Phase 1 is all about ensuring we have a plan for implementation. Without mapping out the path, you're not going to reach the target. This phase begins with the introductory call with our team and ends when we have all set up tasks planned and assigned.

LENGTH: 1 WEEK

What we cover:

• Your HubSpot Goals
• Kickoff Call
• Stakeholder Alignment
• Platform Audit
• Integration Planning
• Adding Team Members to HubSpot
• Contact Property Management
• Email Account Setup
• Social Account Connections
• HubSpot Tracking Code

We'll guide you through each item, ensuring you understand how to use the tools and that we're set up for success in future phases.

Data Setup is all about ensuring your CRM is tied into the Hubs you're using.

LENGTH: 2 WEEKS

This phase includes:

• Defining Lifecycle Stages
• Defining Deal Stages
• Importing Contacts
• Establishing Lead Scoring
• Contact Segmentation
• Building HubSpot Forms

At the end of the phase, we'll have HubSpot set up to accept, manage, and segment your leads.

Phase 3 is all about taking your team's manual actions and automating them in HubSpot.

Length: 2 weeks

Process Automation includes:

• Establishing Your Lead Status
• Mapping Your Nurturing Process
• Developing Custom Workflows
• Creating Templates and Sequences
• Assigning Lead Ownership
• Establishing Smart Content

The goal is to let HubSpot do the heavy lifting for you.

In Phase 4, we'll focus on getting the most out of each tool and ensuring your entire team understands how to use them. This phase begins whenever you're ready to get the entire team using HubSpot to its fullest.

Length: 1 week

This phase covers:

• Meetings Link Best Practices
• Contact Record Upkeep
• Team Q&A
• Marketing/Sales/and Service Hub Key Feature Highlights (purchase dependent)
• 90 Days of Support*
• Success Planning