HubSpot Setup For Jani-King Franchises

Bayard Bradford has partnered with corporate to provide a turnkey template to get started with HubSpot.

 

Start ahead of the curb with a turnkey HubSpot implementation in partnership with Jani-King International's corporate team. Initial set up includes:

Customized Contact Records and Properties
Customized Company Records and Properties
Customized Deal Records and Properties
Customize Sales Pipelines with Jani-King Stages
100+ Pre-build and Customized Workflow Automations
Initial Jani-King Marketing Email Template
Pre-Built Sequence Automation
Automated Leads from Corporate
Additional Marketing Assets as pushed by Corporate 

 

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HubSpot Setup

For New & Existing HubSpot Users

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New To HubSpot

Starting at $4,000

What's Included:

  • Training & Onboarding - quick setup to begin using HubSpot
  • Records and View Setup - templated set of views to quickly navigate your instance
  • Dashboards - Sales tracker and activities dashboards
  • Permissions Setup - aligned with corporate standards
  • Workflows - standardized workflows from corporate
  • Portal Sync Setup - ability to sync setup with corporate
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Existing HubSpot Customers

Starting at $4,000

What's Included:

  • Discovery - process audit to discover best ways to adapt to corporate template
  • Standardization & Data Mapping - align current instance with required corporate standards 
  • Record Design, Views and User Preferences - Provide a templated set of views and default dashboards so that franchise teams can quickly navigate and understand their HubSpot instance.
  • Permissions Setup - aligned with corporate standards
  • Workflows - standardized workflows from corporate
  • Portal Sync Setup - ability to sync setup with corporate
 

FAQ

We've compiled a list of common questions and clarifications about the packages, but are happy to answer any additional questions you might have.

Want More Information?

Someone from our team will connect with you and provide more details on how to get started.