Premier Roadmap -2020

What is the purpose of the Premier Roadmap? This page serves as a high-level, tactical sheet for The Execu-Search Group and HubSpot to establish, outline, and execute on business-driven milestones. 

How can a Premier Roadmap be used? The Premier Roadmap is meant to be referenced on a monthly or quarterly basis to check in and update project work throughout the year. Project teams at Execu-Search Group will work collaboratively on building this out with your HubSpot consultant. 

Premier Roadmap Guide:

1. Identifying your goal: consider how much and in what areas you'd like your company to grow in 2020. This goal should encompass more than just revenue-based initiatives. 
2. Selecting target metrics: which metrics will determine if Execu-Search Group successfully reached its goal or not? Examples of target metrics:
   1. Total Website Sessions
   2. Contact Conversion Rate 
   3. Customer Conversion Rate
   4. Total Annual Revenue
   5. Marketing-driven Revenue
   6. Average Order Value
   7. Items Per Order
3. Highlighting project themes: project themes should focus on the why of a project—what will come of a successful project? Examples of project themes:
   1. Customer Loyalty
   2. Lead Qualification
   3. Improved Customer Experience
4. Setting tactics in place: tactics are the what of a project. Pinpoint what key tasks need to be accomplished to successfully finish a project. Tactics will be supported by outlined task lists in HubSpot's "Projects" tool. 
5. Establishing project timelines: a project due date should be the anticipated completion date of the total project. This can be a strict date (i.e. September 15) or on that's more general (i.e. end of Q2). Three Status Types:
   1. Not Started
   2. In Progress
   3. Completed
   4. Roadblocked
6. Outlining future growth opportunities: depending on company and team goals, your HubSpot consultant will identify next steps and future growth opportunities for you to consider.