Resolve Counselling
A combined growth and automation project spanning patient acquisition and back-office workflow efficiency.
Where things stood
Resolve Counselling needed two things: a cost-effective way to generate new enquiries and a more efficient process for handling sales information and invoice creation across SumUp and Zoho.
What we did
- Launched and managed the Patient Growth System for lead generation.
- Optimised campaign spend around cost-efficient patient enquiries.
- Built a software integration connecting SumUp sales activity with Zoho.
- Automated invoice generation in Zoho from qualifying SumUp transactions, reducing repetitive manual administration.
What it produced
- 36 leads generated at €3.00 cost per lead from €108 in ad spend.
- A custom SumUp-to-Zoho workflow now automates invoice creation, cutting manual admin.
Project Details
- Zoho
- SumUp
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