Foundation for Growth: Marketing Operations

Let's get to know each other. In a 30-minute session, we'll review your Hubspot account and identify quick wins and areas for improvement within a client's existing HubSpot setup.

• 30-minute HubSpot review: Analyze your current HubSpot account including workflows, contact properties, and basic reporting.
• Personalized checklist: Provide a concise checklist with 2-3 actionable recommendations.
• Short report: We will delivers a report summarizing key findings and recommendations

• Data Audit: Review a provided spreadsheet or CRM data (limited to 1K contacts).
• Data Cleaning: Identify and correct errors in contact information (e.g., typos, incorrect email addresses, invalid phone numbers).
• Segmentation Strategy: Develop 2-3 high-value customer segments based on key criteria
• Deliverables: Cleaned data file, segmentation report with rationale, and a simple guide on how to leverage the segments for future marketing campaigns.

Tell us about your marketing operations and administrative tasks, and we'll craft a customized scope of work and recommend a quarterly grouping of hours that fit your budget and pricing goals. 

First 2 hours free | 8, 24, 48, 96, and 120-hour blocks available.*

• HubSpot Implementation & Setup
• Data Migration & Clean-up
• List Segmentation & Personalization
• Lead Scoring & Grading:
• Marketing Automation Setup
• Marketing Campaign documentation

* Hours must be used within a 90-day period