Blog

“I Onboarded To HubSpot—Now What?” After HubSpot Onboarding Ends, Here’s What to do Next

We do a ton of HubSpot onboarding here at Open Flow, training clients on HubSpot setup, best practices, everything they need in order to get started with this amazing platform and integrate it into their tech stack.  [Note: When you first sign up with HubSpot, onboarding is required. You can onboard with HubSpot—or onboard with …

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How to Write a Great Indoctrination Email Series (and Why it’s a Must-Have Email Marketing Tool)

By Adi Jagan A strong indoctrination email series is truly the most powerful free email marketing tool you have at your disposal. (Here’s a quick refresher on what an indoctrination email series is—if you’re put off by their somewhat ominous name, think of them as “educational emails.”) Indoctrination emails are your first, best shot at …

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Four Key Steps B2B Companies Need to Align Marketing and Sales Departments in HubSpot

TL;DR? Aligning your Lifecycle Stages, Lead Statuses, Deal Stages, Required Fields & Automations are the fastest way to get traction with your B2B business We feel so strongly about this process we wrote a playbook to help clients with it: The Hands-On HubSpot Playbook, which you can download now for the unbeatable price of FREE.  …

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Design Matters: Five Things We Learned at Adobe MAX 2022

Adobe MAX is an annual Adobe event that brings together thousands of designers, marketers, artists and more from more than 160 countries. Creative professionals flocked to Los Angeles to immerse themselves for three full days in Adobe’s latest tools and innovations, learn new skills, get inspired and unlock their creative superpowers. Open Flow’s design team …

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Three Myths About the Cannabis Industry that Industry Veterans Wish You Knew

By Jennifer Boeder Cannabis remains a wildly misunderstood plant, due in part to a long-standing anti-cannabis propaganda campaign—so it’s no surprise the newly legal cannabis industry remains greatly misunderstood as well. People see the headlines about the exploding value of the cannabis industry (projections put its value at $57 billion in the U.S alone by …

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Forget Funnels: Flywheels are Sales and Marketing’s New Black

One of the many great aspects of HubSpot is that they’re more than just CRM software: they’re a mindset and a philosophy. In the HubSpot model, a company’s internal process and the end customer or user experience are intrinsically connected. Similar to the way that holistic medicine looks at the whole person rather than zeroing …

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Professional Logo Design: Why Branding Identity Has to Come First

By Hunter Wickersham, Creative Director Logo design is evolving, and our processes as designers are evolving as well. In design school, we were taught to start a logo design by designing drafts of the logo itself—the brand came afterwards. But what if I told you that sequence of steps is counterintuitive to a successful logo …

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Three Things I Learned at Tesla About Customer Relationship Management

By Bryan Azeka  Before joining Open Flow, our intrepid Chief Operating Officer Bryan Azeka, worked as a Delivery Experience Specialist at Tesla. (He also worked at GoDaddy, taught entrepreneurship classes at Arizona State University AND runs his family’s beloved Hawaiian sauce brand—Bryan is a baller!)  Here’s what Bryan observed about CRM during his time at …

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