A winning verdict: making the case for *smarter workflows.*

Following a recommendation on LinkedIn, we started with a workshop on Schofield Sweeney's current HubSpot processes and automations: what was working well and what needed to improve.

From that simple starting point, we mapped the existing automations and our proposals in Figma, showing visually how a new suite of automations could work for the firm. The design also covered future needs, such as service-related automations.

Each type of event needed its own automation. Golf days needed participants' handicaps, and other events needed payment links sent through the client's payment gateway. Existing HubSpot integrations added complexity, so we made sure information passed correctly between platforms.

We proposed the work back to the client as a multi-stage process, which let us break down and project manage each step. We delivered six top-priority items over six months, covering new automations, email templates and content, Microsoft 365 and Zoom integrations via Zapier, and a design system that keeps all the branding in one folder.

Once the work was complete, we presented it back to the client and walked the team through how the new automations differ from the old system. We documented every process needed to set them up, so the internal team could make set-up as easy as possible. We also added extras that were not originally scoped, including email header templates and QR code generation.

To check the automations worked as expected, we then supported set-up for two types of event, made the tweaks needed and planned ongoing support as new events are scheduled.