Case study

334 leads in one month for international integrative medicine

Meta Ads, CRM, automated follow-up, and a bilingual AI Receptionist built to respond to US and Canadian patients without losing speed.

Holistic Bio Spa — Dr. Zoli HargitaiPuerto Vallarta, Jalisco (international market)

Holistic Bio Spa integrative medicine case study visual — Holistic Bio Spa · Integrative medicine in Puerto Vallarta

Case summary

What changed for this client

Specialty

SUCCESS STORY

Timeline

Active — scaling monthly

System used

6 connected growth levers

Who this helps

Use this case if your practice has one of these gaps

Leads arrive, but do not convertAcquisition and follow-up need to work as one system.

Referrals are too unpredictableYou need a steadier patient pipeline beyond word of mouth.

Channel performance is unclearYou need attribution that shows which efforts produce appointments.

See the full system Request diagnosis

Case study

The challenge

Holistic Bio Spa is not an average clinic. Dr. Zoli Hargitai runs an integrative medicine center in Puerto Vallarta serving international patients — primarily from the United States and Canada — with high-value treatments including stem cells, hyperbaric therapy, NAD+ IV, ozone therapy, and functional medicine protocols.

The challenge was not just demand generation. The clinic had multiple services, international audiences, and leads arriving outside business hours from different time zones with complex clinical and travel questions.

Before the system was rebuilt, part of the acquisition relied on boosted posts and manual follow-up. That made it hard to know which campaigns produced real patients, which treatment each lead wanted, and which opportunities were cooling off because response time was too slow.

They needed a complete system: service-level campaigns, attribution, CRM, follow-up, and an AI layer that could respond fast without losing the human experience international patients expect.

Hillflare

What Hillflare did

Campaign audit and restructure

Analysis of active campaigns and restructuring by service: stem cells, hyperbaric therapy, NAD+, ozone, and other treatments. Audiences, messages, and funnels were separated to reduce overlap and improve measurement.

Bilingual AI Receptionist

We configured an AI response layer for calls and WhatsApp. When a lead arrives, the system responds in seconds, understands the treatment of interest, answers initial questions, and helps book the next step — 24/7 in English and Spanish.

Context-aware automated follow-up

If a lead does not book after first contact, the system triggers follow-up with context: which treatment they asked about, which campaign brought them in, and what information they need to move forward.

HubSpot CRM — complete pipeline

HubSpot integration for complete tracking: lead source, treatment of interest, qualification status, contact history, booked appointments, completed treatments. Real-time dashboard.

Service-level campaign structure

Each treatment was structured with its own campaign, creative, landing page, and follow-up flow. Stem cells do not compete with infrared sauna; each service runs on its own logic.

International targeting (USA + Canada)

English campaigns targeted at patients in the United States and Canada searching for integrative medicine treatments in Mexico. Geo-targeting by state, functional health interests, and lookalike audiences of current patients.

System used

The complete system — here's how it works

1. Lead sees the ad

A patient in Houston sees a Facebook ad about stem cell therapy or integrative medicine. The ad connects to a landing page focused on that specific treatment, not a generic clinic page.

2. AI Receptionist responds

The patient calls or messages on WhatsApp. In seconds, the AI layer responds, identifies the treatment of interest, handles initial process/logistics questions, and offers to book a consultation.

3. Automatic qualification

The AI qualifies the lead: are they a candidate for the treatment? Do they have the budget? Can they travel to Puerto Vallarta? Qualified leads go directly to the sales team with all the information.

4. Smart follow-up

If the lead doesn't book, the AI agent contacts them at 24h and 72h with personalized follow-up. It's not spam — the agent knows which treatment they asked about and adapts the message.

5. Centralized CRM

Everything stays in HubSpot: which campaign they came from, which treatment they're interested in, how many times they were contacted, whether they booked a consultation, whether they traveled, whether they received treatment. End-to-end attribution.

6. Revenue-based optimization

Hillflare reports weekly: leads by treatment, cost per lead, booked appointments, completed treatments, ROI per campaign. Campaigns that don't generate real patients get cut.

Measured outcome