The Process
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Kickoff
Let's get this party startedMeet the team and review the LaunchPad tasks and timeline. Great work is only ever the result of great planning.
Technical Consulting & Working Sessions
You have questions, we have answersIntegrations, migrations, analytics, oh my! If you need it, we have the technical expertise on hand to solve even your most frustrating HubSpot challenges.
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Worksheets
Yes, there's homeworkOur worksheets and questionnaires will help pinpoint exactly what your needs are and what needs to happen in your hub(s). You'll do these between meetings and we'll review them with you on call to answer questions and get the details squared away.
Implementation
*Rolls up sleeves*Stand back, we've got this! At this stage, we execute on the carefully laid plans. The result? Hubs set up exactly the way you want them.
Custom Training
Training tailored to your teamOne-size training doesn't cut it. We like to get to know your team and your needs. That way we can deliver trainings perfectly tailored to suit your business.
Offboarding
Your LaunchPad graduationYou're fully-fledged HubSpotters now, and we're so proud! At this point, we either wish you a fond farewell, or you join us for monthly ongoing services.
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CRM
- Custom properties configuration (contacts/companies)
- Spreadsheet-based database uploads
- Default properties configuration (contacts/companies)
- Lead scoring
- 1 live chat
MARKETING HUB
- 1 email nurturing workflow
- 1 email template set up
- 1 email subscription configuration
- 1 popup form
- 1 live chat
SALES HUB
- 1 lead routing workflow
- 1 Sales pipeline with stage based automation
- 1 deals spreadsheet upload
- 1 sequence
- 1 Sales chatbot
- 1 playbook
SERVICE HUB
- Knowledgebase set up
- 1 Ticket pipeline with stage based automation
- 1 tickets spreadsheet upload
- 1 of each feedback survey
- 1 Service chatbot
- 1 playbook
CRM Integration ($2500)
When you need to integrate other data sources we can take on the technical integration (Salesforce or other native integration). In addition, we can also coach you through critical decisions you may need to consider about operating your processes through different systems.
CRM Cleanup ($2500)
We create a data health dashboard to help keep watch on records needing cleaning. Then, of course, we clean them up!
Custom Object ($2500)
When you need to store data records that do not neatly fit within the default records provided in HubSpot. We will help you plan the technical structure of your custom object and then deploy it.
Custom Reporting Dashboard & Analytics ($2500)
When you need to see data reported in a very specific way that doesn't come out of the box. We will make up to 20 custom report modules and train you on how to navigate analytics through the entire platform.
Technical SEO Setup ($2500)
We offer a bit of technical SEO set up to get you moving in the right direction with website optimization. We will configure HubSpot’s SEO scan tool and deliver you the report. In addition we will help you configure the topic clustering tool, run a broken link scan, and configure redirects to fix them.
CMS Additions ($2500)
If you are looking to launch a blog and use landing pages then this is for you. We will get you a templated landing page with form routing and set up your blog as well as migrate you off your old blog.
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