inbound packages HubSpot Setup and Training Package Quick and Easy Campaigns in a Box

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1 inbound packages HubSpot Setup and Training Package Quick and Easy Campaigns in a Box

2 HubSpot Portal Set-up and Training An assigned Inbound Specialist for the first 60 days from the start of your HubSpot Professional Subscription Service (we work with you to get you up and running quicker) Your Inbound Specialist shall provide: Set up of HubSpot portal with office technology industry best practices implemented Advice and guidance on integrating your existing CRM, recommendations for integrating CEO Juice with your HubSpot portal, other systems with HubSpot Set up for one Google Review Campaign (works in conjunction with Juice) Guidance on developing, managing and executing one (1) inbound campaign for one of the following: Copiers and Printers Document Management Managed IT Telephony You will also receive on-going access to resources including: The HubSpot Support Team Certification courses, documentation, and training programs from the HubSpot Academy Team* The HubSpot Customer Success team costs Standard Pricing: $4,500 CDA Pricing: $3,750 *One member of the organization must get Inbound Certified and HubSpot Software Certified

3 BOX SET 1 Google Business Reviews from Net Promoters This package involves an request to customers with a NPS of 9 or 10. Specific instructions are given to your customers explaining how to give your dealership a Google Business Review. WHY: Google favors businesses with a high number of 5 star ratings. If you re trying to improve your local ranking in Google, this is a solid strategy to execute. Having more positive reviews will aid in improving your dealership s Google position in the Maps Listing which appears at the top of results pages. Until you get to 10 reviews on Google, the platform will average out all your reviews and you could potentially have a lower star rating. Lowed star rating impacts user behavior they ll click on a provider with a higher star rating over a lower one. And Google uses the data from user behavior in its consideration of where to place your listing in the results page.

4 BOX SET 1 Google Business Reviews from Net Promoters HOW: CEOJuice pushes data from eautomate into a HubSpot list in your portal which is a static list (meaning it is not able to be changed.) Prospect Builder builds out a Smart List to filter the Net Promoters to the specifications of the dealer (excluding previous clients or selecting a specific date range). The Smart List will continue to receive new Promoters as CEOJuice s API pushes them into HubSpot. A workflow is built in HubSpot to trigger an request for a Google Review for each NP meeting the Smart List criteria. This will continue to happen for the life of the agreement with Prospect Builder. HubSpot lists

5 what s included Custom setup with instructions for specific Google business listing creation and formatting in HubSpot Workflow setup in HubSpot HubSpot Smart list creation based on customer criteria Quarterly reporting (PDF overview) on reviews received costs Standard Pricing: Initial setup fee for one location: $500 Custom Pricing available for additional offices CDA Pricing: Initial setup fee: $400 per location Custom CDA Pricing available for additional offices

6 BOX SET 2 Machine Upgrades - Older Model Upgrades This package involves a list push from eautomate into HubSpot on machines that are: Less than 1 year from end of lease Have received 2 other service requests in the past 3 months Have a newer model machine available. Once a third service request within 3 months has been requested on a machine, HubSpot will trigger an to the end user with an from their local service technician posing the question of whether it s time to upgrade. A general PDF with benefits of upgrading will be included as a link for the end user s benefit so that they have a link to send to their decision maker to get the ball rolling with the upgrade.

7 BOX SET 2 Machine Upgrades - Older Model Upgrades WHY: It s more beneficial to save the cost of parts for service calls on older machines to instead upgrade a machine that might be becoming a service cost. Having an automated from the service tech (the trusted resource) trigger to the end user with an overview of why it might be time for an upgrade will save rep time calling on accounts to upgrade. End users who respond to the s by forwarding the information to the decision maker, who in turn clicks the link and can complete a form for their sales reps to schedule a time to discuss the benefits of an upgrade. HOW: HubSpot will trigger an to a rep when a request is submitted for a time to discuss an upgrade.

8 Contact: For more information, contact: Debbie Battaglia, Inbound Specialists & Account Director

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