Care Heroes Case Study: Customer Journey | Mark Lotse

Written by Sandra Rieck | Sep 14, 2026, 1:16:45 PM

The Challenge

Pflegehelden approached us with a specific question: How can we map out the purchasing process and use it to increase conversion rates? This involved four tasks:

  • Improve conversions from visitors to customers

  • Build the purchasing process and derive actionable steps

  • Establish email marketing

  • Implement HubSpot, including the integration with Survicate

The Solution

It all began with a workshop in which we walked through the purchasing process and identified the individual touchpoints. This revealed that content marketing primarily builds trust and loyalty with the target audiences. Transparent and regular communication supports customer satisfaction.

As a key measure, we set up email marketing and implemented HubSpot as a tool. We created fixed workflows for various scenarios. Customers who cancel their contracts automatically receive a survey. To enable this, we created an integration with Survicate and configured the tool.

The Result

The purchasing process and all relevant touchpoints are documented. HubSpot and Survicate work in tandem. The result: email open rates of over 60 percent and click-through rates of around 50 percent.

After the implementation phase, Mark Lotse remained on board and continues to provide support for newsletters, HubSpot processes, landing pages, and automated email sequences.