Customer Journey Workshop
A facilitated, Miro-based diagnostic session that maps your full commercial process and tells you exactly what to build, and in what order. Recorded for your team. The first step before any HubSpot implementation.
What you’ll get from the workshop
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Map your end-to-end commercial process
Most businesses go into a HubSpot implementation with a rough idea of what they need. They configure stages based on assumptions, automate handoffs that have never been agreed, and build reporting around metrics nobody has validated.
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Get your team aligned
Most businesses have never seen their full sales and marketing process laid out in one place. This diagnostic session surfaces that picture in a structured way, from first awareness through to closed revenue.
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Walk away with a prioritised action plan
What counts as a qualified lead? Who owns the handoff between marketing and sales? What is actually driving revenue? Most teams have never formally agreed on the answers. This session forces that alignment.
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Build the right CRM
When your process is documented and your priorities are clear, every implementation decision gets made with certainty. The build becomes faster, more focused, and used properly.
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Custom tailored journey map
We research your market, your team structure, and your commercial process so the board is shaped around your business from the start. That means the session itself stays focused on mapping, aligning, and prioritising.
Customer Journey Pricing
Full-day Workshop
Pricing: $1250 NZD ex GST
Format: 2-hour session, online or in person
Research and prep of your business and customer
Facilitated and recorded workshop (online or in-person)
Full end-to-end process documentation
Prioritised opportunity list with time and cost allocation
Meeting summary and agreed action plan
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![Precinct logo]()
Precinct Properties
“Sean quickly resolved our challenges and streamlined our workflows, always seeking the most effective and user-friendly solutions. His speed, responsiveness, and efficiency are unmatched, and he’s a pleasure to work with.”
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![NLA novated lease Australia logo]()
Novated Lease Australia
“Sean implemented some pretty complex journeys and worked at the speed of light. The quality of his work and his knowledge of the platform were exceptional.”
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![Everest logo]()
Everest Consulting
“Sean helped us implement HubSpot - made the whole process super easy and straight-forward. Great communication and easy to work with!”
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![1Breadcrumb logo]()
1Breadcrumb
“Loved working with Sean to build our HubSpot reporting dashboards. He’s thorough, detailed, an excellent communicator. Would absolutely recommend him.”
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![Accounting for Nature logo]()
Accounting for Nature
“Exceptional customer service meets expert CRM marketing implementation setup! Sean’s approach was refreshingly proactive, and he always looked for a solution.”
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![Howler logo]()
Howler NZ
“Sean was amazing in helping us to get our HubSpot set up. I cannot recommend him and Zippily highly enough!”
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![Wild Tree Digital logo]()
Wild Tree Digital
“Sean’s great to work with. He has a sharp understanding of how to position a business for success and always brings clear, practical solutions to the table. Highly recommend!”
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![Close-up of a dark green background with a stylized 'V' in gold and white.]()
Voluntas Elevate
“Sean was fantastic to work with. Everything felt smooth and well thought out, and he has a real knack for breaking down complex issues into simple, easy-to-understand explanations. Highly recommend.”
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![TMC The Marketing Club logo]()
The Marketing Club
“Can A+++ recommend Sean for onboarding!”
Ready to map your customer journey?
Book your workshop today and start turning insight into impact.
Frequently Asked Questions
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We recommend including team members from marketing, sales, and customer success—anyone who interacts with customers or influences the buyer experience. A mix of perspectives makes for a stronger map.
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Not much. We’ll send you a quick prep guide so you know what to expect, but there’s no heavy lifting required. Just come ready to collaborate and share your knowledge of your customers.
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Nope! While we’re a HubSpot partner, this workshop is platform-agnostic! It’s all about understanding your customers better, regardless of what tools you use.
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