Client’s Challenge
The client needed a Sales Pipeline with multiple workflows attached to automate communication with prospects, assign deals, and ticket creation/assignment.
The tricky part?
Our client had a tight deadline to meet AND they needed assistance with extra requests.
Luckily, our team of amazing HubSpot Strategists and Specialists were up for the challenge 🤓
Solution
Our Fuzers divided the project was divided into 2 phases…
PHASE 1: Investigation
- Documentation review
- Ask questions upon reviewing the client’s HubSpot Portal
- Once the rework on the documentation was created, follow up with the client and present the solution
PHASE 2: Final Solution Building
- Setting expectations with the client on what we created
- Meeting with the team
- Propose new gameplan
In total, we created… 2 Sales Pipelines + 13 Workflows + extensive documentation + multiple assets + a custom object + a Ticket Pipeline Inspection + documentation on a communications list.
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“From what I've seen so far, this is fantastic!”
GREAT WORK TEAM OTF!
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