Simple and Methodical delivery
We'll map out your customer's journey, from initial contact to long-term loyalty. By analysing both internal operations and external touch points, we'll identify opportunities to improve efficiency and enhance your customers experience.
The blueprint will form a clear roadmap, outlining your HubSpot implementation, data strategies, audience segmentation, automation opportunities, and necessary integrations. This comprehensive plan will ensure a smooth transition and maximise the return on your CRM investment.
Now that we've finalised and documented your improved processes, we'll begin setting up your portal. This will ensure that all operations —website, sales, marketing, customer service, and delivery—are built, connected and tracking data accurately.
Our goal is to turn your documented vision into a reality. Now everything built you'll gain real time insightful via reports. These reports will empower you to make informed, strategic decisions.
We want to ensure you and your team are confident in using the new platform and processes. To achieve this, we'll provide training to teach you and your team the end-to-end process and how to efficiently manage daily tasks using HubSpot. This will help you quickly realise the benefits of the platform. We'll also train a core group of users to maintain the platform, minimising ongoing costs and ensuring long-term success.
"Highly Recommended HubSpot Consultant - Excellent for Process Development and Training"
I recently engaged Steve Tomlin to support my business with HubSpot, focusing on building a streamlined client acquisition process, HubSpot training, and audience growth. From the start, Steve has been fantastic—methodical, knowledgeable, and incredibly patient. His approach has been both structured and gradual, helping me to fully understand the potential of automation within HubSpot and how it can be leveraged to improve efficiency and client engagement.
Steve's training style stands out. He explains complex tools and processes in a way that's easy to follow and highly practical, instilling confidence and making sure I can independently use HubSpot for our needs. The guidance on automation alone has been a game-changer, and his insights into structuring the client acquisition pipeline have been invaluable.
Overall, Steve has proven himself to be a valuable partner for Storm Energy, in helping us build a scalable and effective system. I highly recommend him to anyone looking for a professional, thorough, and effective HubSpot consultant.