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Paytient HubSpot Audit & Sales Content Review

HubSpot | Email Marketing

Email Open Rates
Click-Through Rates
New LinkedIn Followers
Twitter Impressions in Q2
The Client


Paytient helps people access and afford healthcare. They've created the Paytient card--a sponsored, interest-free line of credit that they call a Health Payment Account (HPA). It works alongside HDHPs, HSAs, FSAs, HRAs, and other health benefits to make it easier to pay for care.

Project Start: August 2022
Project End: September 2022

Medical student smiling at the camera at the university

The Problem

Paytient was having trouble understanding who the contacts and companies in their database were, how they should segment them based on regions and salespeople, and if they had everything set up to segment accordingly.

They wanted to know what contact, company, and deal properties were already set up, which properties were missing critical information, what additional information needed to be collected, and how any new properties should be set up.

In addition, they reviewed email metrics for the emails their sales team sends to prospects and noticed a decline in open rates and click-through rates. They wanted an expert to review the content and provide best practices and recommendations for improvements. 

The Solution

HubSpot Audit

I conducted an audit of Paytient’s HubSpot account. During the audit, I:

  • Met with sales representatives to determine how they use HubSpot Sales Hub and what segmentation and lists are needed. I identified areas of opportunity for training.
  • Determined which existing properties will be critical for segmentation, and any new ones that needed to be created.
  • Looked into existing audience lists and provided a recommendation for new lists and the best way to segment the database.
  • Looked into missing information for regional segmentation and identified steps to correct.
  • Provided findings and recommendations to the Paytient Team.
Sales Email Review

I reviewed the existing sales email content and provide recommendations to enhance the content. I provided findings and recommendations to the Paytient Team.

Software & Social Media Platforms I Used


Google Slides

Client Testimonial

"Working with Ashley is always a pleasure. She is very reliable, hits all deadlines I have ever given her and goes above and beyond.

Her personality is infectious and she is always cheerful, but more importantly, her work is outstanding. She has grown our social audience over 100%, increased our engagement ten fold at least, and is always coming up with innovative ideas to further our company. Her email marketing is impressive and drives results every time.

She is a true digital marketer in every sense of the word. I’d hire her again without a moments hesitation."

Mikaela G Headshot
Mikaela Gillette

Portfolia's Demand Generation Manager (formerly)

Samples of My Work

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