Case Study: ACCUMIN Desk

Internal Web Development Pages with Custom Js. Interactive Module

About the company

ACCUMIN (Accumulated Insight), powered by Psych Congress and the Neuroscience Education Institute, delivers real-time, unbiased insights from an international panel of expert thought leaders, empowering neuroscience decision-makers in the mental health care industry. With a team size of 51-200 employees, ACCUMIN serves as a trusted resource for cutting-edge knowledge and informed decision-making.

Tech Stack Used

HubSpot (Enterprise) | Content | Marketing | Operations

Real Results, Tailored Solutions

Custom JavaScript Module for Dynamic HubSpot Customization

For this project, I customized a purchased HubSpot template, Atlas Pro 2, to align with ACCUMIN’s brand standards. In addition, I developed a fully interactive custom module using advanced JSON and JavaScript, allowing for a drag-and-drop experience within the HubSpot editor. Since the marketing team would manage the website, the goal was to ensure complete customizability without requiring any coding knowledge.

HubSpot Customized Template

Cloned and tailored the Atlas Pro 2 template to match ACCUMIN’s branding.

Page Layout with Templated Modules

Designed reusable page structures so the marketing team could clone and customize without coding.

Custom CMS Module with JavaScript Logic

Built an interactive module with CMS editing fields, dynamically updating based on user-input values in the editor.

Deliverables

Using JavaScript to Control A Dynamic Front-End

A key feature of this project was the "Odometer" module, a JavaScript-powered interactive element placed on each publication page. This module allowed end-users to rate the usefulness and reputation of a publication by selecting one of four unique values. At the top of each module, a large, dynamically labeled "ACCUMIN SCORE" odometer displayed the rating, which could be renamed for each instance. Since the values were stored on the backend, every cloned instance retained its own unique score, ensuring that even when duplicated across multiple pages, each module remained independent.

Initial Consultation Scheduling

(Calendly → HubSpot) Client schedules an initial consultation using Calendly. HubSpot registers the meeting, creates a new deal, and generates a 'Primary Contact' in HubSpot.

Document Distribution

(HubSpot) Automatically sends the client an email containing important PDFs (Engagement Standard, Document Checklist) and a form link for further details.

Engagement Standards Follow-Up

(HubSpot) A 48-hour delay triggers a reminder email if the client hasn’t agreed to the engagement standards.

Initial Meeting & Intake

(Calendly → HubSpot) Post-meeting, HubSpot updates the deal stage based on intake form submission and creates additional contacts for multi-client scenarios, ensuring all clients are associated with the correct deal.

Quote Generation & Payment

(HubSpot) A manual quote is generated within HubSpot, with details like line items, payment plans, and signatures.

Contract Completion

(Zapier + Box) Upon payment, a client folder is created in Box, containing vital client information such as contact details and the signed quote.

ReClient Registration in RedTail

(Zapier + RT) Once the client is fully onboarded, all relevant contact details are pushed to RedTail to complete the process.

Conclusion

This project successfully delivered a custom, reusable JavaScript-powered HubSpot module, enabling the ACCUMIN marketing team to input unique values per page without needing code. By leveraging JSON, CMS editing fields, and JavaScript-driven animations, this solution ensures scalable, dynamic interactivity, allowing publication scoring elements to be deployed effortlessly across multiple pages.

See Module Live

Final Thoughts

This project represented a significant leap forward for Creative Composites’ sales and lead management processes. By implementing advanced lead routing automations, custom Salesforce and HubSpot integrations, and tailored workflows, we were able to streamline operations across multiple territories and product types.

Elevate your digital operations

Design Portfolio

Looking for design & development services?

Check out my design portfolio for examples of website and landing page development. You'll also find my collection of digital collateral - emails, CTA's, popups, and Ebooks - all designed and developed by F&FTS.

Click Here

Full Website Development

Landing Pages

Digital Collateral