Agenda for the HubSpot Sales Pro "Jumpstart" Training
Agenda for Initial Consultation and Strategy Alignment
Duration: 2–4 hours (can be split into two sessions if needed)
1. Welcome and Introduction (5–10 minutes)
- Description: Introduce the On-Target! team and discuss their role in the setup process. Share a high-level agenda for the session.
- Objective: Gain a rough understanding of your team’s roles and capabilities.
2. Business Goals and Objectives (30–45 minutes)
- Description: Discuss your overarching business goals, pain points, and desired outcomes. Identify key success metrics for sales and marketing initiatives that you currently track.
- Objective: Align on the purpose of using HubSpot and define what success looks like.
3. Sales and Marketing Process Overview (30–45 minutes)
- Description: Review the company’s current sales and marketing workflows, lead generation strategies, and client engagement process. Document key stages in the sales pipeline and identify areas for improvement.
- Objective: Gain a clear understanding of existing processes to guide the HubSpot configuration.
4. Target Audience and Buyer Personas (45–60 minutes)
- Description: Define your ideal customer profiles, buyer personas, and target audience segments. Discuss key challenges, decision-making factors, and messaging for these audiences.
- Objective: Inform CRM customizations, lead scoring, and marketing campaigns.
5. HubSpot Platform Overview (20–30 minutes)
- Description: Provide a brief overview of HubSpot Sales Pro and Marketing Starter capabilities. Highlight how these tools align with your goals and challenges.
- Objective: Set a baseline understanding of the platform's features and set realistic expectations.
6. Prioritization and Action Plan (30–45 minutes)
- Description: Identify top-priority items for the HubSpot setup (e.g., CRM setup, email templates, automation). Discuss any must-have integrations or immediate needs.
- Objective: Create a clear, prioritized list of activities for implementation.
7. Next Steps and Timeline (15–20 minutes)
- Description: Recap decisions made during the session. Outline the next steps, including a proposed timeline for implementation and key milestones.
- Objective: Ensure alignment on the process and deliverables.
8. Q&A and Closing (10–15 minutes)
- Description: Address any additional questions or concerns. Reconfirm goals and clarify the process for the project.
- Objective: Solidify key details and ensure none are overlooked.