HubSpot Onboarding that Sets You Up for Success

As a HubSpot Partner Agency, ATAK works closely with its customers to architect sales automation in HubSpot by following a systematic approach. First, we aim to understand the customer's current sales process, including how they generate and manage leads, qualify opportunities, and close deals.

Next, we work with the client to map out their ideal sales process, identifying areas where automation can be introduced to increase efficiency and reduce manual effort. This includes evaluating the customer's current HubSpot setup and recommending any necessary changes or additions to support their sales automation goals.

This process mapping process sets sales teams up for success and makes implementation seamless.

ATAK conducts a thorough review of the customer's current marketing ecosystem, including their content strategy, email campaigns, social media presence, and paid advertising efforts. This helps to identify areas where automation can be introduced to improve efficiency and drive better results.

Using this information, we work with the customer to visually architect a comprehensive marketing automation plan using Lucidchart, including lead capture and nurturing workflows, email campaigns, social media automation, and automated reporting and analytics.

ATAK works with its customers to process map-automation in HubSpot's Service Hub to streamline their customer support operations and improve customer satisfaction. We start by understanding the customer's current support process, including how they manage support tickets, respond to inquiries, and handle customer feedback.

As a trusted HubSpot Solutions Partner, we work with the customer to map out their ideal support process, identifying areas where automation can be introduced to improve efficiency and reduce manual effort. This includes evaluating their current Service Hub setup and recommending any necessary changes or additions to support their automation goals.

Process mapping a customer journey with HubSpot's different tools involves understanding a customer's path from their first interaction with the brand to becoming a customer and beyond. ATAK works with its clients to map out an ideal customer journey, identifying areas where automation can be introduced to enhance communication efficiency and effectiveness of communication at each step of the buying process.

Using this information, we develop an automated communications plan that includes email campaigns, lead nurtures, and personalized messaging based on the customer's behavior and preferences. In the end, ATAK will comprehensively lay out all areas where automation can be implemented to improve customer experience, streamline operations, and drive measurable ROI.

ATAK approaches a CRM migration to HubSpot by first analyzing the current CRM system in use. This will help to identify the data that needs to be migrated, as well as any potential data quality issues. Next, we work with the client to create a customized migration plan, which will outline the steps necessary to ensure a successful transition to HubSpot. This may involve cleaning and consolidating data, creating custom fields and workflows, and mapping data from the old system to the new one.

ATAK looks at the migration to the HubSpot platform through a business lens, customizing sales pipelines and setting up lead scoring criteria and other revenue-driving activity. The agency will then provide training and support to ensure that the client's team is comfortable using HubSpot and that they understand how to make the most of its features and functionality. Finally, we perform a comprehensive post-migration review to identify any issues or areas for improvement, and will continue to provide ongoing support to the client as needed.

When architecting a systems design to connect HubSpot to other important data, ATAK will first audit a customer's tech stack and assess the various data sources and their respective formats. This will help to identify the best way to connect and integrate the data, whether it's through APIs, webhooks, or other integration methods.

We then design a custom integration solution that meets the client's specific needs and takes into account any existing system limitations. This may involve developing custom scripts or middleware to connect the systems, as well as configuring data mappings and transformations to ensure that the data is properly synchronized.