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

HubSpot Setup
For New & Existing HubSpot Users

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

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.
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What's Included in the Onboarding for New Customers?
We will provide instructions on connections to standard HubSpot items such as calendar connection as well provide instruction on getting the mobile app (amongst other things). The onboarding will consist of 4 1-hour instructional calls to get you setup.
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What If I Need to Bring In Data From Other Systems?
We're happy to provide migration services as needed to get you started. Please contact us and we'd be happy to get you a quote.
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Do You Offer Additional Support Beyond The Above Packages?
Absolutely! Just contact us, and we would be happy to put a package together to help with any additional setup you may need.
Want More Information?
Someone from our team will connect with you and provide more details on how to get started.