Sales Hub Onboarding Service

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.

1

Planning
2

Account
Setup
3

Engage
Prospects
4

Automate
Processes
5

Personalize
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.

Account and Tech Setup

Connect your email inbox and calendar

Set up your personal profile & settings

Create custom properties to store your data

Training on importing contacts, companies, deals, and notes into HubSpot

Install HubSpot tracking code on your website

Set up your deal currencies

Set up external system integrations

Import your contacts, companies, deals, and notes into HubSpot

Review existing CRM & lead management system(s)

Connect with Prospects on their Terms

Set up live chat on your webpages

Learn how to use conversations to answer your prospects’ questions

Training on email scheduling to send to prospects at their preferred times

Custom training for your sales team on best practices of using HubSpot

Automate your Sales Process

Creating deal stages to automate the pipeline process

Setup your Task Queues and Sequences

Set up workflow extensions to automate sales processes

Automating how leads are rotated to sales reps

Customize deal pipelines to fit your sales process

Explore how other tools integrate with HubSpot

Personalize your Outreach at Scale

Set up your product library to include the items that you sell

Using personalization tokens in emails to send emails faster

Set up quotes and pyaments to get deals closed faster

Consulting on setting up Sales Forecasting and KPI Reporting

Training & Consulting

Business process & tech stack consult with Sr. HubSpot Solution Architect

Custom workshops, training & documentation for your teams

Tactical-Do-it-with-you

Strategic-Do-it-for-you

Pro

$2,000

Enterprise

$4,000

Pro

$5,000

Enterprise

$10,000

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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