Congratulations on your decision to make HubSpot the center of your marketing and sales automation tech stack.

ADMIN

Set up to 20 users – a combination of paid and/or free seats as required
Set up branding elements and templates
Ensure all billing and account information is correct and presenting to satisfy all legal requirements as dictated by your business, including CANN-Spam requirements
Integration of up to 3 tech platforms via direct integration when available and Zapier when not available. *Note: if custom-coded scripts are required, this will be priced separately.

CRM

Migrate up to 5,000 contacts from your current database
Create custom Contact and Deal Property Categories as required for the business needs
Create custom Properties as dictated by the imported database and apply properties migrated contacts
Create up to one (1) Custom Object if the needs of the business dictate a Custom Object is desired

EMAIL MARKETING

MARKETING WORKFLOWS

SALES PIPELINES & DEALS

Set up to 3 custom sales Pipelines, including all Pipeline Workflow automation as available based on the HubSpot product level
Set up Deal views as required for effective management of each type of sales pipeline

E-COMMERCE

Integrate with existing e-commerce platform via direct integration, when available, or Zapier when not

WEBSITE INTEGRATION

Add lead gen forms to the site based on the chosen campaigns under “MARKETING WORKFLOWS”
Integrate Gravity Forms with HubSpot (optional)
Add tracking code for Lead Source attribution

STRATEGIC PREP, PROJECT MANAGEMENT, TEAM TRAINING

Strategic kickoff Zoom session during which we garner a complete-as-possible picture of your business needs, including customer journey, unique legal considerations, must-haves, etc.
A follow-up Zoom session to review the setup map ConvertMORE will create based on information gleaned in the Strategic kickoff as well as other information that may have been requested
Project management cross-team interface via a private Slack channel on ConvertMORE’s Slack account
Loom-hosted micro-trainings on various aspects of working in the application created using industry best practices and our proprietary processes. These are provided in a shared folder to which you will have perpetual access
A final team training hosted on Zoom, during which we will cover all aspects for all team members and shareholders for using your new HubSpot Sales and Marketing system.
Perpetual and download access to all session/meeting recordings

EXCLUSIONS:

Export and organize the database from the current system (Note: we will provide guidance based on the specifics of your system and database complexity.)
Copy, content, images, and other brand-specific requirements
Order history migration*
Active and/or canceled subscription migration*
Credit Card or similarly security sensitive data

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