Sidekick - Embedded Process Documentation

Faster Hubspot ROI:

Help your team learn faster, by accessing Project36’s expertise directly in your portal, at any time.
We set up your Hubspot portal and have it ready to be used by your team in days.
Implement custom portal setups specific to your industry, including properties, workflows, reports and dashboards.

Roll out your chosen sales playbook and enforce it with real-time prompts and automated rules
Create your own playbook based on your top-performing sales rep
Alert your team to at-risk deals due to missing actions or data
Ensure your team is always up to speed with the latest best practices and Hubspot product updates

Retain critical knowledge, when HubSpot super users leave, by documenting processes in directly inside your Hubspot portal
Keep all onboarding and process documentation directly in your Hubspot portal; providing in-app contextual support
Implement high-performing sales and marketing campaigns based on best practices, specific to you, your industry and ideal customer profile.