We Help You Close More HubSpot Deals, Faster
Slash Onboarding Costs for Clients!
Slack our PDM Anna Miller If You Have Any Questions-
Three cards to play:
1
$750 Partner Led Onboarding
Our automated onboarding process is better, cheaper, and faster vs. HubSpot onboarding.
2
50+ Industry Portal Templates
Show the end results, close the deal. We speak your prospect's language.
3
Co-Sell Complex Engagements
Introduce industry experts to help you close more deals, faster.
Our Pre-Configured Vertical Instances
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:
Automation & Workflows
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
Custom Reports
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
Custom Propreties
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
We offer three onboarding plans to your prospects:
1
Do It Yourself
We empower your clients with everything they need to set up all pro licenses on the platform. If they have a smart, capable team, we give them the roadmap and training needed to breeze through setup.
2
Mostly DIY
We give their team everything they need to succeed but have scheduled meetings at critical points in onboarding to assist with strategy and custom development on the platform.
2
Done For You
We meet with your clients to understand their goals and business structure, then work on configuring the entire system. With our detailed plan, we can limit client meetings and increase time to value.
$750
One Time
DIY Plan- Best for teams who are willing to do the work with the right guidance.
Pre-Configured HubSpot Instance
120+ Embeded Training Videos and Guides
Kick-Off Call
Step-By-Step Onboarding Guide
Covers Basic Settings, Sales Pro, and Marketing Pro.
Most Popular
$1999
One Time
Mix- Best for teams who are willing to do work, but would like some expert guidance along the way.
Everything included in DIY +
2 Discovery and Planning Sessions
4 Technical Working Sessions
Access to LinkedIn Group and Weekly Webinars
Access to additional work at a discounted hourly rate
$5-10k
One Time
Done For You- This plan is best for companies that want to go as fast as possible and spend minimal time on setup.
Everything included in other packages +
Pre-Configured Industry Template With Training
Lifetime training card updates
1-Year Access To Discounted Hourly Rate For All Marketing And Sales Services