Virtual HubSpot Manager

HubShots Framework: Fully maintained framework doc, updated with current priorities, and the planned items for each quarter

Guidance: We're available for advisory sessions to guide you in your usage of HubSpot. From initial audits of your portal through to regular strategy sessions for how you can further use the tools, it's all included.

Training: Regular training to your team(s) is included. We'll train your team across any areas of marketing, sales, service and CMS functionality.

Settings: We keep an eye on all your portal settings, including new options as they roll out, and maintenance of existing items.

Objects: Including contacts, companies, deals, tickets, custom objects and more - we ensure your database is maintained.

Tools: Ensuring new features are embraced, and often missed tools are incorporated into your regular usage.

Best practices: Everything from naming conventions, to managing your marketing contacts.

Campaign assets: We'll build out all your marketing and sales campaign assets including pages, lists, forms, workflows, emails, CTAs, reports, dashboards, sequences and pipelines.

Automation: Continual, incremental improvement across all your departments, automating processes to unlock efficiency - so your team can focus on being as effective as possible.

Attribution: Including integration with your advertising platforms, calling and SMS platforms, to ensure all activity is captured. And then actionably reported on via custom reports and dashboards.

Archiving: All those old properties, workflows, lists, forms, reports, pipelines and other items that are no longer used - we'll clean them up for you each month.

Analytics & Reporting Setup: Tracking in place with analytics views, integrated with Google Analytics, Google Tag Manager and Google Search Console as required.

Graphic Design: We include basic look and feel setup within HubSpot (eg colours and fonts), but custom design (eg banners, landing page design, email template design) is not included.
If required, we recommend our sister company - XEN Create - who specialise in graphic design and website design.

Copywriting: We can assist with key messages for pages but in-depth website copywriting (eg sales copywriting) is not included.
If required, we can recommend external copywriters for you to consider.

Paid Advertising management: We don't manage advertising campaigns (ie. Google Ads, LinkedIn Advertising, Facebook advertising, etc), but we do work closely with your advertising agency or team to ensure results are integrated into your HubSpot portal.
If required, we can recommend paid media agencies to consider.

Custom website themes: We only use Themes from the HubSpot Marketplace for all page development. We don't build custom templates. We typically use CLEAN theme - the best selling theme on the HubSpot marketplace.

Custom integrations: We only have expertise across the HubSpot Marketplace integrations. We don't build custom integrations.

In-person training and workshops: We are happy to accommodate in-person meetings where possible and where appropriate. If we agree on an in-person meeting/workshop, our time spent travelling will be charged on top of your subscription.

Custom documentation: We provide training videos, slide decks and process documents where appropriate but we don't develop, manage or maintain custom documentation for your HubSpot portal.

Projects: We can help you work on HubSpot projects but if the project requires significant time, effort or more resources outside of the scope of the Virtual manager, we will talk to you about scoping out the project as a separate engagement. Examples of a significant project could include things like:

• Integrating HubSpot with an external platform using native Marketplace apps including sandboxing, testing and go live

• Implementing custom object/s in your HubSpot portal and automated processes to manage it

• Implementing new Sales or Service Pipelines and automated processes to manage these.