Account Review with Growth Roadmap


If your old implementation plan is out of date or if you need to create a new one, we’ll discuss your goals, do an account review, suggest items for your new roadmap, and decide on it together.

We will then be able to work proactively towards your goals, whether they be training goals or solution implementation goals.

Solution Expert: Your FunnelBud Project Manager together with Account Strategist when needed

SKU: 2205061626 Category: Included in License Cost: Standard, PremiumTechnologies: Sharpspring, FunnelBud Flex
What this solution gives you:

An understanding of your current goals, and a plan to reach them.

Process of creating this solution:
  1. We will perform an account review, which involves internal reviews as well as interviews with you, to understand your goals and bottlenecks.
  2. Based on this, we will propose solutions we believe can help you.
  3. We will discuss the solutions to you and finalize an implementation plan together.

Once you have a new implementation plan, we will be able to work proactively with you to reach your goals.

What this costs to implement:

Included for all customers, as part of the License Implementation Hours.

If you want a formal Account Review report from us in a PDF format which you can share internally, we charge $750 to create this.

Key benefits:
  • You will understand which bottlenecks can be alleviated to improve your growth prospects.
  • You will know which areas to focus your efforts on to have most impact.
  • You will get a list of suggestions to choose from what to do next.

Yusuf Young

About the Author

Yusuf helps companies use Marketing Automation to grow B2B sales. In his role as a Marketing Automation consultant implementing systems such as HubSpot and Salesforce, he discovered the need for better services at a lower cost. Today, he runs FunnelBud to make the fruits of sales and marketing technology available to businesses worldwide.


We are very impressed by how much FunnelBud's software provides, and the amount of expertise we get by them. We can feel peace of mind and focus on our business growth.

Anders Börde Founder, Head of Product & Strategy, Moblrn


By using FunnelBud's professional, well-structured and helpful support, we were able to implement SharpSpring quickly and easily. In just 3 months, we have already doubled our leads. We are very pleased.

Eva Norras Rehn Marketing & Communications, Qurant


FunnelBud's system does everything we need for a third of the price of competitors. And with help that is both included and has exceeded our expectations. A no-brainer.

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