Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Convert CS Benefits onboarding guide into a Hubspot form #388

Closed
o-ram opened this issue Dec 16, 2023 · 5 comments
Closed

Convert CS Benefits onboarding guide into a Hubspot form #388

o-ram opened this issue Dec 16, 2023 · 5 comments
Assignees

Comments

@o-ram
Copy link
Member

o-ram commented Dec 16, 2023

  • Convert google doc into Hubspot form so agencies can fill it out themselves and answers are saved in Hubspot.
  • Set up workflow for after form is filled out so that the appropriate parties are notified and the form answers go where we want them too.
@o-ram o-ram self-assigned this Dec 16, 2023
@o-ram o-ram mentioned this issue Dec 16, 2023
5 tasks
@o-ram o-ram moved this from Todo to In Progress in Customer Success Dec 19, 2023
@o-ram
Copy link
Member Author

o-ram commented Dec 22, 2023

Draft has been started. This effort will be picked back up in Jan. 2024

@AnthonyRollins
Copy link
Member

@o-ram How important is this issue to get up and running?

@o-ram
Copy link
Member Author

o-ram commented Jun 20, 2024

I think this can be slotted for August - I'm aiming to get the Benefits pipeline done before I go on vacation which is more important than this. Additionally, we might tweak the onboarding process a bit which could influence what is in the form.

@AnthonyRollins AnthonyRollins moved this from In Progress to Todo in Customer Success Jun 24, 2024
@AnthonyRollins
Copy link
Member

@o-ram Great! I added to August, and marked it with a low priority.

@AnthonyRollins AnthonyRollins removed their assignment Jul 30, 2024
@o-ram o-ram self-assigned this Aug 13, 2024
@o-ram o-ram moved this from Todo to In Progress in Customer Success Sep 20, 2024
@o-ram
Copy link
Member Author

o-ram commented Oct 31, 2024

Closing issue: Form is created, tested, and was used in a recent agency onboarding. The answers to their form populate the associated company's deal in the Benefits pipeline. The completion of the form does not trigger any specific notifications yet, that is TBD based on the overall structure of the pipeline.

@o-ram o-ram closed this as completed Oct 31, 2024
@github-project-automation github-project-automation bot moved this from In Progress to Done in Customer Success Oct 31, 2024
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
None yet
Projects
Status: Done
Development

No branches or pull requests

2 participants