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Committed Partnerships

With a full-suite of agency production capabilities managed by a lead strategist, The Gist becomes your strategic partner in growth. This is the most common way clients choose to engage us.

Ramp Up & Save Time

We're dramatically transforming how you attract, engage and delight your customers with cutting-edge strategies and tools. But we're also executing everything for you, saving you time so you can focus more on your most productive and profitable activities. And everything is managed by a lead growth strategist who will maintain ongoing communication and collaboration.

Typical Ramp-Up Timeline with HubSpot

Not all projects or relationships are the same. But if you're looking for an approximate overview of what's going to happen and when, this timeline will help to set the right expectations.

Configure & Integrate HubSpot

A simple, but perhaps the most important step in the process. We start by negotiating your HubSpot contract for the best rate possible, then completing the purchase. From there, we set up account defaults, add users and integrate HubSpot with any other CRMs or software platforms.

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HubSpot Technical Onboarding

As soon as you purchase HubSpot, there are a series of tasks that must be completed in order for your portal to be fully-functional. Below is a rough overview, but you can review the full list here:

  • Import or migrate data from previous CRM or database
  • Connecting email, calendars and phones for all users
  • Customizing contact, company, deal and ticket properties
  • Connecting domains, installing the HubSpot tracking code, integrating with Google analytics
  • Creating templates for blog posts and landing pages
  • Setting up email marketing, social media, ads and more
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Training for Users

While we're going through the technical onboarding process, it's also the perfect time to make sure all users are as comfortable as possible using HubSpot. We recommend a weekly call to administer trainings and answer questions while providing updates on the onboarding process.

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Strategic Buildout

The technical onboarding of HubSpot is complete. Your team is feeling more comfortable using the platform. Our weekly meetings - which initially were designed for training and onboarding updates - are evolving to more strategic conversations. We can now begin the strategic buildout of HubSpot.

We'll start with some quick wins like adding buyer personas, developing SMART goals and launching some workflows. Then we'll move onto other objectives that help us attract and engage our audiences, like forms, chatbots, social media, email marketing campaigns and more.

This process is extremely comprehensive and typically takes a few months.

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Reflect & Project

Once the strategic buildout is complete - meaning we have executed everything that was recommended in our proposal and more, we'll provide a recap of everything we've built along with any documentation required to help your internal team best leverage these tools and processes.

Additionally, we'll provide a comprehensive marketing and growth strategy. Essentially, a playbook for how you can continue to leverage HubSpot and other platform-agnostic strategies to accomplish your goals and continue to grow. You'll have the option to do this on your own or engage The Gist for a longer, committed partnership.

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What Happens When This is All done?

That depends on your business, its needs and what activities you want to keep in-house or engage The Gist for. We have an extensive team of writers, designers, developers and specialists in a variety of disciplines that allow us to expand and contract as your needs demand. Most importantly, we're prepared to execute the most important components of your strategy to help you grow.

Marketing

  • Content strategy, creation and promotion
  • Web development and SEO
  • Video production, editing and marketing
  • Podcasts and video series
  • Lead generation and CRO
  • Chatbots and live chat
  • Social media and ad campaigns
  • Email marketing and lead nurturing
  • Workflows and marketing automation

Sales Enablement

  • Sales enablement strategy
  • Sales content and collateral
  • CRM optimization
  • Email best practices and tracking
  • Task automation
  • Email templates and sequences
  • Meeting scheduling
  • Task and activity reporting
  • Sales videos

Customer Engagement

  • Customer engagement strategy
  • Ticketing
  • Shared support inboxes
  • Live chat and chatbots
  • Knowledge base articles
  • Customer service videos
  • Email templates and sequences
  • Customer surveys and feedback
  • Customer and product marketing

HubSpot Support

  • CRM configuration and management
  • Property customization
  • Lead scoring
  • Workflows and automation
  • Blog, landing page and website maintenance
  • Lead generation optimization
  • Employee training
  • File and asset management
  • Custom reports
Podcast Service - Publish and Promote - The Gist

David Marshall
President, Mongoose, Inc.

"The Gist greatly shortened the time-to-value for our inbound marketing strategy. They taught me the principles of inbound, helped me properly create a content strategy, and were also a huge asset in supporting me post-launch."

Kevin Kerl
CEO, SelectOne

"We started off engaging with The Gist to help with content creation, but quickly saw their ability to be a true inbound strategic partner with SelectOne. We engaged at deeper into a strategic relationship and have seen amazing results across the board in our inbound marketing analytics."

Lauren Molenda
Partner, Riveter Design

"I've had the pleasure of collaborating with The Gist on several Riveter Design client projects. His specialization in inbound marketing rounds out our agency expertise and allows us to offer more robust services to our clients. He's become an extension of our team, always ready to jump in on a client or a project to consult, strategize, or execute. His accountability and his attitude make him a pleasure to work with, and he makes complex concepts easy-to-understand for even the most novice marketers."

Steve Davis
President, Tapecon

"Their knowledge and collaborative spirit has allowed us to be more strategic and enabled our sales team to be more effective."

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