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HubSpot Consultancy

Consultancy that helps you seamlessly integrate marketing automation, sales optimisation, and customer service tools to create a unified strategy that drives growth.

From nurturing leads to closing deals and delivering top-tier customer support, we provide the expertise to ensure your HubSpot investment delivers results.

Get in touch to discover how Indigo Iris can help transform and grow your business.

HubSpot Consultancy

HubSpot Consultancy Services

Monthly HubSpot Support

Monthly HubSpot Support

 

Indigo Iris provides HubSpot support on a monthly basis which offers many benefits such as:

  • Cost-effective - access to a HubSpot expert without hiring.

  • Scalability - increase or decrease support based on your needs.

  • Strategic and hands-on support - instead of just solving problems as they arise, I’ll help you plan ahead, optimise your processes, and ensure HubSpot is working for your long-term goals. 

  • Focus on the outcomes - quicker results and faster ROI with expert implementation and dedicated time booked in the diary to maintain momentum on deliverables.

  • Budget management - hours are booked quarterly making budget management easy and no surprises. Additional support can be added if needed.

  • More of a partner than a service - we work together, get to know your business and what success looks like for you.

 

There's a minimum of  2 x 2 hourly sessions per month and a 3 month commitment for companies that Indigo Iris has onboarded, trained or provided a Health Check (4 x 2 hourly sessions a month for other companies). Additional time can be added when needed.​

Forest Trees

HubSpot Health Check

 

The HeaIth Check includes an initial call to discuss your objectives, an audit of your Portal and presentation with a written report, providing valuable insights and benefits to companies that are:​

  • Looking to scale or have recently scaled.

  • Concerned that HubSpot isn't being optimised.

  • HubSpot no longer aligns with your business objectives and processes.

  • Experiencing change in team structure or personnel.

  • Experiencing issues and need help understanding the problem.

  • Struggling to access, view or utilise data.

  • Have Data Quality issues.

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Health Check benefits include increasing value by optimising your HubSpot subscription, potential cost savings by consolidating systems, improved knowledge and a roadmap for success.

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Make the most of your HubSpot account and drive your business forward with confidence.

 

For further information, please see HubSpot Health Check

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Strategic Consulting and Technical Support

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Strategic HubSpot Consultancy and Technical HubSpot monthly support helps you make the most of your HubSpot portal and can include:​

  • Strategic Consulting can include help with streamlining processes, lead management, deals & pipelines management, reporting, lifecycle management, automation, data quality, best practice advice, reviewing requirements and optimising your portal to ensure you’re making the most of your subscription.​​

  • Technical Consulting often includes troubleshooting, CRM customisation,  building lists & segments, automation, migrating & importing data, building forms, email marketing, A/B testing, lead scores, connecting inboxes, account settings, app integrations and reporting issues.​​

Support with HubSpot's Hubs

HubSpot Sales Hub ​

 

HubSpot's Smart CRM and Sales Hub help your sales teams to streamline processes, track and close Deals, and capture, manage and track activities such as 1-1 emails, tasks, calls and meetings.

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The Dashboards & Reports to analyse Deals, Pipelines, team and individual performance.

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Support with Sales Hub can include: 

  • Deals & Pipelines

  • Automation

  • Lead and Contact Management

  • Lifecycles

  • Lead Scores

  • Buyer's Journeys 

  • Reports and Dashboard

  • Sales processes

  • Sales enablement tools such as email templates, documents, snippets and playbooks

  • LinkedIn integrations

  • Using features such 1-2-1 emails, Calls, Notes, Meetings, Prospect tool and Integrations 

HubSpot Marketing Hub

 

With Indigo Iris' support, your marketing team can leverage the full potential of Marketing Hub to capture and nurture leads, run events, manage campaigns, and provide reporting and insights to inform future decision-making.

 

HubSpot support often includes:  

  • Email marketing including smart content

  • Email health

  • CTAs

  • A/B testing

  • Inbound Marketing and Methodology

  • Marketing Campaigns and ROI

  • Landing Pages

  • Automating strategy, planning and building

  • Building static and active lists

  • Form creation

  • Importing data

  • Managing marketing contacts

  • Integrating apps such as social media channels and event 

  • Lead Scoring

  • Utilising AI

  • Reporting

HubSpot Service Hub

 

Service Hub is a powerful toolset to streamline customer experience including the Helpdesk, Surveys, Knowledge Base and Portal for customers to self-serve.

 

The Automation and Ticket Management help streamline your processes, resolve issues and onboard new customers. The in-depth reporting gives you insight into SLAs, performance and customer feedback to identify areas for improvement.​

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Indigo Iris can support you with setting up and making the most of: 

  • Ticket and Ticket management

  • Knowledge base creation

  • Automation

  • Live chat

  • Conversation Inbox

  • Form creation

  • Creating templates, documents and snippets

  • Reporting and Insight

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