who is focused on strategic and scoped onboarding and optimisation
We’re always open to new and challenging projects, however here’s a snapshot of the types of projects that are our “bread and butter”:
We work with everyone, but regularly engage clients from:
We’ve even delivered successful projects in New Zealand!
We're as hands on as we can be, getting stuck into the client portal, and setting everything up before we hand over and train the client.
We use Hubspot ourselves, so we know the tools inside and out. In fact, we are frequently complimented on our frictionless sales process by our prospects, which in turn helps our conversion rate.
We're a team of graphic design, website, campaign, copywriting, and digital professionals... so they get a lot more value for their investment.
Using HubSpot, regularly gathering feedback and implementing improvements to our processes as we go.
So projects are delivered according to their needs, budget, deadlines, and capacity.
This leads to high engagement and retention. We achieve this through exceptional customer service and prioritising good-fit clients over volume of sales. This is evidenced in our portfolio of positive client testimonials.
We equip and empower them to use the tools themselves, so they aren't reliant on us. However, we are sure to communicate additional services that may be of assistance down the track, meaning many clients have returned to us for additional projects or expanded scope of services.
Our clients give us overwhelmingly positive feedback, and often say they have never worked with an agency quite like us. Here are some examples of the variety of onboarding and optimisation projects we’ve delivered:
Engagement type: Optimisation (ongoing retainer)
Products: Marketing Professional
Project overview: The company had previously worked with two other HubSpot Partners who weren’t delivering what Acrobat was looking for and weren’t showing the benefit of HubSpot. They were at risk if churning before our team came on board to introduce them to a range of new tools to streamline their processes and reduce admin time.
Key outcomes:
Engagement type: Optimisation (ongoing retainer)
Products: Marketing & Sales Professional
Project overview: XDI came to our team via a local marketing network group. They were looking for Sale Professional optimisation assistance and wanted to introduce their second business to HubSpot as well. Rather than two accounts, we led them to Marketing Enterprise where they were able to use Business Units and have their two businesses in the one account.
Key outcomes:
Engagement type: Onboarding
Products: Marketing & Sales Professional
Project overview: Smoothly were a New Zealand-based company looking for a top to tail onboarding process to HubSpot. They were a start-up with minimal knowledge of the tools and needed a quick delivery as their product was due to launch in less than a month from when the deal was signed with our team.
Key outcomes:
Engagement type: Onboarding + optimisation (ongoing retainer)
Products: Marketing & Sales Professional
Project overview: Following a rebrand and merge of two businesses, Collective Financial Partners were looking to streamline their services and remove the use of various accounting and service tools to have once source of truth. As the business had two key service lines, accounting and financial planning, a lot of their work needed to be segmented and cleaned.
Key outcomes:
Engagement type: Onboarding
Products: Marketing & Sales Professional
Project overview: Agronomeye were a small team looking to improve their business processes to allow their directors time to focus on growing the business. They also had a one page website that required updates to better showcase what their business was about.
Key outcomes:
Engagement type: Portal upgrade & optimisation (ongoing retainer)
Products: Starter Suite
Project overview: Newcastle and Hunter Community Health (NHCH) are a small local business who were wanting to create a staff portal. We demonstrated how this could be created within HubSpot through the use of Service Hub tools like tickets, which resulted in them upgrading from the Free Tools to Starter Suite.
Key outcomes:
Our approach has been to initially grow organically, with a focus on learning HubSpot as we went, and applying it only to our marketing retainer clients, who we knew inside out. We were focused on perfect-fit solutions, and not growing faster than we could manage.
We then transitioned to working with new clients, purely for HubSpot services, but again, we didn’t rush this. We wanted to make sure our standalone offering was the right fit for the market, and for us.
We have spent time building our knowledge and refining our processes, to ensure we deliver what we promise on.
We now have a strong Sales process which leverages the full range of HubSpot Sales tools (custom pipelines and deal stages, documents, email tracking, scheduling pages, follow up videos, sales dashboards etc.)
Established in 2012 by Holly Martin, we have grown to a full service agency with a team of up to 17 marketing professionals. We provide a range of services, including:
Holly and Claire manage all Inbound business development and are your first points of contact for discussing leads and booking sales calls.
Once the prospect is confirmed as a client, this is the core team responsible for delivering the project scope and communicating with the client.
Rather than a standard lump sum fee for onboarding and optimisation projects, we first develop the project scope (unique to every client), then estimate the hours required to deliver on all desired outcome. We then provide this estimate of project hours to the client, along with our suggested number of hours per week.
We quote based on the agreed number of hours per week, and invoice monthly. For intensive projects, we invoice 50% up front, and 50% on completion.