HubSpot Implementation

HubSpot Implementation Overview

Our approach to HubSpot implementation follows four key phases: Prepare, Blueprint, Configure, Enable. It’s designed to get you up and running quickly, with a setup that’s tailored to your business and easy for your team to adopt.

1. Prepare

We begin by immersing ourselves in your business, aligning on goals, understanding your existing systems, and identifying opportunities for impact. This phase lays the groundwork for a rollout that’s not just smooth, but strategically sound.

What this involves:

Stakeholder Discovery Sessions: Engage key team members to gather insights and ensure alignment.
Audit of Existing Tools and Processes: Evaluate current systems to identify integration opportunities and efficiencies.
Definition of Onboarding Goals and Success Metrics:
Establish clear objectives and key performance indicators to measure success.
Project Planning and Timelines: Develop a structured plan with defined milestones to guide the onboarding process.

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2. Blueprint

With your goals clearly defined, we translate strategy into structure, designing a HubSpot setup that aligns with your operations and scales with your business. This phase ensures your CRM, data model, and workflows are tailored to how you actually work.

What’s Included:

Customer Journey and Process Mapping:
Visualize how leads move through your funnel and how your teams interact with them across the lifecycle.
CRM Architecture and Data Modeling:
Plan a scalable CRM structure that reflects your business logic and supports clean, actionable data.
Workflow and Automation Planning:
Identify opportunities to streamline processes and enhance productivity through targeted automation.

3. Configuration

With the blueprint in place, we bring your HubSpot portal to life. From pipelines to automation, every element is configured to reflect how your team works ensuring adoption, scalability, and measurable results.

What’s Included:

CRM and Pipeline Configuration:
Set up sales and service pipelines that align with your unique processes and stages.
Custom Properties and Objects:
Define and implement the data fields and custom objects needed to capture business-critical insights.
Workflow, Email, and Asset Creation:
Build automated workflows, email templates, forms, and landing pages to drive engagement and efficiency.
Integrations and Data Migration:
Seamlessly connect HubSpot with your existing tech stack and migrate data accurately (if required).

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4. Enable

The final step is all about empowerment. We ensure your team has the confidence, clarity, and capability to get the most out of HubSpot, not just at launch, but for the long haul. Training, documentation, and tailored support are all built around your real-world workflows.

What’s Included:

Team Training and Onboarding:
Live sessions tailored to roles and responsibilities to boost confidence and accelerate adoption.
Custom Guides and Documentation:
Easy-to-follow, branded resources that reflect your specific HubSpot setup and processes.
Admin Support and Coaching:
Ongoing support for key users to manage the system effectively and make informed decisions.
Go-Live and Post-Launch Support:
Hands-on guidance during launch, plus continued help to ensure a smooth transition and early wins.

Testimonials

"Highly Recommended HubSpot Consultant - Excellent for Process Development and Training"

I recently engaged Steve Tomlin to support my business with HubSpot, focusing on building a streamlined client acquisition process, HubSpot training, and audience growth. From the start, Steve has been fantastic—methodical, knowledgeable, and incredibly patient. His approach has been both structured and gradual, helping me to fully understand the potential of automation within HubSpot and how it can be leveraged to improve efficiency and client engagement.

Steve's training style stands out. He explains complex tools and processes in a way that's easy to follow and highly practical, instilling confidence and making sure I can independently use HubSpot for our needs. The guidance on automation alone has been a game-changer, and his insights into structuring the client acquisition pipeline have been invaluable.

Overall, Steve has proven himself to be a valuable partner for Storm Energy, in helping us build a scalable and effective system. I highly recommend him to anyone looking for a professional, thorough, and effective HubSpot consultant.

Lee Brandie

Founder, Storm Energy

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