Klos / Professional work

The right inquiry. The right next step.

I owned HubSpot workflows, email campaigns, and reporting dashboards at Klos. I also connected website lead capture to the CRM so inquiries could move into the follow-up process.

My role

HubSpot workflows, email, dashboards & sales support

Inquiry & follow-up collectionEnlarge ↗

The audience

The Klos team receiving website inquiries and the business contacts waiting for a reply.

Why I took this approach

I treated the form, contact record, and email as parts of the same experience. Capturing a lead was only the start; the information needed to be useful to the team following up.

The creative

Service-interest email.

The supporting work

Keep the conversation connected.

Klos , Acknowledgement & next-step emails — Acknowledgement & next-step emailsEnlarge ↗

Klos , Marketing-to-sales workflow — Marketing-to-sales workflowEnlarge ↗

My contribution

How I handled it.

I built and managed automations and reporting to support sales. The email creative stayed clear and focused so contacts knew why they were hearing from Klos and how to respond.

Outcome

Website lead capture was connected to HubSpot, with workflows, email campaigns, and dashboards supporting the marketing and sales process.

My takeaway

Automation needs to make the human follow-up easier. A clear next step and useful contact context matter more than adding extra messages.