Static showcase built by Aivy · synthetic data only · Harbourpoint Health is a fictional group · actions are disabled

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Multi-clinic operations · Harbourpoint Health portfolio

Needs attention
HighEverbloom

Drip campaign paused — Dormant Re-engagement

142 patients enrolled, 6-month SMS touchpoint not firing. Root cause TBC.

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MediumAll clinics

4 conversations awaiting staff reply

Across all three clinics — oldest waiting 49 min

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MediumEverbloom

2 patients overdue follow-up

Last contact 7-14 days ago, no scheduled reminder

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This week's pulse
Patients
2,013
Total in CRM
SMS sent
6,523
This month
New leads
68
This week
Reminders
262
Scheduled next 7 days

Recent activity

Across all three clinics

  • +

    New lead from web form

    Olivia Hartley · Everbloom initial consult form

    Everbloom · System

  • ←

    Incoming SMS — Connor Walsh

    "Yes please, morning would be better if you have anything available"

    Sagebrook · System

  • +

    New lead from Google Ad

    Marcus O'Brien · landed via search 'telehealth consult Sydney'

    Everbloom · System

  • ←

    Incoming SMS — Lucas Petersen

    "Hi, just enquiring about whether you accept new patients in Sydney North"

    Bluegum · System

  • →

    Reply sent — Olivia Hartley

    Confirmation message, Friday 10am consult

    Everbloom · Lara Kim

  • +

    New lead from web form

    Henry Caldwell · Sagebrook telehealth booking form

    Sagebrook · System

  • ‖

    Drip campaign paused — Dormant Re-engagement

    Auto-paused due to delivery error in 6-month touchpoint

    Everbloom · System

  • ✓

    Appointment booked

    Olivia Hartley · Dr. Aarons · Fri 10am

    Everbloom · Lara Kim

  • →

    Follow-up SMS sent — Ethan Whitmore

    Drafted by AI Assistant, approved by Tom Brennan

    Everbloom · Tom Brennan

  • ↻

    Patient marked follow-up due

    Isabella Trent · last contact 10 days ago

    Sagebrook · System

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