Basic CRM Setup
The first step for any organization that’s new to HubSpot. We’ll determine how your CRM needs to perform for you and customize it accordingly. Account defaults and primary settings will be configured. Contacts and companies will be imported and/or synced. Your team(s) will be added and trained on the platform. You’ll have a CRM that’s built around the data you need and how it needs to be viewed, maintained and reported on.
Key Tasks
Key actions in this sprint include:
- Configure account defaults
- Import contacts and companies
- Customize contact and company data
- Replace existing forms with HubSpot forms
- Set up analytics tools
- Set up integrations
- Add and train your team(s)
Outcome
Once this sprint is completed, your organization will be able to start using HubSpot as its primary CRM and single source of truth.
Required HubSpot Licenses
All paid HubSpot subscriptions (at the Starter level and above)
Cost: $3,500
Inbound Marketing
Leverage the power of HubSpot to produce quality content, get found online and generate more leads. This sprint is designed for organizations that want to become highly proficient content marketers to propel scalable, organic growth through ads, content offers, blogging, social media, email marketing and automation.
Key Tasks
Key actions in this sprint include:
- Configure content publishing settings
- Set up campaigns
- Migrate blog to HubSpot
- Set up SEO tool and topic clusters
- Set up forms
- Create landing page template(s)
- Connect ads accounts
- Configure social media tools
- Create 3 marketing email templates
- Create workflows to:
- Pass a lead to sales
- Subscribe a contact to emails
- Nurture a new subscriber
- Build and launch a website chatbot to route leads
- Set up analytics tools
- Set up integrations
- Build a custom marketing analytics dashboard
Outcome
Once this sprint is completed, you'll have the assets and systems in place to propel scalable, organic growth across all stages of the buyer's journey.
Required HubSpot Licenses
Marketing Hub Professional or Enterprise
Cost: $7,000
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.
Key Tasks
Key actions in this sprint include:
- Standardizing form types
- Standardizing workflow types
- Setting up ads
- Configure a chatbot
- Set up CTAs
- Set up pop-up forms
- Build lead follow-up and assigning workflow
- Build standard lead generation reports
This sprint project is available, but the customized list of tasks are dependent on your specific needs and therefore can't be fully standardized. Please contact us if you are interested in this sprint and we can customize one for you.
Sales Enablement
Reduce friction, streamline outreach and maintain more visibility into what's working and what isn't. Our sales enablement sprint will transform your sales efforts. You'll begin with a clean, organized CRM. Your team will be given a variety of productivity tools like templates, sequences and meeting links. You will have automated tasks, reminders and warm lead notifications. And give managers all the insights they need to effectively coach and lead their teams to close more deals.
Key Tasks
Key actions in this sprint include:
- Customize sales settings
- Upload sales documents and assets
- Migrate, organize and clean data
- Customize deal pipeline(s)
- Build deal-based automation
- Build lead notification workflows
- Create 3 sales email templates
- Create product library
- Create quote template
- Build sales reports and forecasting
- In-depth sales team training
Outcome
Once this sprint is completed, you'll have a modern sales infrastructure that automates needless manual tasks and allows your sales team to focus on high-level productive outreach.
Required HubSpot Licenses
Sales Hub Professional or Enterprise
Cost: $5,000
Customer Onboarding (Implementation Handoff)
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.
Key Tasks
Key actions in this sprint include:
- Develop a Service Level Agreement (SLA) between your sales and implementation teams
- Configure deal pipeline
- Configure quote/proposal system
- Configure ticket pipeline
- Build required data capture for sales team within deal pipeline
- Build automations to create ticket in implementation pipeline once deal is submitted
- Build customer feedback surveys and new client onboarding process
- Build sales and implementation team reports
Outcome
Once this sprint is completed, you'll have a completely organized, automated and efficient process for facilitating a hand-off from sales to your implementation or setup team.
Required HubSpot Licenses
Sales Hub Professional or Enterprise AND Service Hub Professional or Enterprise
Cost: $6,000
Customer Engagement
Your customer base is your single-most valuable marketing asset. More so than any other audience, existing customers are most likely to keep buying, buy more and refer new prospects. Make that happen by delighting them with reduced friction and world-class support. This sprint is designed to optimize your customer service function from support forms and tickets to customer feedback, communication and a variety of helpful automations.
Key Tasks
Key actions in this sprint include:
- Customize ticket pipeline(s)
- Build ticket-based automation
- Build a custom knowledge base
- Create a general NPS survey
- Create CSAT surveys
- Automate the sending and follow up of all surveys
- Build ticket and customer-service based workflows
- Build a customer support bot
- Build customer service email templates
- Create customer service reports
Outcome
Once this sprint is completed, you'll have a modern customer service department that will be able track, organize and streamline customer support and delight your customers at scale.
Required HubSpot Licenses
Service Hub Professional or Enterprise
Cost: $5,000
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.
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.
This sprint project is available, but the customized list of tasks are dependent on your specific needs and therefore can't be fully standardized. Please contact us if you are interested in this sprint and we can customize one for you.
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.
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