Closing the Loops for Your Business
Building a business that stands the test of time requires a strategic approach to aligning your operations with your growth trajectory. Instead of haphazardly piecing together systems as you expand, it is crucial to meticulously plan and customize according to your specific needs. Whether your next step involves implementing a customer self-service approach or streamlining processes to eliminate duplicate work, our extensive experience in maximizing the efficiency of systems can propel your business to new heights.
We understand the importance of optimizing resources and avoiding unnecessary expenses, ensuring that you only invest in what truly benefits your organization. Let us help you streamline your operations and elevate your business to the next level.
What if we said you can have all your sales and operations information in one place, rather than sharing multiple spreadsheets? Let us assist you in setting up Hubspot CRM, which will consolidate website, sales, service, and marketing data into a single system.
When everyone is working in their strengths, your business wins.
Double Loop is a member of your team to get the job done at a high level.
Recently our team set strategic goals that required more reporting options in our CRM. We sought out Stacy's expertise to sort out what data we needed to monitor the progress of our goals. She listened to our requirements and recommended HubSpot. She managed the transfer of data from our old CRM and provided valuable training based on our needs. She went above and beyond for our team! Usually transitioning to a new database is painful, but with Stacy’s knowledge and customer service, it was not painful at all!
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Frequently Asked Questions
Do you work for an hourly rate or do you do project work as well for a flat rate?
Both! Let's figure out what works best for you. Standard onboarding fees apply depending on the CRM package you choose. Retainer work is charged on a monthly basis with hours estimate and agreed upon deliverables.
Do you have knowledge of other CRM besides HubSpot?
Absolutely! I have been working with CRM in different industries for the past 15 years. I am a HubSpot Solutions partner so I will likely start there to see if your business is a good fit. I want what is best for your organization!
What is the average timeline for onboarding to a CRM?
60 days for the Starter package and 90 days for Pro. The first 30 days for either, I will import your data, get your team setup and we will achieve your priority goals. The second 30-60 days will be monitoring, checking in, customizing and adjusting before you are ready to fully launch. If you need ongoing support, I am here for you on a retainer basis.