Uncover the Potential of Each Module
and Elevate Your Business Operations:

Professional
Enterprise
HubSpot Account Setup

Up to 3 Properties

Up to 7 Properties

Up to 12 Properties​

Up to 1 Channel

Up to 2 Channel

Up to 3 Channel

Up to 2 Lists

Up to 3 Lists

Up to 10 Lists

Up to 1 Persona

Up to 3 Persona

Up to 5 Persona

Up to 1 Doc Set up

Up to 2 Doc Set up

Up to 7 Doc Set up

Up to 1 Snipped

Up to 2 Snipped

Up to 7 Snipped

1 Basic

2 Basics

2 Basics + 1 Advanced

1 Basic

3 Basics

3 Basics + 1 Advanced

Add On

1 Source API

Add On

(1) ‘How To’ Videos
(2) WorkFlow Diagrams
(3) Setup Documented
(4) Recorded Meetings

Recorded Meetings

(1) Setup Documented
(2) Recorded Meetings

(1) 'How To' Video Clips (Secured)
(2) Setup Documented
(3) WorkFlow/Reporting Documents
(4) Recorded Meetings

Slack Group/Chat

Up to one Dedicated Live Training
(up to an hour)

Up to Two Dedicated Live Training
(up to an hour)

Kickoff + Bi-Monthly

Kickoff + One/Week

Kickoff + Twice/Week

75 days

45 days

30 days

Unlocking Efficient Sales Processes and Maximizing Revenue

Sales Hub is designed to supercharge the sales process, making it more efficient, transparent, and effective. It’s not just about tracking sales but about optimizing every step of the sales journey.

With Sales Hub, you can streamline your sales activities, automate repetitive tasks, gain valuable insights into their sales performance, and ensure that every lead is adequately nurtured and converted.

Don't Set It Up Wrong - Three Outcomes Examples of Incorrect Hub Setup!

The HubSpot Marketing Hub boasts many features and tools designed to enhance your sales efforts and drive better outcomes. 
HERE ARE THREE KEY AREAS YOU SHOULD PRIORITIZE WHEN SETTING UP YOUR HUBSPOT:​

Enhancing Customer Experiences Post-Sale while Increasing opportunities

The Customer Service Hub is designed to streamline customer interactions, ensuring timely and effective resolution of queries and issues.

But beyond just addressing customer concerns, it offers a goldmine of data. By tracking the full customer journey, from initial contact to post-sale interactions, businesses can uncover invaluable insights.

These insights can highlight areas of potential upsell, cross-sell, or even new lead generation. In essence, every customer interaction becomes an opportunity not just to solve a problem but to drive further business growth.

Don't Set It Up Wrong - Three Outcomes Examples of Incorrect Hub Setup!

The HubSpot Customer Service Hub boasts many features and tools designed to enhance your marketing efforts and drive better outcomes. HERE ARE THREE KEY AREAS YOU SHOULD PRIORITIZE WHEN SETTING UP YOUR HUBSPOT:

Enterprise Account Setup

Up to 5 Properties

Up to 12 Properties

Up to 20 Properties

Up to 1 Channel

Up to 2 Channel

Up to 5 Channel

Up to 2 Lists

Up to 7 Lists

Up to 15 Lists

Up to 1 Persona

Up to 3 Persona

Up to 5 Persona

Up to 2 Doc Set up

Up to 4 Doc Set up

Up to 10 Doc Set up

Up to 1 Snipped

Up to 5 Snipped

Up to 8 Snipped

1 Basic

2 Basics

2 Basics + 1 Advanced

1 Basic

3 Basics

3 Basics + 1 Advanced

Add On

1 Source API

Add On

(1) ‘How To’ Videos
(2) WorkFlow Diagrams
(3) Setup Documented
(4) Recorded Meetings

Recorded Meetings

(1) Setup Documented
(2) Recorded Meetings

(1) 'How To' Video Clips (Secured)
(2) Setup Documented
(3) WorkFlow/Reporting Documents
(4) Recorded Meetings

Slack Group/Chat

Up to one Dedicated Live Training
(up to an hour)

Up to Two Dedicated Live Training
(up to an hour)

Kickoff + Bi-Monthly

Kickoff + One/Week

Kickoff + Twice/Week

75 days

45 days

30 days

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Funnel Types List

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Provide you with a complete overview of the type of funnel and how to manage it. 

JOIN OUR LIVE EVENT!

Wednesday, October 18th
10AM (PST)

Webinar Topic: Fix the Leak with Streamline Your Revenue Path with RevOps Funnels. 
How to seamlessly guide prospects through your company’s journey,

  1. Utilize the Funnels in Revenue Operations
  2. How to Prevent Bleeding Prospects and Customers in Your Company’s Journey
  3. How to Automate the Process for Enhanced Efficiency