Joshua B

Redo Customer Support System Setup & Configuration

Designerpromise • Freelance

Jul 2026 - Jul 2026 • 0 mos

I configured and organized a complete customer support system for Designer Promise using Redo. The setup covered the key parts of their support operation, including the customer contact form, ticket tags, support rules, chat widget, knowledge base, ticket organization, and automated workflows. I structured the system to capture customer inquiries accurately, categorize requests, route tickets efficiently, and give customers access to self-service support. I also configured support options for common issues such as order status, shipping delays, returns, refunds, damaged or missing items, and product inquiries. The result was a centralized and more efficient support system that reduced manual handling, improved ticket organization, and gave the team a clearer process for managing customer conversations from initial inquiry through resolution.

HubSpot Webinar Landing Page Design & Conversion Setup

BCRA • Freelance

May 2026 - Jun 2026 • 1 mo

Client Issue & Pain Point: The client needed a professional webinar landing page that could clearly communicate the event value and encourage the right audience to register. The existing process lacked a focused registration experience, making it harder to present the webinar details and guide visitors toward taking action. What I Delivered: I designed and configured a dedicated webinar landing page within HubSpot, structuring the page around the webinar's key information, value proposition, registration call-to-action, and supporting content. I organized the layout to create a clear visitor journey from learning about the webinar to completing the registration form. I also ensured the landing page was aligned with the client's branding and connected the registration experience with HubSpot's contact and marketing system for easier lead management and follow-up. Result: The final setup provided a professional, focused webinar registration experience while making it easier to capture and manage registrants inside HubSpot. The landing page created a stronger path from visitor interest to registration and gave the client a more organized foundation for webinar marketing and follow-up.

HubSpot Ticket Workflow Automation

Grateful Earth • Freelance

Jan 2026 - Feb 2026 • 1 mo

The client needed a structured onboarding and handoff process built inside HubSpot using their ticket pipeline. Their goal was to automate the steps that followed a new customer signing up, specifically ensuring the right emails went out and the internal team received clear task assignments without manual intervention. The main challenge was coordinating two parallel workflow paths that both needed to trigger a handoff task independently, while also ensuring the welcome email fired to the correct contact segment. I configured a branching workflow that handled the email send to all associated contacts via a labeled sequence, and simultaneously created a prep for handoff task assigned directly to the ticket owner on both branches. This eliminated the risk of the handoff step being missed regardless of which path the ticket followed. I also mapped a custom property to carry the Arrows Plan URL through the workflow so it was accessible at every stage without requiring manual data entry from the team. The result was a clean, automated post-sale flow that reduced manual follow-up work and ensured consistent task creation and communication every time a ticket moved through the pipeline.