Welcome to Step 01. Want to jump back to our full 11 step Business Growth process?


Why is the start of working together so important?

We like to think of our kick off process as ‘red carpet’. It’s a well structured and smooth process to make a seamless transition to start working together.Our approach is all about planting the right seeds so we build a successful and long-term partnership with you.


The Kick off process

This step is all about gathering as much information from you as possible so we can then learn your products and services and put together the plan of action so you can benefit from our Business Growth process.


Before the Kick off meeting


  1. We’ll send you the agenda so you know what we’ll discuss and what to prepare
  2. We’ll ask you to complete the Sales and marketing strategy questionnaire as this allows us to gather a lot of business information to discuss during the Kick off meeting. It’s also the first step of our Business Growth process so we get a head start on the work.


The kick off meeting normally takes 2-3 hours and includes


  1. Confirm who will attend the kick off meeting from our side
  2. Review of the proposal and agreement - to walk through what was agreed and use this to build out a Roles and Responsibilities SLA
  3. Review goals, plans, challenges, and timeline
  4. Based on the deliverables, we’ll also walk through expectations
  5. Review of Ideal customer profile and persona
  6. Handover items to gather information about your company, products, and services - the list of items will be emailed to you before the Kick off so you have time to prepare.:
  7. As we start to gather your content, we’ll create a content schedule so we have an easy to access A-Z of alI your main content.


If HubSpot Marketing Basic or above is part of the programme, we’ll walk through

  1. Activating your portalHubSpot certified partner badge dark
  2. Technical setup
  3. Training requirements - if you’ve signed a minimum 6-month services agreement with us then we handle training directly with you, if you haven’t then you’ll be required to purchase HubSpot training.
  4. We’ll agree your template creation and potential website migrations - HubSpot offers an initial, complimentary template creation for all new customers to match your current website design. HubSpot can also migrate your entire site over to HubSpot HubSpot COS. 60 pages are free then additional pages are charged on a per page basis. All we have to do is get the migration approved by HubSpot first to know if a migration is possible.
  5. We’ll confirm the licence that you’ll be on, which we’ll have agreed during the consultation process to match the right HubSpot platform for your business growth goals.
  6. We’ll also walk through the HubSpot contract so you know their cancellation, auto-renew, and upgrade process as you see growth with your contacts, email sends, and website visitors.
  7. Lastly, HubSpot is FANTASTIC at support so we’ll signpost you to all the resources you’ll have available.


If HubSpot CRM implementation is included - we’ll walk through our CRM implementation planning process that will typically include:

  1. Create CRM account
  2. Setup users and permissions
  3. Create properties to make it easy for you to segment your contacts
  4. Setup views to help with with your day to day sales activity
  5. Define deal stages
  6. Import contacts
  7. Setup users with the extension to record sales emails automatically and give you live notifications
  8. We’ll also add some sample email Templates to get you started
  9. Choose your marketing solution and as a minimum start with HubSpot Marketing Free so that your website form submissions are automatically added to your CRM plus so you can show pop up lead flows on each page of your website to generate inbound leads.


Once setup is complete, you’ll be onboarded by working through the HubSpot Sales Training Kit so you quickly get up to speed and benefitting from HubSpot.

[video] Learn How Automotive Companies Can Survive the Future


If we’re doing sales activity for you

The choice is yours if you want us to work white labelled. Typically the client sets up an email address for their account manager to use. If you prefer to have a generic email, such as customers@yourbrand.com, or if you prefer an unbranded email, that's fine. All we ask is that you cover the cost to make this happen as we never use our own The Tree Group emails for client Outsourced sales activity.


If you're not using G Suite or Office 365

We’ll ask you to setup a G Suite account and purchase an alternative domain name as part of the process. This is so we can use the sales tools that help to make us efficient.


We can also setup a VOIP number for inbound calls

If you like, we’ll setup a VOIP phone number with an area code that matches your own. This means that when we receive calls to that number, it shows it’s a call for your company and we can answer as thought we’re in your office.

Once all numbers and emails are confirmed, we’ll ask you to print some Business cards for your account manager to use.


Roles & Responsibilities SLA from us to you

We’ll include this in your Business Growth manual to confirm your account manager, explanation of contacts within The Tree Group, who will be responsible for each of the main tasks, deliverables agreed before we started working together, and milestones and metrics.


Project management process


Before we get started we’ll ask how often you’d like to be in contact, typically


  1. Recording main actions - We’ll do this in a centralised Actions list
  2. Collecting ideas and points to discuss - We’ll setup a shared Ideas note in Google Keep
  3. At each catch-up, we’ll review the Actions document and Ideas note
  4. Weekly - We’ll start with 30-minute sessions then reduce this once we’re up and running
  5. Monthly automated reports - You’ll get these on the 15th of every month
  6. Monthly - Once a month we’ll switch from a standard weekly catch-up to a 30-minute ROI review
  7. Quarterly - Once a quarter we’ll switch from a 30-minute catch-up to a 1-hour strategy review
  8. Yearly - Instead of the quarterly 1-hour, we’ll go for a half day offsite business growth review


Making some of the process touchless


We’ll use a number of online tools and this means you’ll be able to get common answers and check up 24/7. This keeps our time working together as efficient as possible so we’re all focused on achieving your business goals.


Regular check-ins and renewals


It’s important to know how we’re doing and where we can improve. For this reason, each quarter we’ll ask for your feedback to short survey.

Before renewals, we’ll check in with you 90 days before any renewal dates for services and software so there’s plenty of time to review the performance so far and plan the goals and strategy for the next phase.

Lastly, we’ll use the 90 days before your services renewal date to fill out an updated version of the Developing a sales and marketing strategy questionnaire so we can benchmark your answers and plan for the next 12-months.

[video] Learn How Automotive Companies Can Survive the Future


Next steps after the Kick off meeting


Collate all the notes and share a shared Kick off document


We create a shared Kick off document with a list of what we discussed during the Kick off meeting and have this as our initial project management list so we know the tasks to complete to get setup.


Confirm if there are any ad hoc costs


We’ll work through what was agreed during the kick off and if there are any ‘optional’ items that you agreed to, such as creating a contacts list, or the additional costs, such as HubSpot, we’ll confirm this over email to get your approval before sending a final invoice for TTG costs or an activation link for HubSpot.

We’ll also explain that your contract for HubSpot is direct with HubSpot as anything we setup for you with and in HubSpot is owned by you.


The methodology we use for business growth, sales, and marketing


An explanation of how this works, the terminology, and where we all fit into the process.



Walk through of our business growth process


  1. Post the Kick off meeting, these are the next steps to get started and ongoing
  2. Document your sales and marketing strategy
  3. Setup your CRM and sales tools
  4. Complete Ideal customer research
  5. Create your hero statement
  6. Develop a lead qualification framework
  7. Create a sales and marketing SLA
  8. Audit your content then create a content plan
  9. Agree the sales process
  10. Confirm sales prospecting (if we're providing outsourced sales)
  11. Setup your reporting dashboard to use for each catch-up



Next, Step 2. Developing a Sales and marketing strategy...

Ready to find out where you can improve and the result to expect with our Business Growth Agency?

Book your Free Business Growth Consultation