Options Medical Weight Loss

CHALLENGE

Calculate LTV:CAC and ROAS across the full patient lifecycle 

Manish needed a solution that could bring clarity across systems and locations to help him and his team uncover true customer acquisition costs (CAC), return on ad spend (ROAS), and ultimately, customer lifetime value (LTV). But finding one capable of meeting the demanding data and security requirements of a multi-location healthcare operation was proving difficult. Manish’s wish list featured three must-haves above all else: 

1. Effortless, HIPPA-compliant data unification
2. Automated reporting
3. Fast time-to-value with little to no learning curve

SOLUTION

Turning fragmented data into a single marketing view

Fortunately, CorralData met all of Manish’s requirements and moved quickly from evaluation to implementation. 

Within weeks, Options unified its marketing, CRM, and patient data into a single, HIPAA-compliant view. From there, CorralData then worked with Options to build a custom attribution model that tied every lead, consultation, and patient back to the campaign and center that influenced it. This ensured performance could be evaluated consistently across locations and channels, and that ROI reflected real patient outcomes rather than surface-level activity.

Benefit #1: Seeing the full patient journey for the first time

When Manish opens his dashboard, he no longer has to piece performance together from siloed sources. Instead of toggling between Salesforce, Zenoti, Azure, and ad platforms, everything now lives in one place.

Benefit #2: Understanding which sources actually drive revenue

Manish and team can now see exactly how leads become patients at a granular level. Campaign, channel, and location-specific data coalesce into a clear throughline, telling the story of which sources lead to each individual patient, and which fizzled before conversion.

Benefit #3: Using daily insights to adjust spend in real time

Each morning, Manish reviews Instant Insights from CorralData to understand how performance is trending as the day unfolds. Rather than waiting for end-of-week reports, the marketing team can spot shifts early, monitor changes across campaigns, and chat with their data via AskCorral.

Benefit #4: Aligning teams around the same numbers

In weekly agency meetings, Manish can now pull up a live dashboard without worrying about negotiating conflicting reports. Instead of debating which report is correct, the conversation shifts to what to do next, enabling the team to take action based on analysis faster.

Benefit #5: Scaling the business without scaling headcount

CorralData handles all the integrations, setup, and ongoing reporting needs, and its out-of-the-box connectors eliminate the need for separate aggregation tools. 

“Building and maintaining an internal data team is incredibly difficult, especially when that’s not your core business” says Manish. “CorralData acts as an extension of our team, handling data aggregation and integrations so we can focus on scaling the business. The result is clean, trusted data and insights we need to make smart, faster decisions.”

RESULTS

Faster decisions, optimized ad spend, and customer LTV unlocked

With full-funnel visibility in place, marketing performance at Options could finally be evaluated through a financial lens that captures the complete picture. Instead of asking which campaigns generated the most activity, Manish and his team could focus on a more important question: Which investments actually pay back?

Through CorralData, they were now able to connect ad dollars to previously inaccessible touchpoints across the patient journey. Manish and team gained a fast, easy, and accurate way to determine:

1. Which campaigns and channels led to a booked consultation
2. Which resulted in patients actually showing up
3. How many booked a service post-consultation
4. How much those patients ultimately spent

This shift brought immediate clarity to how marketing dollars were allocated and evaluated. Campaigns were no longer judged by surface-level efficiency alone, but by their ability to generate enough paying customers to justify the spend. That clarity translated directly into measurable improvement. Facebook cost per new patient, which had climbed to above $100, was almost instantly back to under $80 as spend was refined with a clearer understanding of ROI, and it’s been dropping ever since. 

More importantly, marketing decisions became grounded in economics rather than intuition. Today, Options uses CAC payback period and LTV-to-CAC ratio as governing metrics for growth. These measures provide a clear view into how quickly marketing spend is recovered and whether scaling efforts remain financially sound across locations.

With ROI visible at every stage of the patient lifecycle, growth no longer depends on guesswork. And Manish and team can cultivate and cull marketing initiatives on the fly to spend more time doing what works, and less time working with what doesn’t.