Tactic Services

Enabling businesses to harness the full potential of HubSpot through tailored training, encompassing thorough onboarding, seamless implementation, meticulous auditing, and on-demand consulting services. Our personalized, interactive Work Sessions are expertly designed to unlock your team's HubSpot capabilities.

HubSpot Onboarding

HubSpot Onboarding Service, a comprehensive and personalized program crafted to seamlessly integrate the HubSpot CRM Platform into your organization. At Tactic, we recognize that each business possesses its own distinct needs and objectives, which is why we customize our onboarding process to align perfectly with your specific requirements.

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James is incredibly knowledgeable about all things HubSpot, from upcoming release functionality to custom API integrations. He was instrumental in linking our application with the HubSpot API to take full advantage of the automation that HubSpot has to offer. He's very easy to work with and willing to go the extra mile to make your project a success!

Hunter Dudley
SR. PRODUCT MANAGER | SunCentral Hunter Dudley

HubSpot Implementation

Our HubSpot Implementation Service is specifically crafted to assist businesses in seamlessly implementing and customizing the HubSpot CRM platform to perfectly align with their individual processes and goals. By harnessing our extensive expertise and personalized approach, we guarantee a seamless transition and integration of the platform into your organization's existing systems.

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James was able to take our process vision and turn it into a reality. We are a process-heavy company that was drowning in repetitive steps. James created and implemented automation that has saved us countless hours. We have been able to take what he created for us and turned into added value for our clients. Very responsive and understanding of our needs. Highly recommended.

Quentin Franco
VP SALES | Lighthouse Energy Quentin Franco

HubSpot Audit

Our HubSpot Audit Service offers a meticulous and comprehensive evaluation of your current HubSpot setup. We understand that every business is unique, which is why we delve deep into your specific circumstances, processes, and requirements. Our expert team carefully examines the efficiency of your system, the integrity of your data, user engagement, automation, and how well it aligns with your business objectives.

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James provided professional and timely service while assisting our agency with HubSpot workflows and integrations. He walked us through the process with a screen share in real-time, which was extremely helpful to our team. We look forward to working with James and Tactic on various technical and HubSpot related problems we and our clients face. Highly recommended.

Corinne Wright
OPERATIONS SPECIALIST | SLT Consulting Corinne Wright

HubSpot Consulting

Our HubSpot Consulting Service offers an ongoing support system tailored to meet your specific business needs. Through interactive Work Sessions, we provide a structured forum where we can collaborate on overcoming your HubSpot challenges and maximizing your opportunities.

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James is an excellent partner and problem solver. He works with you and your team to help solve your challenges by providing strategies and a roadmap to get there. We've worked with him across multiple teams and projects, and they have all been successful. If you're looking for someone to help you do the work and teach your team how to do the work, I highly recommend working with James.

Melanie C. Kelly
VP MARKETING | Pivot Energy Melanie C. Kelly

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Learn more about our Tailored HubSpot Training.

Our Tailored HubSpot Training service is designed to provide you with comprehensive and personalized training, equipping you with the skills and knowledge to maximize the potential of HubSpot and drive your business forward.

HubSpot Training