A project for marketing & cs

Customer Journey Design

Design the full customer journey from anonymous visitor through onboarding and expansion.

Journey by design
Key outcome this project is built to deliver.
Big
Project scope: typically 40-80 hrs of implementation.
33
Project number in the Avero GTM catalog.
Marketing
Primary function this project serves.

The problem

The customer journey was never designed: it just happened. Gaps and drops are invisible.

Where this fits

This project is part of our HubSpot Onboarding work. HubSpot onboarding is the work of turning a new portal into a system your team actually runs on. We build the data model, pipelines, lifecycle stages, automation, and reporting around your revenue process, then train your team on what we built. Typical timeline is four to eight weeks.

How we work

01 / Audit 1–2 hrs

We start by understanding your current state.

Before building anything, we map what exists today: your tools, your data, your processes, and where the gaps are. This shapes everything downstream.

  • Current stack and integrations reviewed
  • Process gaps and bottlenecks identified
  • Success criteria defined with your team
02 / Build 40-80 hrs

We build the system and get it live.

Implementation is hands-on: we build directly in your tools, not in a sandbox. You see real outputs at every step, not mockups.

  • Full implementation in your existing stack
  • Data quality verified before going live
  • Team walkthrough and handoff documentation
Outcome. Journey by design, measured against your baseline from the audit phase.
03 / Expand scoped after live

Once live, we identify what to build next.

Most projects open up adjacent work once the core is running. We scope expansion work after seeing real results, not before.

  • Performance review at 30 days
  • Adjacent automations identified
  • Expansion scoped and prioritized

Related projects

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