What's included

• Project Scope and Planning

  -Define project objectives, deliverables, and timelines. -Create a Data Tracking Plan: Map events, define taxonomy, and provide developer implementation guidelines.

• Platform Setup and Configuration

  -Configure HubSpot CRM and customize tools like Twilio Segment, Amplitude, and Mixpanel. -Set up CDP pipelines and event tracking infrastructure

• Marketing and Sales Automation

  -Design workflows for lead nurturing, sales enablement, and customer journeys. -Implement email, push notifications, and lifecycle messaging in Klaviyo or Customer.io.

• Custom Dashboards and Reporting

  -Build dashboards in Mixpanel/Amplitude for KPI tracking and insights. -Create funnel, cohort, and campaign performance reports

• Data Migration and Organization

  -Migrate and clean historical data for CRM and analytics tools. -Establish proper tagging and segmentation for unified data flow

• Training, Documentation & Ongoing Support

  Provide user training, detailed documentation, performance monitoring, issue resolution, and ongoing optimization