.webp)
%20(1).webp)
Schedule some time to chat
.webp)
Thoughtful AI empowers mid- to large-sized healthcare providers to digitally transform their organizations.
Increase in revenue
Lift in marketing qualified leads
About Thoughtful AI
Thoughtful AI empowers mid- to large-sized healthcare providers to digitally transform their organizations for operational excellence. Their advanced AI solutions automate back-office processes, helping providers accelerate revenue, improve patient experiences, and boost employee satisfaction.
The Challenge
Though Thoughtful AI had implemented HubSpot, they lacked the internal expertise to truly optimize the platform. The team wanted better visibility into their sales and marketing performance, more accurate attribution tracking, and improved customer management—but didn’t have the time or know-how to get there on their own.
“We were looking for a HubSpot partner that offered more than just maintenance,” said Nicole Singleton, Director of Marketing at Thoughtful AI. “Blu Mountain’s collaborative approach, deep tool knowledge, and ability to build custom objects made them an easy choice.”
What they needed
Thoughtful AI needed a strategic partner to design and execute a HubSpot program from the ground up. Their goal was to develop a scalable structure across marketing, sales, and customer operations. Beyond just setup, they were looking for a partner who could offer guidance, teach best practices, and help them turn HubSpot into a performance driver.
Why They Chose Blu Mountain
Blu Mountain impressed the Thoughtful AI team from the start, standing out in the evaluation process for their depth of expertise, custom solution design capabilities, and strong communication. What sealed the deal was their ability to act as both an implementer and a strategic advisor—someone who could handle the heavy lifting while keeping Thoughtful AI in the loop.
The Solution
Blu Mountain began by conducting a deep needs analysis to understand Thoughtful AI’s goals and current systems. Then, they:
Crucially, Blu Mountain’s solutions were never one-size-fits-all. They continually refined their approach based on stakeholder feedback, data insights, and evolving business needs. “For the first time, we had full control over our deal pipeline and funnel visibility,” said Nicole.
Built customized HubSpot
architecture tailored to Thoughtful AI’s sales, marketing, and customer workflows
Created attribution
and funnel performance models to track campaign ROI and sales velocity
Cleansed data
Cleansed and enriched existing data to ensure clean reporting and actionable insights
Data analysis
Delivered customer data analysis to uncover key growth opportunities
Hubspot operations
Took over day-to-day HubSpot operations—from setup and integration to reporting and optimization
The Results
The results were transformational. By offloading HubSpot operations to Blu Mountain, the Thoughtful AI team was able to reallocate internal resources and improve organizational agility. The company saw a 380% increase in revenue and a 215% lift in marketing qualified leads (MQLs). Sales cycles shortened, and strategic decision-making improved thanks to real-time insights.
380%
Increase in revenue
215%
Lift in marketing qualified leads
What the client is saying
.webp)
“One of the most appealing things about our partnership was the strong working relationship and accountability. I’ve worked with several solution providers before, and no one matched Blu Mountain’s standards or work ethic. I’d happily work with them again."
Nicole Singleton
DIRECTOR OF MARKETING
Thoughtful AI
.webp)
Start your climb today
.png)
