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Hubspot Virtual Assistant: Optimize Hubspot for Business Growth

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You’re probably wondering how on earth you are going to manage your Hubspot leads and update each one of them on top of other tasks you need to attend to, for the sake of your flourishing business. Ok, we get it, so hear us out. Does a combo of hiring and Hubspot Virtual Assistant make the light bulb in your head go off?

Imagine this, every time you’re looking at the Hubspot deals and pipelines wondering what you should do, they’d probably start coming alive and saying something like “Hey look, that loser again. They’ve been neglecting us for 21 consecutive days already and now they keep staring at us like we’re going to start calling these leads by ourselves!”

(No seriously, save your creativity and imagination for something else that could generate you more leads. But more leads means more Hubspot work, correct?)

If that imagery only makes you want to flee the scene and end your Hubspot subscription once and for all, hold it right there. Look no further, we Hubspot Virtual Assistants are here to the rescue. But can a virtual assistant actually manage your Hubspot account and take care of everything? Aren’t they there to schedule your meetings, clear your inboxes and prepare your stuff?

Don’t fret. A virtual assistant can do this and more while you’re out there doing more important things like enjoying a trip to the Bahamas, for example. A pro tip: just don’t forget the health protocols while you’re out enjoying the sun!

Before your neglected Hubspot leads start throwing a hissy fit again, consider hiring a Hubspot Virtual Assistant. Continue reading to learn more about our services.

Hubspot Virtual Assistant Services

Hubspot virtual assistant services

Hubspot is a CRM platform that encompasses a wide range of marketing activities to support business growth. It assists in aligning sales and marketing teams, encouraging conversions, and streamlining processes. Long gone are the days when you get frustrated with scattered excel sheets and missing reports. Hubspot can be a great investment for your business to scale.

More often than not, we’ve encountered business people who have no clue on how to optimize this cool software to its full potential. If you’re one of those, fear not and read up below to check out some of the Hubspot Virtual Assistant services we can offer.

Sales Channel Integration

If you’re currently using multiple channels, you probably want to use Hubspot as the central hub for all inbound leads. This will save you time and headaches. A Hubspot Virtual Assistant can use a third-party integration tool to create automation and streamline the process so you don’t have to deal with everything manually.

Examples

  • Automate contact and deal creation in the sales pipeline when leads sign up for newsletter subscriptions or freebies on your website.
  • Create tickets automatically in the ticket pipeline when leads send questions through contact forms.
  • Integrate Hubspot with your company’s Facebook chat so you won’t miss any opportunities. We can set up a chatflow so if you’re away they will respond to any queries immediately.

Workflow Setup

No experience whatsoever optimizing Hubspot to organize your leads, and got no time to learn? A trained Hubspot Virtual Assistant can help you implement all the cool features on Hubspot so your hefty subscription bill doesn’t go to waste. 

Examples

  • Tasks and notifications. Once a deal reaches a certain stage, the automation will create tasks or send notifications to team members.
  • Inactive deals. You’ll get email reminders for deals with no activities so you can review which leads you should prioritize.
  • Email sequence automation. You don’t have to reach out or ask certain leads when they’re unresponsive. Send automated emails so no one is left behind.

Custom Reports

Hubspot equipped itself with great features to cover your marketing needs, including reports. There are a number of reporting templates available by default, and we can create custom reports by combining different filters based on your requirements. Generate reports with a few clicks and you’ll get them delivered straight away.

Examples

  • Track your team’s performance. Measure your team’s performance based on team members’ conversion rate, or simply track which one’s slacking off by reviewing how active they are during work.
  • Monthly revenue. Make sure your marketing budget doesn’t go to waste. Check out your won vs. lost deals and compare them against your investment.
  • Generated leads. Easily find which sales channel brings the most leads, or which marketing email converts leads into sales.

As a business person, we know you’re busy doing your thing. Meeting with your team, going on a business trip abroad, helping out your dear daughter with her homework, the list goes on. Simply no time to follow up with leads or set up a complex system completely new to you.

A well-trained Hubspot Virtual Assistant knows Hubspot like the back of their hand. That’s where we can help you out so no opportunity would fall through the cracks. Set your worries aside and leave it to us, we’ll take care of it for you.

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