Supposing you were charged with implementing HubSpot CRM and aligning it with the current sales proceses of a given organization. They have a mish-mash of CRM's and silos for different teams. What's the recipe book look like for a 30-60-90 Day Plan? Have you seen one? Written one? What creates 'wow' factor for your sponsor/client? Quick win hits? What are the big rocks to clear, the details, timelines, the gotchas to be careful of, and lessons learned from doing these for your clients in the past? Any template deliverables you can point me to?
Hi @DougS creating a solid 30-60-90 day plan is a big undertaking, I think you're definitely asking the right questions. While I don't have a full plan or an easy out for you, I have a few thoughts to share:
1 - Make sure you have a quick win in the first 3 days, and use the quick wins to keep them engaged through the initial 30 days. The specific quick wins will vary based on where their data is coming from and what their HubSpot subscription is (and other factors too).
2 - scrub and clean your data source before you import and then make sure you've created the necessary custom properties to map any important legacy data to
3 - define what the ideal state is for the CRM and sales process at the beginning, have a clear picture of how it should work
Most importantly, set realistic goals for yourself and your client - not every client will fit the same 30-60-90 day plan, you need a good foundation that you can adjust based on their resources/timeline.
Looking forward to seeing what others suggest and learning from how you pull this together! Best of luck!
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