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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.

HubSpot Sales Funnel

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.

Request More Info



    HubSpot Logo
    HubSpot Partner

    Mainstreet to Cutting-Edge Corner Companies

    Love Our Player-Coach Approach to

    HubSpot Configuration & Training

    Accountant2Book

    European outsourced accounting & bookkeeping platform.

    Luxembourg

    Piedmont BBQ Co.

    Nationwide (US market) BBQ food box producer.

    Atlanta

    The Page Edit

    Fashion & lifestyle marketing agency.

    New York

    ETChster

    Global provider of non-crypto, physical NFTs to artists and art collectors.

    Atlanta

    MevoLife

    Global fitness & nutrition platform uniting coaches & clients.

    Dubai

    Sales Funnel Professor

    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.

    FROM 100% DIGITAL TO PURELY RELATIONAL (AND EVERYTHING IN BETWEEN)

    Our Goal Is to Help Clients Make Lots of Money. It's That Simple.

    And we love teaching our clients how to effectively go to market along the way.

    We increase your revenue while educating you about the who, what, and why so that you and your staff are gaining skills that will accelerate your business growth even faster.

    Need Sales Funnel Help?

    Let's talk about the problems your company is facing.

    Yes, this is a "Sales Call" in the sense that you'll want to decide if a relationship with us makes sense.

    But our approach is that sales is something you do FOR people, not something you do TO people.

    For people like you, that's explaining how we can solve complex sales and marketing challenges together at huge ROI. And we'll cover how important it is that we teach you/your team how we did it along the way, too.

    We do that all day, every day for firms across the world.

    Sound interesting? Please gather a list of your toughest challenges so we can talk them through on this FREE introductory call.

    If we can't help you, we'll do our best to point you to the right resource.

    Not sure? See what others have to say about our free consults.

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      Services & Capabilities

      Sales Funnel Services
      Top of Funnel

      Search Engine Optimization - SEO Services

      Pay Per Click/SEM

      Paid Social

      Organic Social

      Account-Based Marketing - ABM

      Middle of Funnel

      Websites

      App Store Profiles

      Newsletters

      Retargeting/Remarketing

      Bottom of Funnel

      Relational/Contractual/Closer

      Demo/Guided Tour

      Freemium/In-App Upgrade

      Checkout/Digital Purchase

      Packaged Services

      Package: Sales Funnel Audit

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      Package: Sales & Marketing Stack Audit

      Package: Branding & Rebranding

      Package: Collateral Creation

      Package: HubSpot Configuration & Training

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      Bank Marketing

      Sales Training

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      App<>CRM Integration

      Sales & Marketing Stack Configuration

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