Wheels Up: Taking Your Startup Skyward

We specialize in Hubspot CRM implementation, lead generation, and messaging strategy. We shorten time to market, saving money and improving efficiency. 

CRM IMPLEMENTATION

Seamless CRM implementation and integration with your ecosystem

We have found most businesses use only a portion of their CRM’s functionality, missing out on time and cost saving opportunities. Wheels Up builds out and provides training to maximize your CRM, including loading your CRM with targeted leads, creating custom reports & workflows, and designing email templates that convert.

Build workflows

Load with targeted leads

Create custom reports

Create custom email templates

Integrate email client

Training on CRM best practices

GO-TO-MARKET STRATEGY

Employ lead generation and messaging strategy

We dive into your ideal customer profile and develop a set of buyer persona contacts and customized messaging so you will get your product to market faster and more cost effectively.

Creating impactful email messages

Data-driven lead generation

Define messaging strategy

Persona consulting

Deploying leads into CRM

Ensure email regulatory compliance

Choose the level of service that’s right for your business

PACKAGES

Launchpad Essentials

Designed for founders who have sales experience and want to quickly launch an outreach program.

$4,000 / Project


Includes:

  • Implement and configure Hubspot CRM specific to your business model

  • Craft initial email messaging

  • Sales sequence development

  • Standard dashboard design

  • Generate and deploy 250 persona aligned contacts

  • Configure Proposal and Invoicing modules

  • End-User training and technical Support

Altitude Accelerator

Designed to move your business from the initial phase into sustained growth. Our most popular package.

$6,500 / Project


Includes Launchpad Essentials and:

  • Generate additional 250 persona aligned contacts

  • Launch and monitor initial outreach campaign

  • A/B testing of messaging for optimal performance

Custom

For founders with experience launching businesses, Angel Investors/ VC’s running a proof of concept, or any small business looking to streamline their sales & marketing efforts.

Let’s talk!


Can include any of the packages with:

  • Demo strategy & design

  • Appointment Booking

  • Content creation

  • Ongoing support

MEET OUR FOUNDER

A trusted voice in sales and marketing, guiding start-ups and established businesses from initial launch to revenue generation

With a dynamic career spanning two decades in sales and marketing, I’m Jim Rozich. As an industry veteran, I have consistently navigated the intricacies of bringing products and services to market - honing my expertise in crafting tailored strategies for CRM implementation, devising lead generation tactics, and refining messages that resonate with target audiences.

My genuine passion for business development and startups is what sets me apart. Embark on your journey with confidence, knowing that you have a trusted ally with a 20-year history of propelling businesses to new heights.

Welcome to Wheels Up Sales and Marketing.

Why Hubspot?

Being a Hubspot Partner allows Wheels Up exclusive access to training courses, resource tools and support to ensure each project is a success.

From the Wheels Up Blog...

FREQUENTLY ASKED QUESTIONS

You may be wondering…

  • Our engagement model is designed to provide you with a comprehensive approach to launching your product successfully. The process is divided into three key phases:

    1. Define: In this initial phase, we focus on understanding your business goals and specific needs. We work closely to outline a tailored strategy that aligns with your vision. By defining clear objectives, we lay the foundation for a successful partnership.

    2. Deploy: Once the goals are defined, we move into deployment, where we focus on translating the strategy into action. We will design and deploy a customized HubSpot CRM system, target leads effectively, and craft compelling email messages.

    3. Deliver: The final phase is dedicated to delivering not just a successful CRM system, but also to providing comprehensive training sessions on CRM best practices. Our aim is to ensure that your team is well-equipped to utilize the deployed solutions effectively. We believe in empowering you to continue the success beyond our engagement.

  • This will vary depending on the project and requested timelines. Most engagements are completed in less than one month.

  • To get the most out of our work together, we will be meeting several times to discuss your business goals and update you on project progress. It is critical to attend these meetings and provide collateral requested by our team. The better your communication, the more successful we will be.

  • Selecting the right Customer Relationship Management (CRM) system is crucial for the success of your startup, and HubSpot CRM stands out as a superior choice for several reasons:

    1. Seamless Integration: HubSpot CRM seamlessly integrates with various tools and platforms, providing a unified ecosystem for your startup. This integration simplifies processes, enhances efficiency, and allows for a more cohesive workflow, saving you time and resources.

    2. User-Friendly Interface: Ease of use is a priority - Hubspot CRM’s intuitive interface ensures that your team can quickly adapt and start utilizing its features without extensive training. This simplicity doesn't compromise functionality – you get a powerful CRM without the complexity.

    3. Scalability: As your startup grows, so do your CRM needs. HubSpot is scalable, adapting to the evolving requirements of your business. Whether you're a small team or experiencing rapid expansion, HubSpot CRM remains a reliable and scalable solution.

    4. Robust Lead Targeting: Efficient lead targeting is at the core of HubSpot CRM. The platform offers robust tools for identifying, organizing, and nurturing leads.

    5. Integrated Marketing Tools: HubSpot CRM goes beyond traditional CRM functionalities by integrating with marketing tools. This alignment between marketing and sales allows for a more coordinated approach, ensuring that your startup's messaging is consistent and impactful across touchpoints.

    6. Email Message Writing Made Easy: One standout feature is the capability to streamline email communication. Built-in tools help you personalize messages, track interactions, and optimize your email strategy for better engagement.

    7. Analytics and Reporting: Data-driven decision-making is essential, so HubSpot provides robust analytics and reporting features, giving you real-time insights into your sales and marketing efforts.

    Choosing HubSpot CRM for your startup is a a strategic investment in a CRM platform that combines power, simplicity, and adaptability, not only meeting your current needs but also evolving with your business.

  • Hubspot has many pricing options, depending on your needs. As part of our service, we ensure that you select the right Hubspot level of service while keeping available future growth.

CONTACT

Let’s start building your sales program today.

Call directly at (706) 960-8722 or send a message by clicking the button below.