We understood that to be able to produce a plan to evolve Allica Bank’s use of HubSpot, we had to talk to the key stakeholders using the system. This began with multiple discovery workshops with various team members across the different business functions to better understand the vision.

Not only was this to capture business goals for using HubSpot, but also how the team would like these goals and processes to fit into HubSpot. Following our discovery meetings, we started to map and design the ideal process. This would enable us to visually show how Allica Bank as a business would work on HubSpot going forward.

Finally, we collated all of our findings into a consultancy report which outlined our full plan and roadmap for taking Allica Bank’s usage of HubSpot to the next level. This document contained full recommendations for each area of HubSpot and relevant actions to take. We then delivered this in a face to face meeting with the client, walking them through the plan and next steps.