Expert HubSpot onboarding and CRM implementation that scales with your business.
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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.
Customer Journey and Process Mapping:
Visualise 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.
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).
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.
