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Beyond Whitepapers: Interactive
Solution Finders that Convert
Jeff White | Kula Partners
jeff@kulapartners.com
@brightwhite
1. A simple cost calculator
2. Advanced solutions 鍖nders
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 weve learned
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 Generate questions & answer matrix with client before you start.

 Dont 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 Partners
jeff@kulapartners.com
@brightwhite
Questions?

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