Meet the Team

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    Chris Cortez
    IMPLEMENTATION SPECIALIST

    Your Implementation Specialist will work alongside you to support your sales and marketing strategy and business objectives, making sure you have all the resources and advice you need to effectively use the HubSpot sales and marketing tools.

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    Kathleen Knapp
    SEO Guru

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    Al Gator
    Sales Associate

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  • sg-defaults_testimonial-avatar-1.svg
    Kathleen Knapp
    SEO Guru

    Lorem ipsum dolor sit amet, consecte tur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna.

  • sg-defaults_testimonial-avatar-2.svg
    Al Gator
    Sales Associate

    Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit. Duis aute irure dolor in reprehenderit in voluptate velit.

  • sg-defaults_testimonial-avatar-1.svg
    Kathleen Knapp
    SEO Guru

    Lorem ipsum dolor sit amet, consecte tur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna.

  • sg-defaults_testimonial-avatar-2.svg
    Al Gator
    Sales Associate

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  • CRM Training

CRM Training

Discover the best way to get the CRM to work for you and your sales team.

Starter Kit Overview

HubSpot Starter Kit is a 30-day lightweight onboarding, designed to help fast-paced teams set up the software. This is ideal for small to medium-sized businesses or companies who have used Hubspot's free tools, and for teams that want help setting up your processes and implementing the inbound methodology. For an overview of how the tools work, we would recommend utilizing Hubspot's academy resources.

The onboarding process begins with a discovery session led by your Implementation Specialist.

You'll discuss your current processes and will review recommendations based on best practices we’ve developed after working with thousands of companies. You'll receive actionable advice as well as resources you can bring back to your team.

Your Implementation Specialist will make the most effective use of your time together by covering certain topics on calls, and also giving you the right Academy resources that will empower you to get up and running on your own.

We’re flexible to your onboarding needs and find that our customers have the most success with HubSpot when we cover the training topics listed below.

This training may include, but is not limited to:

  • Strategic organization of your contacts and companies*
  • Lead generation tips for converting website visitors into leads
  • Best practices for the Sales and/or Marketing Starter tools (Calling, Templates, Sequences, Meetings, Notifications, and Forms) to help turn leads into more opportunities.
  • Deal management strategy to effectively move prospects from opportunity to customer

Throughout onboarding and beyond, you will have full access to our team of Customer Support Specialists and our library of resources.

*For assistance with technical migrations, please see our resource here.

Key Details

Price:

Setting: Remote

Level: All Levels

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