Seamlessly transition your sales operations to HubSpot Sales Hub Professional
Overview
Our HubSpot Sales Hub Professional Onboarding service is designed to get your team fully operational on HubSpot’s Sales Pro Hub quickly and efficiently. Unlike HubSpot’s mandatory onboarding, which guides you through the process, we handle the heavy lifting with our done-for-you onboarding approach. You’ll pay the same $3,000 fee, but gain the added benefit of tailored implementation, workflow creation, and personalized training.
Pricing
$3,000 (matches HubSpot’s pricing)
Project Duration
4-6 weeks (varies based on team size and scope).
What’s Included
Phase 1: Setup & Configuration
- Profiles, settings, and deal currencies setup.
- Custom properties for data storage.
- Import of contacts, companies, deals, and notes.
- Review of existing CRM systems.
Phase 2: Communication & Workflow Setup
- Integration of email and calendar tools.
- Training for scheduling and prospect inquiries.
- Sales team email templates and sequences.
- Setup of sales product library.
Phase 3: Automation & Optimization
- Automation of sales rep tasks.
- Lead assignment and pipeline customization.
- Setup of personalization tokens and follow-up sequences.
- Implementation of 1:1 video outreach.
Phase 4: Finalization
- Post-onboarding goals assessment.
- Final training videos and documentation.
- Exploration of additional services.
Why Choose Optima?
HubSpot’s onboarding focuses on teaching you how to implement their tools; we actually implement them for you. Skip the guesswork and start seeing results faster with Optima’s expert team.
Ready to get started? Schedule Your Onboarding Today