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:
GOAL: |
Benchmark and Target Metrics |
# of "Placement" Lead Statuses | # of New MQLs (Contact Us Form, Division, Region) | # of New Applications / division & region | # of Contacts Engaged via Chatbot | # Unique Newsletter Subscribers | |||||
52 |
73 (7.49% conversion rate) 77 (8% conversion rate) |
694 |
972 (40% increase) | 171373 | 202220 | 0 | N/A | 7075 |
7200 |
Projects | tactics | timelines & status updates | |||||||
PROJECT THEME KPI(s): Projects:
|
|
Project Team: Projected Due Date: Status Update: IN PROGRESS |
|||||||
PROJECT THEME KPI(s): Projects: |
|
Project Team: Projected Due Date: Status Update: |
|||||||
PROJECT THEME KPI(s): Projects: |
|
Project Team: Projected Due Date: Status Update: |
|||||||
PROJECT THEME KPI(s): Projects: |
|
Project Team: Projected Due Date: Status Update: |
Growth Opportunities |
Integrate HS & BullHorn | x | x | x | x |
Michael Slaughter - Inbound Consultant
If you don't have an upcoming meeting with your HubSpot consultant to discuss next steps for this growth plan, schedule a call using the Meetings link below.
Book TimeAcademy Lessons
HubSpot Academy is a leader in inbound marketing, sales, and customer service training. Search through guided lesson plans to execute on your initiatives today.
Start LearningTechnical Support
Have a question? HubSpot Support is here to help. Connect with a support specialist by clicking the in-app "Help" button and get the support you need.
Get Help