🧠Mission To streamline blog production by ensuring that every blog post is tracked through a structured ticketing process in HubSpot, with all assets and deadlines clearly assigned and documented.
🎯 Desired Outcome
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Blog tickets are accurately created in HubSpot with all fields completed.
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Writers have a clear task assignment and deadline (6 weeks before post date).
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All links (Docs, Drive folders, and HubSpot ticket) are added for transparency.
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The HubSpot ticket URL is added to the Marketing Calendar entry for full tracking.
🚫 Unacceptable Actions
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Leaving ticket fields blank or using incorrect naming formats.
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Failing to assign or notify the author (writer).
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Forgetting to add the HubSpot ticket link to the Marketing Calendar.
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Missing Drive folders, blog documents, or incorrectly dated information.
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Not setting the correct due date (6 weeks before publish date).
✅ Step-by-Step Instructions
🔹 1. Navigate to the HubSpot Marketing Content Pipeline
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Log in to HubSpot
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Go to:
CRM > Tickets > Pipeline > Marketing Content Pipeline
🔹 2. Create a New Blog Ticket
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Click Create Ticket (top right).
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Ticket Name Format:
MM.DD.YY – Blog Title (Author Initials)
Example: 06.23.25 – Best Online Insurance CSR Training (KDP) -
Pipeline: Choose Marketing Content Pipeline
🔹 3. Fill In the Weekly Content Post Fields
Scroll down the left sidebar of the ticket and enter:
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Assigned Author:
Kelly Donahue-Piro -
Blog Posting Date: (Use Marketing Calendar)
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Main Blog Keyword: (Use Marketing Calendar)
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3 Minute Video Title: (Use Marketing Calendar)
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Content Template Form: Paste the link to the Google Doc blog template
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Content Google Drive Folder: Paste the link to the correct folder
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Edited Video Folder: Paste the link to the "Edited Video" folder with blog date
🔹 4. Create a Task for the Author
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Go to the Tasks tab inside the ticket
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Click Create Task
Fill in the fields:
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Task Title: Auto-fills from the ticket fields
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Assigned to:
Kelly Donahue-Piro -
Priority:
Medium -
Task Type:
To-Do -
Queue:
Marketing Content
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Insert Snippet:
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Use:
Marketing Content Assignment -
Edit the snippet:
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Blogger Name: Kelly Donahue-Piro
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Due Date: 6 weeks before the blog’s scheduled post date
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Link: Paste the GDoc blog link
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🔹 5. Verify Task Assignment
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Confirm the task appears under the ticket
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Double-check the due date and assigned writer
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Ensure the snippet is filled out correctly
🔹 6. Add HubSpot Ticket Link to the Marketing Calendar ✅
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Copy the URL of the HubSpot blog ticket
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Go to the Marketing Calendar
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Find the blog entry you just ticketed
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Paste the ticket link into that calendar row for cross-reference and visibility