Here are examples of various HubSpot tasks we deliver.
Sales Hub & CRM
- Lists & segmentation
- Data import (.csv, .xls, .xlsx)
- Data validation & de-duping
- Data cleanup
- Data enrichment
- Sales automation & sequences
- Reporting & dashboards
- Custom properties
- Calculated properties
- Pipelines (deal)
- Quotes
- Calendar & meeting links
- Office 365 & Google Workspace integrations
- Portal/records customization
- Custom objects
- White glove services (we help you create and submit tasks)
Marketing Hub
- Campaign setup
- Landing pages
- Blog Directory/blog pages
- Blogging
- Schedule & publish blog/SoMe posts
- Conversational bots
- Forms
- Lists & segmentation
- Email templates
- Marketing automation
- Reporting & dashboards
- Lead scoring
- A/B test setup
- Custom properties
- Calculated properties
- SEO in HubSpot
- ADS in HubSpot
- Portal/records customization
- Custom objects
- Strategic guidance on how to best set up your campaigns in HubSpot
- White glove services (we help you create and submit tasks)
- Access to book time in the calendar with your strategist to discuss your tasks
- Suggestions of additional HubSpot actions that could help your business
- The potential site and campaign setup improvements (HubSpot focused, not what marketing campaigns you should create next)
Service Hub
- Service automation
- Reporting & dashboards
- Custom properties
- Calculated properties
- Pipelines (ticket)
- Portal/records customization
- Knowledge base
- Survey creation
- Custom objects
- White glove services (we help you create and submit tasks)
- Access to book time in the calendar with your strategist to discuss your tasks
- Suggestions of additional HubSpot actions that could help your business
CMS Hub
- Website pages
- Edit/create themes, templates, and modules
- Dynamic pages using HubDB
- Blog Directory/blog pages
- Multi-language configuration
- Smart content
- Reporting & dashboards
- Website migration
- White glove services (we help you create and submit tasks)
- Access to book time in the calendar with your strategist to discuss your tasks
- Suggestions of additional HubSpot actions that could help your business
Tip: 👉 These are just examples. Your business is unique. So are your tasks too. You will have access to the customer portal where the task magic happens.