Sales Hub

Account Setup

• User seat assignment and permissions 
• Email and calendar connection (Gmail or Outlook) 
• Meeting link setup and scheduling pages 
• Email and meeting tracking activation 

Pipeline Configuration

• 1 sales pipeline setup with standard stages 
• Deal properties configuration (standard fields) 
• Pipeline stage probability settings 
  
• Win/loss reason setup 

Sales Tools

• Snippets library (5 common responses) 
• Document upload and library organization 
• Email templates (3 one-to-one templates) 
• Basic playbook setup (1 playbook) 

Workspace Setup

• Sales workspace configuration 
• Lead creation and assignment process
• Contact and deal record views 
• Basic sidebar customization  

Reporting

• Standard sales dashboard (pipeline view, activity tracking) 
• 3 basic sales reports 

Training

• 2 training sessions (2 hours total):
  
  → Sales Hub navigation and basics 
  → Deal management and pipeline usage
  
  
• Video recordings provided 

Advanced Pipeline Management

• Up to 2 sales pipelines with custom stages 
  
• Custom deal properties (up to 30 properties) 
• Conditional property logic 
• Deal rotation and assignment rules 
• Forecasting category setup 

Sales Sequences

• 2 outbound sequences (cold outreach, follow-up, re-engagement) 
  
• Dynamic email templates with personalization 
• Task automation within sequences 
• Sequence performance tracking 

Advanced Tools

• Snippets library (20 snippets) 
• Playbook setup (3 playbooks for different scenarios) 
• Templates library (15 one-to-one templates) 
• Document library organization by sales stage 

Sales Automation

*up to 10 workflows

• Sales Workspace setup  → Sales Hub configuration 
  
• Lead routing and assignment automation 
• Deal stage progression triggers 
• Task automation based on deal stage 
• Internal notification workflows 
• Stale deal alerts 
• Deal won/lost automation 
• Follow-up task creation 

Data Migration

• Hands-on data migration if needed (contacts, companies, deals up to 50,000 records) 
• Data mapping and validation 
  
• Historical deal import if needed 

Integrations (choose 2)

• Salesforce basic sync (read-only or simple bi-directional) 
• LinkedIn Sales Navigator sync 
• Slack for deal notifications 
• Meeting tools (Zoom, Calendly) with automation 
• Call tracking tools (OpenPhone, CallRail) 

Reporting & Dashboards

• 3 custom sales dashboards:  
  
  → Pipeline health and velocity 
  → Sales activity and productivity
  → Win/loss analysis
  
  
• Standard report library (15 reports) 
• Sales performance metrics 

Training

• 4 training sessions (5 hours total):
    
  → Sales Hub configuration  
  → Sequences and automation 
  → Pipeline management 
  →Reporting and forecasting 
  
  
• Sales team onboarding guide 

Post-Launch Support

• 30 days email support
  
• Weekly implementation calls

Enterprise Pipeline Architecture

Everything in Growth, PLUS: 

• Up to 5 pipelines  
• Custom deal properties (up to 60 properties) 
• Advanced conditional logic across objects 
• Complex deal routing rules 
• Territory management setup 

Advanced Sequences

• Up to 5 sequences (multi-touch, multi-channel) 
  
• A/B testing within sequences 
• Conditional sequence branches 
• Integration with call tasks 
• Performance optimization 

Custom Objects (If needed)

• Up to 2 custom objects (e.g., Properties, Projects, Leases) 
• Custom object relationships and associations 
• Custom object properties and views 
• Automation with custom objects 

Advanced Sales Automation

*Up to 10 workflows

• Multi-stage nurture automation 
• Complex deal progression logic 
• Lead-to-opportunity handoff (Marketing → Sales) 
• Account-based selling workflows 
• Revenue operations alignment workflows 
• SLA tracking and escalation 
• Win/loss process automation 
• Customer handoff to CS automation 

Sales Operations

• Lead scoring model (sales-qualified criteria) 
• Sales and marketing SLA definition 
• Deal health scoring 
• Win/loss analysis framework 
• Sales process optimization audit 

Enterprise Integration (up to 5)

• Salesforce advanced bi-directional sync (standard objects) 
• LinkedIn Sales Navigator with InMail 
• Call intelligence tools (Gong, Chorus) 
• Sales engagement platforms (Apollo.io, Outreach) 
• CPQ tools 
• Advanced meeting/calendar tools 

Enterprise Reporting

• 5 custom executive dashboards:  
  Sales pipeline and forecast accuracy 
  Rep performance and coaching metrics  
  Revenue attribution and source analysis 
  Activity benchmarking 
  Executive sales summary
• Advanced report library (10 reports) 
• Board-level sales metrics 
• Custom sales analytics 

Training

• 8 training sessions (10 hours total):  
  Sales leadership (2 sessions) 
  Sales team onboarding (3 sessions) 
  Sales operations (2 sessions) 
  Advanced features and optimization (1 session) 
• Sales playbook documentation 
• Sales operations handbook

Post Launch Support

• 60 days email + Slack support 
• 3 optimization calls 
• Monthly review calls (first 3 months)