About This Gig
This bundle includes an exploratory conversation & establishment of needs, the labor required to compile the desired views and the opportunity to provide feedback/tweak the work. We'll start with a 30-60 minute conversation for me to understand your business, use case, current use of the reporting tools and gaps between the current and desired state. With this information in mind, I'll begin to compile the necessary reports (this could take approximately one week, depending upon the scope defined/agreed upon) and schedule a time for us to review them together. If there is additional work to do based upon the feedback provided, I can circle back, implement this work and provide an updated dashboard.
I'm a former HubSpot Customer Support employee. Over nearly two years, I processed just under 10,000 cases. I've worked a tremendous variety of customers, use cases and needs. I have a great depth and breadth of exposure to the HubSpot platform and I'm eager to lend my experience to your needs!