HubSpot Onboarding Services
- Scope of Onboarding
- Meeting Cadence
- Training Type
- Migrations
- Third-Party Integrations
- Automations
- Role
- Completion
- Implementation
- 5 Day Timeline
- Weekly
- Full Implementation + Training
- Up to 3 Datasets
- Up to 10 Integrations
- 3 Automations
- Team Member Extension
- 3 Objectives Over 60 Days
Sales Hub Overview & Optimization
CRM Administration
Pipeline Management
- Overview of sales process
- Customize CRM to your sales funnel
Sales Automation
- Standard sales automation setup
- Unlimited Sales Workflow Nurture Stream Sequences
- Unlimited Sequence Set Up
Lead Scoring
- Identify leads with scoring for conversion tracking 3rd Party Integrations
Quoting
- Unlimited Quote Templates Payment Integrations
- Set up and integrate preferred payment system Meetings
- Integrate preferred meeting platform
- Build out HubSpot Calendar for unlimited amount of users Sales Quota & Goals
- Establish KPIs and goals within HubSpot to track Reporting
- Unlimited Sales Report Build Out on Dashboard
Marketing Hub Overview & Optimization
Ideal Customer Profile
Buyer Persona Creation
Email Marketing
- 5 Email Nurture workflows/monthly
- 12 nurture emails written & implemented
Data Management
- List segmentation – ongoing
- Contact Property Management
Lead Conversion
- Unlimited Landing Pages
- Unlimited Form Build
PPC Management
- Paid Media integration and tracking using HubSpot
Content Strategy
- Blogs, Case Study, eBooks, etc
Nurture
- Feedback & review workflow
- Emails written & implemented
Reporting
- 5 Built-Out Reports/ monthly
- Organized Dashboard
Service Hub Overview & Optimization
Intake
- Setting Up Intake Channels
- Schedule Meetings
Ticket Pipeline
- Create customized ticket pipeline
- Unlimited Standardized email & chat responses
Knowledge Base
- Set up general outline of knowledge base
- Build out articles
- Helping customers self-serve
- Live chat functionality
Ticket Automation
- Create ticketing automation
- Unlimited Customer survey nurture flow
Support Playbook
- Develop Support Playbooks
Dashboard & Reporting
- Create custom dashboard and reporting for service pipeline
SLA
- Create Service Level Agreement for support team
Customer Portal
- Create unlimited customer portal tools
Operations Hub Overview & Optimization
Two Way Data Sync
- Setting Up Data Channels
- Manage data flows
Default Field Mapping
- Create customized field mapping
Custom Field Mapping
- Create customized fields for data mapping
Historical Sync
- Upload all data to unite and clean
3rd Party Integrations
- Connect all integrations to manage tech stack
Programmable Automation & Bots
- Create automation
- Create bots
- Integration with chat feature
Webhooks
- Link the automation and bot features through unique webhooks
Data Quality Automation
- Create a function to provide data quality measures
Reporting Calculations
- Set up calculations in reports
Snowflake Data Share
- Ability to search and locate in databases
Workflow & List Custom Coding
- Unique coded workflow and list actions