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Our Process

Our approach at Anicca Digital is simple:
Align with your business objectives, deliver with clarity, and build systems that last.

 

Change is constant, and we embrace it. Guided by the principle of Anicca (impermanence), we design processes that don’t just meet today’s needs but anticipate tomorrow’s challenges.

Project Start

Week 2

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Scope & Discover

We start by understanding your business model, goals, and pain points.

  • Map current tools, data flows, and gaps

  • Align stakeholders on objectives and success measures

  • Define the right HubSpot architecture for your business

Build & Configure

Your HubSpot environment, built to scale.

  • Custom pipelines, workflows, dashboards, and reports

  • CRM aligned to your buyer journey and RevOps model

  • Automation embedded to drive efficiency from day one

Train & Enable

Driving adoption and confidence.

  • Role-based training across sales, marketing, and service

  • Playbooks and SOPs designed for everyday use

  • Empower your team to run independently

Support & Scale

We don’t just launch and leave. We make sure your team is equipped to succeed.

  • Final optimisation to ensure a smooth handover

  • Guidance on how to adopt new HubSpot features as they’re released

  • Best-practice recommendations to help your systems scale as your business grows

Kick-off Call

Scoping Workshops

Build Requirements Signed Off

Integrate & Connect

Connecting your tech for seamless operations.

  • Integrate HubSpot with Salesforce, NetSuite, Xero, and more

  • API and middleware setup for deeper connections

  • Eliminate silos with data flowing across teams

Training Sessions Booked

Test & Optimise

Validate before you go live.

  • QA across workflows, pipelines, and automations

  • UAT with your project champions

  • Refine and optimise to remove friction

Migrate & Cleanse

Moving data with precision and accuracy.

  • Cleanse duplicates and inconsistencies

  • Migrate leads, deals, and history into HubSpot

  • Map properties and relationships for long-term scalability

Client Deploys the Build

Project End

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