HubSpot CRM Setup & Support
Give your managers insight into how their team is performing.
The setup and implementation of your HubSpot CRM (Customer Relationship Management) platform is crucial for the success of your team.
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Many platforms advertise the ease of getting started… the start is not the hard part. The hard part is taking your existing processes (if you have them) and standardizing them across your team. Taking those standardized processes and implementing them into a system that is user-friendly for your sales team.
If you have tried to implement a CRM for your sales team and ended up feeling frustrated and confused, and at the end had a tool that no one wanted to use, I feel your pain.
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Over the last 5 years, I have walked many sales teams through this exact process. Going from paper, spreadsheets, and email to a comprehensive system that provides you with a source of truth for your team.
Bringing transparency to your pipelines, reports and forecasts for the leadership.
Your HubSpot Set-Up Plan
- Schedule an introductory meeting
- Together we outline your goals.
- Together we build a plan.
- We Implement the plan.
- You get more clarity, with improved processes and reports.
Custom Plans
We’d love to share our knowledge and experience and that’s why:
- There are no long-term agreements.
- There are no upfront payments.
- I won’t pass you off to a junior team member.
- I’ll work with you as long as you need my help, no longer.
I love working with business owners and will work to build trust with you and protect that trust.
CRM Implementation
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Together we outline your goals.
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Together we build a plan
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We implement the plan
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You get more clarity, with improved processes and reports.
Ongoing CRM Support
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2 Monthly consulting calls
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1 Monthly Dashboard review call
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Up to 10 hours of project work to enhance your HubSpot Set up.
