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Beyond Whitepapers: Interactive Solution Finders that Convert

Jeff White | Kula Partnersjeff@kulapartners.com@brightwhite

1. A simple cost calculator

2. Advanced solutions finders

3. System architecture

4. What we learned

5. Questions

Whitepaper, schmitepaper.

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Basic Cost Calculator

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Advanced Solutions Finder

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Architecture of a Solutions Finder

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Lead capture form (HS)

Question & Answer Matrix (JS)

Logic processing

engine (JSON)

Questionnaire form (HS)

Recommendation (JS + HS)

Workflow (HS + CRM)

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What we’ve learned

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• Generate questions & answer matrix with client before you start.

• Don’t get too crazy with the logic.

• Run everything from within HubSpot.

• Build long forms in stages and use every opportunity to submit

data via AJAX as soon as a section is completed.

• Do everything within a single file. Show/hide as necessary.

• The HubSpot form mechanism can be triggered at any time.

• Build a reusable JavaScript class to handle the logic.

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Jeff White | Kula Partnersjeff@kulapartners.com@brightwhite

Questions?