What's included

• Data point identification

  A built outline of the necessary data points for contact, company, deal, and any custom objects relevant to your business model Customized object creation forms and object cards

• Pipeline build-out

  Build all necessary pipelines according to audience segments and how they will need to be reported on. Create any initial automation to complement the pipeline process

• Define & set up all lifecycle stages

  Set Lifecycle Stage automations in HubSpot to match business model & poise the customer journey for effective reporting in the future

• Import any existing data to CRM

  Import any contact, company, and deal records into the CRM and connect the instance with existing lead gen channels wherever possible

• Set up baseline reporting dashboards

  If data enables, collaborate to set up necessary reporting dashboards to allow for KPI visibility as data grows

• CMS set-up

  Set up email, landing page, blog listing page, and blog templates

• Lead scoring set up

  Identify and create score properties along with corresponding automation to segment based on firmographic and behavioral data.

• Build lead capture assets

  Built any necessary forms, chatbots, pop-ups, and surveys

• Build lead routing

  Automate new lead routing for sales rep members

• Customized lead sources

  Use HubSpot's Original and Latest Source properties along with drill-down properties to create custom automation optimized for marketing reports.

• Define buying role property & automation

  Adjust Buying Role property for target audience & build list segmentation with corresponding workflows to automate property population

• Set-up a la carte

  Further needed structures for CRM setup & automation