The document introduces Headsup, an in-app messaging tool for customer journey marketers. It summarizes a webinar about Headsup and Hint Health, a healthcare company that uses Headsup. The webinar agenda includes a Headsup demo, an overview of Hint Health and its use of customer journeys to streamline billing and onboarding processes. Hint Health found that in-app messages are better than emails for engaging customers actively using an app. The key takeaways are that marketing success requires strategic use of the right message on the right channel at the right time for customers.

1. Introducing Headsup:
In-App Messaging for Customer Journey Marketers
Welcome to our webinar!
Sit back and relax, we
liftoff at 11AM PDT.
Stay tuned

2. 2
ASK US ANYTHING
#Headsup
@autopilotus
@hinthealth
#Headsup
Chat with us here

3. 3
TODAY’S SPEAKERS
Guy Marion
CMO, Autopilot
@guy_marion
Michael Sharkey
CEO and Co-founder, Autopilot
@michaelsharkey
Zak Holdsworth
CEO and Co-founder, Hint Health
@zakholdsworth
#Headsup

4. 4#Headsup
• Background
• Headsup Demo
• Hint Health Overview
• Journey Deep Dive
• Takeaways and Q&A
AGENDA

5. ABOUT AUTOPILOT
The easy and visual way to
automate customer journeys
with email, sms, and postcards
- and now, on your website and
in your apps

6. 6
CONSUMER EXPECTATIONS ARE CHANGING
#Headsup
of consumers are
turned off by
generic marketing
72%

7. 7
WHAT DOES THIS MEAN?
#Headsup
Marketers must engage:
at the right time
with the right message
the right way

8. 8#Headsup
What’s Headsup?

9. Dramatically improving the billing process for
direct pay healthcare
Business Objectives
Grow the leads to customer funnel
Streamline new customer onboarding
Solidify our sales, marketing and
customer success tech stack
9
HINT HEALTH - BACKGROUND
#Headsup

10. 10
PRODUCTS & CUSTOMERS
#Headsup
A Shifting Landscape
• “Fee for Service” model is evolving into the
“Delivering Care for Value” model
SaaS Platform for Healthcare Providers
• Patient enrollment
• Business management
• Billing technology
Customer Scenario
• Old Way: Patient walks in, bills insurance
• New Way: Monthly subscription for unlimited
primary care services

11. 11
SIMPLIFYING COMPLICATED, EXPENSIVE PROCESSES
#Headsup

12. 12
THE MARKETING STACK
#Headsup
Hint Health has connected billing, product, customer service and
CRM to automate their customer journey marketing
Billing Customer Service
Sales and Success
Customer Journey Marketing

13. 13
NEW CUSTOMER ONBOARDING - KEY CONSIDERATIONS
#Headsup
Hint Health took a usage-based approach to their onboarding journey with the
goal of minimizing the number of touchpoints during configuration
Invite team
members
Connect Stripe
Edit and update
pricing model
Configure email domain
Data migration
consultation
New user training
Product Events Live Support Events

14. 14
EMAILS VS IN-APP MESSAGES
#Headsup
Hint Health uses a strategic mix of messages and channels to communicate with customers
VS
Email is a sledgehammer -
there are only so many times
you can send before the
recipient stops reading
In-app messaging is a
precision tool - used
contextually while user is
actively engaged

15. 15
KEY TAKEAWAYS
• Any tool is only as good as how you set it up
• 1 integrated platform for powering marketing,
sales & success at scale, automatically
• Understand and map out your customer’s most
important events
• Be strategic about sending the right message at
the right time, on the right channel
#Headsup

16. 16
autopilothq.com
blog.autopilothq.com
@autopilotus
mike@autopilothq.com
guy@autopilothq.com
hinthealth.com
hinthealth.com/bestpractices
@hinthealth
zak@hint.com
QUESTIONS?