DJ Von FrankAI ImplementationL.O.V.E. Restaurant Group
A pipeline is useful only when people can trust the records and know what to do next. Moving contacts into a new tool is the beginning of the work.
MY ROLE & CONTRIBUTION
I implemented HubSpot CRM end to end, including migration, integrations, pipelines, automated workflows, and operating procedures. I personally trained more than twenty employees, connecting the system to the routines of the team.
The implementation and training are documented in the existing career record. Internal CRM records are not exposed in this portfolio.
THE TRAINING MATERIAL / AS THE TEAM RECEIVED IT
Five standard operating procedures and the field rep success guidelines, written for the people who had to use the CRM every day.
The career record connects the work to the role and dates. The portfolio contains related public examples; internal business records remain private.