Attract New Members
Market with Professional Tools
Boost Member Retention Rates
Connect to QuickBooks for Invoicing
We will import all of the custom fields and pipelines, then set up the records per our standard, EO Chapter deployment.
You will receive our onboarding workbook to help you with the HubSpot set up.
Access to our training videos is provided.
Includes 5 workflows.
- lead rotation
- assign to forum
- update record status
- update phone and mobile phone - company name
- new member alert to other team members
*You can purchase onboarding directly from HubSpot (light) or do it all yourself.
Software Cost: List Price: $
Receive our onboarding workbook and a Project that outlines assignments.
Access to our training videos.
Includes all workflows.
We collaborate with you and do most of the heavy lifting - some collaboration is required.
EO Chapters get 40% off of HubSpot Licenses with annual payment:
Minimum Order: 5 Sales Professional Licenses + Marketing Starter Licenses
*Your responsibilities in both models: follow the set up instructions assigned to you that only you can do.