Video request.

Do you know the saying "a picture says a thousand words"? 

Well, a video can say....a lot more!


Sometimes a video can better a better median to describe a process you are trying to create or an issue you are yes, feel free to send a video when sending a job or asking questions.



  1. Keep it short: However, PLEASE do not record an episode of Gossip Girl (we do love that show), and try to keep them to less than 2 minutes. Stick to the point, and we will take it from there!

  2. Record yourself and your screen at the same time.

As video can be super helpful to explain an idea, sharing your screen at the same time can help us see what you are seeing and referring to. 


Tools you can use:

2.1  Vinyard

Take advantage of your Vinyard account with HubSpot and create a quick screen share to walk us through your project details.

2.2  Loom 

Loom is another free and easy solution:


If you have another preferred method feel free to use.


Mapping request.


We know it can be hard to explain when you want a process to be automated in HubSpot, like a complex workflow or a user journey navigating through a website. That’s why we also encourage our clients to use tools like Miro.


  1. Let’s practice tip #1 and watch this video to learn how to use it.  


What’s next?

Copy and paste your video or miro link in the ticket description. You can even combine both!