Revenue Board / Glasswing

A CRM implementation proposal for a B2B services firm moving from an old CRM and spreadsheets to HubSpot. It covers where contacts live today, what gets set up, the migration rules, the dashboards, a seven-week timeline, the team, a similar client’s results, three one-time options and common questions.

CRM Implementation and RevOps Proposal

CRM Implementation & RevOps Proposal

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Thank you for the walkthrough</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">You want every lead, deal and client handover in one CRM your sales team actually uses.</p>

Introduction

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">What we found</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">From two days with your sales, marketing and delivery leads.</p>

Where your 11,400 contacts live today

<p>Website enquiries go to a shared inbox and wait 31 hours on average for a first reply.</p>

Slow replies to new leads

<p>Nobody agrees what “qualified” means, so the pipeline report is rebuilt by hand each week.</p>

Eleven deal stages

<p>About one contact in five appears in more than one place, often with different owners.</p>

Duplicate records

<p>Won deals reach delivery by email, and two kick-offs slipped last quarter because of it.</p>

Lost handovers

Your situation

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Our recommendation</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Agree how you sell first, then set up HubSpot to match it. Everything below is in the recommended option, Setup and migration.</p>

<p>Six deal stages with an entry and exit rule for each, agreed with your sales team in week one.</p>

Pipeline

<ul><li>Website leads assigned within five minutes</li><li>Reminders when a deal has no next step</li><li>A delivery task created when a deal is won</li></ul>

Automation

<p>Your website forms and Xero, so invoices and payments show on each company record.</p>

Connections

<p>Four dashboards: pipeline, forecast, lead response and won deals by source.</p>

Reporting

<p>Two sessions for sales, one for delivery, and an administrator guide for your operations manager.</p>

Training

HubSpot licences

Marketing emails and campaigns

Custom software or bespoke connectors

Not included

Our recommendation

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">The four dashboards</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Built on the agreed stages, so the numbers match what your team does.</p>

<p>Open deals by stage and owner, with deals that have no next step highlighted.</p>

<p>Expected revenue by month, based on stage and close date, for your Monday meeting.</p>

Forecast

<p>Time to first reply for every website lead, by sales person.</p>

Lead response

<p>Won deals and revenue by lead source, so marketing sees what works.</p>

Won deals

Dashboards

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">What moves and what stays behind</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">You approve these rules before anything is imported. Pipedrive stays readable for 90 days.</p>

Data migration

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Seven weeks from kickoff</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Work starts on {{START_DATE}}. You approve each stage before the next begins.</p>

<p>Workshops on stages, ownership and handover with sales and delivery.</p>

Agree the process

<p>Pipeline, properties, permissions, automation and connections.</p>

Set up

<p>A trial import, a count check and a review of sample records with you.</p>

Migrate and test

<p>Training, go-live, and two weeks of fixes and questions.</p>

Train and go live

Timeline

Who you will work with

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Results for a similar client</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">A services firm that moved from spreadsheets to HubSpot, three months after go-live.</p>

Results for a similar client

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Options and fees</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Three options. We recommend Setup and migration.</p>

HubSpot set up around your process, with a light import.

Setup

Setup and migration

Plus a quarter of monthly reviews of your pipeline and process.

Setup, migration and RevOps

<p>Fees are in USD and exclude tax. HubSpot licences are billed by HubSpot. This proposal is valid until {{VALID_UNTIL}}.</p>

Options and fees

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Common questions</span></h2>

Questions

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Next steps</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">How we start.</p>

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