Get started on HubSpot
the right way with our 12-week Implementation Program.
During the course of our 12 week program, we'll build an effective Revenue Operating System.
Partner-led HubSpot Implementations are more likely to be successful.
HubSpot offers onboarding directly when purchasing any Professional or Enterprise tier product. These onboardings are mainly a guided onboarding that requires that you have a lot of internal competence and available resources.
HubSpot offers onboarding directly when purchasing any Professional or Enterprise tier product. These onboardings are mainly a guided onboarding that requires that you have a lot of internal competence and available resources.
Our 12-week program at a glance.
Our 12-week HubSpot Implementation program is the result of partnering with over 100 HubSpot customers – packaging our learnings and expertise in efficient and effective deliverables.
Discovery & Solution Design
We'll build our understanding of your business and design your solution.
Implementation Sprints
We'll implement & test your solution in HubSpot.
Launch & Transition
We'll train your team and help you get set up for continuous improvement.
Discovery
During the Discovery phase, we are focusing on getting to know you, your company, your customers, your goals and challenges. We'll also agree on a set of objectives that we'll focus on the coming weeks.
Our 12-week Program.
Kick-off Call
Meet your fractional RevOps team committed to your success.
Portal Audit & Intake Forms
Share where you're at and where you want to go.
Customer Journey Mapping
The high level stuff
Process Design
Getting into the details
Impact Filter
Real impact doesn't come from just kicking the tires – it comes from real conversations with people using the system.
Bi-weekly sprints
We'll build your Revenue Operating System, piece-by-piece.
We'll make sure to document everything – making team adopotion easy.
Discovery
During the Discovery phase, we are focusing on getting to know you, your company, your customers, your goals and challenges. We'll also agree on a set of objectives that we'll focus on the coming weeks.
Kick-off call
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Intake forms
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ClickUp Project
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Discovery & Solution Design
“Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” - Abraham Lincoln.
Before we start any implementation work – we make sure to map out and completely under your customers journey and your sales process.
Establish Objectives
During this initial phase, we are focused on understanding your business by leveraging team interviews, intake forms and other discovery.
Customer Journey
To make sure we are able to align your HubSpot Solution with your customers journey in mind, we'll map out the entire customer journey.
Process Design
Using what we've learned so far – we'll architect your HubSpot Solution taking all considerations into account.
Project Plan
At the end of the initial phase – we'll have a good understanding of your requirements – and we'll leverage this to create a project plan for the upcoming weeks.
Implementation Sprints
It's time to roll up our sleeves and get our hands dirty. Now that our Project Plan is in place, we'll start implementing your solution in HubSpot, documenting our work each step of the way.
Bi-weekly Sprints
We work in bi-weekly sprints to keep up momentum and focus on the right things.
Digital Workshops
We run workshops to discuss and work through details of the implementation.
Continuous Adoptation
We are continuously creating documentation to make it easy for your team to use the tools as designed. We'll also schedule training sessions where applicable.
Launch & Transition
Now that we've completed the implementation according to the project plan – we'll launch your new CRM Platform and train your team.
Launch
We'll launch your new solution together.
Support
In this phase we are ready to support you if any issues arise – and make necessary adjustments if needed.
Transition
Think of your Revenue Operating System as a product – not a project. After the initial launch, there will be a lot of opportunity for continuous improvement and growth.
Experienced
Hubex has done over 100 HubSpot Implementations and our team has 7 years of HubSpot experience on average.
Industry Knowledge
We are serving B2B SaaS
Our 12-week program
We've put all our expertise and learnings into the 12-week program to make sure you get started the right way.
How Revenue Operations
can make Real Impact.
Revenue Operations is a way to reduce friction to make sure the three big areas of your business - sales, marketing, and service - are moving smoothly, accelerating your growth flywheel and letting nothing stand in your way.
System Architechture & Data management
Design and implement a revenue operating system that improves data quality, reduces internal friction, and consolidates tools.
Process Optimization & Automation
Streamline and automate sales, marketing, and customer success processes to increase sales velocity and reduce friction.
Performance Measurement & Analytics
Gain a clear understanding of performance across all revenue-generating activities to make informed decisions and drive business growth.
Compensation & Incentive Programs
Design incentive programs that motivate and reward desired behaviors in sales, marketing, and customer success teams.
Alignment & Collaboration
Foster a culture of collaboration and alignment across departments to ensure unified efforts toward company growth.
Change Management & Team Enablement
Equip teams with the skills and mindset to embrace change and drive innovation.
How Proviso Built a Sustainable Growth Engine with the Help of Hubex
Proviso, a leading Norwegian event management system provider, offers software solutions and consulting services that simplify multi-attendee event planning, marketing, and organizing.
However, as they grew, they ran into challenges that many fast-growing SaaS companies face.