You'll get quick wins regarding:
Get tips for cleaning up data, customizing contact/company records and segmenting contacts into active lists.
Go beyond email marketing and learn how you could be using HubSpot’s advanced tools for automated lead gen and nurturing.
Work toward sales and marketing alignment by utilizing meetings, sequences, customized pipelines, lead scoring and more.
HubSpot Action Plan FAQs
- How much does it cost?
That’s an easy one: it’s a flat rate of $2,500!
- How long does it take to complete?
Once we have back-end access to your HubSpot portal, we only need one week to complete the Action Plan.
- Does everybody get the same generic checklist?
Everyone uses HubSpot differently, so each of our Action Plans offers up advice unique to your specific company.
- What do I actually “get” at the end?
Our HubSpot experts will assess your data quality and portal customizations, while also reviewing how effectively you’re using the tools available at your current subscription level.
Once we’re done with the Action Plan, we’ll present our top recommendations for quick wins during an interactive 90-minute presentation with your team.
After the video call, we’ll send over the full report, which is often 50+ pages! (You know, just a little light nighttime reading.)
- What’s in this big report?
Our HubSpot Action Plans can be pretty in-depth (i.e., 50+ pages), but they’re broken down into easy-to-digest sections so you can quickly reference the areas most important to you.
Here’s a sample table of contents for a company using HubSpot Marketing Enterprise:
- Main areas of concern
- Immediate areas for improvement
- Future areas for improvement
- HubSpot CRM
- Technical set up
- Contact records
- Company records
- HubSpot Marketing
- Overview scorecard
- Landing pages
- Conversations inbox
- Custom objects
- Who needs to implement your recommendations?
Many of our suggestions are simple and can be done by your team immediately! Others are more strategic and may require you to think through how you want to use HubSpot to collect and segment data going forward.
Either way, if you have a HubSpot admin who can “do” what we’re recommending, feel free to take our Action Plan and implement everything in-house.
But if you need a helping hand, we’re here for short-term project work or even an ongoing retainer relationship.
Why do tech companies partner with us for HubSpot quick wins?
You’re one step away from supercharging your HubSpot portal
As a HubSpot Platinum Solutions Partner, our HubSpot Action Plan can show your organization how to:
- Clean up contact and company records
- Define a data hygiene strategy
- Create custom properties
- Utilize email subscription types
- Update lead scoring
- Roll out GDPR best practices
- Eliminate data silos through integrations
- Develop actionable reporting dashboards
- And more!
If you’re ready to partner with a HubSpot agency committed to exceeding your goals, book a time to chat.