CRM integration with a Custom WordPress website

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Client: Nancy Nurge NP

Connecticut-based cannabis nurse practitioner 

The Problem: Nancy Nurge NP is certified to enroll patients in the Medical Marijuana program, yet she had no system for onboarding them. She was contacting, sending forms, and enrolling each patient manually. 

The Solution: The first step was to purchase CRM software to manage the automation of patients. She chose Keap by Infusionsoft. Next, she began the setup and importing of her clients and contacts. 

She hired me to simplify her logo, establish a brand guide. Also, she needed to create a simple website that integrated with Keap to streamline her patient intake process. 

Leaning into the rich greens of the cannabis plant, I created a straightforward brand, a streamlined website, and a custom HTML form that talks directly to Keap. 

The Results: Nancy Nurge NP is now set up to run her business at optimal capacity. No longer is she wasting hours of her day emailing and manually following up with patients on forms, renewals, and information. 

My business has been growing rapidly and I had no system in place to manage my current patients or bring in new ones. Caitlin helped me bring my website to life with a redesign of the pages and integrated my form. I can now send directly to new and returning patients, which streamlines my process and saves me tons of time on administrative tasks. She was a creative problem solver and very organized in the process.

— Nancy Nurge, Nancy Nurge NP

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