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Scope of Engagement
0 of 6 complete
Sales Pro onboarding for 2 seats. $2,000 of hours for $1,800. Expect 4 weeks total.
Create automated sequences (you provide email copy)
Build deal pipelines
Create custom properties (CRM fields)
Set up meeting schedulers
Build reports
Train your team to use HubSpot
Wishlist
- Cold outreach on HubSpot
- Create structured sales workflows and sequences for different industries
- Enable call scheduling with sales
- Personalized, authentic emails for outreach — specific to company research, exact battery use case, and role and application (engineers, buyers)
- Reduce repetitive work in email outreach
- Automate LinkedIn connection requests, messages, and invitations to follow the page to new connections (out of scope for HubSpot onboarding — could be set up in a follow-up project)
Email performance tracking
From a sales operations perspective
- Simple operational visibility — who opened emails? What should I follow up on today? Which contacts are warm?
- Improve subject lines, open rates, follow-up cadence, conversion rates
- Track email opens, clicks/activity, bounces, invalid emails, follow-up timing
From a management perspective
- Charts and dashboards tracking email performance and trends over time
- Track opens and clicks on weekly email blasts to reps and distributors (replace Mailchimp)
- Quickly identify warm leads, contacts/companies engaging with outreach, and which campaigns/messages perform best
Next Steps and Questions
- Get sample email copy
- What data is collected about new potential leads?
- What data fields do we care the most about?
- What data objects do we care about — Contacts, Companies, Deals?
- What does the current pipeline look like? How do we know when a lead has been qualified? Is the ENTIRE pipeline different from what should be on HubSpot?
- Priority seems to be TRACKING. You will be able to see who opened your email. What else is on your wishlist in terms of tracking, dashboards and reporting?
- What specific actions would you like to occur after an email has been opened?
- Clarify degree of automation required — Which option suits your needs better for this HubSpot implementation? (A) Emails to each prospect will usually include minute details on the fly, so fully automated emails are less likely to work. (B) Emails, while customizable, can be templated enough so that we touch them once and they can be sent to larger amounts of people without further manual review.
- S2S — High-level sequence proposal
- S2S — First draft of email templates
- S2S — Train on process to import new contacts into HubSpot