Including a consulting service in your HubSpot setup can significantly enhance your sales workflow and elevate the overall experience for your customers. This guide will show you how to incorporate a consulting service into HubSpot.
Step 1: Create a New Product
The first step in adding a consulting product to HubSpot is to create a new product. To do this, navigate to the “Products” tab in your HubSpot account and click on “Create Product.” From there, you can enter all of the necessary information about your consulting product, including its name, description, and pricing.
Step 2: Create a New Deal Stage
Once you have created your consulting product, you will need to create a new deal stage for it. This will allow you to track the progress of each sale as it moves through your sales pipeline. To do this, navigate to the “Deals” tab in your HubSpot account and click on “Create Deal Stage.” From there, you can enter all of the necessary information about your new deal stage, including its name and description.
Step 3: Create a New Pipeline
After creating your new deal stage, you will need to create a new pipeline for your consulting product. This will allow you to track the progress of each sale as it moves through your sales process. To do this, navigate to the “Pipelines” tab in your HubSpot account and click on “Create Pipeline.” From there, you can enter all of the necessary information about your new pipeline, including its name and description.
Step 4: Create a New Deal
Once you have created your new pipeline, you will need to create a new deal for each consulting product sale. To do this, navigate to the “Deals” tab in your HubSpot account and click on “Create Deal.” From there, you can enter all of the necessary information about your new deal, including its name, description, and pipeline.
Step 5: Close the Deal
Once you have created a new deal for each consulting product sale, you will need to close the deal once it has been completed. To do this, navigate to the “Deals” tab in your HubSpot account and click on the deal that needs to be closed. From there, you can enter all of the necessary information about the closed deal, including its status and any additional notes.
Conclusion
Adding a consulting product to HubSpot can be a great way to streamline your sales process and improve your customer experience. By following these steps, you can easily add a consulting product to HubSpot and start tracking your sales in no time.
