Setting Up HubSpot and Onboarding for Your Clients

HubSpot Set-Up for Your Process

Think about taking a suit or dress to a tailor. They hear your vision. They take measurements. The customize your garment to fit YOU. Similarly, we build out HubSpot with customizations specific to you. We import your customer data, integrating where possible, from all the corners of your world, cleanse the data, validate your emails and get your going with a customized view that makes sense. Set up includes custom contact/deal/company properties, lists, pipelines, workflows and templates.

Sales Hub Set-Up

We take your existing sales process and map it out in HubSpot. We structure the layout of your contact pages in alignment with each of your teams and what they need to see. We set up Meetings links, Playbooks, Templates, Quotes and any other aspects of your sales process. We make sure your leads are coming in and handled by the right person in the way you want them to be handled. We build out custom dashboards specific to the metrics tracked in the powersports and automotive industry. Then we train your team on all of it and help you optimize each step.

Basic

$2,000

Basic Setup

Account Setup including branding, tracking code implementation and connecting social and paid ads accounts
Branded marketing email template
One custom automated workflow (drip campaign)
Database of up to 1,000 contacts imported, validated and cleaned

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