Integration Specialist - TypeForm, DocuSign and HubSpot

Project Overview: The MP Group aims to enhance the MP Report Premium membership experience by automating and streamlining the subscription and onboarding process. The objective is to drive higher conversion rates and reduce user friction while ensuring compliance with privacy and legal obligations. The MP Report Premium MVP offers subscribers personalized access to market dynamics, deal analysis, and new high-quality deal flow. Currently, the membership onboarding process is tedious and results in high friction for users. To address this issue, the project aims to implement an automated solution that simplifies the process, improves user experience, and aligns with privacy and legal requirements. Tech Specification Summary: The solution will utilize the following technologies and platforms: TypeForm for the subscription form and user input. HubSpot as the marketing automation platform for workflows and automation. Stripe for subscription payment processing. DocuSign for document generation and signing. Key Features: Subscription Payment Processing: TypeForm used to capture subscription details, workflows triggered upon successful payment confirmation from Stripe, segmenting users based on subscription type, and automating the onboarding process. Onboarding Process: Workflows guiding users through the onboarding process, triggered upon completion of the TypeForm subscription form, with email notifications and reminders. Document Generation and Signing: HubSpot workflows triggering DocuSign envelopes for sending NDA and Qualified Accountant's Certificate, with dynamic population of document templates and notifications for signing. Document and Content Management: HubSpot's secure file upload center used for storing and managing required documents, with workflows sending welcome emails containing links to access deal analysis and other content. Workflow Design: Configuring workflows in HubSpot with appropriate triggers, actions, and conditions, including email notifications, reminders, and document generation steps. Testing and Quality Assurance: Comprehensive testing of workflows and integrations to ensure proper functionality and data transfer. Security and Privacy: Implementing secure authentication and data encryption measures, adhering to privacy regulations and data protection standards. Project Timeline and Milestones: A detailed timeline with milestones to manage the project and ensure timely progress. Additional Requirements: All legal documents to be provided at contact levels. Deal analysis to be stored on HubSpot's secure file repository and accessed by paid users. Note: This updated summary includes the integration of TypeForm as the subscription form platform, which captures user input for the subscription process, in addition to the use of HubSpot, Stripe, and DocuSign for workflows, payment processing, document generation, and storage.