CRM & STARTER SERVICES

Manage your contacts and customers with care

Using a CRM with streamline your communications, improve your customer relationships and bring all of your contacts into one central place. No more hopping between spreadsheets!

As a HubSpot Solutions Partner, we can help you to implement their free CRM tools in the best way for your business.

Our CRM Set-Up Service is designed to save you valuable time. We will help you implement your new tools and get everything in place so that you can focus on your business and customers.

This service includes:

• HubSpot portal creation
• Creation and assigning of users
• Custom property creation (limited to 10 in HubSpot Free)
• Creation of deal stages to help you manage sales better
• Import of your existing contact or customer database
• A training session (delivered via Zoom) to introduce you to the HubSpot CRM (once it is set up for your business) and give you the chance to ask questions to a HubSpot expert

All for a one-off fee of just £450, with no additional costs for software.

To purchase this offer, use the button below to book a meeting and we will discuss your requirements.

Implementing free tools to grow your business

Designed for small businesses looking to grow, we will help you to make the most of the free marketing, sales and service tasks available in HubSpot Free. We will set these up for you, equipping your business with lots of tools designed to save you time on business processes and generate revenue.

This pack includes all of the CRM set-up features plus:

• Installation of the HubSpot sales extension - logging and tracking your email conversations to your CRM directly from your email client (Google or Outlook)
• Installation of the HubSpot tracking code to track every web visit of your prospects straight into their contact record in your CRM
• Creation of a pop-up to generate web leads
• Creation and embedding of forms on your website to capture new leads
• Set-up of ticketing and ticket stages to help you manage your to-do list and client services
• Set-up of the conversations inbox to manage all of your client communications in one place (including email, live chat and Facebook Messenger)
• Creation of a chatflow - start your client conversations on the right foot
• Configuration of a meetings link - allowing your contacts to book meetings straight into your diary, saving all the time spent on 'does this time  and date work for you?' conversations
• Set-up of GDPR settings
• Set-up of communication subscription types to help you effectively manage your contact communication preferences and comply with GDPR
• Two introductory training session (delivered via Zoom) exploring the above and CRM features with a HubSpot expert - your chance to ask questions.

All of the above plus all CRM Set-Up:

• HubSpot portal creation
• Creation and assigning of users
• Custom property creation (limited to 10 in HubSpot Free)
• Creation of deal stages to help you manage sales better
• Import of your existing contact or customer database

The above will give your business the marketing, sales and service tools to grow, all underpinned by HubSpot's CRM.

All for a one-time fee of £1000 with no additional costs for software.

To purchase this offer, use the button below to book a meeting and we will discuss your requirements.

Introducing customer-focused processes and communications to drive growth

Our Inbound Starter Pack is designed to guide your business through implementing a new CRM, new sales, marketing and service processes, and also generate more website traffic, leads and customers with effective inbound marketing.

Designed for those businesses who are new to inbound marketing, have a small team but big ambitions, and want to manage all of your communications, marketing and customer service in one place - reducing the need for paper, spreadsheets and eliminating chaotic approaches.

We will work with you to set up your new HubSpot Growth Suite Starter tools, and launch your first marketing campaign designed to generate measurable.

This pack also includes training with an inbound marketing and HubSpot expert - who can advise on how to generate results.

The Inbound Starter Pack includes:

• A total of 3 training or consultancy sessions (45 minutes each) to introduce you and your team to the HubSpot Growth Suite Starter features and marketing advice. This is an opportunity for you to ask questions.
• Creation of a branded email template
• Creation of an optimised HubSpot landing page template
• Creation of Facebook/Google/LinkedIn re-targeting audiences
• Reporting dashboard set-up - giving you the insight your need into your business' success
• One live landing page designed to generate leads into your CRM from your website traffic (including a lead-capture form and follow-up email)
• 5 custom lists to segment your data based on filters you decide
• 5 custom sales email templates, personalised for your prospects using data direct from your CRM
• Set-up of goals and reporting
• Creation of up to 5 snippets - shortcuts to save you time when writing emails to your prospects and customers
• Upload and reporting on 5 documents - link to these in emails and see which of your prospects opened and read them
• Set up of branding and colours across all HubSpot functions

In addition, you will receive all services from the Essentials Pack and CRM Set-up:

• Installation of the HubSpot sales extension - logging and tracking your email conversations to your CRM directly from your email client (Google or Outlook)
• Installation of the HubSpot tracking code to track every web visit of your prospects straight into their contact record in your CRM
• Creation of a pop-up to generate web leads
• Creation and embedding of forms on your website to capture new leads
• Set-up of ticketing and ticket stages to help you manage your to-do list and client services
• Set-up of the conversations inbox to manage all of your client communications in one place (including email, live chat and Facebook Messenger)
• Creation of a chatflow - start your client conversations on the right foot
• Configuration of a meetings link - allowing your contacts to book meetings straight into your diary, saving all the time spent on 'does this time  and date work for you?' conversations
• Set-up of GDPR settings
• Set-up of communication subscription types to help you effectively manage your contact communication preferences and comply with GDPR
• HubSpot portal creation
• Creation and assigning of users
• Custom property creation (limited to 10 in HubSpot Free)
• Creation of deal stages to help you manage sales better
• Import of your existing contact or customer database

All of the above for a one-time fee of just £1500

This package requires HubSpot Starter Growth Suite, which during the current circumstances of Covid-19 is significantly reduced to just £42 per month. See the full list of what is included in this HubSpot product here.

To purchase this offer, use the button below to book a meeting and we will discuss your requirements.

Comprehensive Training on the Starter Products

HubSpot Starter Growth Suite is popular with small businesses and we have adapted our successful Onboarding Programme to help organisations make the most of HubSpot's Starter products.

Our Starter Onboarding includes 8 weeks of training with a HubSpot expert who will guide you through the successful implementation of the Starter tools to help you streamline processes and achieve your growth goals.

Our Starter Onboarding is for organisations who want to embrace the HubSpot Starter tools and don't want to do it alone. We can help you squeeze the most value out of the tools and make the biggest impact for your business.

Starter Onboarding includes email support from a HubSpot specialist and comprehensive training on:

• Technical set-up
• Contacts and CRM functions
• Using Companies and Deals
• The Lists tool
• Preparing for a successful import of your existing data
• Tasks and tickets
• Lead capture and forms
• Conversion paths
• GDPR and Subscription Types
• Conversations and Live Chat
• Email Marketing
• Meetings
• Ads
• Reporting and Dashboards

For a one-off fee of just £1000

Optional Additional Sessions:

• Inbound Marketing Essentials
• Content Strategy
• Persona Development

Additional sessions charged at just £60 each