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Case 02HubSpot

Helping small business marketers grow on their own.

How I led a team to solve for customer, product, and organizational problems to help SMB marketers onboard to CMS Hub in one day, not three months.

Role
Senior Manager of Design
Team
7 designers · 1 UXR · 3 leads
Scope
CMS Hub editor · onboarding · blog · developer experience
Setting context

HubSpot helps companies grow better.

HubSpot is a suite of Hubs, each built for a different persona, each sold in Starter, Professional, and Enterprise tiers, except CMS Hub. This was our opportunity.

Many Hubs
Many Hubs One per persona: Marketing, Sales, Service, CMS, Ops.
The promise.
The promise. “The only CMS that's powerful and easy to use.” The bar the team had to actually clear.
The user

Marketing Meerah.

A small-business marketer juggling content, sales tooling, and a website she'd love to update without a developer. Everything downstream stems from one goal.

A day in Meerah's marketing life
1Meerah at her laptop, overwhelmed as data flies between a dozen spreadsheets
A dozen tools. A hundred tabs. One marketer.
2Meerah panicking in front of a screen that reads CAN'T EDIT
Her own website? She literally can't edit it.
3Meerah reluctantly handing cash to a developer to make a change
So every little change means paying a developer.
The stack she juggles to get it all done
Google Ads
Facebook Ads
Google Sheets
WordPress
Shopify
Optimizely
Semrush
Trello
Google Analytics
Mailchimp
Unbounce
Canva
Zapier

Let's move Meerah to HubSpot.

A child's crayon drawing of Meerah, smiling
The problems

Customer problems

Meerah needs a site she can build, publish, and grow on her own. The product wasn't built for her, and neither, yet, was the internal HubSpot team.

01
3 months to onboard
Sales → Support → a HubSpot consultant ($500 fee) → Support. Many hand-offs, real cost, lost time.
02
A blog built for developers
Posts lived in HubL templates. Not Meerah's world.
03
A hard editor
Marketers couldn't ship without a developer.

3 months to onboard

Meerah would have many points of contact and pay additional fees, taking precious time to find help.

A 38-slide deck mapping HubSpot's CMS onboarding journey, annotated with every hand-off: a $500 consulting fee, Sales, HubSpot Consultant, and repeated Support touch-points.

A blog built for developers

To change a post, Meerah needed to understand HubL, layouts, and partials. That's not a content tool. It's a codebase.

design-manager · blog-index.html

A hard editor

All confirmed through research.

app.hubspot.com · page editor
HubSpot's drag-and-drop page editor: a dense panel of modules and nested columns a marketer has to navigate to make a change.
Task-by-task grades
Select a theme
B
Change logo and navigation
D+
Inline editing
B+
Adding background image
B+
Create a folder
C
Create and add a form
F
Set up a blog
F

Org problems

A concerned GM
“How do I know the UX will be at the level I want? I want an A.”
Low UX morale
“I don't know if my designs were successful. I just do what my PM tells me.”
Invisible career bar
Designers felt they were executing, not deciding, which became an attrition risk.

A concerned GM

HubSpot couldn't agree on what “good” meant. I wrote a problem doc and partnered with the incredible Rosie Osire (UXR) to create Grading Research, a triangulated, A–F read on whether customers could actually get the value they paid for. It rolled out company-wide.

Select a theme
B
Change logo & navigation
D+
Create & add a form
F
Set up a blog
F
LoeRosie Osire
Loe & Rosie Osire (UXR partner)

Low UX morale

Make one-pagers and design strategy artifacts standard to define and influence how we make product.

One-pager · standard template
User
Problem
Solution
Impact
A design-strategy artifact: a 'Meet Jessica' persona slide paired with 'Jessica's goals': Promote, Nurture, Trace, and Measure ROI.
LoePhilipp Walzer
Loe & Philipp Walzer (direct report)

Invisible career bar

Have regular career discussions grounded in role expectations and a documented growth framework.

A documented growth framework: an IC career-pathways matrix, an individual career roadmap, and an impact-over-time progression chart.
LoePhilipp Walzer
Loe & Philipp Walzer (direct report)
Solutions

Customer solutions

Enable Meerah to build on her own, with a guided start, a marketer-friendly blog, and an editor she could actually use. Then I changed how the org works, so good decisions keep happening after I step back.

01
Easy onboarding
A theme marketplace, conversational setup, and tools to build solo, live in a day.
02
A blog set up for marketers - not developers
Drag-and-drop modules replaced HubL. Research moved the grade from F to A−.
03
An easier editor
Inline editing and content blocks let marketers ship changes without a developer.

Easy onboarding

We first bet on a website importer, then killed it; we couldn't import unstructured data. The opposite bet won: enable Meerah to build on her own, and three moves turned a three-month, multi-hand-off setup into a guided first day. A curated marketplace of themes and templates gives her a designed starting point instead of a blank page; conversational onboarding asks a few plain-language questions and tailors the setup to her industry; and guided theme and style settings let her match her brand, with no developer and no ticket.

A helpful website theme marketplace

HubSpot's Asset Marketplace, browsing ready-made website themes.
LoeSean Landry
Loe & Sean Landry (direct report)

Conversational onboarding

A conversational onboarding step asking 'What industry are you in?' beside trusted-customer logos.
LoeSean Landry
Loe & Sean Landry (direct report)

Help Meerah build on her own

A guided 'Customize your theme's style settings' step with color schemes and fonts.
LoeSean Landry
Loe & Sean Landry (direct report)

A blog set up for marketers - not developers

Drag-and-drop blog modules and a live preview replaced HubL templates. Research moved the grade from F to A−.

The re-built blog setup: a content editor and a marketer-friendly blog post list with live preview.
LoeA Burton
Loe & A Burton (direct report)

An easier editor

Inline editing and content blocks let marketers change copy, images, and CTAs directly on the page.

app.hubspot.com/cms/editor
The new drag-and-drop page editor with inline text editing.
LoeChristel Kemp
Loe & Christel Kemp (direct report)

Org solutions

Grading Research
Triangulated insights that communicate experience readiness. PMs could finally prioritize, and it was adopted company-wide.
One-pagers as standard
User · Problem · Hypothesis · Results · Conclusion. It changed how the org documents work.
Customer-Centric Team Missions
Every initiative answers three questions: who, how, and what outcome.
Performance & hiring
A clear promotion benchmark with HR, and full candidate slates with under-represented talent.
Highlighting great work
Led critiques toward feedback and questioning; pulled in external super-powers when needed.
Impact

Impact

1 day
to a live site, down from three months
+38%
activation for the CMS Hub offering
8,000
new CMS Starter portals, 3 months post-launch
10%
of CMS Starter customers upgrading to Professional, YoY
5
well-deserved promotions on the design team
1 of 25
2021 HubSpot Great Manager Award · 550 nominees
The editor, re-graded
Change logo & navigation
D+A
Set up a blog
FA
Create a folder
CB
Select a theme
BB

Design Excellence

Five promotions, HubSpot's most diverse design team, and internal talent trying to transfer in. The team nominated me for the 2021 Great Manager Award, one of 25 chosen from 550 nominees.

Teams are the work. Build them right and the product follows.

Case 03 · in flight
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