HubSpot Sales Hub Implementation
A staged pipeline, email logged on the customer record and a pipeline report for your sales manager.
- phaseImplementation
- engagementProject
- productSales Hub
The problem this solves
Deals live in a spreadsheet and in reps’ inboxes. Two people email the same customer, and nobody remembers the quote that never got a reply. Before every leadership meeting, the sales manager calls around the team to list what’s in play.
How I work
After the free consultation, I run a pre-implementation workshop. We map a deal’s path from first contact to signature and decide what a rep needs to see on the customer record. The result goes into the implementation document, along with a license recommendation.
Once you buy the license, I set up the pipeline, deal and contact properties, and tasks that remind reps of the next step. I connect Gmail or Outlook, so emails and meetings are logged on the customer. I move open deals and contacts before launch, so reps start on their own customers. Then I train your team on your portal, in 1.5-2 hour sessions.
What you get
- A pipeline with stages defined in the implementation document
- Deal and contact properties your reps fill in
- Emails and meetings logged on the customer record
- Tasks that remind reps of the next step
- Open deals and contacts moved from your spreadsheet
- A pipeline report for your sales manager
What usually goes with this service 3
HubSpot Sales Pipeline Design
Stages with entry criteria, required fields on stage change and a view of deals that have stalled.
Learn more
HubSpot Sequences and Sales Tools Setup
Your reps get ready sequences, email templates, meeting links and a task list for every day.
Learn more
HubSpot Sales Forecasting and Reporting
A dashboard with a forecast built from the pipeline, where managers and leadership see the same numbers as reps.
Learn moreLet’s check whether this service fits your situation
After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.