What to Expect During Your HarvestROI Project
A Simple, Structured Path to Results
HarvestROI projects are designed to remove confusion, reduce rework, and deliver value early. All while building systems your team can confidently use long after launch.
We don’t treat HubSpot as a one-time setup.
We design it as the foundation for how your teams operate, grow, and make decisions.
This page is your reference point throughout the project. Anytime you want clarity on where things stand, what’s coming next, or what’s expected of you.
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1. What to Expect During Your HarvestROI Project
The HarvestROI Project Timeline (At a Glance)
Foundation → Optimization → Acceleration
Each phase builds on the last, so nothing is rushed, skipped, or rebuilt later.
Your Project, Step by Step
1. Kickoff & Discovery
What’s happening:
We align stakeholders, confirm goals, and understand your current tools, processes, and constraints.
You’re here if:
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You’re sharing context and priorities
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We’re asking detailed questions
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No system changes have started yet
Why this step matters:
Clear alignment upfront prevents confusion, delays, and rework later.
2. Process Architecture Workshops
What’s happening:
We design how HubSpot will support your business. Such as data structure, lifecycle stages, automation, integrations, and reporting.
You’re here if:
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You’re participating in design workshops
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You’re reviewing diagrams or documentation
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We’re asking for design approvals
Why this step matters:
This design becomes the blueprint for everything we build.
3. Implementation
What’s happening:
We configure HubSpot based on the approved design. Including, CRM structure, workflows, automation, permissions, reporting, and integrations.
You’re here if:
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You’re receiving progress updates
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Most work is happening behind the scenes
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You’re not testing everything yet
Why this step matters:
Building from a clear plan keeps implementation fast and intentional.
4. Testing & Validation
What’s happening:
Your team reviews workflows, dashboards, and user experiences using real-world scenarios. Feedback is incorporated before launch.
You’re here if:
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You’re clicking through workflows
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You’re validating reports and dashboards
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We’re refining details based on your feedback
Why this step matters:
Testing now prevents adoption issues and surprises later.
5. Training & Adoption
What’s happening:
We train your team using practical, role-based sessions and in-app guidance through AdoptionHub.
You’re here if:
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Teams are learning how to use the system
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Training materials and walkthroughs are shared
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Confidence is building across roles
Why this step matters:
Adoption, not configuration; is what drives ROI.
6. Acceleration and Support
What’s happening:
After launch, we focus on refinement, including analytics, performance insights, and targeted improvements as your business evolves.
You’re here if:
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The system is live
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You’re reviewing results and reports
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We’re making iterative improvements
Why this step matters:
Your system should grow with your business, not stay static.
What This Will Feel Like as a Client
Every project is tailored to your business, whether you’re improving lead flow, pipeline management, reporting, or integrations.
Clear phases and expectations
Structured conversations focused on impact
Transparency into progress and decisions
A balance of speed and thoughtful design
A calm, collaborative experience
How We’ll Partner Throughout the Project
Your Project Champion
You’ll designate a Project Champion who serves as the primary point of contact, aligns internal stakeholders, and helps move decisions forward.
Shared Ownership
Projects move fastest when everyone is engaged. This includes:
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Active participation in working sessions
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Timely feedback and approvals
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Shared ownership of milestones tracked in AdoptionHub
Clear Communication
Your HarvestROI team includes a Project Lead and Implementation Specialist, ensuring clarity, accountability, and momentum throughout the engagement.
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What Helps This Project Succeed
Successful outcomes come from partnership. We ask for:
Questions Clients Often Ask:
“Why aren’t we building yet?”
Alignment and design upfront prevent delays and rework later and saving time overall.
“Can we change things later?”
Yes. Intentional changes are easier and less disruptive when made during design and review phases.
“Why do you need our input so often?”
Your context ensures the system reflects real workflows, not assumptions.
“What if our processes change?”
That’s expected. The system is designed to evolve with your business.
“How do we know we’re on track?”
Clear milestones, documentation, and AdoptionHub visibility provide transparency throughout the project.
Quick Reference
Wondering where you are? Check the project steps above.Not sure what’s expected right now? Review the “You’re here if…” section for your current phase.
Need to track progress? Visit AdoptionHub.
Have questions? Reach out to your HarvestROI Project Lead or Implementation Specialist.