Sales Automation Strategy Training

Who is this service suitable for?

This service is designed for companies that are using or planning to implement HubSpot Sales Hub Professional/Enterprise and want to use it as efficiently as possible.

How does our support look in practice?

We guide you through our process for developing a sales automation strategy. The goal of this process is twofold: on one hand, to equip you with the necessary know-how to repeat this process on your own, and on the other, to ensure – through our expertise – that you achieve the best possible outcomes.

Description & Process

Below you will find a table outlining the process steps, involved parties, and the planned maximum duration. Detailed information about each step can be found after the table.

 

1. Kick-off & Preparation 

In an up-to-four-hour meeting, we begin by assessing which modules of HubSpot Sales Hub you are already familiar with and using, and how you are utilizing them. This allows us to understand your current sales automation maturity and provides valuable information for hypothesis building regarding your process.

We also discuss strategically relevant sales information in this meeting outside of the core sales process—such as target groups, sales team structure, reporting, success measurement, forecasting, etc.

2. Sales Process Analysis 

In an up to four hour meeting, we work with you to review your current sales process. We analyze the individual stages of your deal pipeline and the tasks associated with or occurring between these stages. We also address any sales management requirements (reports, dashboards, forecasting, etc.) and strategic sales aspects (segments, deal sources, scoring, etc.).

Documentation takes place live in our process tool (Miro). We leverage this information for subsequent development steps.

3. Development of Sales Automation Hypotheses & Options 

Following the sales process analysis, we use the gathered insights to develop hypotheses and options regarding how sales automation can be ideally implemented within your company.

This phase does not yet involve the development of detailed processes, but rather a focus on underlying use cases, which will be discussed together with you in the next step.

4. Presentation of Sales Automation Hypotheses & Options 

After developing the hypotheses and options, we present them to you in an up to two hour meeting and review each in detail. We explain advantages and disadvantages, thus providing a strong decision-making basis for you to choose your preferred options.

5. Development of Initial Sales Automation Processes 

Next, we refine the hypotheses and options, based on insights from the previous meeting, into detailed processes that can be used for automation in HubSpot.

6. Sales Automation Review Session 01 

In this session lasting up to four hours we review the developed processes with you in detail and incorporate your feedback. Minor adjustments can still be made at this stage based on your input. Please note: At this point, expanding or substantially changing the entire process would require additional effort.

7. Revision/Adaptation of Sales Automation Processes 

At this stage, you are given access to the process board in Miro, enabling you to review workflows and individual steps in detail. We encourage you to involve additional sales colleagues at this stage to gain valuable input.

8. Sales Automation Review Session 02 

In this meeting, we review the finalized process including all adaptations with you. Should you have further change requests, these can still be considered. Please note, however, that all changes in this phase are billed as additional effort based on actual time required.

Optional: Additional Review Sessions

In some cases, additional review sessions are necessary when the number of processes is greater due to complex sales requirements. Should you and we consider further review sessions useful during the Sales Automation Strategy Training, these can be scheduled at the current consulting hourly rate.

9. Post-Project Review (6 months later)

Even the best sales automation strategy is, at the time of its creation, a hypothesis an educated guess. That’s why we schedule a meeting after six months to review the results together with you and identify potential optimization opportunities.

Additional Information 

The Sales Automation Strategy Training is subject to the following conditions:

• Meetings: The training is limited to the number of meetings listed above, which are conducted via MS Teams/Zoom. If you prefer on-site appointments, please note that additional travel costs may apply outside Vienna.
• Timeline: The training is usually completed within three months. Naturally, business demands on your side may require more time; therefore, maximum training duration is set at six months.
• Questions & Support: We are happy to support you outside of the scheduled meetings. Please send your questions to service@brandreach.at. You will receive written answers from us, including links to solution descriptions and instructions. Please note that time spent will be billed at the current hourly rate at the end of the month.