Discovery workshop

Is a flight plan from iGoMoon the right solution for you?

Every great journey begins with asking the right questions and developing a plan for success.

iGoMoon's Discovery Workshop is the first step toward finding out if Hubspot is the right solution for you, and if it is, to begin creating a flight plan that fits your unique goals and situation -- whether you're new to HubSpot or simply need to audit your current orbit.

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We love it when a plan comes together.

Success is what happens when lofty goals meet proper planning and expertise.

Our Discovery Workshop guides you step-by-step in defining best-practice processes within HubSpot CRM, setting a clear series of activities and exit criteria for your front-office team. We also examine your entire tech stack to ensure seamless integration and enhance the customer journey.

The delivery is a custom Flight Plan to navigate your business process in HubSpot. This plan will streamline your decision-making and help you maximize the ROI on your HubSpot investment.

Let's build something new together and make it fly

iGoMoons Solution Discovery Workshop gives you the ability and resources to either get a better understanding of HubSpot's potential during the evaluation process. Or, maybe you want to redo a CRM implementation? Our experience is that this workshop really gives us a chance to build something together, get to know each other, and see if we are a great fit.

A professional partner that dares to challenge

We started with a discovery workshop together, and it was a success. Even before the workshop, we got lots of value by filling out the questionnaire iGoMoon sent us. iGoMoon had good questions and a thought-out structure that kept us moving forward. They dared to challenge us and our ideas, something I hold as a true sign of a professional and competent partner. I invited our commercial management team, including our CEO, which I recommend. By doing this, we got more points of view and could identify where we were aligned and where we weren't.

Thanks to the workshop, we honed in on where to go next and what actions to take. There were clear next steps, and I'm happy with the delivered summary, a document I go back to regularly. It detailed high-level activities and more actionable things we needed to get done sooner rather than later. Our discussions during and after the workshop moved us in the right direction regarding how we approach strategy. I feel we established a new type of conversation internally from one week to another.

Henrik Wallgren, Chief Marketing Officer (CMO) at Hailey HR.

Every single marketing and sales organisation will benefit dramatically from a Discovery during their evalutaion process of HubSpot CRM. We love a joint effort, and allowing our team of experts to work in partnership with yours, is how we’ll succeed together.

- Henrik Stålhand, CRM & Sales specialist

What can you expect from your Discovery Workshop with iGoMoon?

Our Discovery Workshops are focused on developing custom flight plans for SaaS, professional services, and manufacturing companies that are on the verge of exponential growth but feel stuck in the static atmosphere of stale processes and tactics they've outgrown.

By the end of our exploration together, you can expect:

A customer journey that is uniquely mapped and measurable in the HubSpot customer platform
A sales process with clearly defined activities and exit criteria that help you scale your sales
Custom-engineered solutions for integrating existing ERP or accounting tech stacks
Identification of quick wins that will lead to fast results
Clarity on the budget required to meet your goals and key performance indicators (KPIs)

Escape the stale atmosphere of your unrealized revenue potential

You are not in this alone. Our team at iGoMoon works with you to address pain points, identify bottlenecks in your sales process, and provide solutions that fuel a reliable results-oriented CRM platform.

How does the customer find you?

Creating a more personalized customer experience will be our top priority. The first step in any strategy is to understand who the target audience is, what they value, and how to deliver it more effectively than anyone else -- particularly your competitors.

How do you sell to them?

We will map out your business processes to understand how these should be implemented in your HubSpot CRM. Which metrics influence your sales and marketing to develop the processes and reporting that will delight your management team every month.

How are you nurturing your leads?

We will create a blueprint for your marketing team on using HubSpot in a best-practice way to automate your lead nurturing process at every step, fostering more personalized communication, lead scoring, and lead qualification that will make sales smile.

How can we improve website performance?

Hubspot offers an industry-leading content platform that more efficiently moves your leads toward becoming enthusiastic customers. We will look at every facet of your pipeline and develop a seamless online customer journey.

How to service your customers?

We ensure that HubSpot's service process provides efficient ticket management, leading to quicker response times. These improvements significantly boost customer satisfaction. You benefit from centralized ticket management, improved collaboration, and customer feedback tools.

Which integrations and architecture are vital for your success?

We identify requirements for comprehensive backend integration with your existing ERP and financial APIs, creating a centralized repository of essential data and capabilities that will help you enhance customer service while reducing manual data input.