Integration of platforms to ensure data accuracy within the sign up process.
Youspired is a video platform where opinion leaders (called coaches) from many different interests, share their life lessons and world-class insights
At their inception, Youspired founded the idea of a 'coach journey' to help stream-line the sign-up process and guide coaches to use the Youspired platform effectively. However, a la start-ups, the Youspired gang weren't yet equipped with the tools or software to build an automated sign up process like this. That's where we stepped in!
This project focused heavily on the set up of Hubspot and the development of automation within the system. Youspired required the full suite of Hubspot Marketing, Sales and Service Hub to connect with their coaches, as well as a comprehensive training program to streamline the application process.
The coaches journey map was already pre-planned by the Youspired team, which provided us a foundational system to continuously optimise on as the project progressed. As an agile agency, this empowered the team to pivot often to solve problems with creative solutions backed up by learned insights.
Divided into two stages, the first stage focused on getting Youspired set up in Hubspot with service and ticketing pipeline automation. Youspired had already developed an extensive Knowledge Base in Service Hub; coupled with our expertise in setting up automated service chatbots, we could ensure that coaches requesting support were prioritised, and the relevant team member was on hand to deal with the request. With coaches being at the very core of their business model, we knew how imperative it would be to get this process working like a well-oiled machine.
The second stage focused on the coaches' journey that had been mapped and developed by Youspired, in order to assist in the vetting and onboarding of potential coaches. With the journey initially taking the form of an in-depth pipeline in Hubspot, we worked to develop and expand on this journey by creating a Learning Management System (LMS) to teach potential coaches how to use the Youspired platform. We researched potential options, and landed on HubLMS, the ideal platform - as it integrated seamlessly with Hubspot landing pages, allowing us to utilise them at each stage of the coaches journey.
The LMS therefore, served dual purpose; it was ultimately designed to work alongside the coach approval process in that it acted as somewhat of a training academy - but also, it ensured that each coach shared the Youspired 'DNA'. In further strengthening the coaches' journey pipeline, Typeform and SMS integrations were utilised as an additional element of rigidity.
A major part of this project focused on integrating platforms so that we could take advantage of existing assets and ensure smooth functionality. In envisioning their application process, Youspired were looking for a process that would not be headache inducing, for the coaches as well as the Youspired team. There needed to be a level of automation to ensure each applicant was guided through the process seamlessly, and without the need for Youspired personnel to hold their hand along the way. To ensure this, we set up automated follow up emails to push coaches' to conversion if they hadn't progressed to the next stage of their application within an allocated time.
Similarly, we wanted to make sure the external Typeforms worked with Hubspot harmoniously. We were able to achieve an integration that sends relevant information from Typeform submissions to Hubspot, and personalised emails allowing coaches to jump back into the application process where they left off.
Using Typeform's hidden fields function, and HubSpot's personalisation tokens, we were able to create a dynamic link that would vary depending who had received the email and allow them to jump back into the form. Using the hidden fields function in Typeform, we can pass the email pulled from the contact card within Hubspot using the line in the link below "email=".
Here is an example of the URL: https://NBH.typeform.com/to/testlink#email=
This subsequently resulted in an even easier onboarding experience for the coaches and greatly reduced admin time for Youspired.
The system that we assisted in developing allows the Youspired team to handle large numbers of coach applications without the need for individual follow up or unnecessary / presumptuous contact.
The automation and dynamic link gives the coaches the ability to pick up where they left off in the application process.
The newly developed LMS system now empowers the Youspired team to continually adapt and update the training as they see fit, without the need for a developer or external assistance.
Overall, the system allows Youspired to focus on servicing the people who represent the lifeblood of their company and give them time back in their day to focus on what's really essential - inspiring potential leading thinkers, trainers and creators.