HubSpot Implementation & Administration for Your Organization
As a HubSpot Gold Solutions Partner and a HubSpot Community Champion, I can help with all things HubSpot... any hub, migration, syncing, workflows, setup, buildout, customization, automation, etc.
Check out one of my 120+ accepted solutions in the HubSpot community by viewing my HubSpot community profile.
Ultimately, I offer multi-month implementation and management of your HubSpot account.
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You don't have time for a bunch of "go-nowhere" qualification calls.
Instead, I offer 5 working sessions for us to see if we are a good fit long-term.
I will be in your HubSpot portal helping you get more out of it.
Don't have HubSpot? I will set HubSpot up for you, so you can try it during our sessions.
There will be 5 virtual sessions 45min-1hr long.
We can conduct the sessions in a week or weekly over 30 days.
The sessions will be tailored to your organization's HubSpot needs.
At the end of the 5 sessions, we will:
✅ gain more clarity about your organization
✅ start the setup of your HubSpot Smart CRM
✅ start the setup of your HubSpot Library items
✅ start the setup of your HubSpot Service Hub
✅ start the setup of your Commerce/Sales Hub
✅ start the setup of your Content Hub
✅ start the setup of your Marketing Hub
✅ start the setup of your Operations Hub
There's not a commitment you're locked in to.
Pay-what-you want after the 5 sessions (suggested price is $1,700).
We will communicate via Google Chat or Teams, whichever you prefer.
If you want to bail before the 5th session, you can, free of charge.
I'm trying to make this 'no risk' from your perspective.
Take advantage of this while you can...
Not sure what you're getting into?
If you're interested in HubSpot, I recommend scheduling the kickoff. 👆
We will answer a lot more questions as we go. There's no risk and no commitment.
It will only cost you a little time, which I value.
We will discuss a longer-term engagement if/when needed toward the end of the 5 sessions.
I have detailed insights (WHInsights) about using HubSpot and Zapier located here.
Subscribe here for future articles:
I highlighted a few of my favorite WHInsights below:
Still have questions?
Go here to learn more about me and Whole Hart Impact.
Want to make a positive, wholehearted impact?
Go here to inquire about being part of the WHImpact team.
Thank you for your time. Reach out to me with any questions, whatsoever.
Bye for now.
Strategize Your Business
Gain clarity within your organization by letting me solidify your vital metrics, map your client touchpoints and awareness areas, establish your org's identity, elevate your offer, build individual dashboards for your employees, and clarify your employee's performance.
Systemize Your Busyness
Gain simplicity with your systems and processes by letting me perform an automation evaluation, complete a software audit, evaluate your internal/external communication, recurring meetings, and file organization. Then, I will implement any and all of my recommendations.
Humanize Your Experience
Gain certainty with attracting your people by letting me build out your website, knowledge base, surveys, customer portal, marketing campaigns, sales process, and reports/dashboards all within HubSpot to increase the worth of your clients and employees.
Make Your Service Business Sellable 🤝
Team Up with Me: WHImplementation
$6,800/mo (75% off discount available)
Main Outcome: Implement recommendations from WHIntensive and buildout HubSpot Hubs.
Length: 6-12 months
Here's how it works:
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First six months, we will focus on building out HubSpot's Service, CMS, and Commerce Hubs.
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Second six months (if needed), we will focus on building out HubSpot's Marketing, Sales, and Operations Hubs.
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Throughout, I will implement recommendations from the WHIntensive and build automations with Zapier connecting your systems.
WHIntensive
Start with a 30 day intensive to begin strategizing your business and systemizing your busyness.
WHImplementation
If we are a good fit and you intend to use HubSpot, let's engage in a 6 month commitment.
WHInsurance
Receive 6 months of support for items implemented during WHImplementation.
WHIntegration
(Must Qualify) If you want to run a robust marketing campaign, I will perform that for you over a 6 month period concurrent with WHInsurance.
So, it would be a 12 month engagement, in addition to the one month intensive.
I work remote from Oklahoma City to support businesses across the USA.
For service details, click/tap on the header to expand the sections below:
1) WHIntensive
No Commitment, 30 Day Intensive
2) WHImplementation
1-on-1 Implementation for 6 months
In this phase, I will implement the items from our WHIntensive. Our main objective is to systemize and automate every major and minor portion of your client journey map. In order to engage in the WHImplementation, we will need to be using HubSpot. If HubSpot is not a good solution for you, I will not recommend it.
- Implement HubSpot Service Hub, including:
- User Onboarding
- Technical Setup
- Custom Properties Buildout
- Ticketing Setup
- Conversation Setup
- Inbound Calling Setup
- Knowledge Base Buildout
- Customer Portal Buildout
- Reporting and Dashboards Generation
- Workflow Generation
- Implement HubSpot CMS Hub, if needed
- Bring it all together with automations using Zapier.
3) WHInsurance
1-on-1 Support for 6 months minimum
- troubleshoot and support anything I have implemented during the WHImplementation phase.
WHIntegration (must qualify)
1 marketing campaign for 6 months
- Implement HubSpot Marketing Hub and/or Sales Hub, including:
- User Onboarding
- Technical Setup
- Blog Generation
- Landing Pages Buildout
- Ads Setup
- Forms Buildout
- Social Setup
- Email Marketing Support
- Sales Emails Support
- Playbooks Buildout
- Meetings Setup
- Templates Generation
- Quotes Support
- Reporting and Dashboards Generation
- Workflow Generation
- Execute a 3 stage marketing campaign:
- Plan the campaign
- Prepare the campaign
- Execute the campaign
🚨 I only have 3 openings available, so I can deliver for my clients 🚨
This is your opportunity to work directly with me.
I have plans to hire a team and significantly reduce my personal one-on-one implementation services.
Still have questions? 🤔
Click the question to see the answers.
How much does the engagement cost?
I use a hybrid pricing structure to align our objectives.
First off, the WHIntensive is $6,800 for the 30 days. Click on any of the solid buttons nearby to see if there's a discount still available.
Ready to gain support implementing the items from our WHIntensive?
For WHImplementation and WHIntegration:
The hybrid stucture = $6,800/mo + 5% of revenue above our established baseline
For WHInsurance:
$1,500/mo + 5% of revenue over our established baseline
I'm willing to discuss a flat monthly rate, or an adjusted fixed rate and revenue share percentage.
Tell me more about the engagement. What should I expect?
Expect to start fast and create results that last. You will receive one-on-one support from me. I will be in the trenches implementing solutions.
Everyone begins with a no commitment, 30 day WHIntensive. In the WHIntensive, we will start with solidifying your business strategies and bring clarity to your business numbers AKA strategize your business. Then, we will focus on improving your internal/external client fulfillment AKA systemize your busyness.
If HubSpot is the right solution for you, and we want to engage, your WHImplementation will begin. I will perform the heavy lifting to implement the items from our WHIntensive over a six month period. Then, I will support and troubleshoot everything I put together in the WHImplementation for another six months at a lower rate.
The WHIntegration phase you must qualify for by completing the WHImplementation phase. After WHImplementation, your capacity for serving clients should be at an all-time high so we will run marketing campaigns to bring in more clients AKA humanize your client experience.
Having a designated contact from your team I can engage with will significantly improve the speed of the results.
My delivery mechanism would look like this:
- One on one implementation support; I will do most of the work.
- Delivery and work will be done in your systems (either Microsoft or Google) plus HubSpot.
- You will have full access to me; in fact, the more we stay engaged the better the engagement will be.
- I will do most of the work but your input and engagement will be vital to generating the best results.
Reach out to me to get an in-depth, behind-the-scenes look at how we would focus on growing the value of your business. My contact info is below.
What kind of small businesses do you work with?
Small businesses that sell a service doing more than $250k annually in revenue with less than 20 employees that believe in the value of technology.
I have worked with law firms, escape room centers, oil and gas companies, and SaaS companies.
Your business doesn’t have to be 100% remote, but you need to believe in the power of using technology to gain leverage.
Who are you anyways?
With a background in petroleum engineering, I am a driven problem solver that wants to create a lasting, positive impact.
I believe combining the right people and the right systems is the key to advancing your impact.
I love using technology to help businesses become a human machine so they can spend less time doing what they hate and more time doing what they love.
Scroll down for more information about my story.
OK, I’m still not 100% sold but want to chat. How do I get in touch with you?
Use any of the contact buttons below.