Overview
What was broken, and what had to be true.
Nicholson Clinic needed governed attribution from first touch to consultation without exposing clinical detail in marketing systems. Lead, call, CRM, and advertising numbers did not reconcile, which made budget and sales coaching decisions harder to defend.
The challenge
The reporting layer could not support the decision.
Nicholson could see leads and consultations, but the numbers did not reconcile across forms, phone calls, advertising platforms, and its CRM. The clinic also needed a measurement design that kept clinical details out of marketing systems and reporting models.
The implementation
One governed workflow from source to output.
Maven standardized seven live lead paths, connected GoHighLevel, Piwik PRO, CallRail, advertising signals, and the warehouse, and modeled the full reporting layer. Nicholson now builds reports in Maven and uses the findings to improve its sales process and advertising performance.
Healthcare analytics · Call and form attribution · Self-service reporting
The approach
How the system was built.
Lead-path standardization
Standardized seven live form paths around one lead contract so every entry point produced comparable, reportable events.
System connection & modeling
Connected GoHighLevel, Piwik PRO, CallRail, advertising signals, and the warehouse, then modeled the reporting layer the clinic team uses directly in Maven.
The outcome
What changed for the team.
Seven live form paths standardized around one lead contract
Five core systems connected across analytics, CRM, calls, ads, and warehouse
Self-service reporting built and iterated directly in Maven