Organizations Contacted
20
▲ last 30 days
Response Rate
55%
▲ last 30 days
New Partnerships Started
11
▲ last 30 days
Avg. Response Time
3.8 days
▼ for responded
What I can do for you
Exactly what I'd take off your plate on this project — in plain English.
✓
Build targeted outreach lists
Research and compile precise lists of patient advocacy groups, community organizations, and key leaders by condition and location. (My skill: Data cleaning / dedup / migration, Python (pandas))
✓
Manage and track all outreach
Set up and maintain your system for sending and tracking emails, social media messages, and contact form submissions, ensuring clean response tracking. (My skill: CRMs: HubSpot setup, custom fields, pipelines)
✓
Automate follow-ups and notifications
Set up automatic reminders for follow-ups and instantly notify your team when a key organization responds. (My skill: Automation & APIs: HubSpot API + webhooks, n8n / Make / Zapier, Slack/email notifications)
✓
Keep your contact data clean
Find and fix duplicate entries, standardize names and addresses, and ensure all your contact information is accurate and complete. (My skill: Data cleaning / dedup / migration, Python (pandas))
✓
Create compelling outreach materials
Assemble and format presentation decks, case studies, and one-pagers using your existing templates to clearly communicate your message. (My skill: Generalist support)
How the data flows
Define Outreach Goals
Discovery Call
Understand your specific needs for advocacy outreach, target conditions, and desired partnership outcomes.
→
HubSpot Setup & Customization
HubSpot CRM
Configure HubSpot with custom fields and pipelines to accurately track advocacy organizations, contacts, and outreach stages.
→
List Building & Data Import
Python (pandas) · HubSpot API
Research and compile targeted lists of organizations, then import and clean this data directly into HubSpot.
→
Outreach Automation & Tracking
HubSpot API · n8n / Make / Zapier
Set up automated email sequences, social media tracking, and response monitoring through your CRM and automation tools.
→
Reporting & Ongoing Support
HubSpot Reporting · Google Sheets
Create custom dashboards and reports to monitor outreach performance and provide ongoing support for your advocacy efforts.
Outreach Status by Condition
This chart shows how many organizations for each medical condition have been contacted, responded, or are in active discussion. It helps you see which areas need more focus or are performing well.
Overall Response Status
This chart shows the percentage of organizations that have responded versus those that haven't yet. It gives a quick overview of how effective your initial outreach is.
Outreach Activity Over Time
This chart tracks the number of new organizations contacted each day. It helps you monitor your team's activity and see trends in your outreach volume.
Workflows I can automate for you
Repetitive work I can put on autopilot using your tools' APIs plus n8n, Zapier & Google Apps Script — so it just happens, hands-off.
⚡
Auto-create new advocacy leads
When you find a new advocacy organization, automatically create a new contact and company record in HubSpot from a simple form or spreadsheet. (Tools: Google Sheets API · Google Apps Script · HubSpot API)
⚡
Automate cold outreach sequences
Set up automated email sequences to advocacy organizations, personalized with their details, and track opens and clicks directly in HubSpot. (Tools: HubSpot API · HubSpot CRM)
⚡
Instant notifications for responses
When an advocacy organization replies to your outreach, instantly notify your team in Slack or via email so you can follow up quickly. (Tools: HubSpot API · n8n / Make / Zapier · Slack/email notifications)
⚡
Clean up duplicate contacts automatically
Regularly scan your HubSpot contacts for duplicates and merge them automatically or flag them for review, keeping your lists tidy. (Tools: Python (pandas) · HubSpot API · scheduled jobs (cron))
Recent Advocacy Outreach Details
| Org Name | Condition | Geography | Contact Email | Outreach Date | Response Status | Partnership Stage |
|---|---|---|---|---|---|---|
| Diabetes Action Network | Diabetes | National | sarah.c@dan.org | 2023-10-01 | Responded | Initial Discussion |
| Rare Disease Alliance | Rare Diseases | US - East | mark.j@rda.org | 2023-10-02 | No Response | Contacted |
| Cancer Support Group CA | Oncology | US - West | emily.w@csgc.org | 2023-10-03 | Responded | Follow-up Scheduled |
| Heart Health Foundation | Cardiology | National | david.l@hhf.org | 2023-10-04 | Responded | Initial Discussion |
| Autoimmune Connect UK | Autoimmune | UK | jessica.b@acu.org | 2023-10-05 | No Response | Contacted |
| Neuro Wellness Network | Neurology | National | michael.g@nwn.org | 2023-10-06 | Responded | Initial Discussion |
| Kidney Care Partners | Nephrology | US - Midwest | sophia.d@kcp.org | 2023-10-07 | No Response | Contacted |
| Mental Health Advocates | Mental Health | National | chris.m@mha.org | 2023-10-08 | Responded | Follow-up Scheduled |
| Digestive Health Org | Gastroenterology | US - South | olivia.w@dho.org | 2023-10-09 | No Response | Contacted |
| Pain Management Support | Chronic Pain | National | ethan.m@pms.org | 2023-10-10 | Responded | Initial Discussion |
Raw source data
dataset.csv — showing 12 of 20 rows. The dashboard above is computed from this file, untouched.
| Org Name | Condition | Geography | Contact Name | Contact Email | Outreach Date | Response Status | Response Date | Partnership Stage |
|---|---|---|---|---|---|---|---|---|
| Diabetes Action Network | Diabetes | National | Sarah Chen | sarah.c@dan.org | 2023-10-01 | Responded | 2023-10-05 | Initial Discussion |
| Rare Disease Alliance | Rare Diseases | US - East | Mark Johnson | mark.j@rda.org | 2023-10-02 | No Response | Contacted | |
| Cancer Support Group CA | Oncology | US - West | Emily White | emily.w@csgc.org | 2023-10-03 | Responded | 2023-10-06 | Follow-up Scheduled |
| Heart Health Foundation | Cardiology | National | David Lee | david.l@hhf.org | 2023-10-04 | Responded | 2023-10-08 | Initial Discussion |
| Autoimmune Connect UK | Autoimmune | UK | Jessica Brown | jessica.b@acu.org | 2023-10-05 | No Response | Contacted | |
| Neuro Wellness Network | Neurology | National | Michael Green | michael.g@nwn.org | 2023-10-06 | Responded | 2023-10-10 | Initial Discussion |
| Kidney Care Partners | Nephrology | US - Midwest | Sophia Davis | sophia.d@kcp.org | 2023-10-07 | No Response | Contacted | |
| Mental Health Advocates | Mental Health | National | Chris Miller | chris.m@mha.org | 2023-10-08 | Responded | 2023-10-11 | Follow-up Scheduled |
| Digestive Health Org | Gastroenterology | US - South | Olivia Wilson | olivia.w@dho.org | 2023-10-09 | No Response | Contacted | |
| Pain Management Support | Chronic Pain | National | Ethan Moore | ethan.m@pms.org | 2023-10-10 | Responded | 2023-10-12 | Initial Discussion |
| Lupus Foundation CA | Autoimmune | Canada | Ava Taylor | ava.t@lfc.org | 2023-10-11 | No Response | Contacted | |
| Allergy & Asthma Network | Allergy/Asthma | National | Noah Clark | noah.c@aan.org | 2023-10-12 | Responded | 2023-10-15 | Initial Discussion |
How this works in production
How I'd set this up on your live system:
Source
HubSpot CRM
Your live advocacy organizations, contacts, and outreach history
→
Automation
HubSpot API · n8n / Make / Zapier · Google Apps Script
Automating list building, outreach sequences, response tracking, and notifications
→
Output
HubSpot Dashboards · Slack/Email Notifications · Google Sheets
Real-time insights on outreach performance and instant team alerts
This demo runs on synthetic data.
Ready to streamline your advocacy outreach?
I can set up these systems for your team in just a few weeks.
bing@bkydataconsulting.com