The main goal for the project is to optimize paid Hubspot functions and better manage the sales process and performance of Keep Social Media Social within Hubspot. This will involve several different steps for the team, including:

• Programming "sales packages" into Hubspot.
• Building out products in Hubspot.
• Better managing the sales process such as pipelines, etc.
• Better tracking sales performance of the organization within Hubspot.
• Create training manual with best practices.
• Provide training to our staff.

Programming "Sales Packages" into HubSpot:

• Understand the existing sales packages and their components.
• Program and integrate these sales packages into HubSpot using custom fields, workflows, and automation.
• Test the functionality to ensure accurate implementation and seamless integration.

Building Out Products in HubSpot:

• Catalog and input all products into HubSpot’s product library.
• Ensure that product details, pricing, and descriptions are accurate and comprehensive.
• Set up any necessary product-related automations or associations with other HubSpot tools.

Managing the Sales Process (Pipelines, etc.):

• Analyze the current sales process and identify areas for improvement.
• Create and configure sales pipelines within HubSpot to reflect the optimized sales process.
• Develop and implement automation rules to streamline the sales workflow.

Tracking Sales Performance:

• Set up and customize sales dashboards and reports to track key performance metrics.
• Implement tracking mechanisms for individual and team performance against sales targets.
• Regularly review and adjust the tracking methods to ensure accuracy and relevance.

Creating a Training Manual with Best Practices:

• Document all processes and configurations made within HubSpot.
• Develop a comprehensive training manual detailing best practices for using the optimized HubSpot functions.
• Include step-by-step guides, screenshots, and troubleshooting tips.

Providing Training to Staff:

• Organize and conduct training sessions for staff members.
• Demonstrate the new features and processes implemented in HubSpot.
• Address any questions or concerns from staff and provide ongoing support as needed.

Final deliverables should include:

- Documentation of the programmed "sales packages" and built-out products in Hubspot.

- A report on the improved sales process management and sales performance tracking within Hubspot.

Our team will be available to provide strategic direction and to answer any questions students may have. Check-in calls as needed.