HubSpot Audit
- Assess CRM structure and usage against your goals
- Assess data quality: overall data quality, data gaps, and reporting opportunities
- Assess team efficiency: lead nurturing, automation, sales efficiency tools, internal processes, etc.
Project Implementation
- Development and implementation of a customized project plan crafted to fit your company’s specific goals, needs, and timelines. Cathy will lead your team through project planning and execution.
- Strategy Development (mapping customer journeys, data flows, and sales funnels)
- HubSpot Implementation (creating workflows, updating contact properties, clean legacy data, setting up integrations, etc.)
- Documentation & Training (ensuring that your company and employees can run the system without the continuous need for consulting services)
- Project Management (facilitating team alignment and individual task management to ensure project success)
Marketing Consulting / Ongoing Support
- Hourly consulting blocks (purchased in advance) to support your team with ad hoc marketing needs and requests:
- Building reports, interpreting data, and finding opportunities for growth/improvement
- Maintaining your CRM automation and systems for your changing company and processes
- Answering HubSpot questions and debugging your CRM
- Best practices and customized ideas for how to setup and use HubSpot for your unique situation
cathy@cm2squared.com
616-737-3535