Transform Your Business with Proven CRM Solutions
Stop wasting 15+ hours a week on manual tasks. Turn your disconnected customer data into a streamlined, automated system that will increase sales, improve follow up, and simplify operations. Get back to what your business does best — providing great products and services.
The 30-Day HubSpot Revenue Accelerator
Outcome: Implement a fully built and automated HubSpot CRM customized to jump start growth in your business, guaranteed to improve lead nurturing & close conversion, reduce manual data entry, and provide 100% visibility into your sales pipeline within the next 30 days, or your money back.
Phase 1: CRM Set Up & Data Migration.
HubSpot Compatibility: We select your HubSpot Tier, set up your account, teams, and users.
App Integration: Connect email, socials, and branding information.
Data Import: We perform a complete migration of all scattered contact, company, and deal data. Includes custom views to segment your leads and deals for effective sales task performance.
Phase 4: Reporting & 1-on-1 Training.
Dashboards & Reporting: We deliver a customer dashboard with your top KPIs, send you weekly reports to measure progress.
Training: We provide personalized 1-on-1 training covering daily use, deal tracking, and task management.
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Phase 2: Customer Lifecycle, Sales Pipeline, and Custom Properties Build.
Customized CRM: We set up contact and company lifecycle stages, lists, and buying personas.
Streamlined Sales & Operations: We create your deal pipeline, define custom properties, and set up your essential screens for maximum efficiency across sales, operations, and service teams.
Phase 3: Sales & Automation Tracking → “Activity to Revenue” System.
Sales Tools: We configure your core sales tracking for leads, deals, tasks, and sales activity.
Automation: We build your first five essential automations that you value most, such as meeting reminders, quote follow up, lead nurture enrollment, and post-service check in.