- HubSpot Onboarding
- HubSpot Training
- Ongoing HubSpot Flex Support
Increase in Average YouTube Views Per Episode
Increase in New Instagram Followers
Increase in Instagram Reach
Increase in Instagram Interactions
Increase in LinkedIn Engagement
The Challenge
The Moves for Seniors growth plan involves adding a franchise model and partnering with related businesses to drive referrals. To accomplish this, they needed HubSpot to support several fundamental goals.
- Marketing – Allow the corporate marketing team to create a library of marketing assets while gaining visibility into their effectiveness.
- Sales Funnel Support – Allow corporate sales representatives and franchisees to track the entire sales process, from initial contact to finalized sale.
- Referral Tracking – Gain full visibility into the amount of referral business from each partner.
- Handoff to NetSuite – Hand off key information to NetSuite for the operational phase of a sale without implementing a full NetSuite integration to preserve data integrity.
- Reporting – Full visibility into sales and marketing processes to make business decisions based on what’s performing well.
- Support for Future Phases – As they moved into future phases of HubSpot utilization within the growth plan, the team wanted a go-to for support.
The Solution
Forge Apollo provided initial HubSpot onboarding for sales and marketing processes, with flex hours for ongoing support.
Designing for the Sales Process
We started by working with the Moves for Seniors corporate sales team to understand their current sales process and identify opportunities to make it more efficient with HubSpot. Then we configured features such as the following:
- Lead & Deal Pipelines
- Record Creation Forms
- Custom Properties
- Custom Record Views
- Lead Routing
- Task Creation
- Activity Tracking
- Lead Scoring
The end of the process allows the rep to use a prebuilt web form to pass the deal to the operations team in NetSuite without enabling a full integration.
Future Planning for Franchises
The plan included having the corporate sales team be the first wave of users in HubSpot, with franchisees joining later. However, it was crucial to configure the platform to work for either, so it would be ready when the first franchise was.
Forge Apollo configured permission sets, lead routing workflows, and more to make the platform franchise-ready.
Marketing Setup
As part of our technical onboarding process, we set up features such as branding standards and the integration of social and ad accounts. Managing marketing contact limits in HubSpot can be tricky, so we set up workflows to automate this.
We also created template emails and automated email flows that the team could use as a guide to build campaigns.
Reporting
We created several reports and dashboards to allow the Moves for Seniors team to track sales and marketing efforts from every requested lens.
Consulting for Newly Discovered Needs
During the onboarding process, we uncovered some additional needs for quoting capabilities. We helped them compare HubSpot’s Revenue Hub solution with PandaDoc, another custom PDF creation tool, to make the best choice for their budget and use case. They ultimately decided to move forward with Revenue Hub.
Custom Training
Our customized training sessions allowed Moves for Seniors to receive training tailored to their setup, ask live questions, and receive personalized guidance.
Ongoing Support
After completing the initial onboarding tasks, we switched to an ongoing flex support model. This allows us to respond to their questions or concerns as they roll out the model with their own team.
The Impact
Integrated Platform for Sales, Marketing, and Referral Tracking
Moves for Seniors ultimately got a platform set up to address their major, immediate needs in marketing, sales documentation, and referral tracking.
Support for Future Franchise Development
Their platform can also support future growth, and they have hands-on support from our team as needed.