HubSpot Sales Hub Implementation

This happens before you even commit to anything. We'll discuss your needs, challenges, goals, assess your current tech stack, evaluate ROI, and run our website grader on your current site. If you're currently using HubSpot, we'll do a comprehensive audit and health check to determine opportunities for improvement.

The inbound strategy is an inbound version of a traditional marketing strategy. It combines an analysis of the current state and opportunities, and provides a plan for closing the gap. We'll build you a proposal utilizing HubSpot tools so we have clear attribution reporting to measure your ROI for service initatives.

Time to sign up! We'll install HubSpot and the respective Hubs you've chosen, add initial users, teams, permissions, notification preferences, setup email, calendar and phone integrations, enable and train the team on some cool efficiency tools and basic functionality to get started.

Export all your data records from your current systems, and import them into HubSpot. We'll help with exporting and making sure your data is clean and formatted properly for import. Start logging your communications to see data come in naturally going forward.

In HubSpot, properties store information about a contact, company, deal, or ticket. Your HubSpot account includes a number of contact, company, deal, and ticket properties by default. However, we'll discuss adding additional properties specific to your business's marketing, sales, and service processes.

Schedule your meetings and appointments faster without annoying back-and-forth emails. Skyrocket your email productivity and book more meetings efficiently with this scheduler tool that syncs with your calendar and shows your availability.

Measure the effectiveness of your efforts with ROI results and performance reporting. We'll build out all the reports important to you, as far as your HubSpot subscription allows.

Team and individual training may happen throughout each of these steps or through our client knowledge base. At the end, we'll set aside some final training time to make sure your team is ready to go with their new HubSpot setup.

We'll help you design deal stages in HubSpot pipelines aligning with your sales process, defining clear criteria for progression, and customizing stages to suit different sales workflows. Key considerations include assigning close probabilities, automating tasks, capturing necessary data, and ensuring team consistency to improve tracking, forecasting, and efficiency.

We will set up and connect shared inboxes for email and build out robust automated live chat conversations. This ensures seamless tracking of prospect interactions, with tools like lead routing and automated responses to help your team engage with the individual quickly and manage inquiries efficiently.

Successful marketing and sales automation relies on triggering relevant and timely actions based on context. From internal tasks and notifications to automated emails and data transfers. Workflows can be built and utilized to automate those manual tasks, keep you CRM clean and make your operations more efficient.

Have you been utilizing templates for your sales communication? If you have reporting data on them, we'd love to check it out and transfer them over to HubSpot. We can help with creating new ones and continuously optimizing based on data performance. Templates can also be utilized directly from your Gmail, saving time from going to HubSpot for quick follow ups.

Sequences is an automation feature of HubSpot that allows you to roll out a multi-step engagement of several email templates with time delays and tasks. These sequences can be highly personalized and appear to come from your sales rep. We will help you build out sequences for various campaigns and purposes.

Let's get all your top performing sales documents, decks and collateral added into to HubSpot as documents so you can more effectively track opens, clicks and views of the documents. We can help with management and creation of new sales collateral needed.

Equip your team with a handy sales playbooks. Build sales enablement content for anything your team needs, from product sheets to pricing guidelines. Access these playbooks within your HubSpot account — right from the contact, company, or deal record.

"Short-term" retainers may be necessary for on-going campaigns or projects. At the bare minimum, we suggest one of our low level retainers providing several hours a month for your CRM support and maintenance.

Data gets dirty, processes can be improved through workflows and automations, optimization based off new data is possible, more training may be needed, and there's always the occasional "fire" that needs to be put out. Don't stress about not having a go-to-person to help you out with anything HubSpot.