HUBSPOT SALES FUNNEL: OPTIMIZATION | INTEGRATIONS | TRAINING
Learn by Doing: The Hubspot Configuration & Training You Need to Take Your Business to the Next Level
“How are you able to do so much with so few people?” is a question any executive with a properly implemented instance of Hubspot should be hearing.
No academics here, let’s work on real problems together to MULTIPLY the effectiveness of your sales, marketing, support, and other efforts via managing your sales funnels in HubSpot.
Consolidate & Eliminate
Many companies waste time & money on software that is 100% redundant to Hubspot. Let’s not do that.
Empower Your Team
Your Hubspot stack can only delight your team and boost your revenue if they feel confident using it. Let’s learn how.
Maximize Efficiency
Let’s capture all that wasted time and reallocate it to growth and other projects that Hubspot can’t do automatically.
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Se Habla Español
Mainstreet to Cutting-Edge Corner Companies
Love Our Player-Coach Approach to
HubSpot Configuration & Training
European outsourced accounting & bookkeeping platform.
Luxembourg
Nationwide (US market) BBQ food box producer.
Atlanta
Fashion & lifestyle marketing agency.
New York
Global provider of non-crypto, physical NFTs to artists and art collectors.
Atlanta
Global fitness & nutrition platform uniting coaches & clients.
Dubai
Yes, we use Hubspot internally, too!
Atlanta
“Apart from SFP’s broad knowledge, I very much appreciated the practical approach to HubSpot configuration, coordinating the work like a real project manager.
I had great communication and appreciated that he proposed improvements and solutions.
I definitely recommend SFP!”
Oana Manase, CEO – Accountant2Book
Luxembourg
Oursourced corporate accounting for the European market
THE PROBLEM
A HubSpot Marketing Funnel Is a Piece of a Broader Set of Go-To-Market Challenges that Only People Who Have Lived Them Really Understand
Anyone can get a certification without ever having run a business or solved a real problem. Your business needs a HubSpot audit with the best advice on the relevant modules as well as what you don’t need to purchase.
Certificates?
Academic Understanding and Purchased Certificates Are Great but Strategic Application Is What Drives Revenue
The sad reality is like with many sales and marketing disciplines, anyone can “earn” an online certification and then proceed to set your money on fire.
Support Articles?
Your Staff Can Burn 100s of Hours or Burn Out Entirely if You Task Them with Finding a Needle in a Haystack
With infinite time, you might be able to “keep money in the company” by tasking someone to become a sales & marketing stack expert, but you don’t have time.
We Can Help You Configure HubSpot in as Little as 2 Weeks with Sticky Training Along the Way
With over a decade of experience and having implemented and taught HubSpot within a broad set of industries, we understand:
What pieces matter for your business type
How to configure them correctly
The way to teach your team so that they feel confident and are competent going forward
Our Learn-by-Doing HubSpot Sales Funnel Configuration Approach:
Step #1: Business Audit
Understand Your Business, Current Resources, & Client Purchasing Habits
HubSpot and its app ecosystem are massive. Let’s understand what you do today and how you do it, so we can be sure we optimize your core business first.
Document your business model & sales funnel(s): Account-Based Marketing, SEO, PPC, Organic Social, Paid Social, etc.
Meet your team & understand their current capabilities
Understand your client personas
Step #2: Learning Plan Development
Put Together the Discreet Steps to Optimize HubSpot & Train Your Team…Simultaneously
The ROI on your investment in HubSpot funnel configuration and training is significantly greater if you & your team understand “the what” and “the why” along the way, so you can think in a scalable way thereafter.
Create a shared Trello board with your team
Document each task and assign it to your stakeholder
Explain “the why” and set the successful completion criteria
Step #3: HubSpot Configuration, Validation, & Graduation
Hand-in-Hand with Your Team, We Streamline Your Business Until We’ve Fully Optimized
Memorization is not the goal. We want your team to understand how everything works together within HubSpot and your broader go-to-market strategy, so they can begin to deliver the goods in a scalable way on their own.
Each task is worked with documented Q&A on its Trello card
Strategic decisions are discussed in live, recorded classes
All the learning contained in the homework, live sessions, screenshots, reference articles, etc. is yours to keep in an orderly Trello board for future reference
We hired SFP because our e-commerce go-to-market was not working. We had a beautiful website and two marketing agencies working for us with no growth and negative ROI after 10 months. While we had lots of meetings filled with “creativity” and buzzwords, as far as we could tell, there was no strategy to get positive ROI in the future.
SFP’s deep dive helped us understand how a digital marketing sales funnel works and what specific actions to take to get a repeatable/scalable digital marketing funnel going. They also spoke to us in terms we could understand as non-technical marketers and gave us a lot more confidence in what KPIs we should care about on an ongoing basis.
We highly recommend SFP’s services as a group that understands the big picture and can develop a true strategy. We will be calling on them to help us manage various strategic initiatives in the future.
Other Wins: Brand story clarified & enhanced, sales ops efficiency increased, analytics capabilities amplified, marketing & sales accountability systems implemented via HubSpot, new corporate-gifting funnel created, inbound partnership funnel created.
Brad Coolidge
Founder & Head Chef
Piedmont BBQ Co.
Gourmet, “heat & eat” BBQ boxes shipped nationwide (USA market).
Funnels Fixed to Date:
Top-of-Funnel: Laser-targeted, attention-grabbing headlines & supporting copy: Organic Search, Paid Search, Social Posts (Instagram, Facebook, LinkedIn)
Mid-Funnel: Clear, concise, trust-building copy & design: High-Conversion Landing Pages (Shopify), Chat (HubSpot)
Bottom of Funnel: Logical product organization with mouth-watering descriptions & incentives to buy now: Shopify Products & Checkout, HubSpot Deal Tracking
Re-Sell/Up-Sell: Long-term relationship-building & further educating about value prop: Newsletter (HubSpot), Retargeting (Google)
Are You Ready to Streamline Your Sales & Marketing with HubSpot?
Let’s Get Your Business the Efficiency & Increased Revenue It Deserves
Business Audit
We review your business model, target audience buying patterns, current tools, & sources of data, so we can plan your project.
Plan Development
Based on our findings, we determine which HubSpot modules, seats, and integrations you need and which optimizations to deploy and teach.
Configuration & Training
We configure Hubspot with your team via a combination of assignments in Trello and live, recorded sessions. Senior management validates success.