With our holistic approach to the RevOps tech stack, not just HubSpot, we uncover process and technical gaps that can be improved to increase efficiency.
We don’t do marketing. We optimize your team and the tools you use for marketing, sales, service.
Our solution ensures that your portal is running smoothly to support your goals.
We find resolutions to any errors you may encounter in workflows and/or automations, clean up and maintain all object data, maintain lists and fields, and more
We document what you currently have built within your platform including all automation, fields, and customization, and work to understand your expectations on how it should be utilized.
Then we set up the necessary reports and dashboards needed to track usage based on portal subscription and provide you with a data cleanliness report.
Are deals being updated? Are proper close dates getting used, updated, reported accurately? We clean deal & pipeline automations and ensure the proper/required fields are being collected.
Reporting response time. Ensuring proper sorting and prioritization. Logging emails and calls. Monitoring surveys and responses.
Quarterly review. Update deal close win % based on historical data. Create and maintain portal documentation and how-to guides.
Team usage of tools
Monitor the proper and efficient use of sequences, meetings, docs, notes, etc.
Workflows & automations
Fix errors, clean up and/or delete those as needed.
Clean up, merge, combine, archive, etc. as needed.
Team management, update and review roles/permissions.
Custom support as needed
Add hours for ad-hoc support, whether you need us to build a new workflow, create a custom field, or design a report.
Monthly health check report & review call
One call per month to review your portal health, user adoption and usage.
Each package price is for a monthly retainer – we require a 6 month commitment.
You can add additional hours as needed for extra support. Whether it’s building out workflows or reports to cleaning and importing extra data – we have you covered!