Hubspot Project Briefs

Workflows
Purpose: What is the purpose of this workflow? Flow Document: Do you have a map with all the flow?  If yes, please share this with us. We suggest using...
Mon, Nov 8, 2021 at 3:35 PM
Personas
How many personas do you want us to add? My Persona tool: Should we create the personas using this HubSpot tool? https://www.hubspot.com/make-my-pers...
Wed, Nov 17, 2021 at 10:38 PM
Data Migration (CSV or 3rd party):
From where are we migrating the data? Lists: Should we create lists or any other segmentation? If yes, please let us know the specifications. Proper...
Thu, Nov 18, 2021 at 4:25 AM
Deals - Data migration (CSV or 3rd party)
Where are we migrating the deals from? Lists: Should we create lists or any other segmentation? If yes, please let us know the specifications. P...
Thu, Nov 18, 2021 at 4:52 AM
Pillar pages (Design and Build)
Content: What is the copy for the pillar page(s)? Note: Please make sure to include buttons, images (high resolution), videos, etc. References: Do y...
Thu, Nov 18, 2021 at 5:22 AM
Custom HTML Email Templates
Do you need us to design? Build? Or both? What is the copy for the email(s)? If this has images, can you please send these as separate files in high...
Tue, Jun 22, 2021 at 4:29 AM
Email Drip Campaigns
What is the trigger of the campaign? Do you already have a list for this trigger? What is the goal of your campaign?  I.e  - Nurturing leads - Welcomin...
Tue, Jun 22, 2021 at 4:47 AM
Custom Objects
What custom objects do you need us to build? In the Hubspot marketplace, have you added the ‘Custom Object HQ’ app? Then to able able to use the app...
Sun, Jan 31, 2021 at 2:42 PM
Landing Pages (Build Only)
Do you have existent content on this Hubspot account? Do you need us to build a thank you page as well? What is the copy of the landing page and thank yo...
Tue, Jun 22, 2021 at 4:34 AM
Landing Pages (Design + Build)
Do you need this to be a landing page or a landing page template? What is the copy for the landing page and thank you page? If this has images, can...
Tue, Jun 22, 2021 at 4:36 AM