Bundle your Sales & Marketing Hub implementation

We instruct each user on adding Teams or Meet to their HubSpot instance for Meeting Scheduling Link use.

We will set up your brand identity including logo, favicon, and colors.

We will add your GA Measurement ID and GTM code to your HubSpot content.

We will connect a subdomain, if desired, and an email sending domain to your HubSpot instance to ensure marketing emails comply with authentication standards.

If available, we will guide you in connecting your social account and ad tools to your HubSpot instance for reporting.

We will create a segment plus automation to identify stalled, invalid, or inactive marketing contacts and label them "non-marketing" to control contact limits.

We will review default data privacy settings with you and configure compliance to your specifications.

We will train your team to create and use meeting scheduling links in HubSpot.

We will configure the default call & meeting types/settings to fit your sales processes.

We will train your team to set up HubSpot calling and utilize recording, transcription, and analytics within the instance.

We will teach users to set up their HubSpot profiles and manage individual settings and preferences.

We will provide a pre-formatted spreadsheet and work with you to input and upload contact and company information into your HubSpot instance.

We will walk your team through implementing the tracking code on your site (or setting up the WordPress plugin).

We will provide a pre-formatted .CSV or Excel spreadsheet to you and import the deal information into your HubSpot instance based on the provided data.

We’ll create 2 custom forms (Contact Us, Lead Magnet) and train your team on how to create more and clone existing forms.

We will work with you to identify 5 email templates to be used and train your team on creating, using, and cloning email templates in HubSpot.

We will create 5 email subscription types and show you how to create additional ones.

We will work with you to select 1 landing page template and train your team on creating, cloning, and using landing pages in HubSpot.

We will set up 1 sales pipeline and configure HubSpot default sales stages to fit your process. We will train an admin on updating and maintaining the deal pipeline settings and stages.

We will create custom properties, including required properties for deal stage triggers and automation, to ensure your sales process is reflected.

We will create custom deal closed won and deal closed lost reasons to provide insights on rep and product performance in reporting.

We will configure criteria to determine when a deal has “gone stale” and notify relevant team members.

We will configure a sales target goal to show in reporting and dashboards.

We will create deal tags to flag high priority deals at a glance.

We will configure default forecast categories and set up the forecasting tool for leadership reporting.

We will create properties to reflect SPICED methodology entry and exit gate criteria on your sales stages.

We will provide a pre-formatted spreadsheet for all product names, SKUs, descriptions, pricing, and frequency, and create a library of products within HubSpot for use in quote creation.

*Note: We will not configure HubSpot quotes or train the team on quote setup and customization. If quote customization is desired, please review our RevOps-as-a-Service product line.

On records, cards display data and actions specific to that record. We will create a custom card displaying information relevant to your team objects.

We will create a lead routing workflow based on desired criteria (territory, rep, etc.) and enable automatic lead assignment based on the flow.

We will create 2 segments (lists) and train your team on creating, managing, and maintaining HubSpot segments.

*Note: Additional training for using segments in HubSpot workflows/automation can be requested using Adhoc Hours, but is NOT included in this initiative.

We will create 2 nurture campaign workflows with placeholder emails and train your team on creating, using, and managing nurture flows.

*Note: Content of the email nurture campaign must be provided.

We will set up and turn on HubSpot's default Lifecycle Stages and triggers, adding a marketing qualified stage as needed.

*Note: In the Scale tier, we will configure lifecycle stages to fit your business model and establish automation to assign and move contacts through those labels dynamically based on triggers.

We will customize the templated sales sequence to fit your sales process and team objectives.

We will enable and configure the lead object and lead pipeline with your desired stages and properties.

We will configure default HubSpot lead status labels and establish automation to assign those labels dynamically.

We will create lead scoring formulas based on your behavior and fit criteria and train your team on using and managing lead scores.

We will set up your target accounts index page to create a centralized location for teams to monitor progress.

*Note: Marketing Hub Professional or higher required.

We will configure buyer intent criteria to define your target market, intent criteria, and gain insight into visitors.

We will create a dashboard of multiple reports displaying website performance metrics.

We will provide a dashboard of multiple reports showing your primary marketing Key Performance Indicators.

We will create a custom dashboard with multiple reports measuring sales performance based on your company Key Performance Indicators and goals.

We will create 1 HubSpot campaign, attach assets, and train your team on how to use and review campaigns.

We will create custom properties to track registrations and attendance, and train teams on adding these to their Events Tracking process.

We will create a dashboard of dynamic reports that show data unique to the logged-in user for use in sales 1:1s.

We will create any 3 custom reports requested for leadership reporting.

We will create reporting for marketing attribution based on contact sources.

We will create reporting for attribution ROI based on deal sources.

We will create 1 comprehensive dashboard with multiple custom reports measuring the contacts’ lead journey.

We will create a custom dashboard of multiple reports configured to represent your primary company KPIs.

We will create a report measuring your attainment-to-goal status for deal creation.

We will provide a report measuring deal conversion rates between stages.

Your dedicated RevOps strategist will deliver admin training and live configuration updates during regular recurring syncs.

• Admin training for Foundation = 1.5 hours

• Admin training for Growth = 4.5 hours

• Admin training for Scale = 9.5 hours

An additional 1.5 hours will be dedicated to separate user training near the end of the engagement to ensure all teams are comfortable using HubSpot.

These additional hours can be used for further training in desired areas or for additional support in any area of your instance.

We will create a sales sequence template and train your team on creating, using, and managing sales sequences for outreach.

We will fully configure the sales workspace to fit your team’s processes and train the team on using, managing, and updating the space.