Marketing, sales and service hubs set up as one revenue system with forms, booking and reporting.

01

What we do with HubSpot

Open any item to see how we implement and run HubSpot.

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01

Portal setup and migration

HubSpot

We set up HubSpot portals from scratch or migrate from another CRM with data, properties and history intact.

What’s included

  • Portal configuration
  • Data migration and deduplication
  • User roles and permissions
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02

Lifecycle, lead scoring and routing

HubSpot

Lifecycle stages, lead scoring and routing in HubSpot make sure qualified leads reach the right rep quickly.

What’s included

  • Lifecycle stage rules
  • HubSpot lead scoring
  • Rotation and assignment workflows
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03

Forms, meetings and sequences

HubSpot

HubSpot forms capture leads, Meetings books calls straight into rep calendars, and sequences automate follow-up.

What’s included

  • Website forms and embeds
  • Meeting links and routing
  • Sales sequences
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04

Attribution and pipeline reporting

HubSpot

HubSpot attribution reports connect campaigns, pages and channels to deals and revenue.

What’s included

  • Attribution models
  • Pipeline and forecast dashboards
  • Campaign reporting
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02

Pairs with

Also in CRM

Peace Bridge and Calgary skyline at night, Calgary

Contact

Let’s get to work. Start a conversation.

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