Before You Buy HubSpot, Design Your Sales Process.

Thinking About HubSpot?

Before You Buy HubSpot, Design Your Sales Process.

Most businesses don't have a CRM problem.

They have a process problem.

The best HubSpot implementation begins with a marker.

Before you invest in software, take the time to define how prospects become customers, how your team works together, and what process technology should support.

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Marketing Generates Leads. Customers Generate Revenue. Your Sales Process Connects the Two.

Many organizations spend months researching CRM software before they've defined what happens between marketing and sales.

Ask five people on your team what happens after a lead comes in and you'll often get five different answers.

• Different salespeople follow different steps
• Follow-up is inconsistent
• Marketing and sales disagree on lead quality
• Opportunities stall
• Reporting is unreliable
• Customers experience unnecessary friction

The result?

You invest in HubSpot expecting growth, but instead end up automating confusion.

The bridge doesn't connect until the process is defined.

Section 3: Introducing the Workshop

Introducing the Visual Sales Process Design Workshop

This facilitated full-day workshop helps your team design the bridge before you build the technology.

Together we'll visually map:

• Your customer journey
• Your sales process
• Sales and marketing handoffs
• Team responsibilities
• Follow-up expectations
• Automation opportunities
• Reporting requirements
• Technology gaps

Using visual process mapping techniques, we create a shared understanding of how your organization attracts, nurtures, sells, and serves customers.

By the end of the day, you'll have a clear process that your entire team understands—and that HubSpot can successfully support.

What You'll Walk Away With

Visual Sales Process Map

A clear visual representation of how prospects become customers.

Sales Process Playbook

Documented stages, responsibilities, handoffs, and follow-up expectations.

CRM Readiness Assessment

Understand whether you're ready for HubSpot today—or what needs to happen first.

HubSpot Blueprint

Pipeline recommendations, properties, automation opportunities, reporting requirements, and implementation priorities.

Subscription Guidance

Starter? Professional? Enterprise?

Sales Hub? Marketing Hub? Service Hub?

We'll help you determine what you actually need—and avoid paying for what you don't.

Common Signs You Need This Workshop

• Every salesperson follows a different process
• Leads fall through the cracks
• Marketing and sales are misaligned
• Reporting is unreliable
• Follow-up is inconsistent
• You're considering HubSpot but aren't sure where to start
• You already have HubSpot but aren't getting the results you expected

Who Should Attend?

This workshop is designed for:

• Business Owners
• CEOs
• Sales Managers
• Marketing Leaders
• Operations Leaders

Recommended attendance: 3–8 team members involved in attracting, selling to, onboarding, or supporting customers.

Investment

Visual Sales Process Design Workshop

Starting at $3,500

Facilitated by Melanie Taljaard

HubSpot Solutions Partner since 2012, Certified Trainer, Digital Advisor, and now trained in Visual Process Mapping through the bikablo® Global Training Team.

Ready to Build a Sales Process Worth Automating?

Before you buy software, design the process.

Before you configure HubSpot, align your team.

Before you automate, pick up a marker.

Book a Discovery Call