HubSpot Blueprint
HubSpot & Business Impact Assessment
A blend of strategic sessions and HubSpot analysis to: understand your business goals, then plan the best way to optimise HubSpot in your company processes
Overview
Over the course of two sessions, we work with you to understand your business goals & processes in order to plan the optimal implementation of HubSpot throughout your company.
During the sessions we discuss key areas of focus, including marketing, website, sales and customer success.
The process include a high-level review of your existing HubSpot portal with a focus on optimising current processes as well as planning for new processes.
The sessions are conducted via Zoom/Teams/Meet, each typically 90 minutes to 2 hours in duration.
Between the sessions the XEN team perform an assessment of your HubSpot portal to highlight quick wins, potential areas of opportunity and key bottlenecks to unblock.
The XEN team is available via email for additional questions and follow up items after the sessions.
Clarity around business goals and priorities
Insight into existing HubSpot challenges, and identification of future state improvements where HubSpot will help
Defined plan for HubSpot implementation / optimisation
Strategic implementation and training to transition your company to HubSpot
Inclusions:
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Two (2) strategy sessions with a senior HubSpot consultant, experienced in your industry and business
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Focus on the areas of highest priority to your company, whether it is business strategy, website design, marketing strategy and implementation, sales processes, data confidence or customer success efficiency.
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High level HubSpot portal audit by the XEN team, highlighting bottlenecks, opportunities and recommended solutions
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Email follow-up and access to our entire HubSpot certified team for answering high-level questions around HubSpot strategy
Exclusions:
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Does not include implementation or a full comprehensive audit of your current portal
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Detailed review and implementation are available as separate services (eg see HubSpot Audit + Review and HubSpot Virtual Manager)
Benefits
The benefits of a HubSpot Blueprint are focussed on setting the right course for your company's implementation of HubSpot - whether that's as a new HubSpot user just getting started, or as an existing HubSpot user looking to optimise.
It rescues you from hobbling down a path of ineffective HubSpot usage, and instead ensures you set up processes that are long term and efficient.
Whether it's a focus on your website plans, your marketing approach, your sales enablement or your customer success initiatives, the sessions guide you on a path of best practice and real world successes.
