---
title: HubSpot GTM Strategy for a Behavioral Health Clinic
description: A 60-day Marketing Hub launch helped a relocating behavioral health practice grow new patients 40% a month and reach 155% ROI. See how 4CAST did it.
image: https://www.4castagency.com/hubfs/case-studies/03-behavioral-health-marketing.webp
---
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case study
# How a Behavioral Health Practice Grew Patient Acquisition with HubSpot
 By [CJ Castroman](https://www.4castagency.com/blog/author/4cast) Published November 13, 2026
A behavioral health practitioner relocating from Atlanta to Miami needed to attract patients in a new market while staying connected with existing telehealth clients. In 60 days, 4CAST implemented HubSpot Marketing Hub, built targeted marketing campaigns, and organized patient communication. The practice reported a 40% increase in new patients per month and a 155% return on its annual marketing investment.
## Quick facts
| **Item** | **Details** |
| --- | --- |
| **Industry** | Mental & behavioral health, private practice |
| **HubSpot products** | Marketing Hub |
| **Timeline** | 60 days |
| **Replaced** | Mailchimp and two other tools |
| **What we built** | 5 email templates, 3 landing pages, 20+ contact segments, and a custom CRM card for authorized access to patient information |
| **Key results** | 40% more new patients per month and 155% ROI |
## The problem: attracting patients in a new city
Relocating a healthcare practice means building awareness and attracting patients in a new market. For this behavioral health practitioner, moving from Atlanta to Miami created the need for a local marketing strategy.
The practice was already using Mailchimp to communicate with existing clients, but it needed more tools to attract new patients, manage inquiries, and track marketing performance.
At the same time, the practitioner wanted to maintain relationships with existing telehealth clients during the transition. Reaching new prospects and staying connected with current clients required different types of communication.
The practice also needed a secure way for authorized staff to access patient information while managing marketing activities.
The goal was to bring these processes into one platform and create a marketing strategy that could support growth in Miami.
## How 4CAST launched HubSpot Marketing Hub
4CAST implemented HubSpot Marketing Hub and developed a marketing strategy focused on attracting new patients in Miami while maintaining communication with existing telehealth clients.
Here's what the team implemented:
1. Local marketing and SEO: Developed content and campaigns for the Miami market to help potential patients discover the practice online.
2. Landing pages and email templates: Created three landing pages and five email templates to support patient inquiries, appointment requests, and follow-up communication.
3. Contact segmentation: Organized contacts into more than 20 groups, allowing the practice to send different messages to prospective patients in Miami and existing telehealth clients.
4. Automated follow-ups: Set up automated email communication to help the practice stay in touch with people who expressed interest in its services.
5. Patient information access: Developed a custom HubSpot CRM card that allows authorized staff to look up patient information through a controlled process.
6. Training and onboarding: Provided 30 hours of onboarding to help the team manage campaigns, contacts, and marketing activities in HubSpot.
The implementation also brought three previously separate tools into HubSpot, making it easier for the practice to manage its marketing activities from one place.
## What the team can do now
| **Use case** | **What it does** | **Team** |
| --- | --- | --- |
| **Attract new patients in Miami** | Use local SEO and targeted campaigns to reach people looking for behavioral health services | Marketing |
| **Turn inquiries into appointments** | Use landing pages and automated follow-ups to guide interested people toward booking a consultation | Marketing, Front desk |
| **Stay connected with telehealth clients** | Send relevant communications to existing clients through separate contact segments | Practitioner, Marketing |
| **Manage patient communication** | Organize contacts and automate routine marketing follow-ups in HubSpot | Marketing |
| **Access patient information securely** | Give authorized staff access to patient information through a custom CRM card | Operations |
| **Track marketing performance** | Use HubSpot reporting to understand which campaigns and channels generate inquiries | Practitioner, Marketing |
## Results
- The practice reported a 40% increase in new patients per month.
- The project achieved a reported 155% return on annual marketing spend.
- Three marketing tools were consolidated into HubSpot.
- Five email templates, three landing pages, and more than 20 contact segments were created.
- A custom CRM card was developed to support controlled access to patient information.
## FAQ
### Can a behavioral health practice use HubSpot for marketing?
Yes. HubSpot can help behavioral health practices manage marketing campaigns, organize contacts, and automate follow-ups. Because patient information is sensitive, the setup must also meet the practice's privacy and data protection requirements.
### Why move from Mailchimp to HubSpot Marketing Hub?
HubSpot brings email marketing, landing pages, contact segmentation, automation, and reporting into one platform. For this practice, moving to HubSpot helped simplify marketing management and support patient acquisition in a new market.
### How can HubSpot help attract patients in a new location?
HubSpot can support local marketing campaigns, landing pages, and automated follow-ups. In this project, the practice used these tools to reach prospective patients in Miami and reported a 40% increase in new patients per month.
### Can a practice market to new patients while staying connected with existing telehealth clients?
Yes. HubSpot allows practices to organize contacts into different groups and send relevant messages to each audience. This helped the practice run patient acquisition campaigns in Miami while continuing communication with existing telehealth clients.
[](https://www.4castagency.com/hs/cta/wi/redirect?encryptedPayload=AVxigLJCtCxfxzxghpQYERhNM77uvlYwN6Stazp7Bw9PyVbXty2j82S6VEMal%2BZcjmmpGNYPlrpjXfPEye95oLEIFu8K5Aiap5t8untv3t1XXnsfkGqFbYThpC3%2BTHV13zGNHCZdyAh%2FLOFn6h3kSPbFHt5pXz5sfkiV%2BpZ5EJvfvLusFRs0O3i1KXr%2FvkjDspjhGmcsNIUQNVDFKgGo%2BZQ%3D&webInteractiveContentId=226747815812&portalId=23969332)
[case study](https://www.4castagency.com/blog/tag/case-study) [Migration](https://www.4castagency.com/blog/tag/migration) [Mailchimp](https://www.4castagency.com/blog/tag/mailchimp)
[CJ Castroman](https://www.4castagency.com/blog/author/4cast)
"HubSpot for Healthcare" CJ is a passionate and results-driven healthcare executive with over 15 years of experience in driving innovation, performance, and patient satisfaction in the industry. As a Critical Care Nurse with over a decade of hands-on clinical experience, she blends clinical expertise with business acumen in agency ownership. As the founder of the 4Cast Agency, she has a proven track record of helping organizations optimize patient care and operational efficiency with HubSpot. Her unique background and relentless passion for improving healthcare outcomes make her a force to be reckoned with in the industry. With experience in both clinical and administrative roles, Cyndie has honed her expertise in areas such as healthcare operations, process improvement, strategic planning, and revenue cycle management. Her unique blend of clinical knowledge and digital marketing enables her to develop and implement strategies that drive tangible results and improve the overall patient experience. Connect with Cyndie to exchange ideas, discuss industry trends, or explore opportunities for collaboration. Together, let's shape the future of healthcare!
[CJ Castroman on LinkedIn](https://www.linkedin.com/in/cj-castroman/)
## More Case Studies
[](https://www.4castagency.com/blog/hint-health-hubspot-integration-internal-medicine)
case study November 13, 2026
### [Hint Health and HubSpot Integration for Internal Medicine](https://www.4castagency.com/blog/hint-health-hubspot-integration-internal-medicine)
[View case study](https://www.4castagency.com/blog/hint-health-hubspot-integration-internal-medicine)
[](https://www.4castagency.com/blog/hubspot-salesforce-integration-hipaa-compliant)
case study November 13, 2026
### [HubSpot and Salesforce Integration for a Healthcare Company](https://www.4castagency.com/blog/hubspot-salesforce-integration-hipaa-compliant)
[View case study](https://www.4castagency.com/blog/hubspot-salesforce-integration-hipaa-compliant)
[](https://www.4castagency.com/blog/hubspot-lead-conversion-medical-billing-provider)
case study November 13, 2026
### [HubSpot Lead Conversion Optimization for a Medical Billing Provider](https://www.4castagency.com/blog/hubspot-lead-conversion-medical-billing-provider)
[View case study](https://www.4castagency.com/blog/hubspot-lead-conversion-medical-billing-provider)
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The 4Cast Agency is a HubSpot consulting firm specialized in the Healthcare industry.
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