Marketing & Sales Ops for HubSpot Companies

We're excited to meet you! We'll discuss:

The HubSpot challenges or priorities you shared in the form
Why these matter and your desired outcomes
Any relevant processes to be aware of
Recommendations if we can help and next steps

If no follow-up is needed, we'll share an agreement.

Here are a few quick details about how we work together:

Clear Deliverables: During our call, we'll discuss your specific HubSpot goals and create a tailored plan. Your agreement will include a detailed set of Priority Items so we can stay aligned, run an effective Kickoff Call, and get started right away.

No Surprises Approach: Unlike many agencies, we don't nickel-and-dime for every "out of scope" request. Our plans are intentionally flexible to accommodate your evolving HubSpot needs.

Flexible Partnership: Our service agreements are designed to grow with your needs. We typically recommend a 3-6 month initial term (which includes discounted pricing) followed by month-to-month renewal, giving you both stability and flexibility.

Simple Payment Structure: We offer both monthly billing, pay-as-you-go, and upfront payment options (with additional savings). All invoices are Net-15.

Once everything is signed, we'll share onboarding details up to 7 days before your contract start date. This is to ensure we can hit the ground running.

We'll need:

Your meeting and communication preferences moving forward.
Access to HubSpot which can also be given on the contract start date or during the Kickoff Call.

As part of our client onboarding process, we review your onboarding information, call notes, and company website to select the right Solutions Manager and Client Success Manager for you.

All our team members are HubSpot certified and have extensive experience in:

Marketing, Sales, and Client Success
B2B, B2C, Agency, and/or internal work
Multiple industries
Developing HubSpot solutions that make a direct impact on the client

You'll schedule your Kickoff Call after the Onboarding form. We'll discuss relevant processes and business details around your needs. This may include:

Team structure and roles
Primary marketing channels and custom acquisition methods
Channel strategy
Lead qualification and routing criteria
Handover processes from marketing to sales
Deal creation and management
Onboarding and customer satisfaction processes
Existing or new data to be captured for automation and reporting

The Priority Items outlined in the agreement are directly addressed in the Kickoff Call.

After the Kickoff Call, we meet internally to review all information collected so far and start building out the tasks.

From there, you may receive additional communication from us to get clarification or more details on a task. In our next meeting, we'll discuss work completed so far, what's next, and any new priorities.

See you soon!

Fantastic service and VERY responsive

Connor and crew have been awesome to work with. We initially hired Fission for a short-term engagement to clean up our HubSpot environment and realized quickly that we would need them long term to ensure that we are building a high functioning and fast moving CRM system to drive sales and maintain relationships. Highly recommend Fission's team for their knowledge of HubSpot and their excellent and timely communication.

MARKETING LEAD

Chris Worden

Wonderful Support and Service!

Connor and his team are amazing! We hired Fission to help us understand how to use HubSpot and tailor it to the needs of our law firm. From our first meeting I was blown away by the ideas Connor had. Minor changes to our system have made the biggest difference. Connor always has a solution for any problem we are facing, and the response time and turnaround time for any project the team is given is always quick! We couldn’t be happier with our decision to hire Fission.

Client Service Director

Samantha Sloma

Solid Service, Proactive Support, Excellent Insights, Great Partner

As a growing business in a very competitive space, we've got a lot of things to work on and a deep need to watch our dollars. Fission has set up and directly manages our CRM. If i say they are "responsive", that would minimize how quickly modifications, reporting, and Dashboards are created, updated, modified. On the marketing front, we've got 3 folks internally, none of whom are experts when it comes to digital execution so we need a partner who brings knowledge, advice, guidance, and is willing to "turn the wrench". I get that with Fission.

We've made the Fission team an integral part of both our execution and our strategy when it comes to all our marketing efforts. Rather than just being a "vendor" who takes direction, Fission actively and earnestly engages with us. Their insight and expertise is sought after and trusted. Because we have a lot of "moving parts", i've come to expect (and receive) input from the Fission team, often before i ask.

They see stuff and make recommendations and have a plan based on our need and objectives... prior to me asking. It's great, frankly. I have given them significant liberties and the freedom to "do what you believe is best, measure it, and let's figure out if it's working". And i have yet to regret that decision. This is my first time working with them, and i'm more than satisfied with what i'm getting.

Strategist

David McCauley

We were charged with quickly ramping up our digital lead generation efforts and needed some assistance with best practices as well as an extra pair of hands to get a lot of different campaigns and projects up and running. ...[Fission] is excellent at knowing how to set up processes in HubSpot not only for the marketing team to be able to extract data, but also for the sales team to be notified...Connor is a delight – he’s truly one of our team members. He also is incredibly responsive – answering questions at all times of day or night!

VP, MARKETING

Kendra Ensor

As a hyper growth company, scaling HubSpot to meet our needs has been a challenge. Our Operations team has been stretched to support our growth and we work with Fission to support all of our CRM needs.

Connor engaged immediately and truly understands our business. He is able to provide value at a deep level from customized workflows to ABM and Support ticketing processes.

VP of Sales

James Wallen

CRM Management

Keeping your CRM clean and efficient across teams

HubSpot Onboarding & Implementation
Facilitation of any HubSpot upgrades (We waive required onboarding fees by HubSpot)
Quarterly HubSpot Audits and Recommendations Reports
User, Team & Permissions Management
Training & Process Documentation
Tool Integrations & Tech Stack Management
Data Migrations
CRM File & Asset Management

See our About Us Deck

Marketing Operations

Helping you prove Marketing ROI & Maximize Output

Custom Email, Blog, and Landing Page Templates
Asset Strategy and Implementation (Forms, lists, data tracked, etc.)
Improve Marketing to Sales Handoff
Marketing automation for emails, data management, internal notifications, and more.
Build emails and landing pages with your team's content
Improve lead qualification and conversion rate optimization
Implement repeatable, scalable marketing programs

See our About Us Deck

Sales & CS Operations

Reducing and Optimizing Sales' Time (and Building Customer-Centric Satisfaction Systems)

Pipeline Management, Optimization, and Automation
HubSpot Sequence Building and Training
Manage NPS Surveys and Other Customer Feedback Surveys (and all reporting too!)
Improve Sales to Customer Success Handoff
Manage Sales Properties & Data
Streamline Sales Processes within HubSpot

See our About Us Deck

Growth Advisor

Aligning Marketing, Sales, and Customer Success Strategies within HubSpot

Collaborate on all strategies as the "Ops-focused Marketer"
Provide recommendations for SEO, ads, new marketing and sales audiences, social media, and more.
Meet with internal stakeholders to ensure alignment with Marketing and Sales

This is an add-on service

See our About Us Deck

CRM Management

Marketing Operations

Sales & CS Operations

Growth Advisor

Over 40 years combined team experience in B2B marketing and sales...

working with dozens of startups, mid-size and public companies. We're intentionally industry-agnostic. Each client gives us insight on how to best operate a CRM for all kinds of businesses.

Over 15 years of HubSpot expertise...

and continue to learn from it every day. We pay close attention to HubSpot updates and proactively identify opportunities to get the most out of the platform.

Extensive experience across the buyer journey...

building high-impact systems from first touch to closed won. From email, paid media, social, and attribution to lead qualification, sales activities, and deal management - we've done it all when it comes to marketing and sales.

You're all set!

Next Steps