HOW TO - DELIVER INBOUND SERVICES (26 pages)

closing customers • jump to framework)

Document rating:
  3.0 out of 5
Vote this doc:
background image

HOW TO DELIVER INBOUND SERVICES

8

CLOSING CUSTOMERS

WEEKLY ACTIVITY WORKSHEET

ADDITIONAL NOTES:

If the client is using SalesForce ensure they have the Professional of Enterprise Version. If they
are not using SFDC work with your consultant or Account Manager to determine if HubSpot can
integrate with their CRM and how much the integration would cost.

Inbound Marketing

Activity

Activity Breakdown

Weighted Time Baseline Time

Workflows

• Workflow Creation and

Execution

• Workflow Refinement

30%

3 hr.

Lead Scoring and

Qualification

• Lead Scoring

Implementation

• Lead Qualification / Sales

and Marketing Alignment

30%

3 hr.

CRM Integration / Closed

Loop Reporting

• CRM Integration

• CRM Management

20%

2 hr.

Progress Assessment /

Analysis

• Workflow Analysis

• Funnel Conversion

Analysis

• Customer Goal Progress

Analysis

20%

2 hr.

U

Document rating:
  3.0 out of 5
Vote this doc: