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HubSpot Sales Enablement Services for Real Estate and B2B Teams

Give your sales team a process worth following.

We define the stages, scripts, sequences and reports that help your team move opportunities forward, then build them in HubSpot.
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Price
From $15,000
Typical timeline
6 to 8 weeks
Best for
Teams with leads and an inconsistent sales process
You get
A documented process your team will use, and full-service implementation in HubSpot

The short answer

What does Geekly's sales enablement strategy include?

Geekly's sales enablement strategy gives your team a documented sales process and the tools to follow it, built for you in HubSpot. Over 6 to 8 weeks we map how deals move, define qualified leads and routing, write sequences, scripts, discovery guides and proposal templates, then execute the work in your CRM: pipeline, automation, quotes and close-rate reporting. The full workshop starts at $15,000, with lighter options from $3,300, and we work with real estate, housing and PropTech teams and with B2B companies that sell the same way.

Strategy and implementation in one project

A sales process, written down and built

Most teams treat leads like conversations instead of structured opportunities. We work with your sales team to define what good looks like at every stage, then we execute the work in your CRM: the pipeline, automation, sequences, templates and reports are built and tested in HubSpot by our team, not handed over as a to-do list. Here is the kind of process we map before we build anything.

  1. New lead

    Form, call or referral

    • Record created in HubSpot with its source
    • Assigned to a rep by market or lead type
    • Call task due the same day
    • First-touch sequence starts

  2. Qualify

    Is this a fit?

    • Discovery call with a shared guide
    • Lead status updated after every touch
    • Qualified or nurtured, by a written definition
    • Deal created at qualification

  3. Discovery

    Needs, timeline, decision makers

    • Required fields capture budget and timing
    • Meetings booked from a rep's link
    • Recap email from a template
    • Reminder when a deal sits too long

  4. Proposal

    Same quality every time

    • Quote built from a standard template
    • E-sign quote sent from HubSpot
    • Follow-up sequence until a decision
    • Manager alert on high-value deals

  5. Close

    Won or lost, always recorded

    • Closed won alert to the team
    • Handoff to onboarding with full history
    • Closed lost reason required
    • Dashboards update for leadership
  6. Signed agreement and a clean handoff

Warning signs

When every rep sells a different way

Leads are only as good as the follow-up.

Most teams we meet have leads coming in and a sales process that lives in a few people's heads. Follow-up varies by rep, proposals look different every time and nobody can say why deals are lost. These are the patterns that tell us sales enablement will pay off.

Speak to a Geek about sales enablement

  • Follow-up that depends on the rep

    Some reps call the same day and some wait a week, so results depend on who picked up the lead.

  • Proposals built from scratch

    Every proposal starts from an old file, with different pricing language and different promises.

  • New reps learn by watching

    Without a written process, new hires take months to ramp and pick up old habits along the way.

  • No idea why deals are lost

    Close rates are tracked loosely or not at all, so the same problems repeat every quarter.

What is included

Everything a sales team needs to move deals

Every item below is designed with your team and then built and tested in your HubSpot portal by ours. Nothing is left as a recommendation for someone else to set up.

  • Sales process mapping

    Stages, owners and handoffs from first contact to close, written in plain language your team agrees to.

  • Lead definition and routing

    A shared definition of a qualified lead and rules that assign each one to the right rep right away.

  • Sequences and scripts

    Email and call follow-up for each stage, written in your voice and loaded into HubSpot for reps to reuse.

  • Proposal templates and discovery guides

    Consistent discovery questions and proposal templates, so every opportunity gets the same quality of attention.

  • Pipeline in HubSpot

    A pipeline that mirrors the process, with required fields and tasks at the stages that matter.

  • Deal velocity and close-rate reporting

    Dashboards that show where deals slow down, which sources close and how each rep performs.

How it works

From scattered habits to a process your team follows

Every step is written down before it is built.

Sales enablement works when reps help shape it. We study how your team sells today, design the process with them, build it in HubSpot and train everyone before launch.

  1. Set the goal

    We agree on the revenue target and the number and size of deals it takes to reach it.

  2. Map how selling works today

    We follow recent opportunities from first contact to outcome and talk with your reps.

  3. Design the process

    Stages, qualification, scripts and handoffs, written in plain language with your team.

  4. Build in HubSpot

    Pipeline, sequences, templates and reports set up and tested with real deals.

  5. Train and refine

    Your team learns the process, and we review early results to tune what needs it.

By industry

Sales enablement for the way your market sells

We already know your world, so we know what a strong sales conversation sounds like in it. Here is where enablement tends to focus for the audiences we serve.

A sample HubSpot sales build

One system, every piece connected

This is a sample of what we build in HubSpot for a sales team. Your build follows your process, so the pieces and their names will match how your team actually sells.

  • Deal pipelineStages, required fields and quotes that mirror your process
  • Lead routingAssignment rules that send each lead to the right rep
  • Sequences and templatesFollow-up emails and snippets reps reuse at every stage
  • Discovery guidesCall guides on the record, so every rep asks the same questions
HubSpot Sales Hub One record for every lead, deal and customer
  • Workflow automationFollow-up tasks, stale deal reminders and closed won alerts
  • DashboardsRep, leadership and activity views of the pipeline
  • Forms and meeting linksWebsite forms and booking links that create records automatically
  • Connected toolsInboxes, calendars and marketplace apps syncing data in
A sample build, not a client portal. Every build is scoped to your process.

Pricing

Pick the depth that fits your team

Every option includes hands-on work in your HubSpot portal. All fees are one time. HubSpot licensing is separate.

  • Sales Enablement Workshop

    Starting at

    $15,000one time

    Speak to a Geek

    The full engagement on this page. We review how you sell today, design the process with your team and build all of it in HubSpot.

    Includes

    • Everything in Training and Configuration
    • Current process review and gap analysis
    • Systems review, including a reverse demo of your current tools
    • Recommended contact types, lifecycle stages, lead statuses and deal stages
    • E-sign quotes and saved CRM views for your team
    • Import and segmentation of up to 4 data sources
    • Up to 5 marketplace data sync connectors or 2 custom Zaps

  • Training and Configuration

    Starting at

    $5,750one time

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    For teams that already know their process. You bring the business rules, and we configure HubSpot to match and train your team on it.

    Includes

    • Contact types, lifecycle stages and lead statuses
    • One to two deal pipelines with stage rules
    • Follow-up tasks, stale deal reminders and assignment rules
    • Closed won notifications
    • Rep, leadership and activity dashboards
    • Four live training sessions

  • Training only

    Starting at

    $3,300one time

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    For teams with a HubSpot admin who wants to do the setup. Weekly sessions teach each step, and your team builds between sessions.

    Includes

    • Four to six weekly sessions
    • Lifecycle stages, lead statuses and deal pipelines
    • Importing and mapping your data
    • Sales workspace and connected inboxes
    • Templates, snippets and sequences
    • Task automation with workflows

Is this right for you?

A good fit if your team sells but cannot repeat it

Good fit

  • You have leads and want more of them to close
  • Reps follow up in different ways
  • Leadership wants a clearer view of the pipeline
  • New reps take too long to ramp
  • Proposals look different every time

Better to wait

“The Geeks have been so helpful, we've had the best experience and they have exceeded our expectations. Our company is more organized and efficient thanks to Geekly!”
Alma Chavez

Related services

Other ways we can help

Frequently asked questions

Questions about Sales Enablement Strategy

What does sales enablement strategy include?

Sales process mapping, lead definition and routing, sequences and scripts, discovery guides and proposal templates, a pipeline in HubSpot and close-rate reporting, followed by team training.

Do you just advise, or do you do the work in HubSpot?

We do the work. Our team builds the pipeline, automation, sequences, templates, quotes and dashboards in your HubSpot portal and tests them with real deals before your team goes live. You get the strategy and a full-service implementation in one project.

How much does it cost?

The full Sales Enablement Workshop starts at $15,000. If your process is already defined, Training and Configuration starts at $5,750, and Training only starts at $3,300. All three are one-time fees, and HubSpot licensing is separate.

What changes the price?

Mostly the number of sales motions and integrations. Each deal pipeline beyond the one or two we include is $1,500, and each HubSpot marketplace integration we configure is $975. Custom integrations are scoped as their own project.

How long does it take?

Most projects take 6 to 8 weeks. We confirm the timeline when we set the scope, and kickoff is usually scheduled within one to two weeks of signing.

Why do you map the process before building anything?

Because HubSpot will faithfully automate a broken process. Mapping first means every stage, field and automation has a reason to exist, and your reps recognize the system as their own when it launches.

Do you work with our sales team directly?

Yes. We design the process with the people who will use it, starting with a reverse demo where your team walks us through how they sell today.

Do we need HubSpot first?

No. We can design the process first and build it in HubSpot as part of the work. If you need a first HubSpot setup across several teams, HubSpot Implementation may be the better starting point.

Can you connect our other tools?

Yes. The workshop includes up to five marketplace data sync connectors or two custom Zaps. Tools without a marketplace app, and Salesforce instances with custom objects, get their own scope.

Can you also provide salespeople?

No. We build the process and tools for your own team.

How is this different from Sales Process & Pipeline?

Sales Process & Pipeline focuses on stages, ownership and the pipeline in HubSpot. Sales enablement covers that plus the scripts, sequences, templates and training that help reps work each stage.

Will you train our team?

Yes. Training is part of every option, with written guides your team can use with new hires.

What happens after launch?

We review early results with you and tune what needs it. Many teams then keep us on for HubSpot Optimization & Admin, so the system keeps up as the team grows.

What do you need from us?

Time with your sales leader and reps, access to HubSpot and a look at recent deals. We list the time we need from each person before kickoff.

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Ready for a sales process your team will follow?

Tell us how deals move today. We will show you where we would start.