Scope of HAL services

The implementation of this module includes Onboarding tasks and activation of tools, such as:

• CRM - Configure properties based on data structure
• CRM - Configure properties create records in the CRM
• CRM - Configure properties to display in the record profile in the CRM
• CRM - Configure pipelines and stages
• CRM - Guide in data import (HAL does not handle customer data)
• CONFIG - Embed HubSpot tracking code on website
• CONFIG - Configure permissions and users
• Snippets - Set up sales email snippets
• DOCUMENTS - Upload sales documents to the HubSpot library

Estimated duration: 1 month.

Starter

The implementation of this module includes Onboarding tasks and activation of tools, such as:

• CRM - Configure properties based on data structure
• CRM - Configure properties create records in the CRM
• CRM - Configure properties to display in the record profile in the CRM
• CRM - Configure pipelines and stages
• CRM - Guide in data import (HAL does not handle customer data)
• CONFIG - Embed HubSpot tracking code on website
• CONFIG - Configure permissions and users
• CONFIG - Configure DNS for mail delivery
• CONFIG - Configure DNS to mount content
• CTAs - Create and configure buttons
• CHATBOT - Build contact chatbot
• MAIL - General Settings
• LANDING - General Settings
• DESIGN - Assemble mail examples
• DESIGN - Build examples of landings
• REPORTS - Set up marketing dashboards and reports
• CONFIG - Connect Google Search Console and verify connected subdomain

Estimated duration: 1 month.

Pro

The implementation of this module includes Onboarding tasks and activation of tools, such as:

• CRM - Configure properties based on data structure
• CRM - Configure properties create records in the CRM
• CRM - Configure properties to display in the record profile in the CRM
• CRM - Configure pipelines and stages
• CRM - Guide in data import (HAL does not handle customer data)
• CONFIG - Embed HubSpot tracking code on website
• CONFIG - Configure permissions and users
• CONFIG - Configure DNS for mail delivery
• CONFIG - Configure DNS to mount content
• CTAs - Create and configure buttons
• CHATBOT - Build contact chatbot
• MAIL - General Settings
• LANDING - General Settings
• DESIGN - Assemble mail examples
• DESIGN - Build examples of landings
• REPORTS - Set up marketing dashboards and reports
• CONFIG - Connect Google Search Console and verify connected subdomain
• BLOG - Create new blog
• SOCIAL NETWORKS - Connect network profiles
• DESIGN - Configure theme and templates
• WORKFLOWS - Configure marketing automations, up to 15.

Each implementation requires the design of a theme or set of templates developed in the image and likeness of the website, whose url will be provided by the client. Templates will not be developed without a reference url. The fee for this service is US$200 one time. In the event that a set-up template is delivered and it requires changes, it must be paid by the client separately and has a cost of US$200.

Estimated duration: 2 months.

Business

The implementation of this module includes Onboarding tasks and activation of tools, such as:

• CRM - Configure properties based on data structure
• CRM - Configure properties create records in the CRM
• CRM - Configure properties to display in the record profile in the CRM
• CRM - Configure pipelines and stages
• CRM - Guide in data import (HAL does not handle customer data)
• CONFIG - Embed HubSpot tracking code on website
• CONFIG - Configure permissions and users
• CONFIG - Configure DNS for mail delivery
• CONFIG - Configure DNS to mount content
• CTAs - Create and configure buttons
• CHATBOT - Build contact chatbot
• MAIL - General Settings
• LANDING - General Settings
• DESIGN - Assemble mail examples
• DESIGN - Build examples of landings
• REPORTS - Set up marketing dashboards and reports
• CONFIG - Connect Google Search Console and verify connected subdomain
• BLOG - Create new blog
• SOCIAL NETWORKS - Connect network profiles
• DESIGN - Configure theme and templates
• WORKFLOWS - Configure marketing automations, up to 15.

Each implementation requires the design of a theme or set of templates developed in the image and likeness of the website, whose url will be provided by the client. Templates will not be developed without a reference url. The fee for this service is US$200 one time. In the event that a set-up template is delivered and it requires changes, it must be paid by the client separately and has a cost of US$200.

Estimated duration: 2 months.

Starter

The implementation of this module includes Onboarding tasks and activation of tools, such as:

• CRM - Configure properties based on data structure
• CRM - Configure properties create records in the CRM
• CRM - Configure properties to display in the record profile in the CRM
• CRM - Configure pipelines and stages
• CRM - Guide in data import (HAL does not handle customer data)
• CONFIG - Embed HubSpot tracking code on website
• CONFIG - Configure permissions and users
• Snippets - Set up sales email snippets
• DOCUMENTS - Upload sales documents to the HubSpot library
• REPORTS - Configure sales dashboards and reports

Estimated duration: 1 month.

Pro

The implementation of this module includes Onboarding tasks and activation of tools, such as:

• CRM - Configure properties based on data structure
• CRM - Configure properties create records in the CRM
• CRM - Configure properties to display in the record profile in the CRM
• CRM - Configure pipelines and stages
• CRM - Guide in data import (HAL does not handle customer data)
• CONFIG - Embed HubSpot tracking code on website
• CONFIG - Configure permissions and users
• Snippets - Set up sales email snippets
• DOCUMENTS - Upload sales documents to the HubSpot library
• REPORTS - Configure sales dashboards and reports
• PRODUCTS - Configure product data structure
• WORKFLOWS - Configure business automations, up to 15.

Estimated duration: 2 months.

Business

The implementation of this module includes Onboarding tasks and activation of tools, such as:

• CRM - Configure properties based on data structure
• CRM - Configure properties create records in the CRM
• CRM - Configure properties to display in the record profile in the CRM
• CRM - Configure pipelines and stages
• CRM - Guide in data import (HAL does not handle customer data)
• CONFIG - Embed HubSpot tracking code on website
• CONFIG - Configure permissions and users
• Snippets - Set up sales email snippets
• DOCUMENTS - Upload sales documents to the HubSpot library
• REPORTS - Configure sales dashboards and reports
• PRODUCTS - Configure product data structure
• WORKFLOWS - Configure business automations, up to 15.

Estimated duration: 2 months

Starter

The implementation of this module includes Onboarding tasks and activation of tools, such as:

• CRM - Configure properties based on data structure
• CRM - Configure properties create records in the CRM
• CRM - Configure properties to display in the record profile in the CRM
• CRM - Configure pipelines and stages
• CRM - Guide in data import (HAL does not handle customer data)
• CONFIG - Embed HubSpot tracking code on website
• CONFIG - Configure permissions and users
• Snippets - Set up sales email snippets
• DOCUMENTS - Upload sales documents to the HubSpot library
• TICKETS - Configure ticket creation channels
• WORKFLOWS - Configure automations
• REPORTS - Configure dashboards and service reports
• TEMPLATES - Configure pre-set after-sales/customer service templates already written
• Snippets - Configure pre-set after-sales/customer service snippets already written

Estimated duration: 1 month.

Pro

The implementation of this module includes Onboarding tasks and activation of tools, such as:

• CRM - Configure properties based on data structure
• CRM - Configure properties create records in the CRM
• CRM - Configure properties to display in the record profile in the CRM
• CRM - Configure pipelines and stages
• CRM - Guide in data import (HAL does not handle customer data)
• CONFIG - Embed HubSpot tracking code on website
• CONFIG - Configure permissions and users
• Snippets - Set up sales email snippets
• DOCUMENTS - Upload sales documents to the HubSpot library
• TICKETS - Configure ticket creation channels
• WORKFLOWS - Configure automations, up to 15.
• REPORTS - Configure dashboards and service reports
• TEMPLATES - Configure pre-set after-sales/customer service templates already written
• Snippets - Configure pre-set after-sales/customer service snippets already written
• OBJECTIVES - Configure the objectives of the after-sales advisors
• KNOWLEDGE BASE - Configure the knowledge base and articles
• SURVEYS - Create and configure surveys

Estimated duration: 2 months

Business

The implementation of this module includes Onboarding tasks and activation of tools, such as:

• CRM - Configure properties based on data structure
• CRM - Configure properties create records in the CRM
• CRM - Configure properties to display in the record profile in the CRM
• CRM - Configure pipelines and stages
• CRM - Guide in data import (HAL does not handle customer data)
• CONFIG - Embed HubSpot tracking code on website
• CONFIG - Configure permissions and users
• Snippets - Set up sales email snippets
• DOCUMENTS - Upload sales documents to the HubSpot library
• TICKETS - Configure ticket creation channels
• WORKFLOWS - Configure automations, up to 15.
• REPORTS - Configure dashboards and service reports
• TEMPLATES - Configure pre-set after-sales/customer service templates already written
• Snippets - Configure pre-set after-sales/customer service snippets already written
• OBJECTIVES - Configure the objectives of the after-sales advisors
• KNOWLEDGE BASE - Configure the knowledge base and articles
• SURVEYS - Create and configure surveys

Estimated duration: 2 months.

Pro

The implementation of this module includes tool activation tasks, such as:

• CRM: Configure Contacts properties according to the data structure provided by the client.
• CRM: Configure properties create records in the CRM
• CRM: Configure properties to display in the profile of records in the CRM
• CRM: Guide in the import of Contact data (HAL does not manipulate customer data)
• CONFIG: Embed HubSpot tracking code on website
• CONFIG: Configure permissions and users
• DESIGN: Template set-up
• CONFIG: Connect communication channels
• BLOG: Create blog section
• CTAs: Create and configure buttons
• CHATBOT: Build 1 contact chatbot
• DESIGN: Build 2 examples of landings
• REPORTS: Configure web performance dashboards and reports
•  

Each implementation requires the design of a theme or set of templates developed in the image and likeness of the website, whose url will be provided by the client. Templates will not be developed without a reference url. The fee for this service is US$200 one time. In the event that a set-up template is delivered and it requires changes, it must be paid by the client separately and has a cost of US$200.

The allocation of resources for CMS projects consists of 30 calendar days after the signing of the contract.

These tasks are just examples and do not imply that they are included in all projects equally, as well as and depending on the case, there may be tasks out of scope.

Estimated duration: 1 month.

Business

The implementation of this module includes tool activation tasks, such as:

• CRM: Configure properties according to the data structure
• CRM: Configure properties create records in the CRM
• CRM: Configure properties to display in the profile of records in the CRM
• CRM: Guide in data import (HAL does not manipulate customer data)
• CONFIG: Embed HubSpot tracking code on website
• CONFIG: Configure permissions and users
• DESIGN: Request the template set-up
• CONFIG: Connect communication channels
• BLOG: Create blog section
• CTAs - Create and configure buttons
• CHATBOT: Build 1 contact chatbot
• DESIGN: Build 2 examples of landings
• REPORTS: Configure web performance dashboards and reports

Each implementation requires the design of a theme or set of templates developed in the image and likeness of the website, whose url will be provided by the client. Templates will not be developed without a reference url. The fee for this service is US$200 one time. In the event that a set-up template is delivered and it requires changes, it must be paid by the client separately and has a cost of US$200.

The allocation of resources for CMS projects consists of 30 calendar days after the signing of the contract.

These tasks are just examples and do not imply that they are included in all projects equally, as well as and depending on the case, there may be tasks out of scope.

Estimated duration: 2 months.

[CRM Trainings]

#1 Getting to know the HubSpot CRM

#2 Manage my activity within HubSpot

Total sessions: 2 sessions, to be carried out in 1 week.

Starter

[CRM Trainings]

#1 Getting to know the HubSpot CRM

#2 Manage my activity within HubSpot

[Marketing Training]

#1 Email marketing and segmentation

#2 Content Tools

[Reporting Training]

#1 Organize your dashboards and reports

Total sessions: 5 sessions, to be carried out in 3 weeks.

Pro

[CRM Trainings]

#1 Getting to know the HubSpot CRM

#2 Manage my activity within HubSpot

[Marketing Training]

#1 Tools for organization, planning and social networks

#2 Email marketing and segmentation

#3 Lead capture tools

#4 Content Tools

#5 Automations

[Reporting Training]

#1 Organize your dashboards and reports

#2 Custom reports

Total sessions: 9 sessions, to be carried out in 4 weeks.

Business

[CRM Trainings]

#1 Getting to know the HubSpot CRM

#2 Manage my activity within HubSpot

[Marketing Training]

#1 Tools for organization, planning and social networks

#2 Email marketing and segmentation

#3 Lead capture tools

#4 Content Tools

#5 Automations

[Reporting Training]

#1 Organize your dashboards and reports

#2 Custom reports

Total sessions: 9 sessions, to be carried out in 4 weeks.

Starter

[CRM Trainings]

#1 Getting to know the HubSpot CRM

#2 Manage my activity within HubSpot

[Sales Training]

#1 Selling Tools

#2 Tools for business

[Reporting Training]

#1 Organize your dashboards and reports

Total sessions: 5 sessions, to be carried out in 3 weeks.

Pro

[CRM Trainings]

#1 Getting to know the HubSpot CRM

#2 Manage my activity within HubSpot

[Sales Training]

#1 Selling Tools

#2 Tools for business

#3 Automations

[Reporting Training]

#1 Organize your dashboards and reports

#2 Custom reports

Total sessions: 7 sessions, to be carried out in 4 weeks.

Enterprise

[CRM Trainings]

#1 Getting to know the HubSpot CRM

#2 Manage my activity within HubSpot

[Sales Training]

#1 Selling Tools

#2 Tools for business

#3 Automations

[Reporting Training]

#1 Organize your dashboards and reports

#2 Custom reports

Total sessions: 7 sessions, to be carried out in 4 weeks.

Starter

[CRM Trainings]

#1 Getting to know the HubSpot CRM

#2 Manage my activity within HubSpot

[Services Training]

#1 Service Tools

#2 Tools for customer service

[Reporting Training]

#1 Organize your dashboards and reports

Total sessions: 5 sessions, to be carried out in 3 weeks.

Pro

[CRM Trainings]

#1 Getting to know the HubSpot CRM

#2 Manage my activity within HubSpot

[Services Training]

#1 Service Tools

#2 Tools for customer service

#3 Automations

[Reporting Training]

#1 Organize your dashboards and reports

#2 Custom reports

Total sessions: 7 sessions, to be carried out in 4 weeks.

Business

[CRM Trainings]

#1 Getting to know the HubSpot CRM

#2 Manage my activity within HubSpot

[Services Training]

#1 Service Tools

#2 Tools for customer service

#3 Automations

[Reporting Training]

#1 Organize your dashboards and reports

#2 Custom reports

Total sessions: 7 sessions, to be carried out in 4 weeks.

Starter

[CRM Trainings]

#1 Getting to know the HubSpot CRM

#2 Manage my activity within HubSpot

[CMS Trainings]

#1 Lead capture tools

#2 Content Tools

#3 Design Tools

[Reporting Training]

#1 Organize your dashboards and reports

Pro

[CRM Trainings]

#1 Getting to know the HubSpot CRM

#2 Manage my activity within HubSpot

[CMS Trainings]

#1 Lead capture tools

#2 Content Tools

#3 Design Tools

#4 SEO

[Reporting Training]

#1 Organize your dashboards and reports

#2 Custom reports

Total sessions: 8 sessions, to be carried out in 4 weeks.

Business

[CRM Trainings]

#1 Getting to know the HubSpot CRM

#2 Manage my activity within HubSpot

[CMS Trainings]

#1 Lead capture tools

#2 Content Tools

#3 Design Tools

#4 SEO

[Reporting Training]

#1 Organize your dashboards and reports

#2 Custom reports

Total sessions: 8 sessions, to be carried out in 4 weeks.

Starter

[CRM Trainings]

#1 Getting to know the HubSpot CRM

#2 Manage my activity within HubSpot

[Marketing Training]

#1 Email marketing and segmentation

#2 Content Tools

[Sales & Services Training]

#1 Tools for sales and services

#2 Tools for business

#3 Tools for customer service

[Reporting Training]

#1 Organize your dashboards and reports

Total sessions: 7 sessions, to be carried out in 6 weeks.

Pro

[CRM Trainings]

#1 Getting to know the HubSpot CRM

#2 Manage my activity within HubSpot

[Marketing Training]

#1 Lead capture, organization and planning tools

#2 Email marketing and segmentation

#3 Social media tools and ads

#4 Content Tools

#5 Automations

[Sales & Services Training]

#1 Tools for sales and services

#2 Tools for business

#3 Tools for customer service

[Reporting Training]

#1 Organize your dashboards and reports

#2 Custom reports

Total sessions: 12 sessions, to be carried out in 8 weeks.

Business

[CRM Trainings]

#1 Getting to know the HubSpot CRM

#2 Manage my activity within HubSpot

[Marketing Training]

#1 Lead capture, organization and planning tools

#2 Email marketing and segmentation

#3 Social media tools and ads

#4 Content Tools#5 Automations

[Sales & Services Training]

#1 Tools for sales and services

#2 Tools for business

#3 Tools for customer service

[Reporting Training]

#1 Organize your dashboards and reports

#2 Custom reports

Total sessions: 12 sessions, to be carried out in 8 weeks.

Marketing

Starter

• The scope of the Inbound execution by the HAL team must be detailed in the commercial proposal/contract.
• The execution by default is in Spanish. In the event that another language is required, it must be specified in the contract.

PRO

• The scope of the Inbound execution by the HAL team must be detailed in the commercial proposal/contract.
• The execution by default is in Spanish. In the event that another language is required, it must be specified in the contract.

Business

• The scope of the Inbound execution by the HAL team must be detailed in the commercial proposal/contract.
• The execution by default is in Spanish. In the event that another language is required, it must be specified in the contract.

• The workshops will be given in the instances and duration agreed in the commercial proposal.
• The contents will be defined in the commercial proposal.
• The default language that the workshops are offered is Spanish. In the event that it is required in English, it must be specified in the contract.
• The format of the workshops is remote.
• Up to 10 attendees can be included in each workshop.
• Each instance will be recorded and sent later.
• The recordings will need to be downloaded by the customer as the recording will expire.

• The generation of content by HAL Company will be carried out based on the client's requirements to be defined. In all cases, the end-to-end generation of the content is assumed: idea, writing, design, correction, editing.
• The default content generation language is Spanish, in the event that another language is required, it must be specified in the contract.
• The scope of the generation is defined in the commercial proposal.
• Does not include: publication, content distribution.

• The generation of content by HAL Company will be carried out based on the client's requirements to be defined. In all cases, the end-to-end generation of the content is assumed: idea, writing, design, correction, editing.
• The default content generation language is Spanish, in the event that another language is required, it must be specified in the contract.
• Scope:
  • Facebook 2 posts/week
  • Twitter 2 posts/week
  • LinkedIn 1 post/week
  • Instagram 2 posts/week
  • Stories 3/week
• Interaction scope:
  • up to 60 comments/month.
  • 8 interactive activities (surveys, voting, etc.)/month.
• Attention hours on social networks: Monday to Friday 9 a.m. to 6 p.m. (Argentina time). Except holidays in Argentina.
• The contents to be published are in image or GIF format.

The tickets that we provide as functional and technical consulting can be consumed in one of the following ways:

• Resolutions to technical implementation problems, which require modification and differ from the original configuration. For example, modification or addition of properties of existing objects, changes in page templates, etc.
  
  
• "How-to" queries related to the use of the platform, which can be resolved with a 1-to-1 transfer of knowledge in a personalized way or with video tutorials.
  
  
• Task execution request to HAL Company who, instead of transferring knowledge, may execute a specific task regarding configuration or changes to them.
  
  
• Reconfigurations within the CRM for Contact, Company or dynamic/static Lists, segmentation, sub-segmentation, etc.
  
  
• Escalate support queries with the brand whenever necessary.