Services
HubSpot Setup and Onboarding
We set up HubSpot so it fits the way you run your business.
Then we train your team to use it comfortably – without the overwhelm.
Inclusions and options:
• Create a dedicated HubSpot portal for your company.
• Import your customers and getting them set up in your portal, ready for use.
• Onboard and train your team on HubSpot basics.
• Build out custom HubSpot systems and operations.
Data Cleaning
and Migration
Whether your customer information lives in spreadsheets, notebooks, MailChimp, Constant Contact or another CRM, we organize it and bring it into HubSpot clean and complete.
Inclusions and options:
• Clean, organize, verify and structure your data so that it can be used effectively.
• Custom code your contacts so that you have useful information that helps you identify trends, meet your goals and increase your effectiveness.
•Migrate data from other CRM systems.
• Utilize HubSpot import tools to improve the data accuracy.
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Ongoing CRM Management
We stay involved to run your automations, manage your contact lists, send campaigns, build dashboards and refine your system over time.
Because your CRM should keep working – even when you’re busy.
Inclusions and options:
• Manage your contacts, keeping them current, clean and engaged.
• Utilize HubSpot tools to reach customers with your marketing messages.
• Utilize HubSpot tools to help your sales team create and close deals.
• Create and install lead forms, landing pages and other capture and engagement tools.
• Execute consistent customer engagement.
• Utilize automation to engage with your customers at the appropriate time.
• Create and install engagement systems between your team and your customers.
• Build dashboards that keep you focused and efficient.