Technical and strategic guidance
In order for your business to make the most out of your HubSpot software, it’s critical that we understand your business objectives and the end goal for your use of the HubSpot CRM – together with the processes which your Sales and Marketing team need to work to. We do that by following a structured Discovery workshop process to ensure all stakeholders are on the same page.
Start with the data
Step one of our workshop focuses on establishing the gap between your current data and where our best practices could take you to. Using our in house team of experts, led by our senior data scientist, we review the state of play within your current CRM, then create a data management strategy based on your business strategy moving forwards. HubSpot onboarding can provide most value when this work is done up front, to build a data architecture for your business that will last beyond just the first few months, using the comprehensive toolbox that HubSpot offers.