Account Setup
- Complete CRM configuration including pipelines, custom properties, lifecycle stages, and segmentation tailored to your process
- Email marketing setup with domain authentication, subscription types, default branding, and ready-to-use email templates
- Lead capture setup covering forms, meeting links, tracking code installation, and conversion paths
- Workflow automation buildout for lead routing, internal notifications, nurturing, and pipeline automation
- Dashboards & reporting with customized analytics for marketing, sales, and overall performance visibility
Account Audit
- Comprehensive portal review covering CRM structure, data quality, permissions, and overall account configuration
- Marketing tools evaluation including email setup, subscription types, forms, CTAs, landing pages, and brand consistency
- Sales process assessment of pipelines, deal stages, automation, lead routing, and user adoption
- Workflow & automation audit to identify inefficiencies, errors, redundancies, and optimization opportunities
- Reporting & performance insights with recommendations to improve tracking, dashboards, analytics, and ROI visibility
HubSpot Training
- Role-based training sessions tailored to your team’s needs, tools, and daily processes
- Hands-on guidance for mastering CRM, marketing tools, and basic automation
- Recordings & support materials to ensure long-term adoption and ongoing confidence
Ongoing Support
- Dedicated expert assistance for troubleshooting, quick fixes, and best-practice advice
- Regular account reviews to identify opportunities for optimization and efficiency improvements
- Workflow and automation updates to keep processes running smoothly and aligned with your goals
- Reporting and dashboard tweaks to ensure you have accurate insights and data-driven decisions
- Support for new feature rollouts and training to help your team adopt changes seamlessly
