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Intro and Discovery Call
(1 Hour)

During this call, we get to know each other better. We’ll discuss your pain points, goals, and vision, as well as your HubSpot journey to date. We’ll spend some time discussing your business structure and your tech stack, and get alignment on what a win looks like. Our team will provide you with a detailed follow up after every call, and a recording of each call to share with other stakeholders.

Technical Scoping and Reverse Demo
(1 Hour)

In this call, we’ll go deep on your key business processes. We’ll want to look at your current systems and data as well. We’ll ask a lot of questions to develop a comprehensive understanding of how and why you operate the way you do. For more complex projects, additional scoping sessions may be needed.

Solution Design
(FSM Internal)

Our team of consultants will review what we’ve learned from you over the course of the initial sessions, pulling in experts from similar industries and use cases, as well as architects and developers if necessary, to craft an approach to your project.

Solution Review
(1 Hour)

During this call, we will read back what we heard from you throughout the process and verify alignment on the objectives of the project and what a win looks like. We will then spend some time discussing the scope of work in detail, along with the budget and timeline. You’ll leave the call with a complete understanding of how we’ll execute the project together.

Dedicated project leadership, dedicated, certified expert team.

Your direct point of contact throughout is available whenever you need them. Each project leader is supported by a team of certified consultants and solutions architects.

Consultation before configuration.

We’ve helped hundreds of businesses across a variety of industries build scalable systems. We’ll bring fresh ideas and insights to every call.If we see poor processes or areas that can be improved, we’ll call them out.

Real business expertise.

We’ve been in your shoes and we speak your language.

Rapid, iterative prototyping and development.

We use the Agile project management methodology to deliver quickly, involving you in the entire lifecycle: planning, building, testing, training, deployment, and change management. Every week, you’ll see substantial progress.

Complete transparency, open communication.

We set up a project in our online project management tool so you have full visibility into our efforts and seamless communication with our team. We’ll hold meetings at least weekly, and will deliver written status reports as well. When we are ready to deploy, we’ll produce custom training videos and host guided sessions on how to use your cool new tools.

Focus on adoption to deliver maximum ROI.

HubSpot is useless if no one in your company wants to use it. That’s why adoption is high on our priority list. Of course, training is important, but adoption is at the top of our mind in every solution we develop. Is it easy? Intuitive? If not, we iterate until it is.