Client Overview:

• Client: Gifted Travel Network
• Industry: Travel and Hospitality
• Challenge: Needed a scalable CRM to support growth. Lacked knowledge and experience with HubSpot for optimizing and onboarding existing sales, marketing, operations, and partnerships processes.

Objectives:

• Educate the client on HubSpot's capabilities and assist in the evaluation process.
• Implement a strategic HubSpot setup to migrate, optimize, and develop robust analytics for the sales, marketing, partnerships, and operations departments.

Process:

• HubSpot Education and Evaluation:
  • Conducted educational meetings to showcase HubSpot’s potential.
  • Facilitated discussions with a HubSpot representative for informed decision-making, ultimately leading to a purchase.

• Strategic Implementation - Phase I (Sales Process):
  • Detailed analysis of the client's complex applicant qualifying process.
  • Developed a comprehensive flow chart as a blueprint for HubSpot workflows, emails, properties, and decision-making.
  • Worked closely with the sales, marketing teams, and executives to implement the sales process in HubSpot.

• Marketing Automation - Phase II :
  • Migrated contacts and segments from Keap CRM to HubSpot.
  • Developed automated sequences to nurture candidates, moving them down the funnel to apply for membership.
  • Connected inbound marketing
  • Developed robust KPI reporting.

• Partnerships and Operations - Phase III :
  • Develop data migration strategy for both departments.
  • Train and onboard both teams.
  • Setup reporting to analyze effectiveness of strategies.

[Blurred] flowchart of entire sales and prospecting process, which acted as the blueprint for HubSpot implementation