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  • Hello bullet points

Glassbox

1
min read
October 9, 2019

Growth: Client Hubspot Overview

Atusa Weiss

Atusa Weiss

medium Link

Hello everyone (bcc Partners)

I realized after today, that not everyone is aware that this system is live. Please see the Client Hubspot Workflow. All client context, notes, documents/proposals attached to a client will be stored under the client in Hubspot. This is meant to be a full Company Overview for the client (See Image Below as Example)  

Notes:


  • Jay is tactical Hubspot RP (Shane high-level RP)
  • Property Fields and certain data characteristics are still subject to change
  • This system will only work if everyone that touches a client actually uses it
  • I anticipate that it will take us about 1 month of using before we see as much as we want to see per client
  • Client List might not be accurate as we recently eliminated that data field as far as I can tell today (Jay will be providing the new system/field where we can pull client lists)
  • Best way to currently pull is by AM books of business or by manually checking across systems
  • If client information that should be in Hubspot can't be found, please escalate to me


Future Goal:

  • Integrate Hubspot with the DAL to cross-reference & provide visibility across additional systems
  • Auto-onboarding

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