HubSpot setup services
What's included?
Strategy
The first thing we’ll do during your setup is figure out exactly what you and your organisation need — and how to achieve that using HubSpot’s powerful mix of tools.
Data
I’ll make sure you’ve got the right database structure in place to collect and leverage data effectively. I’ll upload and collate existing data, create custom properties, and set up segmentation rules.
Tools
I’ll configure all the tools in your HubSpot to make sure you’ve got the precise mix your business needs — everything from sales pipelines and web forms to social media scheduling and live chat.
Automation
I’ll work with your team to explore ways we can use automation and process optimisation to overcome the challenges you face. Then, I’ll design the workflows you need, and build them.
Integrations
Does your business use other marketing and sales apps? No problem: I’ll connect them to HubSpot and make sure data is flowing between all of them without any sticking points.
Insights
Need to keep key stakeholders happy with your HubSpot shenanigans? I’ll build reports so you and your team can easily share those all-important success metrics with the board.
Training
Become the HubSpot hero you were born to be with all of the training and knowledge you need to be self-sufficient by the time we’re done.
Support
As well as training, you’ll get 90 days of tech support during your setup period. Anything goes wrong, or you find yourself facing any kind of HubSpot nightmare, you can give me a call.
