Initial Set-Up
Phase 1 is all about getting the tools you've purchased from HubSpot operational. This phase begins with our kick-off call and ends when all the setup tasks have been completed.
What we cover:
- Your HubSpot Goals
- Kickoff Call
- Stakeholder Alignment
- Platform Audit
- Integration Planning
- Adding Team Members to HubSpot
- Lead Qualification Criteria
- Contact Property Management
- Email Account Setup
- Social Account Connections
- HubSpot Tracking Code
We'll guide you through each item, ensuring you understand how to use the tools and that we're set up for success in future phases.
Length: 1 week
Lead Management
Lead management is all about ensuring your CRM is tied into the Hubs you're using.
This phase includes:
- Defining Lifecycle Stages
- Defining Deal Stages
- Importing Contacts
- Contact Segmentation
- Building HubSpot Forms
At the end of the phase, we'll have HubSpot set up to accept, manage, and segment your leads.
Length: 2 weeks
Process Automation
Phase 3 is all about taking your team's manual actions and automating them in HubSpot.
Process Automation includes:
- Establishing Your Lead Status
- Automate Your Nurturing Process
- Developing Custom Workflows
- Creating Templates for Automation
- Assigning Lead Ownership
The goal is to let HubSpot do the heavy lifting for you.
Length: 2 weeks
Success Planning
In Phase 4, we'll focus on getting the most out of each tool and ensuring your entire team understands how to use them. This phase begins whenever you're ready to get the entire team using HubSpot to its fullest.
This phase covers:
- Meetings Link Best Practices
- Contact Record Upkeep
- Team Q&A
- Marketing/Sales/and Service Hub Key Feature Highlights (purchase dependent)
- 90 Days of Support*
- Success Planning
Length: 1 week
