HubSpot CRM On-boarding/Clean up (Discounted)

This package will structure and cleanse your data, ready for full utilisation of HubSpot CRM, including:

• Custom property creation
• Improved Database structure - ready for better segmentation
• Data cleanse (using NeverBounce)
• Hard bounce management
• Duplicate contact flag/removal

All in all, this is the essential package for any business looking to get the most out of HubSpot.

Please check out the sample Roadmap (attached) to get a better overview of our offering too.

We'll require an initial consultation via a Zoom link (or equivalent) where we'll run thought the requirement with you e.g.

Spreadsheet formatting

List of custom properties

Requested Deal Stages

We specialise in On-Boarding and this getting your data into 'good shape' is an essential part of the process.
As a husband and wife team we really care about building our business, and the best way to do this is to make your delighted with the work we do.

We don't offer 'strategic work' or educational sessions (i.e. teaching you how to do the work) as part of this package.

We are very fair with how we price, and swift to turnaround all work - and will request a review across a few platforms at the end of the contract, just to let you know!