Fractionalized HubSpot Marketing & Revenue Operations

Deliver A Better Sales & Customer Onboarding Experience With HubSpot + Arrows Sales Rooms & Onboarding Plans

The number of little steps needed to close a deal and then onboard your customers onto your SaaS platform are numerous, and beyond remembering them all, manually orchestrating all this is beyond a pain in the butt, let's change that!

Understanding The Problems Manage This Integration For Me

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Thinking Through The Process Of Integrating HubSpot With Arrows

Documenting Your Process

Have you ever documented your sales and onboarding process and what should be happening between your teams and customers?

Data Fields & Engagements

Thinking through the process, what types of engagements and data do you need to collect at different points of the customer journey?

Automations & Notifications

Get the most out of Arrows by setting up the automations and notifications needed that allow you to scale.

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Integrating HubSpot + Arrows

Our goal when working with you to integrate your HubSpot instance with Arrows is to streamline this process as much as possible. We'll have a handful of conversations with whoever leads your sales department and then your customer success so we understand the current situation and then we'll set up the following:

Data Sync Between HubSpot + Arrows

Utilizing the Arrows Form task action is an effective method for gathering information from your customers during onboarding or implementation.

All Arrow forms can be configured to sync directly with a HubSpot property, guaranteeing that all crucial information is seamlessly integrated into your CRM.

Syncing Sales Pipeline With Onboarding

Streamlining the transition from sales to onboarding is crucial for efficient customer management. The key lies in the backend transfer of data, particularly the Arrows Plan URL, from the sales deal (Deal A) to the onboarding deal (Deal B).

This process is typically automated through a HubSpot workflow, triggered when a sales deal reaches a specific milestone, such as "closed-won" status. The workflow's "critical action" is the creation of Deal B, which should include copying the Arrows Plan URL from Deal A.

Setup Customer Pipeline For Onboarding

The Arrows integration with HubSpot streamlines customer onboarding by seamlessly syncing data between customer-facing plans and HubSpot properties. This powerful connection enables the automatic progression of customers through onboarding stages in your pipelines, eliminating manual updates.

The integration also provides valuable insights through reports that track the duration of each onboarding phase, allowing you to optimize your processes. By leveraging this data, you can identify bottlenecks, measure onboarding efficiency, and make data-driven decisions to improve your customer experience.

Arrow Automations & Workflows

Enhance your onboarding process by setting up automations within Arrows that seamlessly transition your onboarding records through HubSpot pipeline stages as customers progress. You can configure these automations based on completed tasks, finished phases (the most common approach), or changes in plan status.

This not only minimizes manual effort for your team but also ensures that onboarding progress is accurately reflected in your HubSpot pipelines. Experience a more efficient onboarding journey and keep your teams focused on what truly matters.

Creating HubSpot Fields For Arrows

To fully leverage the capabilities of Arrows, it's essential to synchronize your Arrows plan data with HubSpot properties. This integration allows you to enhance your HubSpot pipelines by incorporating valuable insights from your Arrows plans.

Moreover, the enriched data can be utilized to power your HubSpot workflows and create customized reports. This means you can automate processes more effectively and generate reports that reflect real-time progress, enabling data-driven decision-making.

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Let Us Get You Integrated With Arrows

You could figure it out, yes, but do you want to?

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General Questions

What Kind Of Marketing Efforts Do You Specialize In
Contineofy focuses on marketing and revenue operations within HubSpot or their integrated marketplace.

If you're in the beginning stages and looking to snowball, we can provide a Fractional CMO who acts as a consultant to get you quick wins and assist you in decisions around employment and your tech stack.
What Is Your Team Expertise And Experience In Marketing
Our team is composed of the best individuals in their field, respectfully, with a minimum of 5 years of experience mastering their craft. Each of our specialists is professionally certified and is tested quarterly to ensure they are up to date on best practices, platform changes, and trends.
What Types Of Clients Do You Normally Work With
Typically we work with SaaS B2B Platforms focusing on industries including Marketing, Sales, Fitness, and Learning with ARR $1MM - $50MM who need help with capturing demand and revenue, looking for net-new lead volume, increasing funnel conversion rates, needs support in lowering CPL, CPO, CAC, CPA, and delivering ROI positive sales pipeline from marketing systems, or needs support in increasing LTV.
Do I Need To Outsource Operations
When deciding whether to hire in-house or outsource your marketing services, this is a question you need to ask yourself. Usually, we work with more technical founders or small teams who don't have experience in marketing and sales or the time to execute everything. In these cases, outsourcing operations to a trusted partner makes sense, it's a personal question you ask yourself as the founder or manager.
How Fast Is Work Completed
On average, requests will be fulfilled within 2-3 business days. Depending on the scope of the request, it can be fulfilled as soon as a couple of hours or as long as a few weeks. As you might expect, larger requests take longer and require more communication, whereas smaller requests are quicker and more straightforward.
Do You Work With Clients Outside The US
We currently only work with clients in the US but would be open to conversations in the near future as Contineofy grows and expands its capabilities.
How Much Involvement Do You Need From My Company
Our onboarding process will engage your company's point of contact and subject matter experts. After we have all the information needed, we'll start running two-week sprints and have a weekly standup to showcase completed work and get approvals.

When working with Contineofy, work requests are delegated and communicated on 5 Levels Of Engagement depending on how comfortable you are.
How Will I Receive Updates About Our Partnership
We operate on two-week sprints and do weekly standups with the SaaS platforms we work with. You can also contact your specialist via email or Slack, depending on your subscription tier.
How Do You Measure The Results Of Your Marketing Efforts
Most agencies get hung up on CPL, CTR, and other lead measurements, at Contineofy, we tend to focus on CAC, ROAS, LTV, and other lagging measurements, most importantly revenue generation.

Performance reviews will be weekly and visual dashboards will be presented where you'll see all the lead measurements and how they impact your bottom line.
What Are Your Hours Of Operation
Our office hours are from 9 AM - 5 PM EST, if communications are sent outside of those hours we'll get back to you as soon as we are back online.
What Is Your Onboarding Process
As soon as you choose your subscription plan, if you're comfortable, you can submit your first work request immediately. Within a week of purchase, we'll schedule a meeting to understand where your brand is, wants to go, and setting realistic OKRs to steer the ship in the right direction.

Once we have access to the platforms you're using for marketing and sales, we'll do a deep-dive evaluation to understand everything you've been doing in the last year to understand what's working and what needs to be updated.

Once outcomes are decided, we'll continue to execute marketing campaigns, optimize, and report on the findings with your point of contact.
How Much Should I Budget On Marketing
Typically, at a minimum, brands should spend at least 10% of their revenue on marketing and sales. SaaS presents a unique situation, considering it offers predictable recurring revenue, so leverage is in your favor.

In the first 1-5 years of a SaaS platform, you'll see high-growth platforms spending anywhere from 40-60% of revenue on marketing and sales, as they become positioned in the market, they'll reduce that percentage and switch to development and then teeter back and forth between the two departments as the platform is developed.
Do You Offer Video Production Services
We currently don't have any in-house video production services, however, we do have good working relationships with a few video production businesses that we can manage on your behalf to get videos created for advertising and other promotional purposes.
Do You Offer Website Design Services
We currently don't have any in-house website design services, however, we will work with you to create landing pages when needed and posting content.

For website design and hosting, we recommend using WebFlow, ContentStack, Prismic, or WordPress for a CMS or working with WebStacks, a custom website design agency, for any website services.

In order to work with Contineofy, we require a basic website at a minimum before launching a partnership between our two companies.
Do You Manage SalesForce
We currently don't have any in-house team to offer SalesForce administration, however, we may change this, in the future, as we continue to grow the Contineofy brand.