Sales
Sales Hub Onboarding
Get technical advice for setting up Sales Hub, plus actionable guidance to help you simplify and scale your
sales process so you can close more deals. With an onboarding plan customized to your company, goals,
software, and tech stack, we’re here to help you—every step of the way.
Deliverables
Deliverables

Data Migration
The right data is critical for getting the most out of your CRM and accelerating your sales growth. Our data migration services ensure you are set up for success, no matter where your data currently lives.

Account Setup
With so many features and options, it is easy to get overwhelmed. That’s where we come in: we can guide your setup with best practice and industry knowledge around lead scoring, nurturing and engagement.

Analytics Reporting
Track your sales team performance and tools usage in real-time and build in continuous improvement as your buyers and their journeys evolve.
process
Process
-
1Planning
-
2Account
Setup -
3Engage
Prospects -
4Automate
Processes -
5Personalize
Outreach
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.
Account Setup
We handle the basic setup to ensure that we’re building on top of a solid foundation. From setting up your team’s profiles and importing data to integrating your email and other external systems, we’ll take care of the details up front to equip you for success.
Engage Prospects
This is where we start customizing your HubSpot for your business. We set up live chat, meetings, and email scheduling so you connect with your prospects on their terms.
Automate Processes
We uncover your current sales process and automate your deal pipeline using deal stages, leads rotation, and other workflow extensions.
Personalize Outreach
Engage with your prospects at scale with our help to add videos, create sequence queues, and setup your product library and quotes to close deals faster.
pricing
Pricing
For a custom pricing plan that’s right for your business, contact our team.
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pricing
Pricing
For a custom pricing plan that’s right for your business, contact our team.
Client Testimonials

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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