What's included

• Process Strategy

  Development of a tailored marketing, sales, or service process strategy, laying a scalable foundation for aligned efforts and systematic growth.

• Process Development

  Setting up and refining HubSpot processes and CRM integration along with the tech stack to streamline sales operations and increase efficiency.

• Process Review & Optimization

  Thorough analysis and enhancement of existing workflows to improve efficiency and output, ensuring all processes align with best practices and business objectives.

• Onboarding & Training

  Delivering comprehensive training on HubSpot features and processes, fostering efficiency and data-driven operations among teams.

• Reporting

  Developing a leadership dashboard to access key performance indicators and insights, aiding strategic decision-making. Also building a performance dashboard for real-time monitoring of marketing, sales, or service efforts, promoting continuous optimization and excellence.

• Documentation

  Creation of detailed documents outlining optimized processes, guidelines, and standard operating procedures, facilitating consistent execution and knowledge sharing.

• 15-Day Post-Implementation Support

  Ensuring smooth HubSpot operations through prompt support and troubleshooting.