The Challenge
Set up Kindred Motorworks for success using the dynamic tools HubSpot has. For this client, we wanted to:
- Create a customized CRM
- Monitor and analyze KPIs
- Create a clear and efficient sales process
- Train the Kindred team on how to use and get the best value out of their new HubSpot account
Client Priorities
- Help track, organize, and qualify leads and customers as they go through the buyer's journey
The Plan
Foundational Audit and Strategy: We carry out a health check of Kindred’s existing HubSpot portal and the data within it. This will include a high-level assessment of portal settings, data quality, custom fields, existing objects (Contacts, Companies, Deals), and tools (workflows, sequences, templates, lists, and pipelines.
CRM Implementation & Customization: We will create custom fields tailored to the business’ needs. Also, we will set up deal stages, import and clean up data and integrate HubSpot with other tools they are using.
Sales Enablement:We will set up conversions, workflows and automation, custom reporting and review and a reporting dashboard. Also, we will analyze and optimize their sales and marketing funnel.
Sales & Marketing Alignment: We will define Kindred’s MQL and SQL, align their goals, create a lead hand-off procedure
HubSpot Sales Hub Training
