What's included

• Account Setup & Configuration

  • HubSpot account creation and initial setup • Configuration of core settings (time zone, language, permissions) • User role creation and permission assignment based on team needs • Integration of email domains and initial branding setup (logo, colors)

• CRM & Contact Management Setup

  • Customization of contact properties and lead scoring • Data import (contacts, companies, deals, and tickets) • Segmentation of contact lists for targeted communication • Setup of lifecycle stages to track lead progression

• Pipeline & Deal Stages Customization

  • Custom pipeline creation for sales and service processes • Definition of deal stages and requirements at each stage • Setup of automated notifications for deal and task assignments • Creation of custom views and dashboards for deal tracking

• Marketing Automation & Email Setup

  • Creation of automated workflows for lead nurturing and follow-up • Email template setup (newsletters, drip campaigns, sales outreach) • Lead scoring and segmentation for targeted automation • Integration of email tracking and analytics

• Form & Landing Page Configuration

  • Custom form creation with tailored field properties • Integration of forms on website landing pages • Design and setup of HubSpot landing pages for lead capture • A/B testing setup for forms and landing pages

• Analytics & Reporting Setup

  • Custom dashboard creation for real-time insights • Setup of key performance indicators (KPIs) and goals tracking • Sales and marketing analytics integration • Creation of custom reports on metrics like lead sources, conversion rates, and ROI