HubSpot CRM Setup

Full CRM implementation with automation and reporting.

Role CRM Architect

Timeline Q3 2024 · 6 weeks

Industry E-commerce / DTC

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Industry

E-commerce · Direct-to-Consumer

Deliverables

Brand identity refresh
Full website redesign
Custom Shopify theme
CRM integration

Tools & Tech

Figma
Shopify Liquid
HubSpot CRM
Klaviyo

Links

Live Site →

The Challenge

Problem

A brief narrative of the core problem or challenge the client was facing.

Pain point one: specific issue with metrics if available
Pain point two: another concrete problem
Pain point three: systemic issue or missed opportunity
Pain point four: customer/user friction

Objectives

Goals

Goal one: specific, measurable outcome
Goal two: another target
Goal three: user experience improvement
Goal four: business metric improvement

Approach

Solution

Information Architecture

Describe the strategic approach to organizing content and user flows. Explain the thinking behind navigation structure and content hierarchy.

Key Flows

Walk through the primary user journeys that were designed or improved. Highlight the before/after if applicable.

What I Built

Technical details about implementation. Custom features, integrations, automation. Keep it concise but informative for potential clients evaluating your capabilities.

Visual Walkthrough

Gallery

Full page view of the homepage design — Homepage redesign featuring the new hero section and navigation

Product listing page with filters — Product collection page with improved filtering

Product detail page — Product detail with enhanced imagery and trust signals

Mobile responsive design showcase — Fully responsive design across all breakpoints

Checkout flow — Streamlined checkout reducing abandonment

Email automation preview — Automated email flows in Klaviyo

Outcomes

Results

The impact of this project, in qualitative or quantitative terms.

+47% Conversion Rate

-32% Cart Abandonment

2.5x Page Speed

"Optional client testimonial goes here. Keep it short and impactful. Focus on the transformation and working relationship." — Client Name, Title at Company

Reflection

Learnings & Next Steps

Brief reflection on what worked well, what was learned, and what future iterations might include. This shows thoughtfulness and continuous improvement mindset.

Key insight or learning from the project
What could be improved in future iterations
Upcoming phases or roadmap items

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