This service is where you would set up the Conversations feature within HubSpot. You can use the conversations inbox to manage your team’s email inbox and targeted messages all in one place. Connect live chat, bots, and team inbox.
This service is where you would set up the Calling feature within HubSpot. Your clients can use this feature to make and record prospecting and sales calls through HubSpot software.
Setup Workflows and Automation
This service is where you would set up workflows and automation, which relies on triggering relevant and timely actions based on context.
Setup Messages Round-Robin (Lead Rotation)
This service is where you would set up messages round-robin (lead rotation) for your client, so that all chat messages get rotated to reps on the sales team.
Reporting Dashboard Setup
This service is where you would set up the reporting dashboards for you client so they can visualize marketing, sales and services initiatives.
Sales and Marketing Funnel Analysis
This service is where you would analyze your client’s sales and marketing performance and look for opportunities to optimize each section of the funnel.
Email Template Creation
This service is where you would create the email templates that your client’s sales team would use for various stages of the sales process. This will allow them to spend less time re-creating the same email over and over, saving them time.
Sales Document Creation
This service is where you would build a library of helpful sales content for your entire team. Your client will have the ability to share documents right from GMail or Outlook inboxes and see which content closes deals.
Sequence Creation and Optimization
This service is where you would build out email sequences for your client’s sales team to use. They will be able to automate follow-up emails, saving them time and personalizing their prospecting at scale.
Build Rep-Specific Landing Pages with Meetings Tool
This service is where you would rep-specific landing pages with the Meetings Tool. This will allow your client’s sales team to book meetings faster without annoying back-and-forth emails.
Create Customer Case Studies
This service is where you would create customer case studies for your client to use at various stages of their sales process to show proven-value. You’ll want to create these often and build a library that encompasses the right use-cases, industries and products.