FEATURES |
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FEATURESTechnical discovery session to understand client portal requirements |
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FEATURESConfiguration of HubSpot settings with the client |
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FEATURESGuided configuration of individual account set up including email tracking and calendar integrations |
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FEATURESPhone based eLearning to support coaching sessions |
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FEATURESProject Management Tools |
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FEATURESHubSpot coaching sessions on all portal tools in 6-8 conference calls |
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FEATURESProcesses & organisational discovery session |
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FEATURESHubSpot coaching sessions structured around campaign asset creation over 6-8 conference calls |
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FEATURESCRM data import and HubSpot property set up* |
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FEATURESConfiguration and set up of HubSpot's Sales, Marketing and Service tools |
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FEATURESSetup of HubSpot lead scoring, lifecycles stages, and persona tools |
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FEATURESCustom reporting dashboard creation |
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FEATURESHubSpot portal setup**: creating lists, workflows, custom properties. |
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FEATURESWorking session on campaign positioning and messaging |
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FEATURESWorking session on campaign plan and roadmap |
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FEATURESCampaign asset build (excludes content)*** |
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FEATURESPortal Audit: 3, 6 and 9 months |
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FEATURESCustomised Governance Document |
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FEATURESCustomised "How to" manual for your new starters |
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FEATURESMonthly campaign reporting |
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FEATURESTool usage reporting |
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FEATURESPortal and campaign optimisation review, recommendations and implementation |
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FEATURESReinforcement training to ensure the team are up to speed and using HubSpot tools |
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FEATURES6 months HubSpot Implementation Support |
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IMPACT |