In our kickoff call, we'll outline what to expect in the coming weeks and discuss a series of questions to align HubSpot with your technical and business requirements. After the kickoff, you'll receive your Project Dashboard, which we'll use to track all project activities and ensure everything stays on course.

After our kickoff call, you'll receive a list of items we need from you. This follow-up call will serve as a check-in to review your progress and address any questions you might have about the requested tasks.

We'll guide you on how to set up and assign user permission sets, manage access to paid Sales & Service Hub seats, and ensure users are added to HubSpot at the designated time, with restrictions applied where necessary.

The HubSpot tracking code is specific to your account and tracks website traffic using browser cookies. We’ll guide you on getting your account’s domain connected and getting the HubSpot tracking code installed, ensuring you capture source data across your site(s).

We’ll guide you on getting your brand’s logo, favicon, and brand colors customized to align with your company’s branding and style guidelines. These settings will be applied as defaults across all of HubSpot’s tools to maintain brand consistency.

We'll provide coaching on how to import your prepared data (Contacts, Companies, Deals, Tickets, Products) into HubSpot, including how your team can create custom properties and set up record associations. If you need additional help with data strategy, cleaning, or manipulation before import, additional fees may apply.

We'll guide your team on how to map your existing data to HubSpot's default properties and how they can create custom properties as needed, ensuring your data is accurately represented and organized within the platform.

We'll show you how to import the email addresses of contacts who have previously unsubscribed from all emails as an opt-out list. This process doesn't add the contacts to your database but ensures that the email addresses on the list are marked as ineligible to receive emails from your account, maintaining compliance and respecting their preferences.

Connecting your email-sending domain to HubSpot allows HubSpot to send emails on your behalf using DKIM (Domain Keys Identified Mail) authentication. This ensures that your emails are verified and securely delivered. The domain you connect should match the domain of any email address that will be used for sending emails from HubSpot. You can also connect multiple domains if needed to ensure consistent branding and email deliverability across different email addresses.

HubSpot offers features within its portal to assist with GDPR compliance, such as tools for managing data privacy and consent. However, these features alone don't ensure full compliance; they simply provide the functionality needed to support your efforts. It's crucial to consult your legal team for specific guidance on implementing processes that align with GDPR requirements in your organization.

HubSpot’s App Marketplace offers over 1,000 integrations for marketing, sales, service, and more. RevPartners will guide you in integrating your tech stack with HubSpot, ensuring you have a unified platform and a single source of truth for all customer data.

Deal pipelines are essential for visualizing your sales process, helping you forecast revenue and pinpoint obstacles in the selling journey. Each deal stage within the pipeline represents a key step that signals progress toward closing a sale, guiding your sales team through the opportunity's journey from start to finish.

For team members who plan on using HubSpot’s meeting scheduler and email tracking tools, setup is done on an individual user basis. We’ll provide coaching on how to help each user set up these tools, and we’ll be available for a call to answer any questions and troubleshoot as needed.

We will show you how to access and create Sales Reporting Dashboards in HubSpot, including Sales Opportunity Review, Sales Manager, and Sales Rep dashboards. Additionally, we'll set up a selection of HubSpot’s pre-built Sales dashboards to give you a comprehensive view of your sales performance and help you manage your sales team more effectively.

After completing your implementation, you’ll meet with your Implementation Specialist to review the entire setup and ensure everything has been configured correctly.

In our kickoff call, we'll outline what to expect in the coming weeks and discuss a series of questions to align HubSpot with your technical and business requirements. After the kickoff, you'll receive your Project Dashboard, which we'll use to track all project activities and ensure everything stays on course.

After our kickoff call, you'll receive a list of items we need from you. This follow-up call will serve as a check-in to review your progress and address any questions you might have about the requested tasks.

We'll guide your team on how to set up and assign user permission sets, manage access to paid Sales & Service Hub seats, and how to ensure users are added to HubSpot at the designated time, with restrictions applied where necessary.

The HubSpot tracking code is specific to your account and tracks website traffic using browser cookies. We’ll guide you on getting your account’s domain connected and getting the HubSpot tracking code installed, ensuring you capture source data across your site(s).

We’ll guide you on getting your brand’s logo, favicon, and brand colors customized to align with your company’s branding and style guidelines. These settings will be applied as defaults across all of HubSpot’s tools to maintain brand consistency.

We'll show you how to import your prepared data (Contacts, Companies, Deals, Tickets, Products) into HubSpot, including how to create custom properties and set up record associations. If you need additional help with data strategy, cleaning, or manipulation before import, additional fees may apply.

We'll coach your team on how to map your existing data to HubSpot's default properties and how to create custom properties as needed, ensuring your data is accurately represented and organized within the platform.

We'll show you how to import the email addresses of contacts who have previously unsubscribed from all emails as an opt-out list. This process doesn't add the contacts to your database but ensures that the email addresses on the list are marked as ineligible to receive emails from your account, maintaining compliance and respecting their preferences.

Connecting your email-sending domain to HubSpot allows HubSpot to send emails on your behalf using DKIM (Domain Keys Identified Mail) authentication. This ensures that your emails are verified and securely delivered. The domain you connect should match the domain of any email address that will be used for sending emails from HubSpot. You can also connect multiple domains if needed to ensure consistent branding and email deliverability across different email addresses.

HubSpot offers features within its portal to assist with GDPR compliance, such as tools for managing data privacy and consent. However, these features alone don't ensure full compliance; they simply provide the functionality needed to support your efforts. It's crucial to consult your legal team for specific guidance on implementing processes that align with GDPR requirements in your organization.

HubSpot’s App Marketplace offers over 1,000 integrations for marketing, sales, service, and more. The RevPartners team will show you how to integrate your tech stack with HubSpot, ensuring you have a unified platform and a single source of truth for all customer data.

RevPartners will guide your team in the creation of custom reports tailored to your specific business needs when HubSpot’s default reports don't fully address your reporting requirements. Whether it's unique data points or specialized analyses, we'll show you how to develop reports that give you the insights you need to drive your business forward.

Store your frequently used email content as templates within HubSpot. These templates can be quickly personalized and sent by sales reps directly from the CRM or their email inbox, streamlining communication and ensuring consistency across your outreach efforts.

'Snippets' are brief, reusable text blocks that can be inserted into contact, company, deal, and ticket records, as well as in email templates, chat conversations, and when logging an activity or note. These snippets can be quickly accessed using a keyboard shortcut, allowing for efficient and consistent communication across various interactions in HubSpot.

After completing your implementation, you’ll meet with your Implementation Specialist to review the entire setup and ensure everything has been configured correctly.

In our kickoff call, we'll outline what to expect in the coming weeks and discuss a series of questions to align HubSpot with your technical and business requirements. After the kickoff, you'll receive your Project Dashboard, which we'll use to track all project activities and ensure everything stays on course.

After our kickoff call, you'll receive a list of items we need from you. This follow-up call will serve as a check-in to review your progress and address any questions you might have about the requested tasks.

We'll show your team how to set up and assign user permission sets, manage access to paid Sales & Service Hub seats, and provide to your team with guidance in ensuring users are added to HubSpot at the designated time, with restrictions applied where necessary.

The HubSpot tracking code is specific to your account and tracks website traffic using browser cookies. We’ll guide you on getting your account’s domain connected and getting the HubSpot tracking code installed, ensuring you capture source data across your site(s).

We’ll guide you on getting your brand’s logo, favicon, and brand colors customized to align with your company’s branding and style guidelines. These settings will be applied as defaults across all of HubSpot’s tools to maintain brand consistency.

We'll show your team how to import your prepared data (Contacts, Companies, Deals, Tickets, Products) into HubSpot, including how to create custom properties and set up record associations. If you need additional help with data strategy, cleaning, or manipulation before import, additional fees may apply.

We'll provide guidance in how to map your existing data to HubSpot's default properties and coaching on how to create custom properties as needed, ensuring your data is accurately represented and organized within the platform.

We'll show you how to import the email addresses of contacts who have previously unsubscribed from all emails as an opt-out list. This process doesn't add the contacts to your database but ensures that the email addresses on the list are marked as ineligible to receive emails from your account, maintaining compliance and respecting their preferences.

Connecting your email sending domain to HubSpot allows HubSpot to send emails on your behalf using DKIM (Domain Keys Identified Mail) authentication. This ensures that your emails are verified and securely delivered. The domain you connect should match the domain of any email address that will be used for sending emails from HubSpot. You can also connect multiple domains if needed to ensure consistent branding and email deliverability across different email addresses.

HubSpot offers features within its portal to assist with GDPR compliance, such as tools for managing data privacy and consent. However, these features alone don't ensure full compliance; they simply provide the functionality needed to support your efforts. It's crucial to consult your legal team for specific guidance on implementing processes that align with GDPR requirements in your organization.

HubSpot’s App Marketplace offers over 1,000 integrations for marketing, sales, service, and more. RevPartners will guide your team in integrating your tech stack with HubSpot, ensuring you have a unified platform and a single source of truth for all customer data.

With the tickets tool, you can monitor and manage customer interactions as they evolve over time. HubSpot includes a default Support pipeline to track ticket statuses, but you can also create custom ticket pipelines and statuses to fit your specific business processes, ensuring that your customer service workflows are organized and efficient.

We'll show you how to connect your team email channel to the conversations inbox, creating a centralized location where your team can easily view and respond to emails sent to your shared team email address. This setup ensures that all customer communications are efficiently managed and accessible to your entire team in one place.

Enable ticket status updates to occur automatically through default triggers:

Email Sent to a Customer: The ticket status will update when a user sends an email to a contact directly from the ticket record. Note that emails sent from the contact record will not trigger a status change.

Customer Reply: The ticket status will change when a customer replies to the same email thread associated with the ticket.

This automation streamlines ticket management and ensures that ticket statuses accurately reflect the current state of customer interactions.

We'll show you how to set up a selection of HubSpot’s pre-built Service dashboards, including Service Overview and Service Team Performance dashboards, to give you a comprehensive view of your service operations and help you monitor team performance and customer satisfaction effectively.

After your implementation is complete, you’ll meet with your Implementation Specialist to review the entire setup and ensure everything has been configured correctly.

In our kickoff call, we'll outline what to expect in the coming weeks and discuss a series of questions to align HubSpot with your technical and business requirements. After the kickoff, you'll receive your Project Dashboard, which we'll use to track all project activities and ensure everything stays on course.

After our kickoff call, you'll receive a list of items we need from you. This follow-up call will serve as a check-in to review your progress and address any questions you might have about the requested tasks.

We'll guide you on how to set up and assign user permission sets, manage access to paid Sales & Service Hub seats, and ensure users are added to HubSpot at the designated time, with restrictions applied where necessary.

The HubSpot tracking code is specific to your account and tracks website traffic using browser cookies. We’ll guide you on getting your account’s domain connected and getting the HubSpot tracking code installed, ensuring you capture source data across your site(s).

We’ll guide you on getting your brand’s logo, favicon, and brand colors customized to align with your company’s branding and style guidelines. These settings will be applied as defaults across all of HubSpot’s tools to maintain brand consistency.

We'll show you how to import your prepared data (Contacts, Companies, Deals, Tickets, Products) into HubSpot, including how to create custom properties and set up record associations. If you need additional help with data strategy, cleaning, or manipulation before import, additional fees may apply.

We'll provide guidance on how to map your existing data to HubSpot's default properties and how to create custom properties as needed, ensuring your data is accurately represented and organized within the platform.

We'll coach your team on how to import the email addresses of contacts who have previously unsubscribed from all emails as an opt-out list. This process doesn't add the contacts to your database but ensures that the email addresses on the list are marked as ineligible to receive emails from your account, maintaining compliance and respecting their preferences.

Connecting your email sending domain to HubSpot allows HubSpot to send emails on your behalf using DKIM (Domain Keys Identified Mail) authentication. This ensures that your emails are verified and securely delivered. The domain you connect should match the domain of any email address that will be used for sending emails from HubSpot. You can also connect multiple domains if needed to ensure consistent branding and email deliverability across different email addresses.

HubSpot offers features within its portal to assist with GDPR compliance, such as tools for managing data privacy and consent. However, these features alone don't ensure full compliance; they simply provide the functionality needed to support your efforts. It's crucial to consult your legal team for specific guidance on implementing processes that align with GDPR requirements in your organization.

HubSpot’s App Marketplace offers over 1,000 integrations for marketing, sales, service, and more. RevPartners will provide to your team in integrating your tech stack with HubSpot, ensuring you have a unified platform and a single source of truth for all customer data.

HubSpot’s Social Media tools enable you to build, publish, and monitor selected social media channels. We’ll provide guidance to your team provide in setting up these tools. Additionally, we'll be available for a call to answer any questions and troubleshoot any issues that arise during the setup process.

With the tickets tool, you can monitor and manage customer interactions as they evolve over time. HubSpot includes a default Support pipeline to track ticket statuses, but you can also create custom ticket pipelines and statuses to fit your specific business processes, ensuring that your customer service workflows are organized and efficient.

Enable ticket status updates to occur automatically through default triggers:

Email Sent to a Customer: The ticket status will update when a user sends an email to a contact directly from the ticket record. Note that emails sent from the contact record will not trigger a status change.

Customer Reply: The ticket status will change when a customer replies to the same email thread associated with the ticket.

This automation streamlines ticket management and ensures that ticket statuses accurately reflect the current state of customer interactions.

We'll show you how to set up a few of HubSpot’s pre-built Service dashboards, including the Service Overview and Service Team Performance dashboards, to give you a comprehensive view of your service operations. This setup will allow you to effectively monitor team performance and customer satisfaction, ensuring you have the insights needed to optimize your service processes.

The RevPartners team will provide coaching on how to create custom reports tailored to your specific business needs when HubSpot’s default reports don't fully address your reporting requirements. Whether it's unique data points or specialized analyses, we'll show you how to develop reports that give you the insights you need to drive your business forward.

'Snippets' are brief, reusable text blocks that can be inserted into contact, company, deal, and ticket records, as well as in email templates, chat conversations, and when logging an activity or note. These snippets can be quickly accessed using a keyboard shortcut, allowing for efficient and consistent communication across various interactions in HubSpot.

When a visitor submits a HubSpot form connected to the conversations inbox and ticket pipeline, a corresponding ticket for the visitor's request will be automatically created in your ticket system. This ensures that each inquiry is tracked and managed efficiently from the moment it is submitted.

After completing your implementation, you’ll meet with your Implementation Specialist to review the entire setup and ensure everything has been configured correctly.