CMS Hub Onboarding

Website SEO

Attract more relevant inbound leads by optimizing for SEO using the HubSpot CMS.

Conversion Paths

Coupled with content knowledge specific to financial services, we bring best practices around conversions to help you generate, qualify and nurture leads.

Analytics Reporting

Track your website usage in real-time and build in continuous improvement as your buyers and their journeys evolve.

1

Planning
2

CMS Setup
3

Conversion
Paths
4

Reporting
Setup

Planning

Your journey with Learners starts with us getting to know your team and business during a defined onboarding period. From there, we develop a project plan and kick-off that provides a clear understanding of roles, responsibilities, and timelines.

CMS Setup

We handle the basic setup to ensure that we’re building on top of a solid foundation. From connecting your subdomains and installing tracking code to configuring email and social accounts, we’ll take care of the details up front to equip you for success.

Conversion Paths

We integrate your site’s buyer journey with the rest of the sales process to ensure that you engage and delight potential and current customers every time.

Reporting Setup

We build custom reports based on your specific needs, along with sophisticated dashboards that will ensure you can always keep your eye on the metrics that matter most.

How your data website lives in hubspot
Optimizing your website and blog
Content Strategy
Lead Capture and conversion paths
Traffic and website analytics
CMS Memberships
Custom reporting to track KPIs, site performance reporting, reporting by brand domain
Website speed and security best practices/tools
Content partitioning
Dynamic page testing
price

Pro
$960

Enterprise
$2,400

Learners.ai was a breeze to work with. Learners team is genuinely caring people who take their work and customers' projects very seriously... They are calm, friendly and very easy to talk to...Everything coordinated for us was organized, timely and within budget. YOU ARE NEVER ALONE, trying to figure anything out during the entire process. Thank you Learners team!

Ashley Camire

Owner and Relationship Specialist

POQFL.com

I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.

Cynthia LaRue

VP Marketing at ShipHero

Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.

Brandon Palmer

Digital Marketing Manager at ShipHero

Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!

Jamal M.

Main Street Financial Solutions

Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!

Chris G.

Forum Financial Management, LP

Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!

Brett Oliveira

ShipHero Sales

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