Building A Foundation For Success

let’s face it, fully implementing and configuring a software platform can be a daunting task for any sales & marketing professional - we will work with your team to outline and build a strategic plan to fully implement all the tools within your HubSpot Software Platform which will include the recommended strategy and tactics required to facilitate your sales & marketing process to ensure you reach your desired growth goals

staying focused on the mission is important - we will outline internal tasks to properly manage your needs, establish solid communication channels to keep you informed, schedule bi-weekly strategy meetings and working/training sessions (as needed) to facilitate your success and schedule quarterly planning sessions to discuss and manage your ongoing needs

your technology stack is only a value-added resource if it properly supports your sales & marketing efforts - we will implement, configure/customize, manage changes (as needed) and initially train your team how to use the various HubSpot Tools for growing your business - these tools include your CRM, campaign management platform, content management platform, lead management platform, opportunities management platform and the various sales tools within your portal (limited services - tools may vary based on the software subscription selected)

asking your teams to deliver results requires management tools to keep them on track - we will work with your team to outline, build and implement the necessary management tools (dashboards) for use by your management team to measure the ongoing activities of your sales & marketing teams to ensure they hit their quotas and reach their goals - we will also help establish benchmarks for measuring your overall sales & marketing success

generating qualified sales leads is essential to growing a business - we will work with your team to outline, build and implement a proven inbound marketing process that gets results AND generates sales qualified leads (SQLs) for your sales team - your marketing mix shall include a combination of inbound tactics, as well as paid strategies to help your marketing team build stronger relationships with ALL potential and current customers/clients

automation is the key to success when to comes to closing more business in today’s digital world - once sales qualified leads (SQLs) are generated by your marketing team, we will work with your team to outline, build and implement a lead nurturing & sales process for use by your sales team to engage, convert and sign new customers/clients

taking the time to document (or map) your buyer’s journey can help yield very predictable results from your sales & marketing efforts - we will work with your team to review, document and implement your sales & marketing process within your HubSpot Software Platform to ensure you get measurable results from your marketing efforts AND generate sales qualified leads (SQLs) for your sales team

we will meet with your team TWICE A MONTH (every other week) to share reports, analyze your marketing efforts, brainstorm new ideas and plan new sales & marketing initiatives (as needed) - these will be one-hour Strategy Sessions (2 virtual meetings per month)

we will also meet with your team TWICE A MONTH (every other week) to configure/customize, and manage changes to your technology stack OR train your sales & marketing teams to use the tools we’ve configured while implementing proven tactics for helping your business grow - these will be one-hour Working/Training Sessions (2 virtual meetings per month)

maintaining an updated plan to reach your goals is essential - we will meet with your team (as scheduled) at least QUARTERLY to discuss upcoming content themes, make adjustments to current efforts, and add new tactics to ensure continued growth and overall success of your entire sales & marketing process

we will respond to all emails from you or your team within 24 hours to answer any questions or address any concerns you may have (your assigned client coordinator may respond sooner) - although we will be meeting rather frequently, we are also available via telephone to answer any questions or address any concerns you or your team may have (scheduled as needed)