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Ashley Y.
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Ashley Y.

Healthcare Growth Strategy | CRM, Patient Acquisition & Operations

I help healthcare organizations build the systems, pipelines, and strategies required for sustainable growth - from market entry and patient acquisition to referral development, clinician capacity, retention, CRM, and operations. I’m the founder of Rooted Reach Strategy, a healthcare growth consultancy. Clients typically bring me in when growth has become more complicated than simply “do more marketing”: leads aren’t converting consistently, referral pipelines are informal, the CRM isn’t supporting the customer journey, capacity and acquisition are misaligned, reporting is unclear, or the organization is growing without the infrastructure to support it. I work across the full growth system to identify what is actually limiting performance, prioritize the highest-impact opportunities, and build practical systems teams can use. **I can help with:** • Healthcare growth strategy and 30/60/90-day roadmaps • Patient acquisition and conversion strategy • CRM strategy, audits, implementation, and optimization • HubSpot, ActiveCampaign, Keap, lifecycle stages, automation, and workflows • Lifecycle email, lead nurturing, re-engagement, and retention • Referral development and provider outreach systems • Market entry and service-line launch strategy • Clinician recruitment, capacity, and growth alignment • Customer/patient journey mapping and funnel optimization • Marketing operations, attribution, analytics, and executive reporting • Local SEO, conversion strategy, and paid acquisition oversight • Sales and marketing alignment for high-consideration decisions My work is particularly well suited to behavioral health, telehealth, medical practices, healthcare services, health education, and other organizations where growth depends on trust, long consideration cycles, multiple stakeholders, or operational capacity — not just generating more clicks. Recent consulting engagements have included: • Building patient acquisition strategy for healthcare and telehealth launches • Developing behavioral health referral and partnership pipelines • Auditing CRM, intake, lifecycle, and conversion workflows • Building lifecycle email and lead-nurture infrastructure • Creating growth scorecards and executive reporting systems • Developing healthcare education launch and activation strategies • Improving marketing attribution and conversion tracking • Aligning clinician capacity with acquisition and growth planning **Selected results from prior work include:** • Helped drive 12x inbound marketing ROI and more than $950,000 in attributed annual revenue for a multi-location organization • Supported healthcare growth from 8,776 to 54,199 monthly website visits • Reduced healthcare paid search cost per lead from $157 to $14 • Improved B2B website leads by 800% through SEO, nurture, paid media, and process improvements • Increased summer program applicants by 278% with only a 10.6% increase in ad spend • Reduced Google Ads cost per applicant by 60% A recent client described the experience this way: “Working with Ashley was one of the best decisions I made for my business this year. She took something I’d poured years of clinical experience into and gave me the strategy and structure to finally get it in front of the right people.” I can work as a strategist, hands-on implementation partner, or fractional growth resource depending on the engagement. I’m comfortable working directly with founders, executives, clinical leaders, marketers, and operations teams — especially when the challenge crosses traditional departmental lines. If you know your organization needs to grow but the real question is **what needs to change across the strategy, systems, pipeline, and operations to make that growth sustainable**, that’s where I’m most useful.

🇺🇸Richmond, United States$110/hr100% JSS4.46 (4)Since May 2026

Earnings and projects

MRR
$1.3k

Last 6 months ÷ 5.8 months active (since May 2026)

World#37,619 / 412k
🇺🇸Country#6,838 / 62.1k
Revenue, last 30 days
$4.3k

Last 6 months: $7.5k

World#7,291 / 412k
🇺🇸Country#2,163 / 62.1k
Total earnings
$7.6k

Billed in all: $7.8k

World#219,604 / 412k
🇺🇸Country#34,920 / 62.1k
Per project
$1.1k

$1.5k in the last 6 months

World#118,052 / 412k
🇺🇸Country#20,105 / 62.1k
Projects, last 6 months
5
40% fixed60% hourly
World#41,746 / 412k
🇺🇸Country#5,872 / 62.1k
Projects in all
7
57% fixed43% hourly
World#236,190 / 412k
🇺🇸Country#33,699 / 62.1k

Earnings, last 30 days

$7.8k+$4.3k earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$2.5k$5.0k$7.5k$10.0kOct 9Oct 24Nov 8

Skill rankings: Top 9% in Branding

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