Small
Get clarity, fix bottlenecks, and start executing
$
1,199
/month
8 hours/month
Setup Includes
-
Audit of current sales, marketing, and service processes
-
Identify gaps causing lost deals and poor follow-up
-
Pipeline and deal stage optimization
-
Basic automation recommendations
-
Quick-win improvements (follow-ups, nurturing, workflows)
-
KPI alignment (conversion rate, deal velocity, ROI)
Medium
Implement lifecycle automation and improve conversion performance
$
2,159
/month
16 hours/month
Everything in Small plus:
-
Lifecycle marketing implementation (email, SMS, workflows)
-
Abandoned cart and lead nurturing automation
-
Sales automation (follow-ups, deal progression, re-engagement)
-
Personalization strategy based on customer behavior
-
Coupon and incentive strategies to increase conversions
-
Reporting dashboards (conversion, pipeline, revenue performance)
-
Sales + marketing alignment improvements
-
Lead scoring and follow-up prioritization
-
Sales + marketing alignment inside HubSpot
Unific CXM
Plus Setup
Build a complete CXM growth engine
$2,499
4 meetings
Everything in Advanced plus:
-
Advanced automation workflow builds
-
Retention and reactivation workflow setup
-
RFM / behavioral segmentation strategy
-
Churn-risk and lifecycle reporting setup
-
Product recommendation strategy
-
CPQ / Request-a-Quote workflow setup
-
3rd-party integration planning or setup
-
Advanced dashboards for LTV, retention, and repeat orders
-
Strategic optimization session
-
Growth roadmap for continuous improvement