Get a Growth-Ready CRM in Record Time & Save Money

Week 1: Kickoff Discovery and Setup

• Discovery Call: Understand client goals and needs throughout the customer journey.
• Technical Alignment: Review client tech stack at each stage of the customer journey to understand necessary integrations and tracking standards.
• Process Alignment: Outline an optimized lead flow using HubSpot tools at each touch point while gaining a deep understanding of lifecycle handoff requirements.
• Onboarding Plan (Deliverable): A customized roadmap for onboarding phases.
• Portal Review/Handoff: Review current data infrastructure and develop a migration plan within the scope of the signed agreement.
• HubSpot Account Settings and Tracking Codes Setup: Account-level branding implementation and website integration setup.
• Setup of Users & Associated Permissions: Assign user-level roles and permissions within HubSpot

Week 2: Data Import and HubSpot Customizations

• Import Necessary Standard Objects: Import data from previous systems based on simple CSV or Excel import sheet. (Contacts and Companies)
• Customized Object Views for Standard Objects: Customize CRM views for efficient lead processing, record flow, and team visibility.
• Customized Standard Object Creation Settings: Customize standard object intake forms including Contacts, Companies, Deals, Tickets, etc.
• Active and Static Segments (Lists): Creating lists and developing a data management strategy.
• Tasks Tool: Keep track of your to-do list in HubSpot using tasks.
• Sync Ownership Between Contacts & Companies: Ensure accurate data ownership.
• Import Opt-out Lists: Integrate data privacy compliance from prior systems.

Week 3: Sales Tools

• Deal Stage Pipeline Creation: Pipelines help visualize your processes through stages, which are steps that signal where a record is in a process.
• Sales Workspace: With the sales workspace, you can efficiently manage your daily workload in HubSpot from one place, unifying pipeline generation and closing activities to help you focus on and execute the most impactful and relevant sales actions, and hit your sales goals.
• Target Accounts: If you have an account-based marketing strategy, your target accounts index page is a centralized location for marketing and sales teams to monitor account progress.
• Prospecting Agent: With the prospecting agent, you can enroll contacts to be researched and have the agent execute on an outreach strategy.
• Documents Tool: With the documents tool, you can build a library of content for your entire team to upload and share documents with your contacts.
• Meetings Tool: Schedule meetings faster and forget the back-and-forth emails. Your calendar stays full, and you stay productive.
• Sequences: With the sequences tool, you can send a series of targeted, timed email templates to nurture contacts over time.
• Activity Feed: In your activity feed, you can review a list of your sales activity notifications from the last year.
• Forecast: As a manager, you can use the forecast tool to keep track of your team's progress towards their goals.
• Coaching Playlists: Playlists can help you teach soft skills and selling tactics, or train existing team members on how to position a new product. 
• Sales Analytics
• Playbooks: With the playbooks tool, you can create interactive content cards displayed in contact, company, deal, and ticket records.

Week 4: Automation Tools

• Workflows: Use workflows to automate your business processes.
• Template Creation: 3 standard workflow templates

Week 5: Views, Reports, and Dashboards

• View creation: In your HubSpot CRM, you can customize the view the records of your objects (contacts, companies, deals, and tickets)
• Reports and custom reports: With HubSpot's custom report builder, you can analyze multiple data sources across HubSpot. 
• Dashboard creation: Organize related reports into one view using a dashboard.

Week 6: Advanced Operations and Success Habits

• Enterprise level tools (if applicable): Single Sign-On (SSO), Field Level Permissions, Hierarchical Teams, Attribution Reporting, Sandboxes, Conversation Intelligence, Datasets, Adaptive Testing, Custom Objects, Behavioral Events, Content Partitioning.
• Data hygiene and best practices: Data hygiene ensures the cleanliness, accuracy, and overall quality of data within a database, which helps you better organize and leverage useful data points.

Week 1: Kickoff Discovery and Setup

• Discovery Call: Understand client goals and needs throughout the customer journey.
• Technical Alignment: Review client tech stack at each stage of the customer journey to understand necessary integrations and tracking standards.
• Process Alignment: Outline an optimized lead flow using HubSpot tools at each touch point while gaining a deep understanding of lifecycle handoff requirements.
• Onboarding Plan (Deliverable): A customized roadmap for onboarding phases.
• Portal Review/Handoff: Review current data infrastructure and develop a migration plan within the scope of the signed agreement.
• HubSpot Account Settings and Tracking Codes Setup: Account-level branding implementation and website integration setup.
• Setup of Users & Associated Permissions: Assign user-level roles and permissions within HubSpot

Week 2: Data Import and HubSpot Customizations

• Import Necessary Standard Objects: Import data from previous systems based on simple CSV or Excel import sheet. (Contacts and Companies)
• Customized Object Views for Standard Objects: Customize CRM views for efficient lead processing, record flow, and team visibility.
• Customized Standard Object Creation Settings: Customize standard object intake forms including Contacts, Companies, Deals, Tickets, etc.
• Active and Static Segments (Lists): Creating lists and developing a data management strategy.
• Tasks Tool: Keep track of your to-do list in HubSpot using tasks.
• Sync Ownership Between Contacts & Companies: Ensure accurate data ownership.
• Import Opt-out Lists: Integrate data privacy compliance from prior systems.

Week 3: Service Tools

• Help Desk: The help desk workspace is a central location in your HubSpot account where you and your team can manage tickets. You can connect chat, email, form, calling, WhatsApp and Facebook Messenger channels to the help desk tool, which consolidates your support process into a single workspace. 
• Customer Success: The customer success workspace is a central location in your HubSpot account designed to help Customer Success Managers (CSMs) stay organized, and streamline their daily workflows.
• Customer Agent: Create a customer agent powered by Breeze, HubSpot's AI, that uses your HubSpot content and public URLs to answer users' questions.
• Chatflows: Create a chatflow with live chat to connect visitors directly with members of your team.
• Knowledge Base: In your knowledge base, you can create articles that answer questions visitors may have about your business. 
• Customer Portal: Empower customers to get the help they need, when they need it, to minimize repetitive tasks for your team and increase customer trust.
• Feedback Surveys: In addition to customer support and customer satisfaction surveys, you can create custom feedback surveys to send to your contacts.
• Service Analytics: Use service analytics reports to track your customer service team's success.

Week 4: Automation Tools

• Workflows: Use workflows to automate your business processes.
• Template Creation: 3 standard workflow templates

Week 5: Views, Reports, and Dashboards

• View creation: In your HubSpot CRM, you can customize the view the records of your objects (contacts, companies, deals, and tickets)
• Reports and custom reports: With HubSpot's custom report builder, you can analyze multiple data sources across HubSpot. 
• Dashboard creation: Organize related reports into one view using a dashboard.

Week 6: Advanced Operations and Success Habits

• Enterprise level tools (if applicable): Single Sign-On (SSO), Field Level Permissions, Hierarchical Teams, Attribution Reporting, Sandboxes, Conversation Intelligence, Datasets, Adaptive Testing, Custom Objects, Behavioral Events, Content Partitioning. 
• Data hygiene and best practices: Data hygiene ensures the cleanliness, accuracy, and overall quality of data within a database, which helps you better organize and leverage useful data points. 

Week 1: Kickoff Discovery and Setup

• Discovery Call: Understand client goals and needs throughout the customer journey.
• Technical Alignment: Review client tech stack at each stage of the customer journey to understand necessary integrations and tracking standards.
• Process Alignment: Outline an optimized lead flow using HubSpot tools at each touch point while gaining a deep understanding of lifecycle handoff requirements.
• Onboarding Plan (Deliverable): A customized roadmap for onboarding phases.
• Portal Review/Handoff: Review current data infrastructure and develop a migration plan within the scope of the signed agreement.
• HubSpot Account Settings and Tracking Codes Setup: Account-level branding implementation and website integration setup.
• Setup of Users & Associated Permissions: Assign user-level roles and permissions within HubSpot

Week 2: Data Import and HubSpot Customizations

• Import Necessary Standard Objects: Import data from previous systems based on simple CSV or Excel import sheet. (Contacts and Companies)
• Customized Object Views for Standard Objects: Customize CRM views for efficient lead processing, record flow, and team visibility.
• Customized Standard Object Creation Settings: Customize standard object intake forms including Contacts, Companies, Deals, Tickets, etc.
• Active and Static Segments (Lists): Creating lists and developing a data management strategy.
• Tasks Tool: Keep track of your to-do list in HubSpot using tasks.
• Sync Ownership Between Contacts & Companies: Ensure accurate data ownership.
• Import Opt-out Lists: Integrate data privacy compliance from prior systems.

Week 3: Marketing Tools

• Deal Stage Pipeline Creation: Pipelines help visualize your processes through stages, which are steps that signal where a record is in a process.
• Social Post Agent: Use the social post agent to generate suggested social posts for upcoming calendar events.
• Marketing Campaigns: Use the HubSpot campaigns tool to create, manage, and report on a single marketing campaign with multiple assets in one place.
• Marketing Emails: Use marketing email campaigns to share updates with your subscribers and promote special offers.
• Social Tool: Use HubSpot's full-screen social composer to create a post and publish it to multiple different social accounts at once. 
• Ads Tool: Measure the ROI of every ad campaign.
• Marketing Events: HubSpot can aggregate marketing events from certain connected apps, so you can have a consistent overview of your marketing events.
• Forms: Use forms to gather important information about your visitors and contacts. 
• CTAs: Use the calls-to-action (CTA) tool to create button CTAs, banners, or pop-ups to add to your HubSpot pages and attract new visitors.
• Buyer Intent: Use buyer intent to gain insight into which companies are visiting your website and showing an interest in your brand, and from there, identify which companies to focus on.
• Lead Scoring: To prioritize the contacts and companies in your CRM, you can build custom lead scores based on record actions or properties.
• Template Creation: 5 standard email templates, 5 sales email templates

Week 4: Sales Tools

• Sales Workspace: With the sales workspace, you can efficiently manage your daily workload in HubSpot from one place, unifying pipeline generation and closing activities to help you focus on and execute the most impactful and relevant sales actions, and hit your sales goals.
• Target Accounts: If you have an account-based marketing strategy, your target accounts index page is a centralized location for marketing and sales teams to monitor account progress.
• Prospecting Agent: With the prospecting agent, you can enroll contacts to be researched and have the agent execute on an outreach strategy.
• Documents Tool: With the documents tool, you can build a library of content for your entire team to upload and share documents with your contacts.
• Meetings Tool: Schedule meetings faster and forget the back-and-forth emails. Your calendar stays full, and you stay productive.
• Sequences: With the sequences tool, you can send a series of targeted, timed email templates to nurture contacts over time.
• Activity Feed: In your activity feed, you can review a list of your sales activity notifications from the last year.
• Forecast: As a manager, you can use the forecast tool to keep track of your team's progress towards their goals.
• Coaching Playlists: Playlists can help you teach soft skills and selling tactics, or train existing team members on how to position a new product. 
• Sales Analytics
• Playbooks: With the playbooks tool, you can create interactive content cards displayed in contact, company, deal, and ticket records.

Week 5: Automation Tools

• Workflows: Use workflows to automate your business processes.
• Template Creation: 3 standard workflow templates

Week 6: Views, Reports, and Dashboards

• View creation: In your HubSpot CRM, you can customize the view the records of your objects (contacts, companies, deals, and tickets)
• Reports and custom reports: With HubSpot's custom report builder, you can analyze multiple data sources across HubSpot. 
• Dashboard creation: Organize related reports into one view using a dashboard.

Week 7: Advanced Operations and Success Habits

• Enterprise level tools (if applicable): Single Sign-On (SSO), Field Level Permissions, Hierarchical Teams, Attribution Reporting, Sandboxes, Conversation Intelligence, Datasets, Adaptive Testing, Custom Objects, Behavioral Events, Content Partitioning. 
• Data hygiene and best practices: Data hygiene ensures the cleanliness, accuracy, and overall quality of data within a database, which helps you better organize and leverage useful data points. 

Week 1: Kickoff Discovery and Setup

• Discovery Call: Understand client goals and needs throughout the customer journey.
• Technical Alignment: Review client tech stack at each stage of the customer journey to understand necessary integrations and tracking standards.
• Process Alignment: Outline an optimized lead flow using HubSpot tools at each touch point while gaining a deep understanding of lifecycle handoff requirements.
• Onboarding Plan (Deliverable): A customized roadmap for onboarding phases.
• Portal Review/Handoff: Review current data infrastructure and develop a migration plan within the scope of the signed agreement.
• HubSpot Account Settings and Tracking Codes Setup: Account-level branding implementation and website integration setup.
• Setup of Users & Associated Permissions: Assign user-level roles and permissions within HubSpot

Week 2: Data Import and HubSpot Customizations

• Import Necessary Standard Objects: Import data from previous systems based on simple CSV or Excel import sheet. (Contacts and Companies)
• Customized Object Views for Standard Objects: Customize CRM views for efficient lead processing, record flow, and team visibility.
• Customized Standard Object Creation Settings: Customize standard object intake forms including Contacts, Companies, Deals, Tickets, etc.
• Active and Static Segments (Lists): Creating lists and developing a data management strategy.
• Tasks Tool: Keep track of your to-do list in HubSpot using tasks.
• Sync Ownership Between Contacts & Companies: Ensure accurate data ownership.
• Import Opt-out Lists: Integrate data privacy compliance from prior systems.

Week 3: Sales Tools

• Deal Stage Pipeline Creation: Pipelines help visualize your processes through stages, which are steps that signal where a record is in a process.
• Sales Workspace: With the sales workspace, you can efficiently manage your daily workload in HubSpot from one place, unifying pipeline generation and closing activities to help you focus on and execute the most impactful and relevant sales actions, and hit your sales goals.
• Target Accounts: If you have an account-based marketing strategy, your target accounts index page is a centralized location for marketing and sales teams to monitor account progress.
• Prospecting Agent: With the prospecting agent, you can enroll contacts to be researched and have the agent execute on an outreach strategy.
• Documents Tool: With the documents tool, you can build a library of content for your entire team to upload and share documents with your contacts.
• Meetings Tool: Schedule meetings faster and forget the back-and-forth emails. Your calendar stays full, and you stay productive.
• Sequences: With the sequences tool, you can send a series of targeted, timed email templates to nurture contacts over time.
• Activity Feed: In your activity feed, you can review a list of your sales activity notifications from the last year.
• Forecast: As a manager, you can use the forecast tool to keep track of your team's progress towards their goals.
• Coaching Playlists: Playlists can help you teach soft skills and selling tactics, or train existing team members on how to position a new product. 
• Sales Analytics
• Playbooks: With the playbooks tool, you can create interactive content cards displayed in contact, company, deal, and ticket records.

Week 4: Service Tools

• Help Desk: The help desk workspace is a central location in your HubSpot account where you and your team can manage tickets. You can connect chat, email, form, calling, WhatsApp and Facebook Messenger channels to the help desk tool, which consolidates your support process into a single workspace. 
• Customer Success: The customer success workspace is a central location in your HubSpot account designed to help Customer Success Managers (CSMs) stay organized, and streamline their daily workflows.
• Customer Agent: Create a customer agent powered by Breeze, HubSpot's AI, that uses your HubSpot content and public URLs to answer users' questions.
• Chatflows: Create a chatflow with live chat to connect visitors directly with members of your team.
• Knowledge Base: In your knowledge base, you can create articles that answer questions visitors may have about your business. 
• Customer Portal: Empower customers to get the help they need, when they need it, to minimize repetitive tasks for your team and increase customer trust.
• Feedback Surveys: In addition to customer support and customer satisfaction surveys, you can create custom feedback surveys to send to your contacts.
• Service Analytics: Use service analytics reports to track your customer service team's success.

Week 5: Automation Tools

• Workflows: Use workflows to automate your business processes.
• Template Creation: 3 standard workflow templates

Week 6: Views, Reports, and Dashboards

• View creation: In your HubSpot CRM, you can customize the view the records of your objects (contacts, companies, deals, and tickets)
• Reports and custom reports: With HubSpot's custom report builder, you can analyze multiple data sources across HubSpot. 
• Dashboard creation: Organize related reports into one view using a dashboard.

Week 7: Advanced Operations and Success Habits

• Enterprise level tools (if applicable): Single Sign-On (SSO), Field Level Permissions, Hierarchical Teams, Attribution Reporting, Sandboxes, Conversation Intelligence, Datasets, Adaptive Testing, Custom Objects, Behavioral Events, Content Partitioning. 
• Data hygiene and best practices: Data hygiene ensures the cleanliness, accuracy, and overall quality of data within a database, which helps you better organize and leverage useful data points. 

Week 1: Kickoff Discovery and Setup

• Discovery Call: Understand client goals and needs throughout the customer journey.
• Technical Alignment: Review client tech stack at each stage of the customer journey to understand necessary integrations and tracking standards.
• Process Alignment: Outline an optimized lead flow using HubSpot tools at each touch point while gaining a deep understanding of lifecycle handoff requirements.
• Onboarding Plan (Deliverable): A customized roadmap for onboarding phases.
• Portal Review/Handoff: Review current data infrastructure and develop a migration plan within the scope of the signed agreement.
• HubSpot Account Settings and Tracking Codes Setup: Account-level branding implementation and website integration setup.
• Setup of Users & Associated Permissions: Assign user-level roles and permissions within HubSpot

Week 2: Data Import and HubSpot Customizations

• Import Necessary Standard Objects: Import data from previous systems based on simple CSV or Excel import sheet. (Contacts and Companies)
• Customized Object Views for Standard Objects: Customize CRM views for efficient lead processing, record flow, and team visibility.
• Customized Standard Object Creation Settings: Customize standard object intake forms including Contacts, Companies, Deals, Tickets, etc.
• Active and Static Segments (Lists): Creating lists and developing a data management strategy.
• Tasks Tool: Keep track of your to-do list in HubSpot using tasks.
• Sync Ownership Between Contacts & Companies: Ensure accurate data ownership.
• Import Opt-out Lists: Integrate data privacy compliance from prior systems.

Week 3: Marketing Tools

• Social Post Agent: Use the social post agent to generate suggested social posts for upcoming calendar events.
• Marketing Campaigns: Use the HubSpot campaigns tool to create, manage, and report on a single marketing campaign with multiple assets in one place.
• Marketing Emails: Use marketing email campaigns to share updates with your subscribers and promote special offers.
• Social Tool: Use HubSpot's full-screen social composer to create a post and publish it to multiple different social accounts at once. 
• Ads Tool: Measure the ROI of every ad campaign.
• Marketing Events: HubSpot can aggregate marketing events from certain connected apps, so you can have a consistent overview of your marketing events.
• Forms: Use forms to gather important information about your visitors and contacts. 
• CTAs: Use the calls-to-action (CTA) tool to create button CTAs, banners, or pop-ups to add to your HubSpot pages and attract new visitors.
• Buyer Intent: Use buyer intent to gain insight into which companies are visiting your website and showing an interest in your brand, and from there, identify which companies to focus on.
• Lead Scoring: To prioritize the contacts and companies in your CRM, you can build custom lead scores based on record actions or properties.
• Template Creation: 5 standard email templates, 5 sales email templates

Week 4: Sales Tools

• Deal Stage Pipeline Creation: Pipelines help visualize your processes through stages, which are steps that signal where a record is in a process.
• Sales Workspace: With the sales workspace, you can efficiently manage your daily workload in HubSpot from one place, unifying pipeline generation and closing activities to help you focus on and execute the most impactful and relevant sales actions, and hit your sales goals.
• Target Accounts: If you have an account-based marketing strategy, your target accounts index page is a centralized location for marketing and sales teams to monitor account progress.
• Prospecting Agent: With the prospecting agent, you can enroll contacts to be researched and have the agent execute on an outreach strategy.
• Documents Tool: With the documents tool, you can build a library of content for your entire team to upload and share documents with your contacts.
• Meetings Tool: Schedule meetings faster and forget the back-and-forth emails. Your calendar stays full, and you stay productive.
• Sequences: With the sequences tool, you can send a series of targeted, timed email templates to nurture contacts over time.
• Activity Feed: In your activity feed, you can review a list of your sales activity notifications from the last year.
• Forecast: As a manager, you can use the forecast tool to keep track of your team's progress towards their goals.
• Coaching Playlists: Playlists can help you teach soft skills and selling tactics, or train existing team members on how to position a new product. 
• Sales Analytics
• Playbooks: With the playbooks tool, you can create interactive content cards displayed in contact, company, deal, and ticket records.

Week 5: Service Tools

• Help Desk: The help desk workspace is a central location in your HubSpot account where you and your team can manage tickets. You can connect chat, email, form, calling, WhatsApp and Facebook Messenger channels to the help desk tool, which consolidates your support process into a single workspace. 
• Customer Success: The customer success workspace is a central location in your HubSpot account designed to help Customer Success Managers (CSMs) stay organized, and streamline their daily workflows.
• Customer Agent: Create a customer agent powered by Breeze, HubSpot's AI, that uses your HubSpot content and public URLs to answer users' questions.
• Chatflows: Create a chatflow with live chat to connect visitors directly with members of your team.
• Knowledge Base: In your knowledge base, you can create articles that answer questions visitors may have about your business. 
• Customer Portal: Empower customers to get the help they need, when they need it, to minimize repetitive tasks for your team and increase customer trust.
• Feedback Surveys: In addition to customer support and customer satisfaction surveys, you can create custom feedback surveys to send to your contacts.
• Service Analytics: Use service analytics reports to track your customer service team's success.

Week 6: Automation Tools

• Workflows: Use workflows to automate your business processes.
• Template Creation: 3 standard workflow templates

Week 7: Views, Reports, and Dashboards

• View creation: In your HubSpot CRM, you can customize the view the records of your objects (contacts, companies, deals, and tickets)
• Reports and custom reports: With HubSpot's custom report builder, you can analyze multiple data sources across HubSpot. 
• Dashboard creation: Organize related reports into one view using a dashboard.

Week 8: Advanced Operations and Success Habits

• Enterprise level tools (if applicable): Single Sign-On (SSO), Field Level Permissions, Hierarchical Teams, Attribution Reporting, Sandboxes, Conversation Intelligence, Datasets, Adaptive Testing, Custom Objects, Behavioral Events, Content Partitioning. 
• Data hygiene and best practices: Data hygiene ensures the cleanliness, accuracy, and overall quality of data within a database, which helps you better organize and leverage useful data points.