It's our last Milwaukee HUG of the year. We are bringing in James Wanke from HubSpot to help us plan for 2024 and get the most out of our HubSpot Tools. 

In this working session, he will cover: 

Conduct an Audit

• Your existing HubSpot subscription (marketing contacts, seats, etc), usage, and adoption
• Your marketing/sales/service tech stack
• Your reports, dashboards, pipelines, views
• HubSpot considerations for assistance - Ops Hub, HubSpot Academy, HubSpot Professional Services, Partners
• Gather and analyze feedback

Plan:

• What are your goals/strategy in '24 and beyond? How will this affect your planned HubSpot usage/subscription?
• What are the biggest hurdles/roadblocks to you achieving the above goals? Are they process, platform, and/or people issues?
• Where can HubSpot help?
• What other platforms do you plan on retiring, optimizing, or integrating?

Action:

• Tips for carrying out your plan- who to involve, what to consider, how to roll it out
• How to make the most out of your HubSpot investment
• Recommendations for migrating/retiring existing platforms
• -Reporting and goal tracking

Q&A

Register for the event now.

Location:
13555 Bishops Court, Suite 120
Brookfield, WI 53005

11:30 am Lunch
12:00 - 1:00 Presentation
Q&A