Getting Wild with Workflows

Professional Service Bundle Provided By Josie Hill For HubSpot

About This Gig

Oooh I love a good workflow!

Firstly, we will start with a video-conference where you can brief me on the workflow objectives: the current challenge, the desired outcome, and details of your Hubspot feature set, the teams, processes, Hubspot properties etc. I will articulate this as a requirements document, and we can confirm we agree on the scope.

Then I will investigate your Hubspot set-up in a bit more detail (I will need logins), and map on paper what I think the workflow should do.

I will present it back to you via another video-conference call and explain my proposed approach. I will also present a test plan, so we agree on how to confirm our workflow is doing what it should.

Once you give the go-ahead, I will configure the workflow/s in Hubspot along with any required custom properties. I will run a few tests – as per our test plan, and we can review those together in the UI. Then we release your workflows into the wild, and I will monitor them to see they behave as expected.

And finally I will package everything up into a few slides with supporting diagrams so that you can present back to your team and update your training library.

Checklist Of Deliverables

1. Kick-off video call for you to brief me on your workflow objectives
2. I'll create a requirements document from this briefing
3. I'll create a present a workflow strategy for your input and approval
4. Configuration of workflow(s) in HubSpot
5. Launch workflows
6. Workflow monitoring for 2 weeks post-launch.

Information needed from you to do this job

1. Brief on your workflow objectives
2. Access to your HubSpot account

Motivation

Why choose me? Well, I have a LOT of experience with Hubspot workflows. With my latest client I have implemented more than 140 Hubspot workflows (company, contact, deal, and ticket workflows). I have excellent analytical skills and love transforming the complex and opaque into something structured and precise. My passion is optimizing human processes using technology. I have 19 years’ experience of MarTech: consulting, implementations and migrations. My training background means I approach every project with a view of change management. I document everything. And most of all, I am a passionate fan of Hubspot.

Terms & Conditions

I don’t price per workflow - I price per brief, on the assumption that you will provide a thorough brief and can brief me in less than an hour.

Expect to have a wild workflow within 4 days. Your documentation will follow right after, and monitoring will continue for 2 weeks.

$1,800.00

Verified by On The Bench team

Cost Breakdown

Paid to Provider:

$1,500.00

Avg. Transaction Fees:

$75.00

Platform Fees:

$225.00

Incl.

  • Quality Guarantee
  • Work Completion Protection
  • Dispute Resolution
  • Support
  • Refunded If Work Is Incomplete
Read More
  • You Won't Be Charged Yet
  • Refunded If Work Is Incomplete
  • No Contracts!
  • Quality Guarantee

Language

English

Main Contact

Josie

Company Info

Josie Hill

Timeframe

1 - 4 days

$1,800.00

Verified by On The Bench team

Cost Breakdown

Paid to Provider:

$1,500.00

Avg. Transaction Fees:

$75.00

Platform Fees:

$225.00

Incl.

  • Quality Guarantee
  • Work Completion Protection
  • Dispute Resolution
  • Support
  • Refunded If Work Is Incomplete
Read More
  • You Won't Be Charged Yet
  • Refunded If Work Is Incomplete
  • No Contracts!
  • Quality Guarantee

Josie hill Ratings And Reviews

nicole

09/03/2020

AMAZING!

Caitlin

07/30/2020

Josie wasn’t just a collaborator, but a ...

Jake Freedman

07/01/2020

Incredible! Great attention to detail and easy experience working together. Highly recommend.

Fellese Co

11/23/2019

We are very pleased to have been able to...

This Service Bundle Is For:

  • HubSpot

Send Us A Brief!

Describe What You Need Done And We’ll Reply With An Estimate.

Send Brief

This site uses cookies to provide you with a great user experience.

Cookies enable you to enjoy certain features such as providing you with contextual solutions, social sharing, tailored messages & displays ads to your interests.

It also helps us understand how our site is being used. For more info, view our cookie policy here.