HubSpot Membership Portal Development & Implementation

Our Implementation Process

01 Solutions Design

We start your implementation with a deep discovery and design phase, mapping out key user journeys, desired functionality, and getting clarity on the underlying data model needed to provide it.

We validate that what you need is possible and let you know what limitations exist and how we can work around them. We will deliver you low resolution mockups and click paths with representative data models so we can agree on end functionality. Then we build a gantt chart showing your project timeline and deliverables. 

02 High Resolution Mockups

After Solutions Design, you’ll be equipped with a CRM consultant and a UX/UI consultant from our team.

They will work with you to design high resolution mockups in Figma of your CMS solution, using data driven designs that will represent your CMS site with highly personalized pages and user journeys based on the CRM data it is built upon.

We will review pages and functionality with your team and approve these design assets before building any functional pages. 

Your account setup includes:

03 Design Revisions

We do our best to capture the intended user journeys and design requirements from your team during the solutions design phase, but prior to moving to development we want to ensure nothing is missed.

We often also find that once designs come to life, clients discover additional functionality they want to include or that some of the vision feels in-cohesive once manifested.

We will guide you through this process seeking to limit scope changes, and ensure they’re handled optimally should they come up. We handle these all prior to development. 

04 Development

Once we approve our designs, we’re ready to get building. CMS Projects often encompass more than just page level development.

Our team will build modules that optimize the content editor experience, design data models and connect external data elements both inside the CRM and headlessly on the site itself, and build pages that are responsive and match the designs specced. 

05 Internal QA & Testing

Our team will test each page we’ve created, the modules we’ve developed and ensure everything works as expected.

This will include both people familiar with your project, as well as “fresh eyes” outsiders from our team so that assumptions don’t get in the way of working end results. 

06 User Acceptance Testing

Once we finish our internal QA, we will ask your team to join the process. You will be provided with a testing and QA sheet to make testing easy, and ensure we are following the right process to get user journeys tested and approved.

We want the actual end users from your team to participate so we ensure we haven’t made any assumptions earlier in the process that prevent them from using the finished product. 

07 Training & enablement

Ensuring your team knows exactly how your new platform works is crucial for your success. Our team will always make sure to walk you through what we've set up, what you can expect & show you exactly how everything is meant to function.

If you have internal developers, we can help them get up to speed on anything custom, but our end goal is that you and your team can manage anything we produce for the long haul without relying on us or other external resources. 

08 Go Live

Once your team feels comfortable with your new CMS solution it's time to get it live. We will cover all of the redirects, work with your team on any user provisioning requirements, and support your new CMS solution during the go live window.

We often consider CMS projects a “phase 1” and transition to ongoing support engagements to continue optimizing the platform as your business grows. After your launch is successful, we’d be happy to explore that as an option with you.