HubSpot CRM
Improve your team's processes, together
Looking to coordinate your team's efforts?
Coordination just 'feels' right
- Sales, marketing and customer service jiving together
- Ensure all existing customers are treated like Customers
- Generate opportunities through cross team collaboration
- Spot churn risks quickly… and do something about it
Want to align sales & marketing?
Working as 'one team'
- Create a seamless handoff process after ‘sale’
- Marketing and Sales working together ‘as one team’
- Customer Service aligning with team processes
Better allocation of tasks?
The right people, at the right time
- Marketing working with Sales to define MQL/SQL definitions
- The ‘right leads and tickets’ being routed correctly
- SLAs for sales and customer service
- How connecting your Inbox gives you 'lead intelligence'
How about your 'North Star' metrics?
KPIs that people 'get'
- Key metrics for each of the teams e.g.
- Volume of SQLs for Marketing team
- Number of Opportunities/week for Sales
- Hitting SLAs for Service Teams; quality feedback score; 'saved revenue'
And...looking to test it all out?
Run scenarios in a safe environment
- Current vs. Desired behaviours - written into an ‘Internal Charter’
- Case studies and practice sessions
- Next steps and behavioural commitments
HubSpot Sales Sequences Workshop
Coaching your team to use the tool even better
Want to learn A/B Testing?
The secret sauce for sales
- Learn a scientific approach to testing and improving your outreach
- Learn to isolate the key variables
- Run split tests using HubSpot Sequences
- Test across devices with ‘human psychology’ in mind
Learn how to influence through language
Editing - remove the superfluous
- Write compelling subject lines
- Increase ‘speed of information’ processing
- Learn how to write relatable emails
- Create a ‘single optimisable’ event e.g. ‘click!’
Are you focused? Or 'spraying and praying'?
Know when to use a Rifle vs Shotgun
- Discover new ways to segment existing data
- Build focused target account lists
- Formulate ICP criteria
- Create personalisation tokens with unique data points
What tells you people are paying attention?
Let's fine tune your 'radar'
- Learn which signals to track and how to respond
- Build’ Open, clicks and site visits’ into a funnel
- Discover new tools for deeper insights
Ready to scale?
You have the tools to amplify your efforts
- Build quality sequences based on Email, Phone and LinkedIn outreach
- Request ABM support from ‘marketing’ at the right time
- Apply a ‘learning culture’ within your sales team
- Scale ‘what works’ across the team
Marketing Hub Optimisation Workshop
Generate quality leads, for less cost
Are you getting ROI from your spend?
Return on investment - your main metric
- Review ROI dashboards together as a team
- Understand system configuration issues
- Deep dive into LinkedIn and Google Ads data
- Compare with successful client case studies
Know how to 'read' the data?
Reorder your system, so you can 'read' better
- Learn how to analyse marketing data across the HubSpot platform
- Aggregate assets into meaningful campaigns
- Learn new features and functionality between ‘hubs’
Want to play a game?
Marketing is a game - know the rules
- Learn how to optimise LinkedIn Ads
- Learn what’s not working with your Google Ads, and change it
- Learn how to better influence your results
Do your samples need to be significant?
Make smaller samples meaningful
- Watch and quickly learn whether live campaigns are working
- Learn new ways to take your message to market
- Spend less money on an initial testing
Know when to turn on/off?
Scheduling is the tool
- Combine sales and marketing outreach
- Analyse and discover ‘time based’ communication
- Optimise based on platform and device
Customer Service Workshop
Create loyal customers and retain revenue
Ever feel you're climbing uphill?
Build cumulative revenue & prevent churn
- Map all customer touchpoints
- Spot churn risks early and flag to sales
- Higher level SLA for VIP customers
Know what to do when things go wrong?
Course correction is the skill
- Collect data around ‘issues’ effectively
- Feedback to department lead to resolve problems at source
- Automate follow ups that add value to 'them'
Why do people choose 'YOU'?
Look to 'build a moat'
- Your Brand is your moat - and every touchpoint matters
- Map current weaknesses
- Work on shared plan to improve customer experience, not just 'scores'
How loyal are you customers?
Increase retention through feedback
- Optimise for experience - 'small wins' increase loyalty
- Discuss sentiment in an honest way
- Create 'change process' for what you learn
Ready to scale the skills?
Replicate top skills across teams
- Create an environment of mutual learning
- Knowledge sharing through team best practice, and
- Reward quality service, as you do 'sales'
HubSpot’s Breeze AI Adoption Workshop
The latest tools and techniques
Ready to learn something new?
Let's discover
- Introduction to HubSpot AI capabilities
- Exploration of your current AI use
- Roadmap for ‘tools application’ across the teams
Using AI to scale?
Agents are 'here and now'
- Introduction to Agent Builder
- Generation of AI agent ideas
- Initiation of building your own agents
Gaining AI insights based on your data?
Co-pilot's what you need
- Performance test of Co-Pilot on existing HubSpot data
- Application of Co-Pilot for Sales, Marketing and Customer Service teams
Looking to increase your 'depth of data?
Enrichment is gold
- Access to up to 300,000+ target accounts
- Learn the key data points that will influence behaviour
Are you listening?
It's easy to hear the signals
- Learn your best ‘Breeze Intelligence’ configuration
- Learn how to ‘read’ intent data
- Increase data signals through ‘new and advanced’ tool kit
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