Getting Wild with Workflows

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.

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

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.

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.