Media Value-First Measurement

Unified Views Wizard Walkthrough with Danielle Urban

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Chris unveils a new tool—the Unified View Prototype Wizard—designed to help organizations identify fragmentation pain points and prioritize which unified view to build first. Danielle walks through the wizard live with a real client scenario, sparking discussion about data migrations, the power of proximity in HubSpot, and why executive buy-in is easier when you focus on customers and revenue instead of "using HubSpot."

Chapters

  1. 00:00 Introduction & New Tool Reveal
  2. 03:45 Danielle's Client Migration Story
  3. 06:26 HubSpot Object Explosion & Data Mapping
  4. 09:53 Walking Through the Wizard
  5. 15:36 The Power of Data Proximity
  6. 21:19 Back Office Data & Asset Records
  7. 25:58 Readiness Assessment & Executive Buy-in
  8. 31:22 Wrap-up & Next Steps

The next step

You just watched the work. Here is how you do it.

Build something realTake what you learned and build something concrete. valuefirstagent.com is where your build becomes a working agent.valuefirstagent.com(opens in a new tab)

And then, the rest of the path:

  1. Join the conversationainativehumans.org(opens in a new tab)
  2. Practice with peersComing soon
  3. Teach the next personthe Academy