← Kommunalverlag | Media sales in HubSpot
CRM Project Publishing

Kommunalverlag | Media sales in HubSpot · HubSpot Onboarding

How Metawork modelled ad bookings, publication capacity and quoting in HubSpot for an Austrian publisher.

Duration 18 months
Tasks 13
Meetings 16

What was built

The first phase with Kommunalverlag: getting the sales side of an Austrian publishing house onto HubSpot and getting the team to actually use it, before the far larger subscription and ad-booking model was built on top.

Area Description
Analysis Feature evaluation against how the house sells, mapping which parts of the process HubSpot could carry natively
Sales pipeline Pipeline and stages built around the publisher's own sales motion
Products & quotes Product catalogue and a quote template, including the German copy the team sends out
Contact import Existing contacts imported and mapped
First automation An email follow-up sequence as the first working automation the team owned
User onboarding A run of Nutzeronboarding sessions with the sales team, the piece that decides whether a CRM rollout survives its first month

Tech stack

Technology Role
HubSpot CRM, pipeline, products, quotes, marketing email

Project stats: 13 tasks, ~14h, the entry phase of an engagement running since November 2024.

Recently touched

  • 2025-02-06 Hubspot_Texte Done

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