--- title: Digital Solutions Showcase | North Coast Medical description: North Coast Medical customer experiences, account opportunities, and practical tools by Mark Edward, with previews, original documents, and analytics. --- [![North Coast Medical](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/ncm-logo.png?width=255&height=60&name=ncm-logo.png)](https://solutions.ncmedical.com/mark-edward/overview#top) [Solutions](https://solutions.ncmedical.com/mark-edward/overview#solutions)[VA resources](https://solutions.ncmedical.com/mark-edward/overview#va)[Account opportunities](https://solutions.ncmedical.com/mark-edward/overview#accounts)[Tools](https://solutions.ncmedical.com/mark-edward/overview#tools)[HubSpot](https://solutions.ncmedical.com/mark-edward/overview#hubspot) THE SHOWCASE 2026 NORTH COAST MEDICAL · BUILT WITH CODEX # Digital solutions *in action.* A collection of customer experiences, account opportunities, and practical tools. Presented by **Mark Edward**[Explore the collection](https://solutions.ncmedical.com/mark-edward/overview#solutions) 01 / SOLUTIONS ## Solutions Overview The starting point for a connected North Coast Medical experience. [Solutions Overview ![Solutions Overview page preview](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/previews/solutions.png?width=1266&height=712&name=solutions.png)Explore solutions](https://solutions.ncmedical.com/mark-edward?hsLang=en) Products, patient access, and purchasing support. **One connected partner.** [Open Solutions Overview](https://solutions.ncmedical.com/mark-edward?hsLang=en)[HubSpot analytics](https://app-na2.hubspot.com/page-details/246265847/site-page/382092568293/performance?frequency=YEAR&rangeType=ALL) Analytics overviewHubSpot · All data All data · Captured September 8, 2026 Page views 191 Form submissions 1 New contacts 0 Time per page view 3 minutes Bounce rate 65.15% Exits per page view 33.51% Entrances 66 New customers 0 #### Where page views came from - Direct traffic**165 views** - Referrals**26 views** Snapshot of HubSpot’s reported activity. [Current results in HubSpot ↗](https://app-na2.hubspot.com/page-details/246265847/site-page/382092568293/performance?frequency=YEAR&rangeType=ALL) SOLUTION ### [RxCart](https://solutions.ncmedical.com/mark-edward/rxcart?hsLang=en) [RxCart ![RxCart page preview](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/previews/rxcart.png?width=1266&height=712&name=rxcart.png)Explore page](https://solutions.ncmedical.com/mark-edward/rxcart?hsLang=en) Clinician recommendations connected to patient product access. [HubSpot analytics](https://app-na2.hubspot.com/page-details/246265847/site-page/383789541071/performance?frequency=YEAR&rangeType=ALL) Analytics overviewHubSpot · All data All data · Captured September 8, 2026 Page views 46 Form submissions 0 New contacts 0 Time per page view 40 seconds Bounce rate 44.44% Exits per page view 23.91% Entrances 9 New customers 0 #### Where page views came from - Direct traffic**44 views** - Email marketing**2 views** Snapshot of HubSpot’s reported activity. [Current results in HubSpot ↗](https://app-na2.hubspot.com/page-details/246265847/site-page/383789541071/performance?frequency=YEAR&rangeType=ALL) Value & walkthrough Show clinics how product recommendations move through patient notifications and checkout to North Coast fulfillment, without adding clinic inventory. Recommend products → patient checkout → North Coast fulfillment SOLUTION ### [Control-Panel](https://solutions.ncmedical.com/mark-edward/control-panel?hsLang=en) [Control-Panel ![Control-Panel page preview](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/previews/control-panel.png?width=1266&height=712&name=control-panel.png)Explore page](https://solutions.ncmedical.com/mark-edward/control-panel?hsLang=en) Clear ordering rules, spending limits, and review paths. [HubSpot analytics](https://app-na2.hubspot.com/page-details/246265847/site-page/383789526717/performance?frequency=YEAR&rangeType=ALL) Analytics overviewHubSpot · All data All data · Captured September 8, 2026 Page views 23 Form submissions 0 New contacts 0 Time per page view 74 seconds Bounce rate 100% Exits per page view 8.7% Entrances 2 New customers 0 #### Where page views came from - Direct traffic**23 views** Snapshot of HubSpot’s reported activity. [Current results in HubSpot ↗](https://app-na2.hubspot.com/page-details/246265847/site-page/383789526717/performance?frequency=YEAR&rangeType=ALL) Value & walkthrough Help organizations see how approved products, spending controls, and the right reviewers can create a consistent purchasing process across users and locations. Submit an order → product and spend checks → approval SOLUTION ### [Virtual Showroom](https://solutions.ncmedical.com/mark-edward/virtual-showroom?hsLang=en) [Virtual Showroom ![Virtual Showroom page preview](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/previews/virtual-showroom.png?width=1266&height=712&name=virtual-showroom.png)Explore page](https://solutions.ncmedical.com/mark-edward/virtual-showroom?hsLang=en) A branded product store inside a clinic’s existing website. [HubSpot analytics](https://app-na2.hubspot.com/page-details/246265847/site-page/383789301466/performance?frequency=YEAR&rangeType=ALL) Analytics overviewHubSpot · All data All data · Captured September 8, 2026 Page views 37 Form submissions 1 New contacts 1 Time per page view 119 seconds Bounce rate 60% Exits per page view 24.32% Entrances 5 New customers 0 #### Where page views came from - Direct traffic**37 views** Snapshot of HubSpot’s reported activity. [Current results in HubSpot ↗](https://app-na2.hubspot.com/page-details/246265847/site-page/383789301466/performance?frequency=YEAR&rangeType=ALL) Value & walkthrough Let customers visualize a curated storefront in their own brand, with North Coast supporting checkout, fulfillment, and product access without clinic inventory. Preview the store → personalize the brand → explore setup SOLUTION ### [SaRA Health](https://246265847.hs-sites-na2.com/mark-edward/sara-rxcart?hsLang=en) [SaRA Health ![SaRA Health page preview](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/previews/sara-health.png?width=1266&height=712&name=sara-health.png)Explore page](https://246265847.hs-sites-na2.com/mark-edward/sara-rxcart?hsLang=en) Between-visit engagement connected with RxCart product access. [HubSpot analytics](https://app-na2.hubspot.com/page-details/246265847/landing-page/387175182043/performance?frequency=YEAR&rangeType=ALL) Analytics overviewHubSpot · All data All data · Captured September 8, 2026 Page views 11 Form submissions 0 New contacts 0 Time per page view 8.2 minutes Bounce rate 50% Exits per page view 54.55% Entrances 8 New customers 0 #### Where page views came from - Direct traffic**11 views** Snapshot of HubSpot’s reported activity. [Current results in HubSpot ↗](https://app-na2.hubspot.com/page-details/246265847/landing-page/387175182043/performance?frequency=YEAR&rangeType=ALL) Value & walkthrough Make the SaRA Health and RxCart partnership tangible through a text-message demonstration, customer stories, and the path from patient engagement to product fulfillment. Patient check-in → clinician recommendation → RxCart fulfillment 02 / VA RESOURCES ## Built for VA care. Resources that connect clinical needs with practical support. VA RESOURCE ### [VA Capability Statement](https://246265847.hs-sites-na2.com/va-capability-statement-north-coast-medical?hsLang=en) [VA Capability Statement ![VA Capability Statement page preview](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/previews/va-capability.png?width=1266&height=712&name=va-capability.png)Explore page](https://246265847.hs-sites-na2.com/va-capability-statement-north-coast-medical?hsLang=en) A clear introduction to North Coast Medical. [HubSpot analytics](https://app-na2.hubspot.com/page-details/246265847/landing-page/371485744848/performance?frequency=YEAR&rangeType=ALL) Analytics overviewHubSpot · All data All data · Captured September 8, 2026 Page views 187 Form submissions 1 New contacts 1 Time per page view 127 seconds Bounce rate 47.06% Exits per page view 26.2% Entrances 51 New customers 0 #### Where page views came from - Direct traffic**167 views** - Other campaigns**2 views** - Referrals**18 views** Snapshot of HubSpot’s reported activity. [Current results in HubSpot ↗](https://app-na2.hubspot.com/page-details/246265847/landing-page/371485744848/performance?frequency=YEAR&rangeType=ALL) [Original PDF · 2025](https://solutions.ncmedical.com/hubfs/Leadership%20Showcase%20Originals/original-ncm-capabilities-statement-2025.pdf?hsLang=en) Value & walkthrough Give federal stakeholders one place to understand the product portfolio, purchasing support, and partnership potential. Capabilities → relevant resources → next conversation VA RESOURCE ### [VA Resources Overview](https://246265847.hs-sites-na2.com/va-clinician-resources-north-coast-medical?hsLang=en) [VA Resources Overview ![VA Resources Overview page preview](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/previews/va-resources.png?width=1266&height=712&name=va-resources.png)Explore page](https://246265847.hs-sites-na2.com/va-clinician-resources-north-coast-medical?hsLang=en) Useful information, organized around the clinician. [HubSpot analytics](https://app-na2.hubspot.com/page-details/246265847/landing-page/373418713844/performance?frequency=YEAR&rangeType=ALL) Analytics overviewHubSpot · All data All data · Captured September 8, 2026 Page views 76 Form submissions 0 New contacts 0 Time per page view 89 seconds Bounce rate 25% Exits per page view 11.84% Entrances 8 New customers 0 #### Where page views came from - Direct traffic**48 views** - Other campaigns**2 views** - Referrals**26 views** Snapshot of HubSpot’s reported activity. [Current results in HubSpot ↗](https://app-na2.hubspot.com/page-details/246265847/landing-page/373418713844/performance?frequency=YEAR&rangeType=ALL) Value & walkthrough Make product resources and clinical support easier to find and turn a general introduction into a relevant next step. Resource navigation → product support → contact VA RESOURCE ### [Splint-Form 2000](https://246265847.hs-sites-na2.com/norco-splint-form-2000-va-clinician-resources?hsLang=en) [Splint-Form 2000 ![Splint-Form 2000 page preview](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/previews/splint-form.png?width=1266&height=712&name=splint-form.png)Explore page](https://246265847.hs-sites-na2.com/norco-splint-form-2000-va-clinician-resources?hsLang=en) A focused product education experience. [HubSpot analytics](https://app-na2.hubspot.com/page-details/246265847/landing-page/381067449074/performance?frequency=YEAR&rangeType=ALL) Analytics overviewHubSpot · All data All data · Captured September 8, 2026 Page views 21 Form submissions 0 New contacts 0 Time per page view 3 minutes Bounce rate 57.14% Exits per page view 38.1% Entrances 7 New customers 0 #### Where page views came from - Direct traffic**19 views** - Referrals**2 views** Snapshot of HubSpot’s reported activity. [Current results in HubSpot ↗](https://app-na2.hubspot.com/page-details/246265847/landing-page/381067449074/performance?frequency=YEAR&rangeType=ALL) Value & walkthrough Connect product education with pricing inquiries and a structured purchase-request summary, helping clinicians move from evaluation to a clearer internal conversation. Product evaluation → pricing request → purchase summary VA RESOURCE ### [VA Milwaukee Equipment Quote Workspace](https://246265847.hs-sites-na2.com/va-milwaukee-equipment-quote-workspace-north-coast-medical?hsLang=en) [VA Milwaukee Equipment Quote Workspace ![VA Milwaukee Equipment Quote Workspace page preview](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/previews/milwaukee-va.jpg?width=1266&height=712&name=milwaukee-va.jpg)Explore page](https://246265847.hs-sites-na2.com/va-milwaukee-equipment-quote-workspace-north-coast-medical?hsLang=en) Equipment quotes, budget planning, and requests in one place. Value & walkthrough Give VA Milwaukee a dedicated workspace to review quote history, plan by fiscal year, request updated pricing, and track equipment requests. Quote library → fiscal-year planning → quote request → status tracking 03 / ACCOUNT OPPORTUNITIES ## A more personal approach. Tailored experiences for the organizations we serve. ACCOUNT EXPERIENCE ### [Mountain Land](https://mountain-land-north-coast-plan.iam-markbiehl.chatgpt.site) [Mountain Land ![Mountain Land page preview](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/previews/mountain-land.png?width=1266&height=712&name=mountain-land.png)Explore page](https://mountain-land-north-coast-plan.iam-markbiehl.chatgpt.site) A strategy built around the account. [Outreach strategy & contact report](https://solutions.ncmedical.com/mark-edward/mountainland-outreach-report?hsLang=en) Value & walkthrough Connect the existing North Coast relationship with opportunities in purchasing visibility, patient access, and engagement. Account context → relevant solutions → partnership discussion ACCOUNT EXPERIENCE ### [RISE Therapy Partners](https://rise-therapy-opportunity.iam-markbiehl.chatgpt.site) [RISE Therapy Partners ![RISE Therapy Partners page preview](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/previews/rise.png?width=1266&height=712&name=rise.png)Explore page](https://rise-therapy-opportunity.iam-markbiehl.chatgpt.site) One opportunity story across a therapy network. OUTREACH STRATEGY **Executive sponsors**Cynthia Gormezano, Louis Ezrick, Saul Zion & Dan Vapne **Recommended starting point**Christine Rodriguez [Outreach strategy & contact report](https://solutions.ncmedical.com/mark-edward/rise-outreach-report?hsLang=en) Value & walkthrough Show how a coordinated solution approach can support a multi-brand organization while making the discussion relevant to its operating model. Network opportunity → solution fit → next steps ACCOUNT EXPERIENCE ### [BJC Rehabilitation Continuity](https://246265847.hs-sites-na2.com/bjc-rehabilitation-continuity-north-coast-medical?hsLang=en) [BJC Rehabilitation Continuity ![BJC Rehabilitation Continuity page preview](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/previews/bjc.png?width=1266&height=712&name=bjc.png)Explore page](https://246265847.hs-sites-na2.com/bjc-rehabilitation-continuity-north-coast-medical?hsLang=en) From a specific sourcing need to a broader partnership conversation. [HubSpot analytics](https://app-na2.hubspot.com/page-details/246265847/landing-page/380571936466/performance?frequency=YEAR&rangeType=ALL) Analytics overviewHubSpot · All data All data · Captured September 8, 2026 Page views 72 Form submissions 1 New contacts 0 Time per page view 2.9 minutes Bounce rate 72.22% Exits per page view 26.39% Entrances 18 New customers 0 #### Where page views came from - Direct traffic**58 views** - Other campaigns**1 views** - Referrals**13 views** Snapshot of HubSpot’s reported activity. [Current results in HubSpot ↗](https://app-na2.hubspot.com/page-details/246265847/landing-page/380571936466/performance?frequency=YEAR&rangeType=ALL) Value & walkthrough Give BJC a clear path from reviewing Comfort Cool pricing to sourcing activation, with optional product evaluations and clinical samples aligned to its priorities. Comfort Cool quote → sourcing review → portfolio opportunities Concept preview · Under construction ### [GTS Physical Therapy](https://gts-north-coast-opportunity.iam-markbiehl.chatgpt.site/) [GTS Physical Therapy ![GTS Physical Therapy page preview](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/previews/gts.jpg?width=1266&height=712&name=gts.jpg)Explore page](https://gts-north-coast-opportunity.iam-markbiehl.chatgpt.site/) An account-specific growth plan grounded in current purchasing. OUTREACH STRATEGY **Executive sponsors**Lance Gross & Kerri Gross **Recommended starting point**Lance Gross → Jennifer Perryman [Outreach strategy & contact report](https://solutions.ncmedical.com/mark-edward/gts-outreach-report?hsLang=en) Value & walkthrough Connect GTS purchasing activity and location needs with opportunities in product evaluation, sourcing, and patient access, then identify a focused starting point. Current purchasing → location network → priorities → next steps Concept preview · Under construction ### [PTSMC](https://ptsmc-connected-growth.iam-markbiehl.chatgpt.site/) [PTSMC ![PTSMC page preview](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/previews/ptsmc.jpg?width=1266&height=712&name=ptsmc.jpg)Explore page](https://ptsmc-connected-growth.iam-markbiehl.chatgpt.site/) A connected plan for clinic growth, purchasing, and patient support. OUTREACH STRATEGY **Executive sponsors**Mike Durand, Sandy Wickman Mason & Alan Balavender **Recommended starting point**Ryan Balavender [Outreach strategy & contact report](https://solutions.ncmedical.com/mark-edward/ptsmc-outreach-report?hsLang=en) Value & walkthrough Translate PTSMC's stated priorities into a focused plan for clinic startup standards, purchasing controls, patient product access, and between-visit engagement. Women's health launch → connected workstreams → network pilot → working session Concept preview · Under construction ### [University of Utah Health](https://utah-health-north-coast.iam-markbiehl.chatgpt.site/) [University of Utah Health ![University of Utah Health page preview](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/previews/utah-health.jpg?width=1266&height=712&name=utah-health.jpg)Explore page](https://utah-health-north-coast.iam-markbiehl.chatgpt.site/) Clinical needs and purchasing value in one coordinated review. OUTREACH STRATEGY **Executive sponsors**Dan Lundergan & Charlton Park **Recommended starting point**Brian Pollick + Chris Noren [Outreach strategy & contact report](https://solutions.ncmedical.com/mark-edward/utah-health-outreach-report?hsLang=en) Value & walkthrough Bring Supply Chain, Value Analysis, and rehabilitation leadership together around clinical fit, competitive crossover, and a coordinated review through the established purchasing process. Clinical and purchasing priorities → opportunity map → coordinated review 04 / TOOLS & ENABLEMENT ## Move from interest to action. Tools that make the next step clearer. INTERACTIVE TOOL ### [Capital Equipment Delivery Site Form](https://246265847.hs-sites-na2.com/capital-equipment-delivery-site-form-north-coast-medical?hsLang=en) [Capital Equipment Delivery Site Form ![Capital Equipment Delivery Site Form page preview](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/previews/delivery.png?width=1266&height=712&name=delivery.png)Explore page](https://246265847.hs-sites-na2.com/capital-equipment-delivery-site-form-north-coast-medical?hsLang=en) Clearer intake before equipment delivery. [HubSpot analytics](https://app-na2.hubspot.com/page-details/246265847/landing-page/378086716095/performance?frequency=YEAR&rangeType=ALL) Analytics overviewHubSpot · All data All data · Captured September 8, 2026 Page views 47 Form submissions 12 New contacts 1 Time per page view 3.9 minutes Bounce rate 26.92% Exits per page view 38.3% Entrances 26 New customers 0 #### Where page views came from - Direct traffic**41 views** - Other campaigns**5 views** - Referrals**1 views** Snapshot of HubSpot’s reported activity. [Current results in HubSpot ↗](https://app-na2.hubspot.com/page-details/246265847/landing-page/378086716095/performance?frequency=YEAR&rangeType=ALL) [Original Matrix PDF](https://solutions.ncmedical.com/hubfs/Leadership%20Showcase%20Originals/original-matrix-delivery-site-survey.pdf?hsLang=en)[Original Standard DSF PDF](https://solutions.ncmedical.com/hubfs/Leadership%20Showcase%20Originals/original-ncm-delivery-site-form.pdf?hsLang=en) Value & walkthrough Collect site requirements, receiving details, and delivery constraints in a guided process that supports freight planning and coordination. Guided intake → site requirements → handoff IN DEVELOPMENT ### [VA Richmond Crossover Request Workspace](https://246265847.hs-sites-na2.com/va-richmond-crossover-workspace-leadership-preview?hsLang=en) [VA Richmond Crossover Request Workspace ![VA Richmond Crossover Request Workspace page preview](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/previews/richmond.png?width=1266&height=712&name=richmond.png)Explore page](https://246265847.hs-sites-na2.com/va-richmond-crossover-workspace-leadership-preview?hsLang=en) From a static product list to an actionable request. [Original Crossover Report PDF](https://solutions.ncmedical.com/hubfs/Leadership%20Showcase%20Originals/original-va-richmond-crossover-report.pdf?hsLang=en) Value & walkthrough Help clinicians search crossovers, review product options and pricing snapshots, and assemble a structured request for administrative review. Search → product selection → wishlist → request INTERACTIVE TOOL ### [RxCart · Summit Spine & Wellness](https://246265847.hs-sites-na2.com/rxcart-quick-start-summit-spine-wellness?hsLang=en) [RxCart · Summit Spine & Wellness ![RxCart · Summit Spine & Wellness page preview](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/previews/summit.png?width=1266&height=712&name=summit.png)Explore page](https://246265847.hs-sites-na2.com/rxcart-quick-start-summit-spine-wellness?hsLang=en) Account-specific guidance for putting RxCart to work. [HubSpot analytics](https://app-na2.hubspot.com/page-details/246265847/landing-page/393576088308/performance) Value & walkthrough Translate the RxCart workflow into a guided walkthrough that supports provider understanding and onboarding. Sign-in → recommendation → patient checkout → follow-up INTERACTIVE TOOL ### [RxCart · Freedom Physical Therapy](https://246265847.hs-sites-na2.com/rxcart-quick-start-freedom-physical-therapy?hsLang=en) [RxCart · Freedom Physical Therapy ![RxCart · Freedom Physical Therapy page preview](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/previews/freedom-pt.png?width=1266&height=712&name=freedom-pt.png)Explore page](https://246265847.hs-sites-na2.com/rxcart-quick-start-freedom-physical-therapy?hsLang=en) A step-by-step RxCart walkthrough for the Freedom PT team. [HubSpot analytics](https://app-na2.hubspot.com/page-details/246265847/landing-page/364187403978/performance?frequency=YEAR&rangeType=ALL) Landing-page analyticsHubSpot · All data All data · Captured September 8, 2026 Page views 92 Form submissions 0 New contacts 0 Time per page view 2.8 minutes Bounce rate 75% Exits per page view 42.39% Entrances 40 New customers 0 #### Where page views came from - Direct traffic**89 views** - Referrals**3 views** Snapshot of HubSpot’s reported activity. [Current results in HubSpot ↗](https://app-na2.hubspot.com/page-details/246265847/landing-page/364187403978/performance?frequency=YEAR&rangeType=ALL) [Holistics report](https://us.holistics.io/dashboards/v4/1099511688030-rx-cart-utilization?_fstate=NqsAKZqwaVa)[Sequence analytics](https://app-na2.hubspot.com/sequences/246265847/sequence/719309514) RxCart utilizationHolistics · All time All time · Captured September 8, 2026 Freedom PT · Customer 76049 · All creators and ship-to locations · Deleted carts excluded · America/Los\_Angeles Carts created 7 Orders converted 4 Conversion rate 57% Converted order value $229.14 Created cart value $365.98 Creators with cart activity 4 Average created cart value $52.28 Average converted order value $57.29 Average margin per completed order $7.09 Margin payout rate 15.91% | Month | Conversion | Avg. created | Avg. converted | | --- | --- | --- | --- | | August 2026 | 100% | $68.10 | $63.63 | | September 1–8 | 40% | $45.96 | $50.95 | Snapshot of the filtered Holistics report. Converted orders are attributed to the month the cart was created, even if checkout occurred later. September is a partial month. [Open holistics report ↗](https://us.holistics.io/dashboards/v4/1099511688030-rx-cart-utilization?_fstate=NqsAKZqwaVa) Sequence engagementHubSpot · All time All time · Captured September 8, 2026 RxCart Walkthrough Follow-Up - Freedom PT (clone) · 7 Freedom PT contacts enrolled by Mark Edward B. on July 28, 2026 Contacts enrolled 7 1 company · freedompt.org Open rate 100% 7 contacts opened Click rate 100% 7 contacts clicked Reply rate 14.29% 1 reply Emails sent 14 across 2 steps Still in progress 6 contacts Meetings booked 0 Company engagement 100% · 1 company Bounce rate 0% · 0 bounced Unsubscribe rate 0% · 0 unsubscribed | Email | Sent | Opens | Clicks | | --- | --- | --- | --- | | 1 · Clinician walkthrough | 7 | 6 | 6 | | 2 · Clinician check-in | 7 | 6 | 1 | | 3 · Clinician follow-up | 0 | 0 | 0 | Two email steps have been sent. Six contacts have the third email scheduled for September 23; one finished after replying on August 27. Sequence rates reflect HubSpot’s recorded contact engagement; step counts are shown per email. Landing-page activity and RxCart orders are separate measures. These reports do not attribute page views or orders to this sequence. [Open sequence analytics ↗](https://app-na2.hubspot.com/sequences/246265847/sequence/719309514) Value & walkthrough Turn onboarding into a self-guided sequence that shows Freedom PT how to create recommendations, use bundles, and support patient or in-clinic checkout. Create an order → products or bundles → checkout → reporting 05 / HUBSPOT MARKETING & SALES FEATURES ## Connect interest, pipeline, and revenue. Explore the platform, the path from quote to payment, and the signals that guide outreach. Justin Tsang · HubSpot product walkthrough · 10:06[Watch on Loom](https://www.loom.com/share/fb765bbb450847eab962dcfd2fc59bd6) THE LEADERSHIP TAKEAWAY ### See a signal. Give the team a useful next step. In **Buyer Intent | Intent Signals Release**, HubSpot’s Justin Tsang introduces how company intent signals become events in the CRM. Those events can inform alerts, audience lists, scoring, and the context a sales rep sees before reaching out. **Potential value for North Coast:** focus attention on relevant accounts, connect marketing activity to sales follow-up, and give each conversation a more informed starting point. [Open Buyer Intent in HubSpot](https://app-na2.hubspot.com/buyer-intent/246265847/signals/usage-guide) 01 / SALES ### Timely alerts Notify reps when a tracked account shows a relevant signal. 02 / MARKETING ### Focused audiences Use company signals to build lists and audiences for campaigns. 03 / PRIORITIZATION ### Better scoring Incorporate signals into engagement scores to help rank follow-up. 04 / OUTREACH ### Account context Give reps an activity timeline that supports a more relevant conversation. THE WEBSITE CONNECTION ### Start with the tracking foundation. The HubSpot tracking code enables website activity to inform Buyer Intent. Define target markets and intent criteria in HubSpot, then use the resulting company signals to guide the team’s next step. Website intent indicates company activity; it does not prove which named contact visited. The video is a product overview—available features depend on the account’s current plan, credits, and configuration. [HubSpot setup guidance](https://knowledge.hubspot.com/reports/configure-buyer-intent) Website tracking code · North Coast Medical ### Copy this complete snippet into the website. Portal **246265847** · Place it before the closing `` tag on each external website page, or in the site’s shared template. Copy website code ``` ``` [Tracking script link](https://js-na2.hs-scripts.com/246265847.js)[Installation instructions](https://knowledge.hubspot.com/reports/install-the-hubspot-tracking-code) HubSpot-hosted pages already include this tracking through HubSpot. For the main website, have the website team check for an existing installation, add the code once, confirm the tracked domains and consent settings, and verify that it is firing. This section provides the code; it does not confirm installation on the main website. HubSpot · Full software tour · 25:10[Watch on HubSpot](https://www.hubspot.com/video) DEEPER LOOK / THE CONNECTED PLATFORM ### Follow the journey from lead to customer. **What it covers:** HubSpot’s official tour introduces the software behind marketing campaigns and lead conversion, contact insights and deal tracking, sales productivity, and customer service. Its accompanying overview emphasizes marketing ROI, shorter deal cycles, and revenue growth. **Potential value for North Coast:** connect the landing pages and outreach shown in this presentation to contact activity, sales opportunities, and measurable outcomes in a shared system. **Leadership lens:** use this longer tour for a deeper discussion of campaign performance, pipeline visibility, and handoffs between teams. Feature availability depends on our subscriptions, configuration, and integrations. HubSpot · Revenue Hub highlight · 0:46[Watch on YouTube](https://www.youtube.com/watch?v=87kZ4IA-1bs) QUICK HIGHLIGHT / REVENUE ### Bring quotes, billing, and payments together. **What it covers:** Revenue Hub connects configuring products, pricing, and quoting (CPQ), billing, and payments with the customer record. HubSpot presents AI-assisted quote creation and support for renewal, upsell, and billing workflows. **Potential value for North Coast:** give sales and finance a shared view from equipment quote to payment, reduce duplicate entry, and make follow-up easier to coordinate. **Leadership lens:** evaluate how this would connect with our existing pricing, ordering, and finance systems. The video’s description labels Revenue Agent as “coming soon”; this is an opportunity to assess, not a confirmed North Coast implementation. ![North Coast Medical](https://solutions.ncmedical.com/hs-fs/hubfs/raw_assets/public/Leadership%20Showcase/ncm-logo.png?width=210&height=50&name=ncm-logo.png) Digital Solutions Showcase · September 2026 [Back to the collection ↑](https://solutions.ncmedical.com/mark-edward/overview#top) Some account experiences require sign-in. All walkthroughs are hosted online.