Core CRM Configuration
A project that compiles milestones which focus on the importance of CRM design considerations for maximizing growth, efficiency, and alignment across your organization. By focusing on data cleanliness and integrity, customization and configuration, automation and workflow optimization, and reporting and analytics, we can ensure that your CRM becomes a powerful tool that drives growth and enables seamless collaboration between marketing, sales, and customer service teams.
Detailed below are the milestones included in this project:
HubSpot Account Setup
Relationship and Lifecycle Stage Design
Native CRM Integrations
CRM Objects and Property Design
CRM Data Integrity
CRM Adoption and Activation
Required HubSpot Licenses
All paid HubSpot subscriptions (at the Starter level and above)
Cost: $3,000 - $10,000
Inbound Marketing
A project that compiles milestones which focus on driving organic growth by attracting prospects, nurturing relationships, and converting leads into customers. Through strategic use of your website, content creation, social media presence, and email marketing efforts, we aim to position your company as a trusted leader in the its industry. By leveraging the power of HubSpot's Marketing Hub, we can optimize your marketing initiatives and create a seamless customer journey.
Detailed below are the milestones included in this project:
Marketing Asset Development
Deriving from your existing brand guidelines, design all the baseline marketing assets you'll need to implement your strategy. When approved, develop them. This may include marketing email templates, blog templates, website page templates, CTAs and more.
Inbound Marketing Ecosystem
Along with your marketing assets, configure everything you'll need to conduct effective inbound marketing campaigns. Set up the SEO tools and build your first topic cluster. Migrate your blog and/or existing website and connect domains and subdomains to HubSpot. Configure default blog, social media and email marketing settings. Organize your strategies and marketing assets into campaigns.
Organic Lead Generation
Build a repeatable system for conducting organic lead generation campaigns. This includes a landing page, form, thank you page, follow-up email, CTA or pop-up form and a workflow template that will engage a lead through a conversion. Build all the assets as templates so they can easily be cloned and customized for each campaign.
Lead Nurturing
Create buyer personas and segment your contacts into lists based on their persona. Build mechanisms for capturing buyer personas at scale through your forms, feedback surveys and sales processes. Then create a customized lead nurture specific to each buyer persona. Additionally, build a system for converting and engaging general newsletter subscribers.
Lead Handoff to Sales
Implement lead scoring, which will automatically score contacts based on their behaviors and qualifications. Then, build a workflow that automatically assigns a subscriber or marketing lead to the sales team once a specific behavior and/or a target lead score has been achieved.
Marketing Attribution
Build a report dashboard that analyzes vital customer journey and revenue attribution metrics. Gain an understanding of how contacts are attracted and engaged. Learn where revenue comes from. Identify opportunities to improve.
Marketing Performance Reporting
Build a report dashboard - or a collection of dashboards - that breaks down marketing vitals list website performance, lead generation, social media engagement, email marketing and more. Additionally, drill down on specific campaigns to learn which efforts are producing the most results.
Marketing Team Activation
Document key marketing processes like customer journey goals, marketing campaign checklists, how files are organized and more. Build an internal reference that anyone on the marketing team can use. Then train each team member on (a) how HubSpot functions and (b) how HubSpot was specifically configured for your company's use case. Conduct live training sessions with your team to help them fully adopt the CRM and activate them in their specific roles.
Required HubSpot Licenses
Marketing Hub Professional or Enterprise
Cost: $7,000 - $10,000
Lead Generation
This sprint is designed to help you create systems to generate leads and hand them off to your sales team with precision and ease.
Detailed below are the milestones included in this project:
Marketing Asset Development
Deriving from your existing brand guidelines, design all the baseline marketing assets you'll need to implement your strategy. When approved, develop them. This may include marketing email templates, blog templates, website page templates, CTAs and more.
Inbound Marketing Ecosystem
Along with your marketing assets, configure everything you'll need to conduct effective inbound marketing campaigns. Set up the SEO tools and build your first topic cluster. Migrate your blog and/or existing website and connect domains and subdomains to HubSpot. Configure default blog, social media and email marketing settings. Organize your strategies and marketing assets into campaigns.
Organic Lead Generation
Build a repeatable system for conducting organic lead generation campaigns. This includes a landing page, form, thank you page, follow-up email, CTA or pop-up form and a workflow template that will engage a lead through a conversion. Build all the assets as templates so they can easily be cloned and customized for each campaign.
Lead Handoff to Sales
Implement lead scoring, which will automatically score contacts based on their behaviors and qualifications. Then, build a workflow that automatically assigns a subscriber or marketing lead to the sales team once a specific behavior and/or a target lead score has been achieved.
Marketing Attribution
Build a report dashboard that analyzes vital customer journey and revenue attribution metrics. Gain an understanding of how contacts are attracted and engaged. Learn where revenue comes from. Identify opportunities to improve.
Required HubSpot Licenses
Marketing Hub Professional or Enterprise
Cost: $5,000 - $7,000
Sales Enablement
A project that compiles milestones which focus on optimizing your sales activities, improving close ratios, and facilitating a smooth handoff from marketing to sales. By equipping your sales team with a meticulously designed CRM and providing valuable content, tools, and resources, we can empower them to have effective sales conversations and close deals more efficiently. HubSpot's Sales Hub plays a vital role in organizing and prioritizing sales activities, enabling seamless communication, and providing visibility into performance and forecasts.
Detailed below are the milestones included in this project:
Deal Pipeline Configuration
Customize your deal pipeline to better enable your ideal sales milestones and outcomes. Determine how deals should be created both manually and automatically. Define the stages, required data and other automations like tasks, escalations and communication.
Sales Activities
Help your team prioritize, organize and track all of their activities with minimal effort. Define call and meeting types for better insights into sales activities. Do the same for meeting outcomes. Set up tasks, task queues and task automation. Build a report dashboard that helps drill down on all sales activities.
Streamlined Sales Outreach
Open the treasure chest of productivity tools that help your sales team streamline their outreach and become more effective. Build sales playbooks. Create snippets and email templates. Build sales prospecting sequences. Upload and organize documents. Show each rep how to integrate their email inboxes, calendars and phones to automatically log and track activities. Help them create their own meeting (calendar) links to make it easier for them to book meetings with prospects.
Configure, Price and Quote
Remove the friction associated with pitching and closing solutions. Import and customize your product library. Build custom quote or proposal templates. Set up HubSpot payments. And implement a system that allows your team to configure, price and quote your solutions with ease, reducing friction in the buying process for both your customers and your internal team.
New Customer Handoff
Get new customer relationships off on the right foot by implementing a seamless handoff to implementation or customer service. Require your sales team to enter important onboarding information in order to move a deal to closed won. Automatically assign the customer to a member of your service team, with all the details they need to begin the setup process. Automate updates to your customers as they progress through the onboarding process. Delight them with your diligence, professionalism and attention to detail.
Sales Goals and Forecasting
Always know how your team is performing and what you can expect to come in. Add both individual and team goals for your entire organization. Build accurate forecasts that calculate based on proposal totals and forecast probabilities. Build reports that allow you to accurately look back and look ahead. Give reps the ability to always know where things stand.
Sales Insights and Reporting
Unpack the insights into sales and growth that go far beyond goals and forecasts. Report on trends captured in your deal pipeline. Analyze how long it takes to close deals and where in the sales process they tend to stall. Break down your win rate (or your loss rate) based on important criteria like industry, size, pain points, product offering and more. Gain real insights into your growth that can inform strategic decisions for the future.
Sales Team Activation
Following the configuration of your entire sales operation in HubSpot, create training materials for your entire team to teach them (a) how HubSpot functions and (b) how HubSpot was specifically configured for your company's use case. Conduct live training sessions with your team to help them fully adopt the CRM and activate them in their specific roles. Teach them how to contact leads, log activities, send quotes, submit deals, access reports and more. They will leave realizing that HubSpot is a tool that saves them time and helps them become more effective in their roles.
Required HubSpot Licenses
Sales Hub Professional or Enterprise
Cost: $5,000 - $8,000
Customer Onboarding
Many organizations experience a certain amount of friction between its sales and implementation teams. Sales teams make promises the implementation team can't or won't deliver. Implementation teams underestimate how difficult it can be to close a deal and gather enough information. We'll start by developing an SLA between your teams and then build out a structured, automated process for facilitating a smooth handoff from sales to implementation.
Detailed below are the milestones included in this project:
Deal Pipeline Configuration
Customize your deal pipeline to better enable your ideal sales milestones and outcomes. Determine how deals should be created both manually and automatically. Define the stages, required data and other automations like tasks, escalations and communication.
New Customer Handoff
Get new customer relationships off on the right foot by implementing a seamless handoff to implementation or customer service. Require your sales team to enter important onboarding information in order to move a deal to closed won. Automatically assign the customer to a member of your service team, with all the details they need to begin the setup process. Automate updates to your customers as they progress through the onboarding process. Delight them with your diligence, professionalism and attention to detail.
Customer Onboarding System
Build a streamlined and effective process for onboarding new customers. This begins with deal pipeline requirements and the handoff from the sales team but also includes an implementation ticket pipeline, workflow automation, reporting and more. Automatically assign new customers to an onboarding rep. Automatically communicate updates, set expectations and keep all parties in the loop. Reduce friction for your customers and your team. Report on a variety of metrics to help measure the success of your customer onboarding process. Set new customer relationships off on the right foot.
Customer Feedback Surveys
Your customers are the most important part of your company — and listening to them is one of the most powerful ways to grow your business. Truly understand what your customers are thinking and spot opportunities to make them happier — so they stay with you longer. Build a system of feedback surveys that automatically collect, follow-up with and report on valuable feedback from your customers. Automatically address customer problems. Automatically engage your happiest customers to turn them into advocates. Improve retention, referrals, upsells and advocacy. Turn your customer service function into an instrument for growth.
Customer and Service Team Reporting
Build a report dashboard that analyzes key customer and support team metrics. Break down your customers by size, product usage, longevity, NPS ratings and more. Break down your customer service team by tickets worked, activities, response times, retention and more. Gain real insights into your growth that can inform strategic decisions for the future.
Required HubSpot Licenses
Sales Hub Professional or Enterprise AND Service Hub Professional or Enterprise
Cost: $4,000 - $8,000
Customer Engagement
A project that compiles milestones which focus on providing exceptional support, gathering customer feedback, and nurturing existing customers to drive renewals, upsells, and evangelism. By implementing efficient support systems, enabling self-help options, and leveraging HubSpot's CRM and customer service tools, we can ensure that your customers receive prompt and satisfactory assistance, resulting in increased customer satisfaction and loyalty.
Detailed below are the milestones included in this project:
Customer Onboarding System
Build a streamlined and effective process for onboarding new customers. This begins with deal pipeline requirements and the handoff from the sales team but also includes an implementation ticket pipeline, workflow automation, reporting and more. Automatically assign new customers to an onboarding rep. Automatically communicate updates, set expectations and keep all parties in the loop. Reduce friction for your customers and your team. Report on a variety of metrics to help measure the success of your customer onboarding process. Set new customer relationships off on the right foot.
Customer Support System
While the onboarding system is proactive, the support system is more reactive. Give your customers the ability to request support quickly and easily. Open communication channels like chatbots, request forms and shared inboxes. Then create a ticket pipeline that seamlessly routes and assigns tickets to the right reps. Use automation to communicate updates, escalate tickets and update CRM data as needed. Give your team the ability to support your customers effectively and at growing scale.
Service Activities
Help your team prioritize, organize and track all of their activities with minimal effort. Define call and meeting types for better insights into service activities. Do the same for meeting outcomes. Set up tasks, task queues and task automation. Build a report dashboard that helps drill down on all service activities.
Streamlined Service Outreach
Open the treasure chest of productivity tools that help your service team streamline their outreach and become more effective. Build meeting playbooks. Create snippets and email templates. Build sequences to help with important customer communication. Upload and organize documents. Show each rep how to integrate their email inboxes, calendars and phones to automatically log and track activities. Help them create their own meeting (calendar) links to make it easier for them to book meetings with customers.
Customer Feedback Surveys
Your customers are the most important part of your company — and listening to them is one of the most powerful ways to grow your business. Truly understand what your customers are thinking and spot opportunities to make them happier — so they stay with you longer. Build a system of feedback surveys that automatically collect, follow-up with and report on valuable feedback from your customers. Automatically address customer problems. Automatically engage your happiest customers to turn them into advocates. Improve retention, referrals, upsells and advocacy. Turn your customer service function into an instrument for growth.
Knowledge Base Configuration
Your customers will call or email your support team when they want your help. But modern day customers also want to be able to solve problems on their own terms whenever they want. So provide them with a knowledge base. Create articles that answer questions visitors may have about your business. You can organize these articles into categories and subcategories, as well as tag them with relevant search terms. A knowledge base will empower customers, streamline support and even help your website rank for new keyword search phrases.
Customer Portal Configuration
Give customers control over their communication with your company using a customer portal. A customer portal is a home behind a login where customers can view, open, and reply to their support tickets. Typically, customers can access the customer portal via the knowledge base, but you can also share a link to the portal directly with your customers. The portal will organize tickets and communication and provide an additional level of visibility for your customers.
Customer and Service Team Reporting
Build a report dashboard that analyzes key customer and support team metrics. Break down your customers by size, product usage, longevity, NPS ratings and more. Break down your customer service team by tickets worked, activities, response times, retention and more. Gain real insights into your growth that can inform strategic decisions for the future.
Service Team Activation
Following the configuration of your entire service operation in HubSpot, create training materials for your entire team to teach them (a) how HubSpot functions and (b) how HubSpot was specifically configured for your company's use case. Conduct live training sessions with your team to help them fully adopt the CRM and activate them in their specific roles. Teach them how to contact customers, log activities, open tickets, close tickets, access reports and more. They will leave realizing that HubSpot is a tool that saves them time and helps them become more effective in their roles.
Required HubSpot Licenses
Service Hub Professional or Enterprise
Cost: $5,000 - $10,000
Website CMS Migration
Built on a CRM platform, CMS Hub leverages a unified view of the customer so marketers and developers can create experiences that keep up with modern expectations. Customers get a single source of truth that empowers their teams to deepen their relationships with customers and provide a best-in-class experience. And most of all, your marketing team has complete control over a flexible and powerful Content Management System.
Unlike most of our other sprint projects, a website migration project doesn't include any of our standard HubSpot milestones.
Key Tasks
Key actions in this sprint include:
- Choose and customize a theme
- Configure domain settings
- Import historical blog posts
- Convert forms
- Convert CTAs
- Migrate and/or build pages
- Optimize pages for SEO
- Add a chatbot or live chat widget
- Build website analytics reports
- Train teams
Outcome
Once this sprint is completed, your website will live on the HubSpot CMS, your teams will be trained on adding and editing content, and you'll have all the power and flexibility of a website that's connected with a CRM.
Required HubSpot Licenses
CMS Hub Starter, Professional or Enterprise
Cost: $4,000 - $8,000
Advanced Reporting
This sprint involves leveraging HubSpot's new custom report builder to build highly customized dashboards for valuable marketing, sales and customer service reports to provide your organization with critical insights into your team's performance.
Detailed below are the milestones included in this project:
CRM Data Integrity
Marketing Attribution
Build a report dashboard that analyzes vital customer journey and revenue attribution metrics. Gain an understanding of how contacts are attracted and engaged. Learn where revenue comes from. Identify opportunities to improve.
Marketing Performance Reporting
Build a report dashboard - or a collection of dashboards - that breaks down marketing vitals list website performance, lead generation, social media engagement, email marketing and more. Additionally, drill down on specific campaigns to learn which efforts are producing the most results.
Sales Goals and Forecasting
Always know how your team is performing and what you can expect to come in. Add both individual and team goals for your entire organization. Build accurate forecasts that calculate based on proposal totals and forecast probabilities. Build reports that allow you to accurately look back and look ahead. Give reps the ability to always know where things stand.
Sales Insights and Reporting
Unpack the insights into sales and growth that go far beyond goals and forecasts. Report on trends captured in your deal pipeline. Analyze how long it takes to close deals and where in the sales process they tend to stall. Break down your win rate (or your loss rate) based on important criteria like industry, size, pain points, product offering and more. Gain real insights into your growth that can inform strategic decisions for the future.
Customer and Service Team Reporting
Build a report dashboard that analyzes key customer and support team metrics. Break down your customers by size, product usage, longevity, NPS ratings and more. Break down your customer service team by tickets worked, activities, response times, retention and more. Gain real insights into your growth that can inform strategic decisions for the future.
Required HubSpot Licenses
Marketing, Sales and Service Hub Professional or Enterprise
Cost: $10,000
Customize Your Own Sprint Project
In most cases we're happy to work with you to customize a sprint or an ongoing relationship that more closely reflects your needs. Get in touch with us to schedule an exploratory call to see how we can help you get the most out of HubSpot.
Complete the form and a member of our team will follow up with you within 1 business day.
Core CRM
HubSpot's Core CRM is the foundation of their comprehensive growth platform, serving as the backbone of their various hubs. The CRM is designed to simplify the organization and management of customer data, facilitating seamless interactions across all touchpoints. The best part is that all of these foundational features, from contact management to conversational bots, are completely free, making it accessible for businesses of all sizes.
Contact Management
Manage and track interactions with your customers and leads in one centralized place.
Contact & Company Insights
Automatically enrich contact and company records with data to help sales teams better prioritize and personalize their outreach.
Email Tracking & Notifications
Get notified when your emails are opened or clicked to understand how your contacts are interacting with your communication.
Ad Management
Manage your ad strategy and ROI directly from the HubSpot platform to improve the effectiveness of your ad campaigns.
Reporting Dashboards
Create and customize insightful reporting dashboards to keep track of your business's performance in a visually engaging way.
List Segmentation
Segment your contacts into lists to organize and target your marketing, sales, and service efforts.
Task Management
Keep track of your tasks, set reminders, and automate actions to manage your work effectively and efficiently.
Document Sharing
Easily share documents within your team or with your contacts directly from the CRM.
Deal Pipeline
Manage your sales pipeline by tracking deals, visualizing your pipeline, and forecasting revenue.
Live Chat
Engage with your visitors and customers in real-time with live chat.
Conversational Bots
Automate and scale your customer interactions using AI-powered chatbots.
Marketing Hub
HubSpot's Marketing Hub is a powerful tool designed to attract, engage, and delight customers. It's built on the foundation of the free HubSpot CRM and adds robust capabilities for content creation, lead generation, marketing automation, and analytics. The Marketing Hub helps businesses grow traffic, convert more visitors into leads, and run complete inbound marketing campaigns at scale.
Landing Pages
Create and test beautiful landing pages that generate leads and look great on any device.
Blog and Content Creation Tools
Publish quality blog posts that help drive traffic, convert visitors, and establish your business as a thought leader.
Email Marketing
Send bulk emails that are personalized and optimized for different devices and post types.
Marketing Automation
Automate your marketing campaigns to nurture leads, and personalize your outreach based on user behavior.
A/B Testing
Improve your marketing efforts by testing different versions of your content, pages, or emails to see what performs better.
Social Media Management
Manage all your social media profiles in one place, schedule posts in advance, and monitor your performance.
SEO Tools
Optimize your content for search with built-in SEO recommendations.
Analytics
Measure the performance of all your marketing campaigns in one place with built-in analytics.
Smart Content
Create personalized content that changes based on who is viewing it.
CTAs
Design calls-to-action that visitors can't help but click, and personalize messaging based on location, traffic source, device, persona, and more.
Ad Tracking & Management
Measure the ROI of your Facebook, Instagram, LinkedIn, and Google Ads in real time to get insights about which ads are turning visitors into customers.
Sales Hub
The HubSpot Sales Hub turns the HubSpot CRM into a full-featured sales powerhouse. It streamlines every aspect of the sales process, making it easier for teams to close deals faster. Built-in automation tools, sales analytics, and seamless CRM integration help sales reps reduce busywork and focus on high-value activities.
Email Sequences
Automate your follow-up process with personalized, timed email sequences to keep your leads engaged.
Sales Automation
Automate repetitive tasks in your sales process, freeing up more time for selling.
Prospects
Track potential leads visiting your site and how they found you, allowing you to make more informed sales calls.
Meeting Scheduling
Eliminate back-and-forth emails with a meeting scheduler that syncs with your calendar.
Quotes
Create professional-looking quotes in seconds, and let customers accept them with one click.
Sales Playbooks
Build and share a winning sales process with customizable, repeatable sales playbooks.
Predictive Lead Scoring
Prioritize your outreach based on a prospect's likelihood to convert into a customer.
Salesforce Integration
Sync your data with Salesforce to have all your lead and customer information in one place.
Pipeline Management
Get deep insights into your sales pipeline to understand and improve your sales process.
Products & Services Tracking
Keep track of your offerings in the CRM, allowing for easy quote creation and deal association.
Service Hub
The HubSpot Service Hub transforms your customer service experience, turning it into a growth engine for your business. Built on the HubSpot CRM foundation, Service Hub provides a suite of tools that helps your business connect with customers, exceed their expectations, and turn them into promoters driving organic growth.
Tickets
Manage, track, and prioritize your customer inquiries in one central place.
Knowledge Base
Create and share help articles so your customers can find answers to common questions quickly.
Customer Feedback
Survey your customers and capture their feedback to identify areas for improvement and growth.
NPS Surveys
Measure customer satisfaction using Net Promoter Score (NPS) surveys, and leverage the data to drive continuous improvement.
Customer Experience Surveys
Capture qualitative insights from your customers about their experience with your business.
Conversations Inbox
Manage all your customer communications in one universal inbox that combines chats, emails, and other customer messages.
Service Automation
Streamline your service processes by automating routine tasks and setting up workflows.
Live Chat
Resolve customer issues in real-time by engaging them directly on your website.
Reporting & Goals
Set service goals and use built-in reporting to track team performance and productivity.
Multi-Language Knowledge Base
Create a knowledge base for your international customers in multiple languages.
CMS (Website) Hub
The HubSpot CMS Hub is a flexible and powerful enterprise-grade content management system. Built on the HubSpot CRM foundation, CMS Hub enables developers to build robust, personalized web experiences, while also providing marketers with easy-to-use tools to update content independently. It's designed to enable both technical and non-technical teams to effectively manage website operations.
Website Pages
Create and manage website pages with ease using drag-and-drop editors.
SEO Recommendations
Get customized SEO advice for each page to help increase your website's visibility in search engine results.
Content Staging
Test your website updates in a draft mode before publishing them to ensure everything works perfectly.
Design Manager
Create and manage website themes, templates, and modules to maintain a consistent look and feel across your website.
Dynamic Content
Create personalized website experiences for each visitor based on their history and behavior.
Website Analytics
Track performance of your website in terms of traffic, conversion rates, and more to inform data-driven decisions.
Adaptive Testing
Improve website performance by automatically serving up the version of the page that drives the most engagement.
Secure Sockets Layer (SSL)
Automatically provision and renew SSL certificates to keep your website secure and improve its ranking in search engine results.
CDN & 24/7 Security Monitoring
Host your website on a global content delivery network (CDN) with 24/7 threat monitoring to ensure maximum performance and security.
Multi-Language Content
Easily create and manage content for your global audience in multiple languages.
Operations Hub
The HubSpot Operations Hub is designed to align your teams around clean, unified customer data. Built on the HubSpot CRM foundation, it offers data syncing, automation, and data cleanliness tools to break down information silos and improve operational efficiency. The result is a seamless customer experience from end to end, all from within HubSpot's central system.
Data Sync
Sync your apps in real-time to HubSpot with pre-built or custom connections, keeping your data unified and up-to-date.
Programmable Automation
Use advanced automation to manipulate and manage your data, improving efficiency and accuracy in your operations.
Clean Data
Automatically keep your database clean and organized with features that manage duplicate entries and ensure data uniformity.
Workflow Extensions
Integrate apps and web services directly into your workflows to streamline operations and reduce manual work.
Custom Coded Workflows
Create custom automation functions with code to tailor HubSpot's capabilities to your unique business needs.
Unified Customer Profile
Maintain a single, unified view of each customer by automatically syncing and organizing customer data across all your systems.
Data Quality Automation
Automatically clean, update, and maintain your database to ensure accurate, high-quality data.
They are so good at breaking down complex business challenges and finding both quick-wins, as well as long term strategy solutions to overcome them. Their HubSpot onboarding program does exactly this.
Allie Rocovich | HubSpot
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Marty Hamby | CAVU HCM
They make the process easy and enjoyable, providing great recommendations on how to optimize HubSpot for our business needs. They are fast, reliable, and know the system inside and out.
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