Just the Essentials

Business Consulting

HubSpot
Consulting

HubSpot is more than a CRM. It is a platform that centralizes all of the processes within your business. Giving you one place to track and store information on your customers, leads, and prospects. Highly customizable to your needs, we will work with you to not only select the right plan but get the most value out of HubSpot.

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Business Consulting

HubSpot
Onboarding

Experience a personalized onboarding process tailored just for you. Our goal is to ensure your success and maximize your system utilization. Our comprehensive onboarding services include setup, seamless integrations with your favorite third-party tools, individual team member setup, pipeline creation and automation, sales process optimization, smooth handoff from marketing to sales, customer retention strategies, and more. Let us guide you toward achieving your goals faster and more efficiently.

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Business Consulting

HubSpot
Ongoing Support

Let us be your go-to HubSpot administrator! We'll handle everything from adding new team members to training and onboarding support. As your business grows, we'll help you uncover countless ways HubSpot can take your business to new heights. With our friendly and informative approach, you can count on us to be there every step of the way.

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Business Consulting

CRM
Audit Services

Our CRM audit service allows companies to identify any outdated or inefficient processes they may have in place that are hindering the growth of their business. We will review and assess the existing customer relationship management (CRM) system, data flow, user interface design and the overall performance of the system With our in-depth analysis, businesses can gain valuable insights into their customer relationships and take the necessary steps to improve them. This allows companies to create personalized experiences that will help them build strong relationships with their customers and achieve success.

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A holistic approach to business is a comprehensive strategy

Just The Essentials helps small and mid-sized companies improve efficiencies and processes needed to scale and grow their business. 

 

  • Maximize your sales potential 
  • Increase customer engagement 
  • Identify new sales channels
  • Automate the Sales Process
  • Automate the Customer Journey 
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Yogi, Creative Problem Solver, Hiker

Jenny, the devoted yogi, and holistic businesswoman is passionate about getting to know her clients inside out - understanding their struggles and desired outcomes before developing a strategy. But when she's not busy creating successful sales or HubSpot strategies for them, you'll find Jenny on her yoga mat! As well as practicing herself, Jenny also teaches classes in Adaptive Yoga, Care Giver Yoga, and specially-tailored sessions for Remote Workers too. It sounds like blissful balance indeed - unless of course, Bluey (her daughter’s blue heeler) needs more exercise...

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Happy Customer

Testimonial

“Jenny & I worked together for a few years, and I learned that I could rely on her for advice and insight. She is a pro at CRM technology and became a resource for both Salesforce and Hubspot. With a Sales background, she understands how a CRM can benefit a team. Her creative approach is quite helpful - she finds ways to set up a solution that will meet specific needs, even when it seems that there is no solution possible. As a coworker and then someone I recently engaged for Hubspot customization, Jenny is just a pleasure to work with. She is so well-grounded and upbeat. I always found myself looking forward to our meetings. 

Sue Hilger

Marketing

Just The Essentials

A holistic approach to grow your business