James's SERVICE PACKAGE

HubSpot Sales Starter and Professional Onboarding Process

We're a HubSpot sales certified consultancy. We run HubSpot for our own business as well as for our clients.

We'll help you optimize your HubSpot Sales Starter or Professional account deploying the platform's most advanced features to help you optimize your sales automation processes.

Deliverables

  • Email and Sequences Optimization. We'll help you get you and your team optimized for email integration with Google or Microsoft and help configure email automation and sequences.
  • Meetings and Chat. We'll get you up and running with optimising your sales prospecting and qualification through chat services and meetings integration.
  • Deal management. We'll run through and optimise your deals flow to align with your internal business processes, and assist with management and reporting.

Required for completion

  • We'll need a temporary admin access to your HubSpot account for the duration of the project while we configure the platform for you. Signing of a mutual NDA.

Skills