plan_north@2x

Case Study
Plan North Partners

Services

Tactical Sales Plan, Process Mapping, CRM Architecture & Implementation

About Plan North Partners

  • Project Management/ Owners Rep Group with seven employees.
  • Manages nationwide projects, with focus in Birmingham and Milwaukee.
jenny doede

We hired Lisa to help us build a CRM tool that works for our small team. We got a lot more than just a CRM tool by hiring Lisa. Lisa interviewed our current clients and partners and an ideal client for feedback. She introduced us to Hubspot which is a CRM tool that does so much more than track deals. We know we have barely scratched the surface of what Hubspot can do.

Jenny Doede

Managing Partner
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Objectives

  • Build a strategic expansion plan to support rapid team growth
  • Centralize CRM to support PM-led business development
  • Standardize and digitize sales processes
  • Launch new BD efforts using HubSpot

The Middle Six® Solutions

  • Assessed sales challenges and built an actionable roadmap
  • Designed a scalable, visual sales process
  • Implemented HubSpot with automations and sales sequences
  • Trained team on HubSpot, LinkedIn Sales Navigator, and lead generation tools

Outcomes

idea

Saved 5+ hours/week by replacing manual tracking with HubSpot CRM

friendship

Integrated 4 new team members into a standardized, scalable sales process

list

Centralized 100% of vendor info to streamline RFQ submissions and reduce communication gaps

commitment

Enabled nationwide remote collaboration with a single source of truth

customer-service

Increased lead quality and expanded contact database through targeted outreach tools

Get Started

414-269-5479

info@themiddlesix.com

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