we built** | Procedure-specific marketing campaigns, automated follow-ups, a patient knowledge base, and workflows designed to handle sensitive patient information | | **Key results** | 20% higher elective surgery close rates, 38% more marketing-attributed consultations, and 175% ROI |   ## The problem: manual follow-ups made it harder to convert patients Choosing elective eye surgery can take time. Patients often research their options, compare procedures, and ask questions before scheduling a consultation. Staying in touch throughout this process is important for helping them make informed decisions. At this practice, much of that communication was handled manually. Staff had to follow up with interested patients individually, making it difficult to maintain consistent communication. Patient education was also inconsistent. Instructions before and after surgery depended on staff remembering when and what to send. Marketing, front desk, surgical coordinators, and patient support teams worked across different systems. This made it harder to track patient activity, coordinate follow-ups, and measure marketing performance across all six locations. The organization needed a more consistent way to manage patient communication and track consultations across its locations. ## How the HubSpot implementation works 4CAST implemented HubSpot Marketing Hub, Sales Hub, and Service Hub to bring marketing, consultation management, and patient communication into one connected platform. Here's what the team implemented: 1. **Procedure-specific marketing campaigns:** Patients interested in different eye procedures receive relevant educational content, answers to common questions, and timely reminders. 2. **Automated consultation follow-ups:** Consultation requests are tracked in HubSpot, with automatic tasks and reminders helping staff follow up with interested patients. 3. **Pre- and post-surgery communication:** Automated messages help patients receive preparation instructions and recovery information at the appropriate stages of their care journey. 4. **Self-service patient knowledge base**: Patients can find answers to common questions online, reducing the need to contact staff for routine information. 5. **Consistent processes across six locations:** All locations use the same HubSpot setup, helping teams manage patient communication and track activity more consistently. 4CAST also trained the teams to use HubSpot, helping staff across all six locations follow the same processes from launch. ## What the team can do now | **Use case** | **What it does** | **Team** | | --- | --- | --- | | **Improve elective surgery conversions** | Keep interested patients informed with relevant content and timely consultation follow-ups | Marketing, Surgical coordinators | | **Automate patient communication** | Send preparation instructions and recovery reminders before and after surgery | Clinical, Front desk | | **Measure marketing performance** | Track which marketing campaigns generate booked consultations | Marketing, Leadership | | **Answer common patient questions** | Give patients access to a self-service knowledge base | Patient services | | **Keep processes consistent** | Use shared workflows and communication standards across all six locations | Operations, Leadership | | **Track patient engagement** | Give teams better visibility into patient interactions and follow-up activity in HubSpot | Marketing, Patient services | ## Results - HubSpot Marketing Hub, Sales Hub, and Service Hub launched across six locations in 120 days. - 20% increase in close rates for elective surgical procedures. - 38% increase in consultations attributed to marketing campaigns. - Patient portal engagement increased 3x during the engagement. - The organization reported a 175% return on its annual marketing and CRM investment. ## FAQ ### Can an ophthalmology practice use HubSpot to manage patient communication? Yes. HubSpot can help ophthalmology practices manage marketing campaigns, consultation follow-ups, and patient communication. In this project, 4CAST configured workflows designed to handle sensitive patient information as part of the organization's privacy and compliance requirements. ### How does HubSpot help increase elective surgery conversions? HubSpot helps practices stay in touch with interested patients through educational content, automated reminders, and timely follow-ups. In this project, the organization reported a 20% increase in elective surgery close rates. ### How can HubSpot help marketing teams measure consultations? HubSpot connects marketing campaigns with consultation activity, helping teams understand which campaigns generate patient interest and booked appointments. In this project, marketing-attributed consultations increased by 38%. ### Why use Service Hub in an ophthalmology practice? Service Hub helps practices organize patient support and provide answers to common questions through a self-service knowledge base. It can also support communication before and after surgical procedures.   [View full post](https://www.4castagency.com/blog/hubspot-implementation-eye-surgery-group) ```json { "@context" : "http://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "CJ Castroman" }, "dateModified" : "2026-11-13T01:35:08.070Z", "datePublished" : "2026-11-13T00:38:08Z", "headline" : "HubSpot Implementation for a Multi-Location Eye Surgery Group", "image" : { "@type" : "ImageObject", "height" : 887, "url" : "https://23969332.fs1.hubspotusercontent-na1.net/hubfs/23969332/case-studies/01-ophthalmology-hubspot.webp", "width" : 1774 }, "mainEntityOfPage" : "https://www.4castagency.com/blog/hubspot-implementation-eye-surgery-group", "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "height" : 60, "url" : "/hs/hsstatic/content_shared_assets/static-1.4092/img/default-amp-logo.png", "width" : 60 }, "name" : "HubSpot for Healthcare" } } ```