It took me over a year to figure out how to set up my CRM system. Uploading contacts, website & email integration, creating sales funnels, profiling my database, collecting and storing feedback. Why did it take me so long to organise? Non-stop calls from Clients, appointments, quotes, networking events, homeschooling... the time-sucks common to all professionals.
More Sales - Less Work - More Time
The irony is, the right CRM will boost your productivity and save you hours of monotonous record keeping. We are in the age of Industry 4.0 – why was I struggling with mundane tasks that technology could take off my hands? Because even the best system will waste more of your precious time if you don't set it up properly.
Once I learned how to harness the power of HubSpot, I freed up endless hours previously spent in interpreting databases & customer behaviour, creating sales funnels, profiling my database, collecting and storing feedback.
My HubSpot Summer Bootcamp includes 4x90 min sessions via Zoom to help get you started with your HubSpot CRM. Once we complete the sessions I offer 2h tailored follow-up support. This package is designed for HubSpot Free, Marketing & Sales Starter users who manage their contact database in teams of max 3 people.
Post-COVID 'new normal' will change how we interact with our Clients because the buyer is now in control. They are extensively researching a purchase online before a first sales call. Your product too!
Do you have a system in place to track their behaviour and pipeline? Do you spend time on prospects that are more likely to convert? Do you collect feedback to improve your offering?
|Session #1 - Segmenting Database|
|Identifying Buyer Personas|
|What details to collect and how to capture it in forms to qualify leads?|
|Segmenting uploaded database: tags and lists|
|Contact Filter based on behaviour + Contact View|
|Creating Forms on website: follow ups + alerts|
|Setting up GDPR / Subscriptions|
|Session# 2 - Setting up Sales|
|Mapping the Buyer's Journey|
|Live Cycle Stage vs Lead Status|
|Defining Deal Stages & Setting up automation tasks on deal stages|
|Creating Meeting Links|
|Uploading Templates & Snippets|
|Mobile App / Notifications|
|Documents & Tasks|
|Using Prospect Alerts & Companies to support sales|
|Session #3 - Setting up Marketing|
|Creating Emailing Campaign best practice|
|BoFu: Creating Landing Pages, Thank You Page & Follow up emails|
|How to publish lead based ads in HubSpot|
|Setting Chatflows & Popups in critical content on the website that might convert into leads|
|Creating Marketing List & tracking list performance|
|Session #4 - Setting up Team & Reporting|
|Setting up team inbox|
|Setting up Training Plan for Team: HubSpot Academy|
|Using Notes in Contacts to collaborate with team members|
|Setting up Reports|
|Assigning Team Roles|