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One-Off Inbound Consultation

Collaborate with an expert HubSpot specialist to realise your objectives with the platform.

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What Does a One-Off Inbound Consultation Include?

When using HubSpot’s one-off inbound consultation services, together with your success specialist, you get an expert who’ll examine your needs & objectives to create a plan that will get you where you’re going. Irrespective of whether your requirements include assistance with customer service, sales or marketing, our inbound specialists will be there with you, working towards your strategy/tool-based targets.

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Example projects are shown below (your specialist will help to tailor engagement)

Review of Account & Restart

Your HubSpot inbound expert will typically carry out a comprehensive account review, assessing particular areas that interest your team, as well as usual key tool areas. Once this stage has finished, your specialist will review everything and offer suggestions with regards to your long-term objectives and short-term goals.

Usually covered are:

  • The existing setup of your account reviewed offline
  • A general discussion around your company’s main priorities
  • Suggestions offered for particular post-completion tactics/projects

Consulting On Sales Processes

Work together with your Inbound specialist to determine your HubSpot sales processes and ensure that your team is able to get the utmost out of the platform’s sales tools. Our team can help with best practice, process planning and personnel adoption.

We’ll make sure that the sales methods your team prefers and the journey your customers take when buying is reflected in your processes.

Usually, the subjects covered will include:

  • Setting up your CRM & best practice when using it
  • Your existing processes & how they might be enhanced
  • Best practice on how to hand off marketing leads to your sales team
  • Sales performance tracking, analytics and reporting
  • Discussion and suggestions on deal stages
  • Sales rep workflow suggestions

Improving Email Performance

If your email success rate isn’t what it should be, then this project is for you. The same applies if you’re seeking ways to enhance emails that are already performing well. Together with your Inbound specialist, you’ll gain knowledge of how to arrange your contacts into segments and create emails that convert.

Usually, you’ll cover subjects like:

  • Determining how your email processes work & how they might be improved
  • What kind of journey your customer takes when buying
  • Segmentation tactics, strategies and suggestions
  • Help with boosting your click-through & open-rate numbers
  • How email fits into your overarching sales processes

If you would like to see the complete list of subjects that your HubSpot specialist can assist with, click here.

For a full list of topics our consultants can help with, see here.

Key Details
Cost: $1,230
Delivery: Remote
Timescale: 4 hours across 90 days
Inbound Consultation: 4 Hours

Prefer instead to enjoy an ongoing collaboration or one in-person?

Training On-site

Get in-person assistance with your Inbound specialist to support your employees in understanding and putting new strategies into action.

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On-going Support

Collaborate with your HubSpot specialist periodically (monthly or weekly) to assist you in realising your strategy/long-term/tool-based objectives.

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Learn More About HubSpot Professional Services

Want to know more about enjoying the benefits of a HubSpot specialist partnership? Get in touch!

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