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Renewal Pipeline Setup

Design, implement, and optimize a dedicated renewal pipeline within your HubSpot CRM, ensuring that no renewal opportunity gets missed.

Features

  • Automated Task Management: Set up automated tasks and reminders to ensure timely follow-ups and renewals. 

  • Pipeline Analytics: Track and analyze the renewal pipeline's performance, giving you insight into renewal rates and potential challenges. 

  • Custom Workflow Buildout: Create workflows to efficiently move deals through the pipeline.

Benefits

  1. Revenue Predictability: Gain a clear overview of your upcoming renewal opportunities, allowing for better revenue forecasting and planning. 

  2. Enhanced Customer Retention: Timely communication and organized processes increase customer satisfaction and loyalty, contributing to higher retention rates. 

  3. Reduced Manual Effort: Automated task management reduces the burden on your team, allowing them to focus on high-impact activities. 

  4. Improved Reporting: Access detailed renewal reports and analytics, making it easier to identify areas for improvement and opportunities for upselling. 

  5. Streamlined Documentation: Easily collect and manage necessary renewal documentation, ensuring nothing is overlooked.

Deliverables

  • Discovery Call 

  • 1 Deal Pipeline 

  • 2 Workflows 

  • 5 Custom Properties 

  • 1 Dashboard 

  • 3 Reports Kickoff Call

Hours

14

Delivery

3-5 Days

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