Hi there,
Thanks for the opportunity to work with you on the HubSpot strategy and execution for your business.
This is a quick page to introduce the XEN engagement process and let you know what happens next.
Key items:
- Who do I talk to if I need something?
- Account Permissions
- Getting Started
- Billing details
- FAQs
- HubSpot tips and strategies
We're looking forward to working with you.
Regards,
Craig Bailey
CEO
P.S. Our name 'XEN' is pronounced 'zen'. I get this question a lot :-)
HubSpot Review
As soon as we get access to your portal, we'll start with a review of your HubSpot account, following the stages of the HubShots Framework. We get to know your portal and highlight any major issues and opportunities.
Kickoff Call
We all get to know each other. You get to meet the XEN team members you'll be working with.
It's good to put faces to names, so you feel like you are working with a team, and not a support ticket number...
Service Agreement & Billing Details
Yes, there's usually a bunch of boring legal stuff to work out - we aim to be as flexible as possible.
For most engagements, our standard XEN Master Service Agreement (MSA) covers and protects all parties involved.
But we're happy to tweak as required - and any updated agreement between us will supersede our standard MSA.
We'll ask you to let us know your preferred billing details, by filling out the Billing details form on this page.
Change Management Procedures
We'll need to chat with you about your change management procedures to ensure we fit in with your existing processes.
This includes confirming things like:
- What we can update into production based on simple conversations with you (eg updating marketing emails, or edits in landing pages are good examples)
- What needs to be reviewed internally (eg turning on workflows and automation items are good examples)
- What needs to go through a staging process (eg new pages, styling changes, anything that affects brand, etc are good examples)
Also, what level of documentation you need (if any) for the above.
The Unofficial HubSpot Down Under Podcast
Do you listen to podcasts?
XEN founder and Technical Director, Craig Bailey, co-hosts the HubShots Podcast with Ian Jacob, founder and CEO of Search and Be Found. New episodes every week.
