Sequences

The way HubSpot does outreach. With sequences, users can send a series of targeted, timed email templates to nurture contacts over time. Users can also automatically create tasks to remind you to follow up with your contacts.

  • My contributions

    I lead design for HubSpot sequences. Sequences are one of the most used tools in Sales Hub with millions of sequences sent each day. I handle new design enhancements, new features and maintenance of the product based on user feedback.

  • Overview of projects

  • Results

Project: Dynamic sequences


My design iteration process

  • Wireframing

    I use figjam to map out key user flows, content, and the IA - usually at this stage i’m working with my PM to identify core use cases and we’re defining product requirements together. I am communicating and collaborating with our engineering leads to ensure we are all in agreement on direction

  • Low fidelity design

    Once the IA and key user flows feel solid I start on some low fidelity screens so we can bring the vision to life and start designing user interactions. At this stage I am frequently sharing with my product design team in UX critique and reviews, posting updates on slack and soliciting feedback in 1:1s. I can also start sharing with real customers which will help to influence higher fidelity designs

  • Higher fidelity design and prototypes

    As designs are validated with UX and customers - I move into higher fidelity design and prototypes. I’m partnering with engineering at this point to strategize shipping and releasing to customers. Once customers are using the product we are gathering feedback through calls, surveys, support and success teams to make prioritizations for enhancements and improvements

Initial user flow design

  • A user enters the outreach center by setting up accounts to reach out to in the CRM

  • Users can review and edit their selling profile that is created using information from the companies website

  • We can add company profiles out of the box based on contacts in the users CRM

  • When companies are added as target accounts - the agent immediately starts research and updates the profiles using the data it finds

  • As the agent finds data - the fields are updated in real time

  • Users can hover and click an account to view more details

  • Emails are drafted using smart content and the user can choose to edit or not. A side panel displays how we are composing the email

  • Messages are composed - a user can now select contacts to enroll or choose to auto-enroll contacts based on defined criteria

Part of my design process to meet with other PD/PMs especially if their products overlap with or could be influenced by any work i’m doing. In this case I met with teams to run through the flow and gather thoughts/concerns/ideas as I was developing the screens.

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HubSpot AI