About This Gig
Checklist Of Deliverables
Work on your sales process, lead assignment and rotation, Deal Stages and default fields in the CRM.
In this phase, your data has been moved over to HubSpot and now the task becomes how to set up a means by which a sales team can access that data. Key activities in this phase center around the current sales process and what should be replicated in HubSpot vs. what can be improved. At the least during this phase, an admin and/or sales manager are using the Sales Hub to ensure they understand it and are able to get the reporting they need.
Automate core rep and process tasks with Workflows.
In this phase, the reps are introduced to the Sales Hub, usually in through a small pilot. A key excercise here is to understand what the average day for a sales rep looks like and to suggest improvements in efficiency based on what the HubSpot platform can do. Key sales content and collateral are also being created inside of the Sales Hub during this phase.
In this phase, the pilot group of reps are familiarizing themselves with the Sales Hub, and now you can turn your attention to a key moment of delight for your clients - sales and marketing alignment.
The key activity in this phase is to bring in a sales and marketing stakeholder to understand how the marketing to sales handoff works and if there are agreed upon SLAs around number of handoffs and quality of those handoffs.
Create reports for revenue forecasting and actuals reporting.
Create dashboards for rep productivity and performance coaching.
In this phase, the sales cycle has likely completed at least once for the pilot group, and so early reports that reflect the entire prospect lifecycle can be generated. This is usually the a-ha moment for managers because not only is your sales process repeatable and automated, but reportable.
In this phase, your sales system has been established in HubSpot and now it's all about scaling.
Key activities in this phase center around how new hires should be onboarded and what processes and procedures will best serve your growth as you take on more reps.
Your Sales Playbook will document your sales process, the actions and responsibilities expected of your sales reps the workflows and areas of specialisation that can help you scale.
As a bonus we will provide you with training, sales scripts and sequences along with a methodology that will enable your sellers with a powerful way to connect with prospects and customers that can be automated and integrated with your Sales Hub
Information needed from you to do this job
Finally! The SIMPLE 30 Day Challenge to Organise and TURBO BOOST your CRM without WASTING MORE TIME - Grab the BULL by the HORNS
Terms & Conditions
TERMS AND CONDITIONS FOR THE SUPPLY OF SALES AND MARKETING SERVICES BY Andrew McAvinchey of Manamana Products Ltd. T/A Mount Arbor
We do not assess an hourly or daily fee, as you should not have to make an investment decision each time my assistance may be needed, nor should your team have to seek permission to spend money if they need my help. This is a unique feature of our consulting practice.
The investment for this consulting project is $9840 + VAT
This investment is inclusive of all expenses. All travel, administrative, logistical, and communication expenses are included, so there is no further amount due.
Payment terms for this consulting project are:
Full payment upon acceptance of this proposal.
This project, once approved, is non-cancelable for any reason, although it may be delayed, rescheduled, and otherwise postponed without any penalty whatsoever. My work is guaranteed. In the event that you feel that I am not meeting the standards described herein or based on our mutual conversations and agreements, I will refund refund your investment. You must inform us of your request for a refund within 14 days of the date of completion of this project to avail of this offer.
Additional fees such as list brokerage services, recruitment fees, business development salary, software costs, graphic design, video production, printing, and copywriting are not included and need to be budgeted and paid for separately.
Full HubSpot Stack
Contacts & Companies
Planning & Strategy
Sales Deals & Pipelines
Arts, Entertainment and Recreation
Professional, scientific and technical activities
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