Win trust and convert more leads with Bonjoro Video + HubSpot

Tracy Graziani, “Geek Executive Officer” at Graziani Multimedia, has had great success with webinars, for her own business and for her clients. But in a Zoom-weary post-pandemic world - a new approach was required, to engage prospects, encourage them to attend online events and to stay engaged.

Xoxoday provides an innovative way to add the gifting of rewards to prospects and customers, integrated with HubSpot.

Parth Ruparelia, Product Partnerships leader from Xoxoday worked with Tracy to help use Xoxoday Rewards in innovative ways to increase webinar ROI.

Together we explore the current challenges of engaging customers across the HubSpot Flywheel, to attract engage and delight.

Tracy has a real story to share, of how she used Xoxoday to attract, engage and delight her customers, using Xoxoday gifting before, during and after the event.

A wonderful takeaway from this example is that the budget which normally would have been consumed by pay-per-click ads, instead is passed to customers through gifted rewards.

I hope you enjoy our group discussion.

Episode Highlights:

1. 04:39 - Parth: The challenge of reaching B2B customers today
2. 07:06 - Tracy: Webinars worked before the pandemic. What works now?
3. 09:30 - Tracy: Why you can’t call it a webinar anymore. Reframe it.
4. 11:15 - Tracy: How we used gifting to solve attendee no-shows & drop-off
5. 11:26 - Tracy: “I look at the data”. We saw drop-off during webinars
6. 11:55 - Tracy: “You need people to stay to the end” so we gamified it.
7. 13:02 - Tracy “we sent them a xoxoday gift card. Law of reciprocity”
8. 15:33 - Parth: How to use gifting at multiple stages of the inbound flywheel.
9. 20:00 - Tracy: Why it matters to give people a choice, including local & charities.
10. 21:54 - Tracy: How we phrased the gift choices
11. 22:43 - Tracy: How we timed gifting during the workshop
12. 24:18 - Tracy: ROI is pretty impressive. Our budget went to customers, not Ads.
13. 24:22 - Tracy: “We did not run any paid ads promoting this particular event”
14. 25:57 - Tracy: Anyone running ads right now, costs are almost double
15. 26:56 - Tracy: The value of partnering with another business.
16. 29:00 - Parth: Valuable tips for gifting rewards across the flywheel.

About Xoxoday

Xoxoday is a leading vendor that adds to HubSpot the capability of offering rewards as gifts to prospects and customers.

Connect with Parth Ruparelia, Product Partnerships leader at Xoxoday

Website: https://www.xoxoday.com/

LinkedIn: https://www.linkedin.com/in/parthruparelia/

Email: parth.r@xoxoday.com

About Graziani Multimedia

Graziani Multimedia is a HubSpot agency specializing in Revenue Operations for Sustainable Companies and Funded Startups.

Connect with Parth Ruparelia, Product Partnerships leader at Xoxoday

Website: https://www.xoxoday.com/

LinkedIn: https://www.linkedin.com/in/parthruparelia/

Email: parth.r@xoxoday.com

Xoxoday on HubDo Marketplace

https://marketplace.hubdo.com/en-US/apps/399230/xoxoday

Your host Pete Nicholls is the Founder of HubDo, HubSpot Certified Trainer and Foundation Certified in Bidding and Proposals by the APMP.

Connect with Pete at:

LinkedIn: https://www.linkedin.com/in/penichol/

Email: pete@hubdo.com

Meet: www.bookachatwithpete.com
 

For questions about this episode, email podcast@hubdo.com

The HubDo Podcast is a production of HubDo ApS Denmark.

All rights reserved.

With partnerships in her veins from her earliest years, Negar Nikaeein is in her ideal role, helping both Partnerstack and clients, to grow revenues through best-practice partnering.

We touch on common mistakes companies make, including trying to apply UTM codes to partner programs that are simply not effective in long sales cycles.

We talk about the challenges of managing partner programs using spreadsheets that are separate from core CRM systems and the signs of when it’s time to implement a Partner Relationship Manager platform.

And finally, a discussion about structuring teams for effective win-win partnering operations.

Episode Highlights:

1. 03:19 Partnerstack ideal partners are B2B, especially B2B SaaS
2. 05:18 what partnering mistakes do companies typically make?
3. 05:39 “UK-based company issues with using UTM links”
4. 08:11 HubSpot can lay a foundation with proof points & partner pages
5. 10:35 the alternative companies us today, is spreadsheets
6. 11:04 “so he cross-references spreadsheets & HubSpot CRM”
7. 12:46 key indicators of when a spreadsheet is not enough
8. 14:37 UK-based, single person managing 100 partners
9. 15:40 What is it that drives more revenue?
10. 16:44 “the time that they would spend checking HubSpot…”
11. 18:55 It is common to be wary of direct / partner team separation
12. 19:36 how to structure for increased team synergy
13. 21:55 Partnerstack as an example of integrated partner teams
14. 24:31 Pro Tips include: Partner landing page, organization, strategy

About Partnerstack

PartnerStack helps you recruit, engage, and scale your entire ecosystem of partners — from affiliates to referral and reseller partners.

Handy Links for more information about Partnerstack

https://partnerstack.com/resources

Connect with Negar and Partnerstack

Negar on LinkedIn

Book a time to chat with Negar

Partnerstack on HubDo Marketplace

Partnerstack Website

Your host Pete Nicholls is the Founder of HubDo, HubSpot Certified Trainer and Foundation Certified in Bidding and Proposals by the APMP.

Connect with Pete at:

LinkedIn: https://www.linkedin.com/in/penichol/

Email: pete@hubdo.com

Meet: www.bookachatwithpete.com
 

For questions about this episode, email podcast@hubdo.com

The HubDo Podcast is a production of HubDo ApS Denmark.

All rights reserved.

David Gable, Kixie Head of Sales, brings high energy to the HubDo Podcast. Sharing insightful examples of how companies (especially tech companies) are thinking about automation the wrong way.

No company or customer wants to dehumanize the human experience, which is often the first thing we think of when it comes to automation. We may appreciate the convenience of an ATM machine yet be completely frustrated talking with an automated chatbot.

David explains how he regularly joins meetings where companies want to improve revenues and efficiencies through automation but are thinking about it the wrong way.

When automation takes care of busy work, so that people can have more human time and respond faster, relationships improve and higher revenue is earned with greater efficiency.

There are plenty of great ideas from David in this session, to think differently about how companies like Kixie are delivering automation that enriches human interactions at scale.

Episode Highlights:

1. 4:04 Kixie suits three main buckets:
2. 8:09 “people often spend half their time entering data”
3. 9:06 Tech companies want a more human-to-human experience and so shy away from automation. But automating busy work creates more human time.
4. 11:30 Example: Helped HubSpot close one of their largest customers (Mortgage Company) transforming from disconnected sequences to proactively responding.
5. 14:12 What Kixie adds to HubSpot. API, Webhooks, easy & open
6. 16:21 What Kixie added to the earlier win as a responsive system
7. 18:24 Examples for Service Desk: Automate the responsiveness
8. 20:26 Sales use cases, how to literally 10x outbound calls
9. 22:05 Top tips: Use HubSpot and talk with Kixie

About Kixie

“Ultra-reliable, easily automated calling & texting for HubSpot”

Handy Links for more information about Kixie

30 days of free Kixie for your entire team with unlimited calling!* www.Kixie.com/HubDo

*excluding some international areas

Connect with David Gable at Kixie

https://www.linkedin.com/in/bigdavidgable/

Kixie on HubDo Marketplace

https://marketplace.hubdo.com/en-US/apps/394344/kixie-powercall

Your host Pete Nicholls is the Founder of HubDo, HubSpot Certified Trainer and Foundation Certified in Bidding and Proposals by the APMP.

Connect with Pete at:

LinkedIn: https://www.linkedin.com/in/penichol/

Email: pete@hubdo.com

Meet: www.bookachatwithpete.com
 

For questions about this episode, email podcast@hubdo.com

The HubDo Podcast is a production of HubDo ApS Denmark.

All rights reserved.

With a long career of experience in Customers Success at HubSpot and several other software companies, now at Databox Billy MacDonald shares how top stories and tips regarding measuring team performance to drive revenue.

Measuring team performance is a vital part of planning when to grow (or reduce) the number of sales reps to meet demand. This requires pulling together multiple data points that are not connected with one another in existing systems.

We also need performance data on the tools we invest in to drive growth, for example measuring whether website chat conversations are converting into incremental business.

Learn from Billy’s experience helping companies to analyse team performance with Databox and HubSpot

Episode Highlights:

1. 05:27 Helping businesses with data in different places
2. 07:00 Businesses that are not a fit for Databox: Single data source.
3. 08:39 What businesses usually struggle with on team performance
4. 10:39 Recent example smaller SaaS company struggling to plan for when to hire more sales reps
5. 13:05 Often times the data is there, but it’s stored in different metrics that are not connected with each other
6. 16:42 Most important sales metrics include “how often are you meeting with those prospects?” and how deep are they going?
7. 18:03 also important to track: the amount of assistance offered outside of the sales call, e.g. email activity and set-up assistance.
8. 19:56 How far HubSpot alone can go?
9. 20:30 a recent customer used Intercom for chat, and wanted to understand how that led to deals created in HubSpot
10. 25:39 Top tip for the day: To be really effective in changing team culture, look at the data AND talk with customers & listen.
11. 27:02 What we did at Databox: “Customer Insights”

About Databox

Databox is a cloud-based business analytics platform for marketers, CEOs, analysts and decision-makers that provides a single interface to view various key performance indicators (KPIs) and generate reports.

Handy Links for more information about Databox

https://databox.com/blog

Connect with Billy MacDonald & Databox

billy@databox.com

success@databox.com

Databox on HubDo Marketplace

https://marketplace.hubdo.com/en-US/apps/395292/databox

Your host Pete Nicholls is the Founder of HubDo, HubSpot Certified Trainer and Foundation Certified in Bidding and Proposals by the APMP.

Connect with Pete at:

LinkedIn: https://www.linkedin.com/in/penichol/

Email: pete@hubdo.com

Meet: www.bookachatwithpete.com
 

For questions about this episode, email podcast@hubdo.com

The HubDo Podcast is a production of HubDo ApS Denmark.

All rights reserved.

GrowthDrive co-founder Michal Jirasek based in Germany, shares stories and real examples learned through implementing incentive programs for over 100 active HubSpot accounts.

GrowthDrive turns HubSpot into an Incentivised Viral Marketing platform in three key ways:

1. Generate referral codes and links for your promoters
2. Automatically attribute referred leads to your promoters
3. Create and distribute rewards for successful referrals

Michal explains how it’s important to first ensure you have a referrable product and happy clients.

We dive deeper into one of Michal’s first clients, an HR software company based in India, who used GrowthDrive to run a two-tier program, where not only the first-line referrers are incentivized but also their contacts too.

Setup usually takes a few weeks, supported by five hours of onboarding by GrowthDrive.

As pro tips, Michal recommends ensuring that your planned program is easy for referrers and that the rewards are attractive for that community.

Michael shares a link below to the Viral Marketing Board - a lean canvas approach to designing your reward program.

Episode Highlights:

1. 02:54 Incentivised Viral Marketing (IVM) = Incentivised Word of Mouth
2. 04:05 Good fit customers are those using HubSpot, and have a referrable (good) product with happy clients who are happy to promote it.
3. 05:27 mistakes we see, when the concept is not good enough.
4. 07:39 commonly misunderstood feature is “virtual promoter”
5. 08:57 rewards that Michal recommends that often work well
6. 10:35 you “can” do this with HubSpot but it’s inefficient, hard to scale, a lot of manual work, and not a good experience for promoters
7. 11:46 What GrowthDrive adds to the CRM display inside HubSpot
8. 13:00 Example: Indian HR Software company with a creative program: different experience for different types of partners, and a 2nd level.
9. 16:31 When to iterate on a program because referrals are not flowing
10. 18:44 How long it takes to see referral program results
11. 19:17 Pro Setup includes 5hrs. Usually allow a few weeks.
12. 20:20 Pro tip: book a demo session to discuss the concept first.
13. 20:46 Tip 2: Makes the activation easy and rewards attractive.
14. 21:57 Viral marketing board? One-page canvas for program design

About GrowthDrive

GrowthDrive extends HubSpot with features for referral and viral marketing and enables you to run various types of incentive-driven campaigns such as partner programs, affiliate programs, referral programs, and more. GrowthDrive generates referrals from visitors, leads, customers, and partners and amplifies your inbound marketing efforts through incentivized virality.

Handy Links for more information about GrowthDrive

Get the GrowthDrive Viral Marketing Board

https://www.growthdrive.co/the-viral-marketing-board

Connect with Michal Jirasek & GrowthDrive

michal@growthdrive.co

GrowthDrive on HubDo Marketplace

https://marketplace.hubdo.com/en-US/apps/395298/growthdrive

Your host Pete Nicholls is the Founder of HubDo, HubSpot Certified Trainer and Foundation Certified in Bidding and Proposals by the APMP.

Connect with Pete at:

LinkedIn: https://www.linkedin.com/in/penichol/

Email: pete@hubdo.com

Meet: www.bookachatwithpete.com
 

For questions about this episode, email podcast@hubdo.com

The HubDo Podcast is a production of HubDo ApS Denmark.

All rights reserved.

Siddarth Garg is co-founder and head of growth at CloudFiles. A software developer turned business developer who loves reading epic fantasies, eating good food, and talking about quantum physics!

In this episode, Sid talks through real examples of the challenges customers face when trying to use separate file systems for documents related to their HubSpot deals.

Celebrating over 500 CloudFiles installations on HubSpot in the first 18 months, Sid has many examples of the typical file-related problems customers need to solve. Sid shares several of these in this episode.

A great example is the insurance company with deals that happen over several months, with many related files. A much simpler solution became a single link they could share with the customer, where all files related to a deal are easily managed in Google Drive.

While it’s common to find customers using tools like Zapier to associate files with deals, HubSpot plus Zapier becomes a 1+1 = 3 solution which is much simpler to use and manage.

Often customers have files spread across different systems, and adopting HubSpot files is not really an effective solution for deal-related files. So customers must decide on a file strategy that can be automated and easily implemented through HubSpot and CloudFiles.

A popular feature, which Cloudfiles added in mid-2022 following discussions with HubDo Podcast host Pete Nicholls, was the addition of nine custom HubSpot Workflows actions. These allow much file-related automation, without the need for HubSpot Operations Hub, during the lifecycle of a deal.

Take a listen to Sid’s great examples of problems solved using Cloudfiles for HubSpot.

Episode Highlights:

1. 04:19 reached 500 Installs today!
2. 06:10 ideal customers for CloudFiles
3. 08:43 Financial company replaced Zapier solution for shared access for executors
4. 10:47 “now, we want a single link for our clients”
5. 12:00 How native HubSpot is simpler than Zapier
6. 13:44 We have often seen there’s a bunch of internal file management that the client has to do first
7. 14:16 The need to decide on an internal file management strategy
8. 16:58 When HubSpot+Cloudfiles 1+1 = 3. Easier to adopt than HubSpot files
9. 19:25 Many different file storage. DropBox, mostly Sharepoint & Google drive.
10. 21:01 Custom Workflow Actions, now 9 file automations!

About Cloudfiles

Secure File sharing, tracking & automation for Business. CloudFiles lets you access your existing document libraries and create powerful links for your files & folders. You can collect analytics, add security & perform all sorts of automation in HubSpot

Handy Links for more information about CloudFiles

https://www.cloudfiles.io/blog/32-ways-of-integrating-hubspot-with-google-drive

https://www.cloudfiles.io/blog/cloudfiles-an-alternative-to-hubspot-documents

Case Study: https://www.cloudfiles.io/blog/case-study-with-architecture-social

Connect with Siddarth Garg & Cloudfiles:

Live chat: http://cloudfiles.io

Cloudfiles on HubDo Marketplace

https://marketplace.hubdo.com/en-US/apps/371088/cloudfiles

Your host Pete Nicholls is the Founder of HubDo, HubSpot Certified Trainer and Foundation Certified in Bidding and Proposals by the APMP.

Connect with Pete at:

LinkedIn: https://www.linkedin.com/in/penichol/

Email: pete@hubdo.com

Meet: www.bookachatwithpete.com
 

For questions about this episode, email podcast@hubdo.com

The HubDo Podcast is a production of HubDo ApS Denmark.

All rights reserved.

In this episode, Mads Jorgensen shares real stories as examples of what he typically does when helping B2B, SaaS, and Manufacturing companies who were previously not getting full value from their HubSpot investment.

Examples include:

• The European B2B software company who was not getting much more value from HubSpot than they would have using Google Sheets.
• The customer with a large database of customer information who needed help to turn that into useful information on their target accounts
• The common mistake of underestimating how HubSpot should be managed in order to create value and delegating tasks without considering the skills required.
• Gaining quick wins while balancing short-term and long-term goals
• When to multiply HubSpot’s value through careful choice of integrated applications.

And Mad’s key tip around planning: “Measure twice, cut once”

Timestamps:

1. 1:20 Problems to be solved: Scale in a more flexible way without fixed overhead costs, and take on projects & implementations that fall outside of core competencies. Mostly via HubSpot Platinum & Elite partners across the world. Or end users not getting the right support and not getting the value from their HubSpot investment. B2B customers, SaaS & Manufacturing.
2. 07:10 European B2B Software Company not getting much more value from HubSpot than Google Sheets
3. 08:24 Like getting a car: You need the driving license and training - or it’s technical debt.
4. 09:42 Example customer with big database but not extracting value for target accounts
5. 10:35 Enterprise products with a lot of power to tap into
6. 11:45 Common mistake: See the monthly HubSpot cost but underestimate how to manage it to derive value. Also delegating tasks to those without skills.
7. 14:02 Take a few steps back. Map out current customer journey , identify what is working and not.
8. 15:32 What technologies are integrated.
9. 18:37 Issue balancing short term goals and long term aspirations
10. 20:02 Potentially opportunities in onboarding
11. 21:36 The power of HubSpot is that it can do a lot of things but can’t do everything really well.
12. Example, big team with calling, explore Aircall or Kixie. Reporting add Dear Lucy
13. 23:52 “Measure Twice, Cut Once”

About Mads Jorgensen

Former HubSpot employee and now HubSpot freelance CRM Consultant for scaling HubSpot customers and HubSpot partners

Connect with Mads:

https://www.linkedin.com/in/madsjohnkjorgensen/

Mads on HubDo Marketplace

https://marketplace.hubdo.com/en-US/apps/398810/hubspot-consulting-with-mads

Your host Pete Nicholls is the Founder of HubDo, HubSpot Certified Trainer and Foundation Certified in Bidding and Proposals by the APMP.

Connect with Pete at:

LinkedIn: https://www.linkedin.com/in/penichol/

Email: pete@hubdo.com

Meet: www.bookachatwithpete.com
 

For questions about this episode, email podcast@hubdo.com

The HubDo Podcast is a production of HubDo ApS Denmark.

All rights reserved.

In this episode Chris Melotti shares years of experience in working with HubSpot Agencies and End User Customers, to get the most from HubSpot, using quality content.

We discuss examples of copy writing situations that went very well, to generate significant value for the customer’s business, as well as some red flags that indicate potential trouble ahead.

Examples include the Gym owner who saved thousands on recruiting fees, through a well-crafted video ad; the medical device company who continues to engage and help customers through clever quizzes and calls to action.

We also hear about the lawyer who learned the hard way, that his ability to write pages of legal-speak did not meet the mark as marketing copy.

Chris’ years of experience and shared examples demonstrate:

1. Aspects of various copy writing channels
2. Different forms of copy required for each
3. Resulting in quality copy as a business investment, not a cost.

Episode Highlights:

1. 2:30 What Agencies and End Users each need
2. 4:16 HubSpot is an engine, content is the fuel
3. 5:00 What is important about HubSpot Content
4. 5:30 What we do to help Agencies and Clients
5. 7:20 Red Flags that indicate trouble ahead
6. 7:37 “Here’s a good example: a Lawyer…”
7. 9:33 “what happened is, he came back to us”
8. 12:20 How diverse copywriting really is
9. 12:48 Example of Job Ads for a Gym
10. 12:58 “I said you know what?….”
11. 13:36 It doesn’t have to be a default article
12. 13:48 HubSpot loves active quizzes
13. 15:38 E.g. Content investment versus Recruiter Fees
14. 17:06 Example of a successful Quiz campaign
15. 17:43 “What we did was…”
16. 19:48 Why we don’t niche by industry
17. 21:02 Why journalistic writers are not copy writers

About Melotti Media

Passionate Marketing Copywriters helping YOU engage customers successfully through valuable content.

Handy Links for more information from Chris Melotti

Books: https://www.melottimedia.com.au/books/

Melotti Media Campus: https://www.melottimediacampus.com/

Website: https://www.melottimedia.com.au/

Blog: https://www.melottimedia.com.au/blog/

Podcast: https://www.melottimedia.com.au/podcasts/

Connect with Chris Melotti:

https://www.linkedin.com/in/christophermelotti/

Chris Melotti on HubDo Marketplace

https://marketplace.hubdo.com/en-US/apps/374010/content-services-with-chris

Your host Pete Nicholls is the Founder of HubDo, HubSpot Certified Trainer and Foundation Certified in Bidding and Proposals by the APMP.

Connect with Pete at:

LinkedIn: https://www.linkedin.com/in/penichol/

Email: pete@hubdo.com

Meet: www.bookachatwithpete.com
 

For questions about this episode, email podcast@hubdo.com

The HubDo Podcast is a production of HubDo ApS Denmark.

All rights reserved.

In this episode with Philippe (Phil) Swamy, we explore the role of Partner Relationship Management (PRM) software, how it brings together direct and indirect sales and real examples of businesses that have migrated to Kiflo PRM from spreadsheets.

We explore how companies that are in the early stage of their partner strategy, usually start with spreadsheets and soon find that they cannot manage the moving parts.

Quite often, vendors know that partnering is important but to not have a developed partner program. Kiflo’s response has been to create an academy of materials to help create partner programs, based on industry best practices

Episode Highlights:

1. 2.09 What is a PRM? (Manage your partners)
2. 2:56 Who needs a PRM like Kiflo?
3. 4:49 Spreadsheets & CRMs are flexible. But…
4. 8:53 Example one: Moved from spreadsheets
5. 9:59 “The problem: many moving pieces”
6. 11:42 “So what we did was…”
7. 12:47 “They needed your guidance on programs”
8. 13:30 This customer automated so many processes
9. 14:16 “The most important value Kiflo brought”
10. 15:18 5 years ago, PRM space was expensive
11. 18:15 example of trying to do this on HubSpot in ways that we would “not” advise.

About Kiflo PRM

A modern Partner Platform that helps SMBs drive sales growth with Partnerships.

Handy Links for more information on Kiflo PRM

Intro to Kiflo: https://kiflo.journey.io/p/702111109bec439ca97f66ad86b79cc6

Interviews: https://www.kiflo.com/greatest-minds-in-partnerships

Website: https://www.kiflo.com/

Academy (customer access) https://academy.kiflo.com/

Connect with Philippe Swamy:

https://www.linkedin.com/in/philippeswamy/

Kiflo on HubDo Marketplace

https://marketplace.hubdo.com/en-US/apps/394299/kiflo-prm

Your host Pete Nicholls is the Founder of HubDo, HubSpot Certified Trainer and Foundation Certified in Bidding and Proposals by the APMP.

Connect with Pete at:

LinkedIn: https://www.linkedin.com/in/penichol/

Email: pete@hubdo.com

Meet: www.bookachatwithpete.com

For questions about this episode, email podcast@hubdo.com

The HubDo Podcast is a production of HubDo ApS Denmark.

All rights reserved.

In this episode, we tap the Intrinsic Knowledge Gray MacKenzie has built from helping over 2,600 marketing agencies over the last nine years.

ZenPilot chose to specialize in the ClickUp platform, as they have found through experience that ClickUp works very well for scaling agency operations.

Gray points out that platforms like Accelo might be a better fit for agencies who want an end-to-end system including accounting and billing. We also explore why HubSpot’s native Project Management features are not well suited for agencies with multiple clients. Gray recommends ClickUp for agencies with established accounting/billing systems who want to improve project management for client and agency operations.

Early in this episode, we discuss the three main pillars Gray has learned are key to success: Technology, Processes and behaviours. We then expand on those themes with examples of what can lead to success or failure.

We dig into some real-world examples of agencies who have implemented ClickUp very well, including Mojo, Media Labs, Lean Labs and Beacon Digital Marketing. The key outcomes of success can vary, such as a small agency increasing managed revenue by 350%, compared with an established agency like Beacon Digital Marketing scaling to double the headcount within a year.

Perhaps it’s not surprising that less than 50% of processes are documented, so Gray talks us through the five key ingredients that make implementation go well:

1. A culture of documentation from the leadership level, to standardise best practices across the team
2. A clear mission of what the agency wants to accomplish, with clear targets
3. A willingness to step back and allow the team to collaborate to document best processes
4. A follow-through to create all processes on the system, ready to use
5. A dedication to ensure all of the teams knows how to quickly use the system and processes

HubDo recommends agencies download the excellent by ZenPilot: How To Implement ClickUp For Agencies (https://learn.zenpilot.com/how-to-implement-clickup-for-agencies)

To get in touch with Gray and ZenPilot, see the links below.

Episode Highlights:

1. 03:21 The ideal types of Agencies for ClickUp, versus say Accelo
2. 04:32 At what point ClickUp becomes a good fit.
3. 05:59 Three key pillars: Technology, Process, Behaviour
4. 07:17 The most common mistake
5. 09:07 Where you run into problems as an agency
6. 11:32 Why HubSpot Projects struggles in an agency ecosystem
7. 13:12 ClickUp new native HubSpot integration (in beta)
8. 15:54 Commonalities of successful agencies like Mojo Media Labs, Lean Labs, Beacon Digital Marketing
9. 17:11 “Agencies are infamous, they jump tools every 2 years”
10. 18:54 Example of 25-person agency, were already on ClickUp
11. 19:30 “So we went through a 3-step process”
12. 20:08  “with the same headcount, increased managed revenue 350%”
13. 21:26 “a more mature agency like Beacon Digital Marketing, doubled in a year”
14. 23:57 “well below 50% of processes are documented”
15. 25:40 Five key ingredients that made implementation go well
16. 27:51 “there should be a book, how to get processes out of people’s heads and agreed upon by all”

About ZenPilot

ZenPilot is a training and consulting business that helps digital agencies build more productive, profitable, and healthy teams by streamlining their operations in ClickUp.

Handy Links for more information on ZenPilot

https://www.zenpilot.com/pm-benchmark/

https://learn.zenpilot.com/how-to-implement-clickup-for-agencies https://learn.zenpilot.com/gravity-global-case-study

Connect with Gray MacKenzie:

LinkedIn: https://www.linkedin.com/in/graymackenzie

Follow Gray on Twitter: https://twitter.com/sgraymackenzie

Book a Meeting with ZenPilot: https://www.zenpilot.com/call/

Your host Pete Nicholls is the Founder of HubDo, HubSpot Certified Trainer and Foundation Certified in Bidding and Proposals by the APMP.

Connect with Pete at:

LinkedIn: https://www.linkedin.com/in/penichol/

Email: pete@hubdo.com

Meet: www.bookachatwithpete.com
 

For questions about this episode, email podcast@hubdo.com

The HubDo Podcast is a production of HubDo ApS Denmark.

All rights reserved.