jspencerdav

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Contributor | Diamond Partner

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Jesse Spencer-Davenport

https://www.remotish.agency/hubspot-revops-agency/about-us/jesse-spencer

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jspencerdav

Contributor | Diamond Partner

July 07, 2022

Reply to How do you document workflows?

Haha - go for it! Glad you found it useful! For my own projects I like to use Freeplane for mind mapping out complex hierarchies - but definitely not ...read more

jspencerdav

Contributor | Diamond Partner

May 13, 2022

Reply to How do you document workflows?

Oh, yes blog post is pending! 🙂 We are using Google Docs for the creation... tracking changes is a whole 'nuther beast. The Google Doc includes ...read more

jspencerdav

Contributor | Diamond Partner

May 03, 2022

Reply to How do you document workflows?

Hey, @MrBean - good question! That is simply the Goal set in the workflow settings. In a recent itteration of this documentation outline, I've sepa...read more

jspencerdav

Contributor | Diamond Partner

April 18, 2022

Reply to Introduce Yourself!

Hi, Cristina - welcome! I sure appreciate your focus on driving customer loyalty is spot-on. Hope to hear from your journey! I also recommend getting...read more

jspencerdav on March 14, 2022

How do you document workflows?

Workflows is arguably the most powerful feature in HubSpot. Regardless of skill level in HubSpot, users create workflows to automate valuable work. However, without good documentation, workflows quickly become a black hole of confusion and was read more

Reply Discussion Change Control Documentation RevOps

20 upvotes

22 Replies

jspencerdav

Contributor | Diamond Partner

March 07, 2022

Reply to Introduce Yourself!

Jesse here with Remotish! We are a HubSpot agency with a sole focus on RevOps and all things HubSpot. I'm a digital project strategist so I maintain ...read more

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