HubSpot Roadmap
HubSpot Roadmap
Updated features and changes to the HubSpot Platform
Timeline
PGA V1individual Dashboards in Hubspot
Manager Snapshot Email - V1
Integrate Drop Box activity to timeline
HubSpot Security Audit
Documentation Stage 1 - Repository Creation
Documentation Stage 2 - Pipeline Mapping
Documentation Stage 3 - Workflows and Automation
Documentation Stage 4 - Dependancies and Integrations
Documentation Stage 5 - Training In the HS Platform
Zap Between Circle (community) and HS
Reboot of Nurture Campaigns
Custom Object for Credentialling
Alyssa Reporting on Referrals
Extended Booking NP Follow Up Workflow
Customer Journey Comms
Multi State NP Launch
Prescriber Pipeline
Calendar Training with Alexis
Linkedin Workflows for forms
New Stage in Inbound Pipeline
Intercomm ticket system for inbox
PGA Individual Metrics Sheet for Mangers
Fix Attribution after merges
New Rescrub Process
Churned Provider Re-Engage Workflow/Pipeline
Prescriber Specific Deal View
Conversational Intelligence Launch
Show Rate Tracking for Prescriber Worksheet
Provider Onboarding - Inactive Stage Workflow
Zivian States Worksheet Update Workflow
Marketing Contacts - Review Process
NP Resume/License # added to intake pre meeting
HubSpot Renewal
Oct 2023
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HubSpot Renewal
Month
TodayFit
Add feature
Feature list
PM
31
2
1
Feature name
PRD
Start date
End date
Stage
Notes
Column 8
Feature name
PRD
Start date
End date
Stage
Notes
Column 8
Feature name
PRD
Start date
End date
Stage
Notes
Column 8
Zap Between Circle (community) and HS
May 22
Jun 2
Waiting
HOLD
Calendar Training with Alexis
May 3
May 31
Waiting
HOLD
Conversational Intelligence Launch
Jun 2
Jun 30
Waiting
Sarah Project
Prescriber Pipeline
May 8
Planning
Sarah Project
Churned Provider Re-Engage Workflow/Pipeline
May 31
Jun 30
Planning
Sarah Project
Provider Onboarding - Inactive Stage Workflow
Jun 2
Jun 30
Planning
Chris Project
Marketing Contacts - Review Process
Jun 1
Planning
Sarah Project
HubSpot Renewal
Aug 1
Oct 1
Planning
Sarah Project
Documentation Stage 4 - Dependancies and Integrations
Not started
HOLD
Documentation Stage 5 - Training In the HS Platform
Not started
HOLD
Prescriber Specific Deal View
Jun 2
Jun 23
Not started
Sarah Project
PGA V1individual Dashboards in Hubspot
Apr 25
May 24
Launched
Chris Project
Manager Snapshot Email - V1
Apr 25
Jun 6
Launched
Chris Project
HubSpot Security Audit
Apr 10
Apr 21
Launched
Chris Project
Documentation Stage 1 - Repository Creation
Apr 14
Apr 18
Launched
Chris Project
Alyssa Reporting on Referrals
Jun 13
Jun 23
Launched
Chris Project
Extended Booking NP Follow Up Workflow
Jun 13
Jun 16
Launched
Chris Project
Customer Journey Comms
Jun 13
Launched
Chris Project
Linkedin Workflows for forms
May 10
May 26
Launched
Chris Project
New Stage in Inbound Pipeline
May 16
May 23
Launched
Chris Project
PGA Individual Metrics Sheet for Mangers
May 10
May 16
Launched
Chris Project
Fix Attribution after merges
May 15
May 19
Launched
Chris Project
New Rescrub Process
May 9
May 31
Launched
Chris Project
Show Rate Tracking for Prescriber Worksheet
Jun 1
Jun 9
Launched
Chris Project
NP Resume/License # added to intake pre meeting
Jun 12
Jun 23
Launched
Sarah Project
Zivian States Worksheet Update Workflow
Jun 2
Jun 9
Development
Chris Project
Documentation Stage 2 - Pipeline Mapping
Design
HOLD
Documentation Stage 3 - Workflows and Automation
Design
HOLD
Integrate Drop Box activity to timeline
Apr 26
May 24
Blocked
HOLD
Custom Object for Credentialling
Apr 28
Blocked
HOLD
Intercomm ticket system for inbox
May 18
Jun 30
Blocked
Chris Project
Multi State NP Launch
May 17
May 31
Development
Sarah Project
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