HubSpot Optimisations Package | RedPandas Digital
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Frustrated you’re not getting the most out of your HubSpot Investment? 

So, you bought HubSpot, you were onboarded but for a multitude of reasons you know you’re not leveraging the tool to its optimal capability. 

Maybe you weren’t setup with HubSpot properly to begin with, or key personnel have left, or HubSpot has just morphed into a beast over time. Maybe it’s one or all of those reasons. Whatever the case, our HubSpot onboarding process is designed to get your portal back on track. 

This package is perfect for you if your team is already set up on HubSpot and you’re looking to optimise, clean up and perfect your team’s HubSpot experience.   

We find HubSpot Optimisations is best suited for companies with bigger teams and multiple departments that are using HubSpot.  

But, what exactly is included in our HubSpot Optimisations package, and more importantly, what isn’t included? 

On this page, you will find about:  

What is a HubSpot Optimisation? 

A HubSpot Optimisation is a service where an accredited HubSpot partner audits an existing setup of HubSpot, then recommends and implements structural changes to maximise functionality usage. The objective is to generate a higher ROI from your HubSpot investment. 

This is different to setting up a new portal which is known as HubSpot Onboarding. More on our HubSpot Onboarding service for new portals here. 

What’s included in HubSpot Optimisations? 

With HubSpot Optimisations, there are a number of key inclusions: 

  • Discovery Workshop: This is conducted to get an understanding of your business goals, challenges and customer journey. 
  • Customer Journey Map: This is most crucial component of your HubSpot Onboarding program and provides  the compass for everything we will build during your onboarding. 
  • Portal Audit: Before implementing anything, we need to do a deep dive audit into your entire HubSpot portal to get a complete understanding of what’s what.  
  • Implementation : Creating workflows, contact properties, cleaning up data, integrations, reporting dashboards, sequences, templates and anything else that needs to be done to get your portal optimised. 
  • Training & Coaching: The project is only a success if you can autonomously take over from us after we’re done. To this end, we train and coach you on everything we did and how we did it. 

Let’s take a look at the discovery workshop, the audit, and the implementation process in more detail. 

Discovery Workshop 

A HubSpot Discovery Workshop helps us understand your goals, your business, what success looks like, and how your sales and marketing process works.  

Below you can see a snippet of our agenda for a discovery workshop.   

Our Discovery Workshop is actually quite a complex process which we’ve developed over hundreds of projects to ensure a successful project for our clients. 

Auditing your Current HubSpot Portal 

It’s very important to run an audit of your current HubSpot Portal so that we can get an understanding of strengths and opportunities in your current setup.  

If your portal has some things that are already working really well, we won’t necessarily want to change that. On top of this, it’s essential to get to know what objects (and potentially what custom objects) and properties you’re using.  

Once we know exactly how your portal is set up and what needs you have we can start working through the implementation process.  

Implementation of HubSpot 

The implementation process usually involves the following execution items:   

  • HubSpot Technical Items:  
    • Connect sub domain for landing pages and emails  
    • Connect email sending domain  
    • Upload logo and favicon  
    • Configure all portal settings  
    • Install HubSpot tracking on website  
    • Filter IP Addresses  
    • Add relevant paid tracking pixels: Facebook, Google, Bing  
    • Add Google Analytics ID into HubSpot portal  
    • Add Google Tag Manager into HubSpot portal 
  • HubSpot Tools:  
    • Find / create a newsletter template  
    • Connect social accounts to HubSpot  
    • Forms for the website to be created in HubSpot and replace on website  
    • Confirm the different email types we will be sending  
    • Set-up auto responder contact workflows when lead completes a form  
    • Set-up internal system workflows of movement of lead status  
    • Lead status definition and mapping to lifecycle stages  
    • Implement live / ‘lag’ chat  
  • Contacts
    • Set-up clean up list of contacts  
    • Create standard contact lists: new leads, new leads in 24 hours, dying leads  
  • Sales Enablement:  
    • Sales enablement meeting  
    • Understand pipeline, identify and map deal stages  
    • Provide workshop/training on how to use HubSpot for sales  
    • Implement the approved suggestions from the sales enablement findings  
    • In-depth consulting on how reps spend their day  
    • Automating core rep and process tasks using Workflows  
    • Creation of playbooks for sales team  
    • Creation of sales content for sales team  
    • Outsourced sales development  
  • Integrations:  
    • Setting up all required integrations (i.e. Eventbrite, MessageMedia, etc).

Training & Coaching

Training the team is as important as the work completed in a HubSpot Optimisation – if not more important. As we progress through our Optimisation milestones, clients tend to get trained on what is being completed or assigned to them during their work in progress meetings.

In addition, we like to formalise at least (2) formal training sessions:

  1. Sales Tools Training
  2. Marketing Tools Training

These will happen on separate occasions. Often the main client POC (point of contact) will attend both sessions for Marketing and Sales to get their head around what the teams are going through even if they won’t directly be ‘on the tools’ themselves.

Although there are (2) formal training sessions allocated this can vary according to the client. For instance, when we are onboarding enterprise sales teams, we’ll break training sessions down into groups and also scope in follow-up support sessions.

What is not included in HubSpot Optimisations? 

It is important to note that we do not do any custom coding, custom integrations, or enterprise level data migration as part of this package. Large scale data migration incurs additional fees and is charged on an hourly basis of $250 per hour on top of the package price. This is because large scale data migration requires much greater time than typical data migration.   

How long does do HubSpot Optimisations take? 

Your HubSpot Optimisation takes about 6-8 weeks in total. This covers the discovery, audit, and implementation of your HubSpot portal. 

Sometimes this timeline may be longer, especially if your current HubSpot portal is very complex. For example, if you’ve got thousands of properties or you’re using multiple custom objects with cross-relational properties, it can take us a longer to get our heads around your current setup before we’re ready to tackle any execution items.  

HubSpot Optimisations through HubSpot vs through an agency 

You have the option to hire HubSpot to help you instead of an agency. But, what’s the difference and is it a better choice?  

HubSpot offer the following consultancy services:  

  • Customer Training 
  • Migration Services 
  • Strategic Consulting Services 
  • Technical Consulting Services 

If you’re looking to optimise your current HubSpot portal, you’d probably be most interested in the Strategic Consulting Service or Technical Consulting Service, depending on what you want to achieve. These services have many options which you can explore here. 

Keep in mind that these are consulting services, and not actual implementation. This is the first major difference between hiring an agency vs hiring HubSpot when you’re specifically looking to optimise your current portal setup. If you don’t want to do the work yourself, then you’re going to have to hire an agency.  

Benefits of buying through an agency 

Buying through an agency has a number of additional advantages. Not only will they provide you with an action plan but depending on who you use, they can implement a lot of the technical work as well as the strategic work like building a launch campaign, emails and workflows. 

If your team is already pretty busy, getting their hands dirty with optimising your HubSpot portal can be a lot to ask and can be time-consuming. Using an agency like RedPandas can free up a lot of your time whilst leveraging off the experience we already have, from setting up portals on a regular basis. 

Cost of HubSpot Optimisations 

While all of the execution items included in this package are the same as those included in the HubSpot Onboarding packages, the cost of HubSpot Optimisations is more expensive.  

Optimisation starts from $9,000 for Professional Hubs and $20,500 for Enterprise Hubs. 

Why does a HubSpot Optimisation cost more than a HubSpot Onboarding (new portal setup)? 

When we’re setting up a HubSpot portal from scratch, while there is a lot of work involved, but we can set everything up as best practice. That means there’s no clean up, no deciphering of existing complications, workflows, setup items etc – we can follow our systems and best practice processes without running into any issues.   

When we’re working in an already existing HubSpot portal, we have to first audit the portal, which is where we understand how the portal has been set up, which takes considerable time in and of itself. We then have to be conscious of the current setup when we’re implementing our execution items. This slows down the implementation process considerably, hence the increased time commitment for HubSpot Optimisations.   

To sum up, HubSpot Optimisations is a package for teams who are already set up on HubSpot but who would like to optimise and improve their experience. We follow the same process as our HubSpot Onboarding packages without the coaching, but we spend far more time on this package due to the nature of it.  

How to get started with HubSpot Optimisations 

If you want to get started with HubSpot Optimisations through RedPandas, you can contact us today

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Peter Morkos
Sales & Marketing Manager @ LW Reid

RedPandas Digital
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2017-04-23T06:30:18+11:00

Peter Morkos
Sales & Marketing Manager @ LW Reid

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Having been established in 1923 we’ve been around for a while and worked with our fair share of marketing and ad agencies and have seen every trick in the book. I can soundly say the Back-to-School campaign RedPandas did for us for the 2016 season cost-per-acquisition has been the most profitable we’ve ever run.

From Glorified Address Book to Saving Us Hiring a Sales Person

It's not just the technical HubSpot implementation, that RedPandas did masterfully, it's the strategy and processes the team setup to avoid HubSpot becoming a gloried address book. Our reps typically used spent a day a week dealing with admin and organising pipelines and lead priority. With HubSpot, RedPandas not only removed a lot of manual work for the sales team but allowed our reps to focus on the warmest leads first backed by data and analytics not hunches.


Owen Joyce
CEO @ Ascent Learning

RedPandas Digital
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2017-04-16T07:41:03+11:00

Owen Joyce
CEO @ Ascent Learning

It's not just the technical HubSpot implementation, that RedPandas did masterfully, it's the strategy and processes the team setup to avoid HubSpot becoming a gloried address book. Our reps typically used spent a day a week dealing with admin and organising pipelines and lead priority. With HubSpot, RedPandas not only removed a lot of manual work for the sales team but allowed our reps to focus on the warmest leads first backed by data and analytics not hunches.

Can’t Imagine a Time Before Working With the Pandas

When we met RedPandas we were running 4-5 different systems, had no way of seeing where our leads and customers came from and absolutely zero marketing automation. RedPandas have transformed the way we do business. We run one system that is HubSpot, have a reporting framework that covers our global territories and have made leaps and bounds when it comes to nurturing and converting our database. Grateful to Tasha, Moby and the extended Pandas team for all their hard work.


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Richie Cranny
Founder @ Wimp 2 Warrior

RedPandas Digital
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2019-03-11T08:23:20+11:00

Richie Cranny
Founder @ Wimp 2 Warrior

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When we met RedPandas we were running 4-5 different systems, had no way of seeing where our leads and customers came from and absolutely zero marketing automation. RedPandas have transformed the way we do business. We run one system that is HubSpot, have a reporting framework that covers our global territories and have made leaps and bounds when it comes to nurturing and converting our database. Grateful to Tasha, Moby and the extended Pandas team for all their hard work.

Red Pandas know HubSpot Inside and Out

We're fortunate to have worked with Red Pandas, who built our extremely customised Hubspot solution from scratch. Whenever presented with a new feature request or problem, they always find a solution without a drama. They've helped transfer their expert Hubspot knowledge to empower us to troubleshoot our own issues, and have been integral to our business growth over the past few years. Thanks, Red Pandas!


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Gill Gox
Marketing Manager @ Wimp 2 Warrior

RedPandas Digital
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2020-02-24T08:10:23+11:00

Gill Gox
Marketing Manager @ Wimp 2 Warrior

gill-cox-hubspot-testimonial
We're fortunate to have worked with Red Pandas, who built our extremely customised Hubspot solution from scratch. Whenever presented with a new feature request or problem, they always find a solution without a drama. They've helped transfer their expert Hubspot knowledge to empower us to troubleshoot our own issues, and have been integral to our business growth over the past few years. Thanks, Red Pandas!

You’re rocking with the best in Australia

As author of the Amazon best seller SEO for Growth I’ve seen my fair share of digital marketers. In terms of providing clients with a strategic roadmap for digital marketing success, few come close to RedPandas in the Australian region. If you want to be using the most cutting edge tactics, Moby and his team have the finger on the pulse!


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Phil Singleton
SEO for Growth

RedPandas Digital
5
2019-03-11T08:28:47+11:00

Phil Singleton
SEO for Growth

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As author of the Amazon best seller SEO for Growth I’ve seen my fair share of digital marketers. In terms of providing clients with a strategic roadmap for digital marketing success, few come close to RedPandas in the Australian region. If you want to be using the most cutting edge tactics, Moby and his team have the finger on the pulse!

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We have been using HubSpot Marketing Automation system for a while, implemented by RedPandas agency. I appreciate their transparency and flexibility. They are really helpful and professional focusing on customer requirements and interactive approach with a great teamwork ethic.


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RedPandas Digital
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2020-02-24T08:05:21+11:00
We have been using HubSpot Marketing Automation system for a while, implemented by RedPandas agency. I appreciate their transparency and flexibility. They are really helpful and professional focusing on customer requirements and interactive approach with a great teamwork ethic.
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