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Inbound Consulting

Work with a dedicated HubSpot consultant to achieve strategic goals using the HubSpot software.

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What’s included in Inbound Consulting?

Are you looking to maximize your usage of HubSpot? Our Inbound Consultants have years of experience partnering with customers to formulate and implement successful business strategies.

Whether you're new to HubSpot or an experienced user, your consultant will use their HubSpot expertise to provide training, best practices, project management, and overall strategic direction that will help your team optimize their use of HubSpot. As a part of our Inbound Consulting program, you will have access to a dedicated consultant while continuing to work with your Customer Success resource for account-specific needs. 

During your consulting engagement, your HubSpot expert will provide guidance on:

  1. Planning marketing campaigns, establishing efficient sales processes, and building a customer-first services organization, as applicable.
  2. Best practices to set up HubSpot in a way that helps your team achieve optimal results
  3. Quantifying the impact of your marketing, sales, and services activities with reporting and KPI tracking

Some common projects we help with:

Marketing Hub

  • Buyer persona development
  • Campaign development and optimization
  • Audit of marketing assets (landing pages, emails, blogs)
  • Email and marketing automation strategies

Sales Hub

  • Sales process mapping and implementation
  • Lead rotation and automation strategies
  • CRM setup and best practices
  • Sales productivity training
  • Hands-on sales rep training
  • Reporting: What to monitor and how to create reports

Service Hub

  • Defining feedback collection and ticket processes
  • Knowledgebase setup and best practices
  • Chatbot strategy
  • Evangelist engagement strategy

Available consulting options:

One-time Project

Work with a dedicated Inbound Consultant to achieve specific tool- or strategy-based goals.

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Onsite Training

Have an Inbound Consultant meet face-to-face to help you and your team learn and implement new strategies.

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Ongoing Consulting

Work with a dedicated HubSpot Consultant on a weekly or monthly basis to achieve long-term tool- or strategy-based goals.

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  • deb_colson
    Our Inbound Consultant works with our team on SEO. He has set up a detailed plan and works with us every step of the way. His knowledge and patience with our team has been invaluable. He keeps us current with the best content suggestions to help us succeed. We would be lost without him.

    Deb Colson

    Rhythm Systems

  • Denise_Huynh
    HubSpot and Professional Services have allowed me to dream big. No idea is too small. It sounds cliché, but we pushed HubSpot to its limits and beyond and I am grateful for their support.

    Denise Huynh

    Lost Golf Balls

  • Sadhbh_Goodhue
    Our dedicated consultant is extremely knowledgeable and credible in the field of content marketing. The training went beyond the surface into the nuances of the system and delivery that will really provide benefit to Concern. Very worthwhile.

    Sadhbh Goodhue

    Head of Web

    Concern Worldwide

Get More Information About Professional Services

Interested in partnering with a HubSpot consultant? Let’s talk.

Request more information
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