Case Study · Medical Aesthetics

How a Multi-Location MedSpa Generated $400K in EBITDA from 8,500 Text Messages

A Better Together story: HubSpot + YetiConnect

$400K EBITDA Impact
8,500 SMS Sent
2x Outbound Call Volume
40-50% Close Rate on Live Conversations

Executive Summary

For multi-location medical aesthetics groups, growth is often limited by a simple operational reality: too many patient conversations never happen. Inbound calls go unanswered. Outbound follow-up is too manual. Teams waste time clicking, documenting, leaving voicemails, and switching between systems instead of actually speaking with patients.

This case study outlines how HubSpot + YetiConnect work together to solve those problems for a fast-growing, PE-backed organization in the medical aesthetics industry operating dozens of brands and locations across North America.

By combining HubSpot's CRM and workflow engine with YetiConnect's communication execution layer, this organization doubled outbound call volume at their pilot clinic, ran an SMS campaign that generated an estimated $400,000 in EBITDA from 8,500 text messages, and built the operational foundation for scaling frontline communication across every brand and location in their portfolio.

The Challenge

The organization's leadership team had a clear and urgent set of operational goals for their centralized call center and outbound teams:

  • Increase outbound attempts and live conversations without adding headcount
  • Improve connection rates and speed-to-lead
  • Reduce wasted agent time on voicemail, documentation, and repetitive manual work
  • Create brand- and location-level reporting instead of account-level black boxes
  • Keep teams working in a HubSpot-centered workflow

The CTO was direct about the constraint they faced. The team was already stretched thin, and the only path forward was through technology and automation — not more bodies.

"We cannot keep adding headcount to that team. So we need to enable call automation as quickly and aggressively as possible."

— CTO

The challenge wasn't conceptual — it was operational. They knew what "better" looked like. They needed a platform that could actually deliver it inside the HubSpot ecosystem their teams already lived in, without requiring a wholesale technology migration or months of custom development.

Why HubSpot Alone Wasn't Enough

HubSpot was already the central nervous system for their go-to-market operations. Contacts, deals, workflows, reporting — it all lived in HubSpot. But HubSpot alone wasn't solving the frontline communication problem. The CRM could orchestrate, but it couldn't execute at the speed and volume their call center teams needed.

What they needed was a communication execution layer that could plug into HubSpot and solve a specific set of problems:

  • Dramatically increase outbound call volume without adding reps
  • Reduce dead time between calls — no more manual dialing, note-taking, or voicemail listening
  • Improve connection rates through pre-call texting and smart caller ID
  • Tie SMS and calls to the right brand and location for every patient interaction
  • Support call center workflows — power dialing, queue management, voicemail automation
  • Deliver measurable, granular reporting at the brand and location level

Two factors made YetiConnect the clear choice. First, the platform was built natively for HubSpot — no middleware, no syncing headaches, no "bolt-on" feel. Second, the automation capabilities were genuinely ahead of alternatives they had evaluated.

"One, you're sort of HubSpot native."

— CTO

"I think you're actually pretty well ahead in terms of the automation technology as well."

— CTO

What YetiConnect Added

1

Faster Outbound Calling

The YetiConnect dialer was purpose-built for high-volume outbound teams. Instead of manually clicking to dial, waiting for ring-outs, and logging each attempt, reps moved through their call queues at two to three times the pace. The dialer handled disposition logging, automatic progression to the next contact, and seamless integration with HubSpot's contact timeline — so every call was tracked without any extra work from the rep.

For an organization where growth is directly tied to the number of live conversations, this alone was transformative. More dials meant more connections, and more connections meant more booked appointments.

"It's all basically a conversation game."

— CTO
2

Voicemail Detection

One of the biggest sources of wasted time for outbound teams is voicemail. Reps wait through ring-outs, listen to greetings, leave messages, and manually log the attempt — often spending more time on voicemail than on actual conversations. Multiply that across hundreds of daily dials and the productivity loss is staggering.

YetiConnect's voicemail detection automation changed that equation entirely. When the system detected a voicemail, it could automatically drop a pre-recorded message and move the rep to the next call — reducing human intervention on non-connects to near zero. Reps spent their time where it mattered: talking to real people.

"Volume of outbound attempts and then connection rates. And then of the ones that don't connect, reducing human intervention to zero."

— CTO
3

Pre-Call Texting

Connection rates are the critical bottleneck for outbound teams. Most calls go unanswered — prospects don't pick up numbers they don't recognize. YetiConnect's pre-call texting feature addressed this by automatically sending an SMS from the same phone number moments before the call. The text introduced the caller and the reason for the outreach, giving the prospect context and increasing the likelihood they'd answer.

This simple addition — a text that says "Hi, this is Sarah from [clinic name], I'll be calling you in just a moment about your consultation request" — meaningfully improved answer rates. When the call came through from the same number, the prospect already knew who was calling and why.

The operational beauty was that pre-call texting required zero additional effort from the rep. It was fully automated as part of the dialing workflow, triggered before each outbound attempt. More connections, no extra work.

4

Video Messaging

In medical aesthetics, trust is everything. Patients are making decisions about procedures that affect how they look and feel — they want to know the doctor, not just the brand. YetiConnect's video messaging feature allowed clinics to send personalized video messages from the actual providers. A doctor could record a short, personal greeting that was sent via text to prospective patients, creating a level of connection and trust that no template email or generic SMS could match.

This capability resonated so strongly with the organization's executive leadership team that it became one of the deciding factors in their evaluation process.

"This feature that sold our whole ELT... was the video messaging."

— CTO
5

Brand & Location Visibility

For a multi-brand, multi-location organization, account-level metrics are nearly useless. Leadership needed to understand performance at the brand level, the location level, and the individual rep level. Their previous SMS provider offered account-level reporting with no granular breakdown — performance was, as the CTO described it, a "black box."

YetiConnect delivered the instrumentation they needed. Every call, every text, every voicemail drop was tagged by brand and location. Reporting showed exactly which clinics were generating conversations, which reps were connecting, and where the bottlenecks lived. Leadership could finally see the full picture and make decisions based on data rather than assumptions.

"The frustration with their previous SMS provider is that you have account-level reporting, but no input. Our performance is a black box."

— CTO

"Give me numbers or give me pictures."

— CTO

Early Results

Even in the early stages of deployment, the results validated the thesis. YetiConnect wasn't just incrementally better — it was changing the fundamental economics of their frontline communication.

~2x Outbound call volume at pilot clinic
~4x More conversations from prior comparable automation
~15% Contact ratio, with major upside from connection-rate improvements
40-50% Close rate on live conversations
~180 Attendees from a single SMS campaign (~150 converted to leads)
$400K Estimated EBITDA from one text campaign

The post-booking admin time of 5.5 to 6 minutes per conversation also revealed a clear automation opportunity — time that could be recaptured through further workflow optimization, directly increasing rep capacity without adding headcount.

The Better Together Story

The real power isn't in either platform alone — it's in what they do together. HubSpot orchestrates. YetiConnect executes.

HubSpot

CRM & Workflow Layer

  • Contacts, deals, and company records
  • Segmentation and list building
  • Workflow automation and triggers
  • Data structure and pipeline management
  • Reporting and analytics dashboards

YetiConnect

Execution Layer

  • Power dialing and call automation
  • Voicemail detection and auto-drop
  • Pre-call texting and two-way SMS
  • Personalized video messaging
  • Brand-aware calling and location routing
  • Granular instrumentation and reporting

In Their Own Words

"You guys have been freaking awesome."

"It's refreshing to see a team and an organization that is so freaking responsive."

"Any obstacle that we come up with, it seems like you guys can resolve on the order of a couple of weeks at worst."

"As of yesterday, we've decided that our call center should live on YetiConnect right now because the proof is in the pudding."

"They love it. You guys are fast."

Strategic Takeaways

The lessons from this engagement extend well beyond medical aesthetics. The same operational dynamics — high-volume outbound, centralized follow-up teams, relationship-driven sales, multi-location complexity — exist across dozens of industries. Home services, financial services, insurance, staffing, healthcare, real estate, and any business with inside sales teams or centralized call centers will recognize the patterns described here.

The core insight is straightforward: if your close rates are strong once a live conversation happens, then the biggest gains don't come from sales training or CRM migration. They come from five operational levers:

Attempt Volume

More dials per rep per day without burnout

Connection Rates

Higher percentage of dials that become conversations

Speed-to-Lead

Faster first contact after lead creation

Rep Efficiency

Less time on admin, more time on conversations

Measurement

Granular data to identify what's working and where to invest

If your organization is running HubSpot and your frontline teams are still manually dialing, leaving voicemails by hand, and working without brand- or location-level visibility, the gap between where you are and where you could be is probably wider than you think.

Organization Profile

Industry Medical aesthetics / medspa platform
Structure PE-backed, multi-brand, multi-location
Executive Quoted Chief Technology Officer
Use Cases
New patient lead follow-up Retention Call center productivity Brand/location workflows Video messaging Reporting & instrumentation

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