HubSpot can be your propeller for growth. It can also be an anchor.
One of HubSpot’s greatest strengths is its flexibility, but that flexibility comes with a challenge. Unless you know how to configure HubSpot to your unique business needs, you’ll end up with a time-consuming burden.
Why Orbis
We're not your typical HubSpot agency.
At Orbis, we don’t try to be a jack of all trades. Our specialty is real estate sales. Our expertise comes from years of solving real industry challenges, and our deep experience allows us to fully understand your needs. Let our experience save you time and hassle in setting up and managing your HubSpot.
Orbis
Industry Knowledge
Real estate experts with deep industry knowledge
Approach
Listens to your requirements but works from data.
Role
Acts as a doctor, diagnosing and prescribing solutions
Typical HubSpot Agency
Industry Knowledge
Knows a bit about a lot of different industries
Approach
Takes direction from what you think the problem is
Role
Acts as a waiter, taking your order
Our HubSpot Consulting Services.
Onboarding
Start off on the right foot. Orbis onboarding sets you up for success.
Audit & Optimise
Has HubSpot become a drag? Let us diagnose and fix.
On-going Support
Access regular and expert support at a fraction of the cost of hiring additional staff.
HubSpot Onboarding
Do it right the first time and get set up to succeed.
Successful HubSpot onboarding demands industry expertise and a grasp of your business. A typical HubSpot agency must invest time learning about your needs before they can offer effective solutions.
But with Orbis, skip the hassle of educating outsiders. We’re already real estate insiders, so we get it from the start. Our ready-made HubSpot blueprints are tailor-made for your business and can be implemented swiftly.
Our Implementation Process
1.
Solutions Design
We’ll start with a discovery session to interview all key stakeholders in your organization. We will capture your requirements and goals, validate our solutions, and clarify any workarounds due to HubSpot limitations.
2.
Account Setup
We’ll set up your HubSpot account using our blueprint designed specifically for property sales companies. This includes setting up your users and teams, email and calendar integrations, and, most importantly, our blueprint for the pipelines and stages that reflect the funnel stages of your customer flow through your business.
3.
Custom Data Setup
Our secret sauce is the way we implement your custom data setup. HubSpot’s default data structure of contacts and deals is far from suitable for a real estate sales business. Our blueprint includes the exact custom data structure needed to make HubSpot fit for purpose.
4.
Reporting and Dashboards
We’ll implement a suite of reports and dashboards designed to give you a bird's-eye view of your business, bringing critical information to your fingertips and enabling you to make data-based decisions.
5.
Training and Enablement
Ensuring your team is proficient with your new HubSpot setup is crucial for success. Our training will help your team get comfortable with your new HubSpot tool, and we’ll provide material for training your new starters.
Audit & Optimise
Has your HubSpot lost its way?
Are you spending too much time on HubSpot busywork? Is your HubSpot too complex? Perhaps you've had too many cooks in the kitchen, resulting in broken workflows, duplicated data, and an overwhelming number of unread tasks.
Let Orbis audit and optimize your HubSpot platform to ensure it serves as the growth tool it's meant to be.
How It Works
1.
Discovery
We'll interview key stakeholders to understand your pain points, challenges, and goals.
2.
Audit
We'll conduct a comprehensive audit of your HubSpot to identify flawed or broken processes.
3.
Report Back
We'll share our diagnosis and recommendations to repair and optimize.
4.
Optimize
With your approval, we’ll implement our improvements and get your HubSpot working for you again.
On-going Support
Like having a full-time HubSpot team, but better.
Getting the most out of HubSpot requires a range of skillsets and experience. Hiring internally for these roles can be costly. With Orbis On-going Support, we provide industry expertise at a fraction of the cost of hiring and managing an internal team.
Per Hour Consulting
- Minimum 10 hours
- Create, optimize, and manage the following:
- Pipelines and deal stages
- Custom properties
- Custom email templates and forms
- Reports and dashboards
- Contact lists for marketing
- Workflow automation
- Operational workflows
- User level permissions
- Managing CRM cards
Professional
- 23% Discount versus per hour plan
- Everything in the hourly plan
- 2 hours consultation/day (40 hours/month), plus:
- 10 hours of development/coding work for:
- Custom objects
- API integrations
- Custom coded workflow
Enterprise
- 32% Discount versus per hour plan
- Everything in the Professional plan plus:
- 30 hours of coding work for:
- Custom objects
- API integrations
- Custom coded workflow
DEVELOPMENT/CODING
Minimum 10 hours
- Custom objects
- API integrations
- Custom coded workflow
Contact Us
Ready to turn your HubSpot into a growth engine?
Leverage Orbis expertise to get the most of your HubSpot.
