Project Description: HubSpot and MyTime Marketing Integration Discovery
Objective:
Conduct a comprehensive discovery to evaluate HubSpot’s current implementation, capabilities, and potential use cases, while mapping it to available data from MyTime. The goal is to identify the optimal configuration and data integration strategy to support effective and efficient marketing operations.
Scope of Work
Discovery and Assessment
HubSpot Capability Assessment
Analyze HubSpot’s configuration, strengths, and best practices for its intended use in marketing.
Evaluate its potential for efficient data ingestion, deduplication, and handling.
Consult with HubSpot experts to provide insights into proper setup and usage.
MyTime Data Source Analysis
Review MyTime’s data capabilities as a source for marketing information.
Identify the types of data available (e.g., client service history, locations, stylist information).
Assess the best methods for integrating MyTime data into HubSpot.
Marketing Process Comparison
Compare MyTime’s native marketing capabilities to HubSpot’s functionality.
Evaluate the cost and feasibility of performing marketing tasks in each platform.
Provide insights into how each system could be used, highlighting any overlap or gaps.
Data Integration Strategy
Determine how to efficiently transfer data from MyTime to HubSpot (initial client load, delta data for transactions).
Explore automation opportunities to ensure timely and accurate data transfer.
Define options for raw data transfer into HubSpot, relying on its internal capabilities for processing (e.g., deduplication).
Current Challenges Identified
Marketing’s lack of understanding of HubSpot capabilities and best practices.
Inefficient data transfer processes (large batch transfers, lack of clear goals).
Overreliance on external pre-processing (e.g., deduplication by Bryan) instead of leveraging HubSpot’s capabilities.
Absence of a clear roadmap or strategy for utilizing data within HubSpot.
Desired Outcomes
A fresh, optimized HubSpot environment tailored to marketing goals.
Clarity on what is possible with HubSpot and how to align it with available MyTime data.
Efficient, frequent, and targeted data integration to support timely marketing communication.
An actionable timeline and cost estimate for the discovery phase.
Deliverables
Discovery Report:
Findings on HubSpot’s capabilities and recommended configurations.
Assessment of MyTime data sources and integration options.
Comparison of marketing functionalities in HubSpot vs. MyTime.
Recommendations for data transfer processes and automation strategies.
Implementation Plan (Discovery Phase Only):
Timeline for completing the discovery.
Estimated cost for the discovery phase.
