Work I've Done

Pain Point: 3h/week on Emailing Thank Yous ⚠️

Hubspot

Solution: Automated Hubspot Thank You Email System 💡

Impact: Reduced Administrative Hours ✅

A small sales team spent 3h+ hours/week sending 30+ individual emails thanking loyal customers for referrals:

• Checking if a new deal was referred by a customer

• Locating the Hubspot contact card of the customer

• Manually composing emails and tracking all of the thank you's in a spreadsheet

Complete automated thank you system that composes and sends to the correct referral:

• Automated message that composes, including personalized details

• Team is notified that a new email is ready, and approves the email for sending

• No tracking necessary, as every email is only every sent one time per new referral

• 3 weekly hours saved

• 2 team members freed up to focus on student customer, not data

Personalized Thank You's for Referrals

Before & After