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What you get with

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Onboarding

What you get as part of Hatch set up

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A customised HubSpot portal - setup specifically for an adviser firm
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Reporting dashboards that provide insight on new client pipeline and marketing ROI
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A branded email newsletter template to send engaging communications to clients and prospects
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Website form integration so online enquiries are created as contacts directly in your CRM
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Google analytics linked to HubSpot so you can track all client and prospect website visits
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A branded blog set up and managed within HubSpot if you need it
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Branded web pages for campaigns or events
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Training videos on how to use the platform
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Access to HubSpot's Knowledge Base and community forums providing a wealth of knowledge from users across the globe

Ongoing

Getting the most from the platform

  • Access to The Content Store with 8-12 topical articles added each month that you can use as you wish as blogs, newsletter content or just inspiration for your own content.
  • Access to our Hatch adviser resources that includes checklists, templates and guides on how to improve your sales and marketing performance.
  • Regular updates and configuration of your CRM portal as HubSpot releases new tools and features.
  • Ongoing guidance on how to make the most of Hatch and the HubSpot CRM to improve marketing and sales performance.
  • Dedicated support* (*Additional costs apply, see here.)

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