🌍 Overview

The client wanted better visibility into their customer onboarding process and ongoing services. Previously, the company relied on Zapier to sync data between GHL subaccounts and HubSpot, but this approach:

• Was limited in functionality for custom business needs
• Could not track service subscriptions, client interactions, or area-based analytics
• Made it hard to identify growth opportunities in specific regions

I built a custom internal dashboard that:

• Tracks the progress of each client through the onboarding process
• Displays services subscribed by each client
• Shows last meeting with the Customer Success team
• Maps the area clients are serving and the population of that area
• Helps the company identify growth potential in underserved regions

✨ Key Business Benefits

• Complete Client Visibility: Customer Success and Sales teams can see the full onboarding status at a glance.
• Better Decision-Making: Service subscriptions and area population data enable strategic growth planning.
• Automation: Reduced manual updates, eliminating human error.
• Custom Workflow: Supports business-specific logic that Zapier could not handle.
• Scalable: Supports 1,000+ GHL subaccounts, each with its own onboarding data and service history.

⚙️ Technical Details

My Role