Limited Time Offer To Help Your Clients!
What's included in our onboarding plan?
With over a decade of HubSpot onboarding experience, our team has created a solution designed to help end-users realize the value of HubSpot as soon as possible.
We are not skipping steps, or cutting corners, we are empowering people with the tools, guidance, and training they need to get ROI from your CRM.
Our onboaridng plan includes over 70 sequential tasks with video and written instructions.
We also have over 120 embedded training cards that live in their HubSpot instance.
We cover everything you see here, plus more....
CRM Onboarding
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Basic Account Settings
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Technical Setup and Configuration
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Custom Properties
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Custom Contact & Company Records
Marketing
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Social Media Posting
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Ads & Reporting
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Form Creation
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Workflow Building
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CTAs and More
Sales
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Lead Scoring
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Pipeline Configuration
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Custom Deal Records
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Documents and More
Dashboards and Reporting
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Creating Reports
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Custom Dashboards
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Configuring Campaigns
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Attribution Models
Three cards to play:
For Future Deals........
We Offer Pre-Configured Vertical Instances
If you bring us in early, we will do all of the work and show them the end results in a live instance.
For-Profit:
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Make-To-Order Manufacturing
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Residential Construction
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At-Home Services
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Incubators/Accelerators
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Construction
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Programs
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Real Estate (Commercial/Residential)
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Accounting/CPA
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Legal - Law Firms
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Dealerships - Distributors
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Wholesale Supply
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Property Management - Co-Working
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Application Management
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Events - Event Driven Business
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Freight Brokerage
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Venture Capital - Private Equity
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Consulting
Non- Profit:
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Incubators/Accelerators
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Non- Profits
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Programs
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Talent Attraction
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Tech Hubs
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Economic Development
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Legal - Law Firms
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Property Management - Co-Working
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Application Management
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Events - Event Driven Business
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Consulting
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Membership Based Organizations
Public Sector:
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Programs
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Talent Attraction
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Tech Hubs
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Economic Development
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Legal - Law Firms
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Public Sector - Property Development
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Education - Student Recruitment
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Application Management
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Events - Event Driven Business
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Destination Marketing - DMO's
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Membership Based Organizations
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Chambers of Commerce
Our Vertical Instances Include:
Over our decade working in HubSpot, we have created many workflows, which we can now copy and paste into any instance!
We have workflows for the following categories:
- Lead Nurture
- Task assignment
- Data cleaning
Depending on your industry, there are standard reports that you need to define success. We have created custom reports that we can copy to your system.
We have reports for:
- Lead generation
- Sales activity
- Revenue- MRR, ARR, etc..
- Customer service and tickets
Every company has vital data to track so that you can accurately segment your audience, report on efforts, and forecast revenue.
We have created many HubSpot properties you can use or edit rather than starting from scratch.
Type of custom properties:
- Contact Properties
- Company Properties
- Deal Properties
- Ticket Properties
- Custom Object properties