XEN Solar
How to assign an owner and create a deal based on job type
This is our process for automating assigning owners to contacts and creating deals based on job type.
Not sure if you need a HubSpot HealthCheck?
There are two quick ways to tell:
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Most solar companies fail to use HubSpot to its full potential. And it's easy to see why. If you've been using HubSpot for a while chances are your portal has become a little complicated with:
- contacts
- emails
- lists
- workflows
- pages
- blog posts and
- numerous other areas.
It's wise to review your portal and optimise HubSpot Marketing, Sales and Services Hubs including contacts, reports, lists, workflows, emails, sales pipelines, deals, and tickets.
Sometimes it's simply the need for further training within your team. If everyone across marketing, sales, and admin are using HubSpot then it's easier to identify what's working and what's not within your business.
What's Included In The HubSpot HealthCheck?
The HealthCheck includes a review of your HubSpot Portal, where we grade each of the items in our HealthCheck checklist.
We then provide recommendations for improvement. One of XEN Solar's Certified HubSpot Consultants will then walk you through the findings and answer any questions you have.
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- 2 hours of one-to-one consulting via zoom with one of XEN Solar's HubSpot Certified Consultants
- A full review of your HubSpot Marketing Hub portal
- Grades against each area of the items in the HealthCheck checklist
- Recommendations for improvement
- A walkthrough of the findings and answers to any questions you may have
- An actionable checklist to help you start optimising your HubSpot portal
Maximise Your HubSpot Investment
It all starts with a conversation.
A conversation with an agency that knows and understands solar is a no-brainer.
If you don't act, you will be stuck with your current processes. And there's always room for improvement, right!
Talk to us about your HubSpot goals. We will guide you and provide insight on what other dealers have found successful when using HubSpot to manage their business.
Book some time with us for a chat today.
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