Why do we have a personas page? It’s because we value understanding the people and companies that we work with. And, we know that’s something our clients want. If you’re going to work with The Tree Group then we’re going to expect you to be open to change, to try things you haven’t done before, and to trust that what we do is based on proof, facts, and data.
Why is Business Owner Bob a bit more detailed than the rest? Well, this is who we work perfectly with and based on detailed research we know Bob’s company, challenges, and goals, at a detailed level.
We give confidence of industry experience through our case studies that show how we help our clients. Through our detailed sales process that includes multiple steps before we even get to a proposal as we value building a relationship highly and see this as an important part of achieving the results needed to grow our clients businesses.
Our case studies show the experience we have and results we’ve achieved. Before we start work with a new client we also want to take our time so you can expect multiple calls and meetings even so we know we can help and before we put together a proposal. It’s time to get to know each other, to see if there’s a good fit, and to make sure we recommend what’s right for your business.
We’d start by taking a step back and looking at how buyers of changed, how traditional sales tactics are less and less effective, and how modern tools help to sell in the age of the modern buyer. Then lets look at some examples of how a website can actively generate leads, such as the Vehicle Manufacturer case study for Lifeline. And to give you confidence, we’d take a look at your business, goals, and current sales activity to give you ideas of how Inbound can work for your business. We’d also have a look at the ROI Calculator to give you an idea of the return you’ll get from Inbound and HubSpot based on facts from thousands of companies using this approach.
Without goals it’s easy to lose focus on why we’d be working together. A good place to start could be for us to implement the free tools from HubSpot (HubSpot CRM, HubSpot Sales, HubSpot Marketing) and Google Analytics. Then we can gather some data over a couple of months to gather some benchmarks. Next, it might be sensible to look at a one off project such as a 90 day programme to include Business Strategy, Ideal customer research, a series of blog posts, and using Lead flows and Captured forms to generate inbound leads from your website. Then we’d set you up with email Templates and Sequences to automate your sales follow-ups, with human written content, and to use the Meetings app to make it easy for your prospects and customers to book time with you. This will get some foundations in place before looking at a longer term sales and marketing programme.
We’ll build a repeatable and semi-automated process that saves your salespeople time by using sales tools that work directly in Outlook and Gmail and that automatically log emails, calls, and meetings simply with the click of a button. This will be set up around a central CRM so all sales activity is recorded in one place and with lead generation on your website that automatically adds new leads into the CRM and auto assigns to the relevant salespeople so no opportunities slip through the cracks.
First, we’ll build a repeatable and semi-automated process without your salespeople having to do anything! You’ll get full visibility into how your salespeople follow up and there will be a consistent and predictable flow of leads for the sales team. We’ll setup different views in your CRM so it’s easy for your sales team to find the highest quality leads to prioritise their time and improve success. There’ll also be clear visibility into your marketing activities so it’s aligned with sales and the goals of the business.
Imagine knowing exactly which leads to work, and when, reducing reliance on cold calling and referrals, knowing exactly what a lead cares about before you call, marketing activity that generates meeting bookings for you, and having a CRM that automates most of your currently manual admin… Well, that’s what we’ll set up for you. You’ll love it!
Giving you visibility into the leads that sales works is the first step. It’s also important to give you the tools and processes that help you work closely with sales so you’re all working towards the same revenue goal to create a healthy working relationship between sales and marketing. When sales asks for a change, you’ll be able to respond, and when you have ideas, sales will see the benefit and work with you to implement them for the overall benefit of the business.
You’ll be able to measure the impact of your work and see how it directly benefits the revenue goal.
Let's start by saying, everything we do is based on experience and backed up by data and facts. We always focus on the overall goal and build a plan that translates goals into activity. We’re used to working with business people, who don’t like bullshit, and need people that are honest no matter what. It might be worth starting with a one-off project such as Business Strategy and have some stepping stones to growing our work together. But, before we get to that stage, let's schedule some time to see if we could help then work together over a few weeks to see what that looks like and if you’d like to work with us.
Well, we can’t help everybody and we have to be honest if this is the case. We’ll take time to get to know you. To understand your challenges, goals, products and services, and Ideal customers. If we don’t think we can do a good job we’ll do our best to recommend a solution as we’re well connected and usually have an idea of what could work for you.