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PHONE HOTLINE: +44 333 344 3201E-MAIL: sales@bpav.global
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PHONE HOTLINE: +44 333 344 3201E-MAIL: sales@bpav.global
Contact us
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Our Consulting Process

A systematic approach to transforming your HubSpot experience from implementation to optimization. Our process is built around proven best practices that balance strategy, technology, and adoption. From the initial discovery phase to full deployment and continuous improvement, we guide your team through each step with clarity and precision. This ensures HubSpot is not only set up correctly from day one but also evolves with your business; delivering measurable value and long-term growth.

How We Deliver Excellence

Our structured consulting methodology ensures consistent results and a seamless experience for every client. Each step is designed to maximize value and minimize disruption to your business.

Discovery

We begin by understanding your business goals, challenges, and current systems

Implementation

We build, configure, and integrate your HubSpot solution to match your requirements

Optimization

We continuously refine and improve your HubSpot instance for maximum ROI

1. Discovery & Analysis

Our first phase is a comprehensive assessment of your business needs, existing systems, and goals. We identify opportunities for improvement and establish clear objectives for your HubSpot implementation.

  • Initial Consultation
    We start with a detailed discussion of your business goals, challenges, and expectations for HubSpot.
  • Process Mapping
    We document your current workflows, identify bottlenecks, and outline opportunities for automation.
  • Technical Assessment
    We evaluate your existing tech stack, data sources, and integration requirements.

Phase Deliverables:

  • Comprehensive needs assessment document
  • Current state process maps
  • Integration requirements specification
  • HubSpot implementation roadmap
Discovery Schedule
  1. Kickoff Meeting
    Initial consultation and goal setting with key stakeholders

  2. Stakeholder Interviews
    In-depth discussions with team members across departments

  3. System Audit
    Technical assessment of current tools and data structures

  4. Requirements Workshop
    Collaborative session to define specific HubSpot requirements

  5. Roadmap Presentation
    Delivery of findings and implementation plan
Implementation Components

CRM Setup

  • Property configuration
  • Record types
  • Data migration

Integrations

  • API connections
  • Data sync setup
  • Custom integrations

Automation

  • Workflow creation
  • Sequence setup
  • Trigger configuration

Training

  • Admin training
  • User workshops
  • Documentation

2. Implementation & Configuration

During the implementation phase, we build and configure your HubSpot instance based on the roadmap developed during discovery. Our technical experts handle everything from data migration to custom integrations.

  • Custom Configuration
    We tailor HubSpot to your specific business needs, setting up properties, pipelines, and user permissions.
  • Data Migration
    We securely migrate your existing data into HubSpot, ensuring data integrity and proper mapping.
  • Integration Development
    We connect HubSpot with your existing systems, creating seamless data flow across your tech stack.

Phase Deliverables:

  • Fully configured HubSpot instance
  • Integrated systems and data flows
  • Automated workflows and processes
  • User and admin training
 
Continuous Improvement Cycle

3. Optimization & Growth

Our relationship doesn't end with implementation. We continuously monitor, refine, and enhance your HubSpot instance to ensure it delivers maximum value and adapts to your evolving business needs.

  • Performance Monitoring
    We track key metrics and performance indicators to ensure your HubSpot instance is delivering results.
  • Continuous Improvement
    We refine workflows, automations, and processes based on user feedback and performance data.
  • Strategic Guidance
    We provide ongoing strategic advice to help you leverage HubSpot for continued business growth.

Phase Deliverables:

  • Regular performance reports
  • Optimization recommendations
  • Quarterly business reviews
  • Growth strategy planning

Analyze

Review performance data and identify opportunities

Implement

Execute changes and enhancements

Plan

Develop strategy for improvements

Measure

Track results and gather feedback

What Our Clients Say

Our consulting process has helped businesses across industries transform their HubSpot experience.

Michael Richardson

rating

"BPAV's managed services transformed our meeting experience. Technical issues have virtually disappeared, and our team can focus on collaboration rather than troubleshooting."

Cody Totta

rating

Working with BPAV has been an exceptional experience. Their communication and professionalism are consistently outstanding. I highly recommend them to anyone in the audiovisual industry.

Ready to Transform Your HubSpot Experience?

Let's discuss how our proven consulting process can help you maximize your HubSpot investment.

Book a Free Consultation