Discover
I understand the current process of the portal before doing everything. I believe each account has a unique processes and problems so I aim to discover the pain points as first step.
Where it started
I started my HubSpot journey just purely creating website in HubSpot. I developed custom themes and reusable modules for different clients. Later on, I realized it the hard-way that website is just the tip of what HubSpot can do.
First Year
As leads flowing from websites I created. I dig deep on HubSpot CRM and it's complex features. I started with automating contact data from form submissions, adding follow-up emails, assigning owners, etc.
2nd Year
Taken more task aside from website builds. Started to create custom email templates, build customized quote templates. Personalized line items in quotes that is not possible with HubSpot native features.
Present
Understand the whole Revenue Operations. How sales and marketing should talk to each other. How to improve their respective processess that drives revenue to the business
I understand the current process of the portal before doing everything. I believe each account has a unique processes and problems so I aim to discover the pain points as first step.
I design the system up front, data model, theme and module structure, integrations based from the scope and requirements.
I develop in small, testable and scalable manner. Along the way, what has been done is documented so nothing is a black box
Done a proper QA and testing before roll out. I make sure that client understand everything on what has been done. Final output should be maintanable by client without needing my help in the future.