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HubSpot Outfit
A structured process designed by Certified HubSpot Solutions Partners to help B2B companies effectively leverage HubSpot as a transformative tool for scalable and sustainable growth, organically.
Why HubSpot?
The HubSpot CRM platform is a full suite of software built to power the inbound approach to marketing and growth. As a HubSpot Solutions Partner, we know how to enable your success on HubSpot from from product section and onboarding to employee training and comprehensive campaign management.
The HubSpot Growth Platform
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The CRM
A forever free CRM at the core of all additional Hubs and tools. Manage contacts, companies, deals, tasks and tickets. A single source of truth for managing your relationships and growing your business.
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Marketing Hub
Marketing automation software to help you attract the right audience, convert more visitors into customers, and run complete inbound marketing campaigns, all on one powerful, easy-to-use platform.
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Sales Hub
Sales Hub is the CRM that combines content, technology and strategic selling practices to streamline your outreach, engage more prospects and improve your closing rate at incredible scale.
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Service Hub
Service Hub is the service software that helps reduce service-level friction, share more value and keep your customers engaged to propel upsells, referrals and a continuous state of organic, sustainable growth.
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CMS Hub
CMS Hub is for fast-growing companies who are tired of being held back by clunky content management systems (CMS) that require heavy maintenance and don't connect with marketing tools.
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Operations Hub
Operations Hub supercharges HubSpot CRM with a suite of tools that makes it easy to connect, clean, and automate your customer data by uniting all your customer data on one connected platform.
Schedule a Free HubSpot Demo
Get a live demo with a Certified HubSpot Solutions Partner. See all the tools in action. Understand packages and pricing. Get all your questions answered. Determine your best course of action.
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Common HubSpot Engagements
From choosing the right package and setting up your portal, to comprehensive campaign and growth management, The Gist is the perfect partner to ensure you're successful with HubSpot.
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Product Selection
We'll help you choose the right package for your business and negotiate your contract to maximize value.
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Onboarding
We'll set up your portal quickly and effectively so you can focus on the things you actually purchased HubSpot for.
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Team Training
We'll supplement the robust HubSpot Academy with live training sessions to bring your teams up to speed, fast.
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CRM Configuration
We'll organize and configure your CRM to align with your strategy and maximize productivity for your entire team.
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Inbound Campaigns
We'll ignite your inbound marketing system through your website, blog, email marketing, social media, ads and more.
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Website Development
From landing pages to complete website redesigns, we're experts with HubSpot's powerful Content Management System.
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Workflow Automation
We'll create drip campaigns and automated lead nurturing sequences so you can start scaling your engagement and growth.
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Data Operations
We'll create automated systems to segment contacts, send internal notifications and create tasks and tickets.
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On-Call Support
As you gain independence with the platform, we can jump in on occasion whenever you need more support.
How HubSpot Outfit Works
HubSpot will be a transformative growth tool for your business, provided you use it right. You need an Certified HubSpot Solutions Partner that can design and build a HubSpot portal that aligns with your goals and objectives.
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Expert HubSpot Onboarding
Done for you and with you. Insanely strategic and highly proactive. We're not just setting up tools. We're strategically building HubSpot to align with your priorities, improve your processes and accelerate your growth.
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Ongoing HubSpot Management
We implement your strategy and serve as your strategic inbound marketing partner, keeping HubSpot clean, organized and effective.. Choose one of our monthly plans or we will customize one together.
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Once HubSpot is Built...
When the onboarding project is complete, you and your team(s) should be fully-equipped to use HubSpot effectively and independently. However, you may also choose to retain The Gist to further accelerate your inbound marketing and growth strategy with HubSpot. All of our monthly implementation plans include using HubSpot as our primary platform for key marketing, sales and customer engagement campaigns.
We Designed HubSpot Outfit For:
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B2B Companines
Especially those whose success is largely determined by their ability to engage prospects and customers frequently and meaningfully.
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Marketing Leaders
You're skilled at designing a strategy and telling a persuasive story, but you lack the tools keep your brand in front of the right people at the right times.
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Sales Leaders
You're dying to provide your team with the content, technology and processes to help them streamline their outreach and close more deals.
What You Get With The Gist
In short, a proactive, fully-engaged HubSpot Solutions Partner.
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Lead Strategist
An experienced inbound marketing professional that understands your business and guides all strategic decisions.
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Project Manager
A smart, organized, effective communicator that ensures all projects are executed on time and at a high quality.
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HubSpot Experts
We have a team of certified HubSpot production specialists able to work and build across all the hubs and tools.
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A 12-Month Plan
A comprehensive plan that's broken out into actionable steps we can take month-by-month to grow your business.
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Weekly Calls
The accountability to discuss strategy, share feedback, approve content and make sure all projects are running on schedule.
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Reporting
We'll build reports that track and analyze real-time progress toward our goals you can review whenever you want.
Monthly Maintenance Plans
You can engage The Gist in a variety of ways to ensure HubSpot remains a transformative growth tool for your business. Choose one of our monthly plans or work with us to customize one.
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CRM Manager
The Gist acts as your outsourced CRM Manager, keeping your data clean and your lists organized.
$3,000/month
See What's Included
CRM MANAGEMENT |
Imports and exports |
Data syncs and integrations |
Contact and company settings |
Related company associations |
Data formatting |
Object filters |
Object associations |
List memberships and settings |
Operations Hub workflows |
Target Accounts |
5 hours for additional requests |
Monthly status meeting |
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Sales Engineer
The Gist enables sales reps and managers with sales tools, automation and reports for managers and reps.
$3,500/month
See What's Included
SALES ENGINEERING |
Deal pipeline management |
Deal automation |
Task automation |
Automated sales notifications |
Snippets |
Email templates |
Sales sequences |
Lead assigning and handoff |
Document management |
Deal forecasting |
Rep activity reports |
Sales manager reports |
Monthly sales enablement meeting |
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Marketing Operations
The Gist acts as your outsourced CRM Manager, keeping your data clean and your lists organized.
$4,000/month
See What's Included
MARKETING OPERATIONS |
Content publishing |
Content optimization |
Social media monitoring |
Social media publishing |
Ads + lead syncing |
Website forms |
Chatbots |
Lead handoff workflows |
Marketing emails |
Email health monitoring |
Smart content |
Custom reports |
Monthly status meeting |
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Or, Build Your Own Package
A completed HubSpot Onboarding project will include a recommendation for a monthly package. These packages can and will be customized based on your specific situation and goals.
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HubSpot or Bust
The best CRM for inbound marketing is the only one we're willing to use.
As an inbound marketing agency we're judged by the outcomes we produce for our clients. We maintain our ability to produce those outcomes by working exclusively on the best CRM and growth platform for inbound, HubSpot. And by sticking with a platform we know inside and out, it allows us to work faster and more effectively. The Gist is a Certified HubSpot Solutions Partner that can enable your success on the platform from onboarding to comprehensive campaign management.
Are We a Fit?
Since buying decisions are influenced long before they’re actually made, many companies struggle to evolve their marketing strategy from selling to education. They want to produce quality content to position the company as a leading information source and a preferred vendor. They just don’t know where to begin.
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- Your company sells solutions to other businesses.
- Your products have longer buying cycles. Decisions are often made by teams.
- Prospects often conduct extensive research before buying.
- Your brand competes on value, not price.
- Ongoing marketing and engagement with existing customers is a major priority.
- Simply running ad campaigns isn't a realistic way to grow your business.
Yes? Let's Talk
Are you ready to get the most out of HubSpot? Schedule a strategy session to determine your best course of action.
Next Steps
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