CRM Strategy and Implementation
• HubSpot setup and customization for builders
• Lasso to HubSpot migration
• NewStar, Avesdo, UTour, CTM, Podium and other system integrations
• Data structure design and property setup
• Workflow automation and pipeline buildout
Sales Enablement
• OSC program setup and training
• Sales process design
• Lead follow up sequences
• Buyer journey mapping
• Rating systems and handoff frameworks
Marketing Operations
• Email templates and nurture programs
• List segmentation and targeting
• Meeting scheduler setup
• Event and registration flows
• Form strategy and optimization
Analytics and Reporting
• GA4 and BigQuery setup
• Looker Studio dashboards
• Traffic and conversion reporting
• Custom metrics and attribution models
• Data cleanup and quality audits
Training and Coaching
• HubSpot training for sales teams
• OSC coaching
• Marketing and sales alignment workshops
• Onboarding programs using playbooks and video training
Fractional Consulting
• Ongoing CRM advisory
• System audits and recommendations
• Technology evaluation and platform guidance
• Data and process optimization for multi-region builders
