CRM + AUTOMATION
Problem
No centralized CRM or marketing system.
Solution
Built HubSpot from the ground up for contacts, forms, segmentation, email, workflows, campaigns, dashboards, lifecycle management, and blog integration.
Tools
HubSpot
CASE STUDY
Creative Operations Systems Thinking Workflow Design Marketing Operations Automation
As DIGU evolved, marketing, creative, product, and development work increasingly depended on one another. The challenge wasn’t simply choosing better tools—it was creating clearer ways for information, priorities, decisions, and deliverables to move between teams.
In my role as VP of Marketing and Product Owner, I helped build and refine the systems behind that work: structuring workflows, connecting platforms, improving handoffs, and creating more visibility across teams.
THEGOALISSIMPLE
Connect the systems.
Less friction between teams.
THE APPROACH
Before changing the tool, I look at how the work actually happens—where information moves, where decisions happen, and where friction gets in the way.
Find where work is getting fragmented—scattered requests, disconnected information, unclear ownership, or missing visibility.
Map how work actually moves across marketing, creative, product, development, and leadership before deciding what needs to change.
Remove unnecessary steps, clarify ownership, and decide what should be centralized, standardized, or automated.
Build workflows that link the right tools, teams, information, and decisions without forcing every function into the same process.
Support adoption, watch where friction remains, and adjust the system as priorities and team needs change.
Building the systems behind marketing, content, and performance.
When I joined DIGU, there was no established marketing infrastructure. I built and now manage the systems connecting CRM, analytics, SEO, paid media, email, content, and digital performance.
No centralized CRM or marketing system.
Built HubSpot from the ground up for contacts, forms, segmentation, email, workflows, campaigns, dashboards, lifecycle management, and blog integration.
HubSpot
No clear view of search visibility or digital performance.
Established analytics and SEO systems for traffic, behavior, indexing, keywords, backlinks, and competitive monitoring.
Google Analytics · Search Console · Ahrefs
Paid media and content distribution lacked structure.
Set up Meta Ads, lifecycle and campaign email, and social scheduling workflows for more consistent distribution and performance tracking.
Meta Ads Manager · HubSpot · Adobe social scheduling
Content planning and assets were fragmented.
Built structured planning in ClickUp and reorganized Google Drive into a clearer shared asset system.
ClickUp · Google Drive
One platform. Different systems built around different teams.
I introduced ClickUp across DIGU, but I didn’t make every team work the same way. I designed workflows around how each function actually operates.
The platform stays consistent. The system changes around the work.
Built a shared creative workflow connecting requests, ownership, production, review, approval, scheduling, and publishing. A Creative Request Form brings incoming work into one structured system instead of scattered messages.
Designed the development workflow around requirements, backlog prioritization, sprint planning, story points, progress, and delivery. I also manage the sprint rhythm, keeping product priorities connected to what the team is actively building.
Designed an end-to-end recruitment workflow connecting ClickUp, the DIGU website, applicant intake, and HubSpot. Job publishing and candidate data move through one structured hiring system, with developers implementing the API integrations I defined.
The transferable skill is understanding how people, information, and decisions need to move.
Sometimes it’s a new platform.
Sometimes an integration.
Sometimes automation.
Sometimes removing unnecessary complexity.
The system should serve the work.
Not become more work.