First 30 Days

Client portal access

After you subscribe to a plan, a user account is automatically created for you. 

You then get instance access to the client portal and navigated directly to the onboarding page to schedule an onboarding call.

What's included:

• 24/7 access
• Self-serve cnboarding call scheduling
• Discovery Questionnaire
• Request consultation sessions
• Submit task requests
• Status insights on tasks
• In-app collaboration & messaging
• Task request history
• Subscription management
• Invoice history
• Invite stakeholders
• Task library
• Helpful articles to get the most out of the program

HubSpot Audit

Our team completes a 150+ point checklist covering:

• HubSpot usage analysis
• Account settings review
• Data cleansing to ensure the accuracy of your information
• Asset organization for a more efficient workflow
• Best practices, tips, and recommendations
• [BONUS] Data Hygiene Reports
  • With access to 19 HubSpot reports, landing pages, and task recommendations to help you analyze your contact, company, and deal data with ease.

We will embed the audit results, data hygiene reports, landing pages, and task recommendations directly into two HubSpot dashboards.

Onboarding call

• Intros
• Alignment on needs
  • Immediate needs
  • Future needs (discovery questionnaire answers)
• How it works
  • Learning about the process and our systematic approach to delivery
• Delivery goals
  • Turnaround time goals and factors that affect this
• Consultation sessions
  
  • Learn about your business operations
  • Discuss challenges
  • Brainstorm ideas
  • Consult on best practices

• What to expect
  • Setting expectations with one another so we are aligned
• Client portal
  • Brief review of how to navigate your client portal
• Next steps
  • Book allocated consultation sessions for the month, on the call.
  • Confirm access to HubSpot portal
  • Get to work on your tasks

Goal

• Complete at least 1 task within the 7-day free trial for Launch and Fly plans.
• Complete at least 2 or 3 tasks within the 7-day free trial for Soar plan.

• Consultation sessions [1, 2, or 3] per your plan to solve your HubSpot problems with follow-up task suggestions and future task delivery.
• Immediate needs will be tackled
• Future needs can be tackled
• Unforeseen needs can be tackled 
• HubSpot audit suggestions can be tackled
• Speedy turnaround times
• Quality HubSpot talent
• Great communication
• Save internal time to focus on other initiatives

The more you communicate and submit tasks into your queue the more we can help you get done.