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Revolutionize Your Sales

Let's CRUSH your Q4-2023! Now through 12-31-2023, all onboarding and setup fees are WAIVED!

 
⭐⭐⭐⭐⭐

  “   McLemore's collaboration with ClearBox has propelled our sales management process forward light years. We now have a robust marketing automation system in place and are able to track, manage and evaluate our leads efficiently. The ClearBox team is driven to provide great customer service and explore innovative ways to solve challenging business problems. I gladly give these folks five gold stars and a big thumbs-up emoji.

IV Whitman
Executive VP Marketing

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Get More Qualified Leads

Precision Targeting to your Ideal Customer Profile

Lower your cost, raise quality, fill your funnel with serious buyers

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Close More Opportunities

Proprietary OPTIMALEAD  technology for lead assignment

Right leads, right time, shortest path to revenue 

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Reduce Cost of Sales

Technology plus process decreases the cost of sales

Automate repetitive tasks, optimize your team size, raise pipeline capacty
 

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Improve Efficiency

Measure and Report to your exec. team to prove results and ROI

Clear, compelling reporting to make sure your sales and marketing teams look like heroes

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The Plan

General Overview

 Front office support and success. Your front office is everything customer facing. It is not isolated boxes (marketing, sales, customer service) but a system that comprises a customer journey from interest to decision. 

We audit your entire front office system to look for leaks, roadblocks and weakness, then go to work to shore up your system and processes, document your procedures, and train your staff to ensure high adoption. 

Your customer's experience is delightful!

Your content causes them to stay on your site.

Your process makes them feel cared for at a concierge level.

Your strategy ensures alignment between what they need and what you have. 

Your follow-up ensures they never leave.

 

Sales

A business without sales will not last for very long.
Let’s start here

Goal

Build a consistent and scalable sales process to enable your team to close more opportunities, faster.

Strategy & Tactics

We use a combination of tools and strategies

  • Sales Process Diagram
  • HubSpot Pipeline
  • Internal Automations
  • External Automations
  • Sales Enablement
  • Best in Class, Industry Specific Training
Marketing

Your sales team might be ready for showtime, but they now need leads.

Goal

Build a reliable and consistent process that targets your audience and generates sales-qualified leads for your sales team.

Strategy & Tactics

We use a combination of tools and strategies

  • Google Ads
  • Facebook Ads
  • TikTok Ads
  • LinkedIn Ads
  • SEO
  • Email Marketing
  • Marketing Automation
  • A/B Testin
Operations

Now you want to deliver a fantastic service and be as efficient as you possibly can.

Goal

Improve efficiency, reduce costs and provide a better service

Strategy & Tools

We use a combination of tools and strategies

  • HubSpot Service Hub
  • Productivity Suite
  • Task Management
  • Automation
Digital image of calculator, laptop, and a pencil with exclamation point and question mark.

Does my company qualify?”

The ClearBox Client Fit Matrix
ClearBox isn't right for everyone, but everyone who gets in gets better and stronger. We are your long-term solution for profitable growth and the business you've always wanted.

get the Solution

Starter


$3,500

6 Month Retainer, with automatic renewal Expert support to begin marketing, sales, and operational efficiency.


4th Quarter Special -

setup fees waived!

Save $1,500

Sales

Check Call #1 – Discovery and Project Review
Check Business Process Diagram
unnamed (6) Sales Hub Starter Setup
unnamed (6) Single Pipeline
unnamed (6) Custom Properties
unnamed (6) Sales Dashboard

Marketing

 Check Call #1 – Discovery and Project Review
 Check Social Media Accounts Setup – Meta (Facebook and Instagram)
 Check 1 Google Ad Campaign
unnamed (6) 1 Meta Campaign Marketing Hub Starter Setup or Audit and Adjust
unnamed (6) Marketing Dashboard
unnamed (6) Template Landing Page
unnamed (6) Splash Page Website in HubSpot CMS

Operations

 Check Call #1 – Discovery & Project Review
 Check Standard Data Import
 Check Email Setup
 Check Domain & DNS Setup
 Check Google Workspace Setup
 Check Custom Properties
 Check Call #2 – 1 hour HubSpot Training
 Check Call #3 - QA & Launch

Overall

Check Ticketed Support
Check Monthly Strategy Call (1 hr)

BEST VALUE! Professional


$6,500

12 Month Retainer, with automatic renewal. Expert support to scale marketing, sales, and operational efficiency.


4th Quarter Special -

setup fees waived!

Save $8,500

 

Sales

Check Call #1 – Discovery and Project Review
Check Business Process Diagram
Check Sales Hub Pro Setup
unnamed (6) Multiple Pipelines
unnamed (6) Team views
unnamed (6) Sales Automation
unnamed (6) Calls
unnamed (6) Sequences

Marketing

Check  Call #1 – Discovery and Project Review
Check  Social Media Accounts Setup – 3 accounts
Check  Google Ads Campaigns
Check   Social Ads Campaigns
unnamed (6) Marketing Hub Professional Setup
unnamed (6) 2 Custom Landing Pages
unnamed (6) Basic Website Setup (10 pages, HubSpot CMS or WordPress)
unnamed (6) Custom Blog Setup
unnamed (6) Lead Scoring
unnamed (6) Marketing Automation
unnamed (6) Extended Training – 2 hours

Operation

Check Call #1 – Discovery & Project Review
Check Advanced Data Import
Check Email Setup
Check Domain & DNS Setup
Check Google Workspace Setup
Check Custom Properties
Check Call #2 – 1 hour HubSpot Training
Check Call #3 - QA & Launch
Check Automations
Check Extended Training – 1 hour

Overall

Check Priority Support
Check Dedicated Solution Specialist
Check Dedicated Slack Channel
Check Monthly Strategy Call (1 hr)
Check Weekly Pipeline Review Call (30 minutes)

Enterprise


$10,500

12 Month Retainer, with automatic renewal. Expert support to scale marketing, sales, and operational efficiency.


4th Quarter Special -

setup fees waived!

Save $15,500

 

Sales

Check Call #1 – Discovery and Project Review
Check Business Process Diagram
unnamed (6) Sales Hub Pro Setup
unnamed (6) Multiple Pipelines
unnamed (6) Team views
unnamed (6) Sales Automation
unnamed (6) Calls
unnamed (6) Sequences
 

Marketing

Check Call #1 – Discovery and Project Review
Check Social Media Accounts Setup – 3 accounts
Check Google Ads Campaigns
Check Social Ads Campaigns
unnamed (6) Marketing Hub Professional Setup
unnamed (6) 2 Custom Landing Pages
unnamed (6) Basic Website Setup (10 pages, HubSpot CMS or WordPress)
unnamed (6) Custom Blog Setup
unnamed (6) Lead Scoring
unnamed (6) Marketing Automation
unnamed (6) Extended Training – 2 hours

Operations

Check Call #1 – Discovery & Project Review
Check Advanced Data Import
Check Email Setup
Check Domain & DNS Setup
Check Google Workspace Setup
Check Custom Properties
Check Call #2 – 1 hour HubSpot Training
Check Call #3 - QA & Launch
Check Automations
Check Extended Training – 1 hour
 

Overall

Check Priority Support
Check Dedicated Solution Specialist
Check Dedicated Slack Channel
Check Monthly Strategy Call (1 hr)
Check Weekly Pipeline Review Call (30 minutes)

Starter


$18,900

or 2 payments of $9,900


Paid in Full at purchase

Sales

Check Call #1 – Discovery and Project Review
Check Business Process Diagram
unnamed (6) Sales Hub Starter Setup
unnamed (6) Single Pipeline
unnamed (6) Custom Properties
unnamed (6) Sales Dashboard

Marketing

 Check Call #1 – Discovery and Project Review
 Check Social Media Accounts Setup – Meta (Facebook and Instagram)
 Check 1 Google Ad Campaign
unnamed (6) 1 Meta Campaign Marketing Hub Starter Setup or Audit and Adjust
unnamed (6) Marketing Dashboard
unnamed (6) Template Landing Page
unnamed (6) Splash Page Website in HubSpot CMS

Operations

 Check Call #1 – Discovery & Project Review
 Check Standard Data Import
 Check Email Setup
 Check Domain & DNS Setup
 Check Google Workspace Setup
 Check Custom Properties
 Check Call #2 – 1 hour HubSpot Training
 Check Call #3 - QA & Launch

Overall

Check Ticketed Support
Check Monthly Strategy Call (1 hr)

 

Professional


$74,000

or 4 payments of $19,000


Paid in Full at purchase

 

Sales

Check Call #1 – Discovery and Project Review
Check Business Process Diagram
Check Sales Hub Pro Setup
unnamed (6) Multiple Pipelines
unnamed (6) Team views
unnamed (6) Sales Automation
unnamed (6) Calls
unnamed (6) Sequences

Marketing

Check  Call #1 – Discovery and Project Review
Check  Social Media Accounts Setup – 3 accounts
Check  Google Ads Campaigns
Check   Social Ads Campaigns
unnamed (6) Marketing Hub Professional Setup
unnamed (6) 2 Custom Landing Pages
unnamed (6) Basic Website Setup (10 pages, HubSpot CMS or WordPress)
unnamed (6) Custom Blog Setup
unnamed (6) Lead Scoring
unnamed (6) Marketing Automation
unnamed (6) Extended Training – 2 hours

Operation

Check Call #1 – Discovery & Project Review
Check Advanced Data Import
Check Email Setup
Check Domain & DNS Setup
Check Google Workspace Setup
Check Custom Properties
Check Call #2 – 1 hour HubSpot Training
Check Call #3 - QA & Launch
Check Automations
Check Extended Training – 1 hour

Overall

Check Priority Support
Check Dedicated Solution Specialist
Check Dedicated Slack Channel
Check Monthly Strategy Call (1 hr)
Check Weekly Pipeline Review Call (30 minutes)

Enterprise


$110,000

or 4 payments of $30,000


Paid in Full at purchase

Sales

Check Call #1 – Discovery and Project Review
Check Business Process Diagram
unnamed (6) Sales Hub Pro Setup
unnamed (6) Multiple Pipelines
unnamed (6) Team views
unnamed (6) Sales Automation
unnamed (6) Calls
unnamed (6) Sequences
 

Marketing

Check Call #1 – Discovery and Project Review
Check Social Media Accounts Setup – 3 accounts
Check Google Ads Campaigns
Check Social Ads Campaigns
unnamed (6) Marketing Hub Professional Setup
unnamed (6) 2 Custom Landing Pages
unnamed (6) Basic Website Setup (10 pages, HubSpot CMS or WordPress)
unnamed (6) Custom Blog Setup
unnamed (6) Lead Scoring
unnamed (6) Marketing Automation
unnamed (6) Extended Training – 2 hours

Operations

Check Call #1 – Discovery & Project Review
Check Advanced Data Import
Check Email Setup
Check Domain & DNS Setup
Check Google Workspace Setup
Check Custom Properties
Check Call #2 – 1 hour HubSpot Training
Check Call #3 - QA & Launch
Check Automations
Check Extended Training – 1 hour
 

Overall

Check Priority Support
Check Dedicated Solution Specialist
Check Dedicated Slack Channel
Check Monthly Strategy Call (1 hr)
Check Weekly Pipeline Review Call (30 minutes)

Additional Services Available (not included in package)

Vector

unnamed (6) Custom Website Design (HubSpot CMS or WordPress)
unnamed (6) Branding
unnamed (6) UX Design (user experience)
unnamed (6) UI Design (user interface)
unnamed (6) Content Creation
unnamed (6)  Email Campaign Creation
unnamed (6) Blog Posting – Content creation

Vector

Check Podcast Production
Check Sales Training & coaching
Check US Presence
Check Street Mailing Address (not a UPS store)
Check Dedicated US phone number with human to answer during normal business hours (EST based)
Check Assistance with corporate filings and formation (Delaware)

Frequently Asked Questions

Do I need a HubSpot License?

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minus

Yes, our plans are designed around HubSpot. It's a powerful CRM that has proven to be effective in driving success for businesses. The good news is, if you don't have a HubSpot subscription yet, we might be able to waive their onboarding fee for you, making it even more accessible.

Can I use a different CRM than HubSpot?

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minus

While we specialize in HubSpot, we are open to exploring possibilities. If you have a different CRM tool, feel free to discuss it with our specialists. We might be able to integrate it or even facilitate a migration if needed.

I am not sure what plan is right for my company

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Choosing the right plan can be a bit overwhelming, especially when you have specific business needs. No worries at all! We're here to help. Just book a free consultation call with our team, and together, we'll figure out the best plan that aligns perfectly with your company's requirements.
 
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TESTIMONIALS

Clear Results

Man
Girl
mclemore
“

The ClearBox team is driven to provide great customer service and explore innovative ways to solve challenging business problems.

McLemore's collaboration with ClearBox has propelled our sales management process forward light years. We now have a robust marketing automation system in place and are able to track, manage and evaluate our leads efficiently. The ClearBox team is driven to provide great customer service and explore innovative ways to solve challenging business problems. I gladly give these folks five gold stars and a big thumbs-up emoji.

 

IV Whitman
Executive VP Marketing

CF-Logo-CF-Flag-2

“

 

The results speak for themselves... doubled the number of retained clients and increased sales by 50% year over year.

 

We teamed with Clay Posey and ClearBox Strategies almost a year ago to develop and manage a comprehensive marketing plan to support our new business development efforts. Working together, we established an online presence, a branding strategy, and a communications plan. ClearBox has clearly helped us to connect with new clients and candidates. I cannot recommend ClearBox Strategies more highly. The results speak for themselves. Since we started collaborating with ClearBox, we have doubled the number of retained clients and increased sales by 50% year over year. Clay and his team have earned my complete trust and confidence.

Dan Coombs
CEO & Founder

ofw
“

We just wish we would have started our business with him so we could have saved ourselves some mistakes.

We loved working with Clay. He had great ideas, He takes a five-point approach to your business. We just wish we would have started our business with him so we could have saved ourselves some mistakes. Clay also has a wide variety of influences which is helpful when you are trying to reach out to certain industries. I highly recommend starting your company with Clay Posey. Using ClearBox Strategies helped me save weeks of work. Their delightful level of quality and service is consistent and one of a kind. I can’t recommend ClearBox Strategies enough.

 

Beverly Jerman
VP New Business Development

downtowndough
“

...Excellent communication skills.

If you want a company with excellent communication skills and a strong work ethic, you cannot do better than ClearBox Strategies. The staff is very optimistic and they have energetic personalities! They know how to get the job done.

Cindy Fain
Owner

AVW_logo
“

I truly do not believe this growth would have happened without their expertise and support.

Clay and his team have helped us move our company from a fledgling startup to a profitable business. A company that started out as an idea for something to do on the side for extra money has become a full-time job for us and we even had to hire additional staff this summer. I truly do not believe this growth would have happened without their expertise and support. The benefits of working with the ClearBox team are many; they are responsive and prompt, they produce high-quality work – especially around social media advertising, they help me brainstorm and plan targeted marketing campaigns based on our company’s short and long-term goals, and assist with additional needs such as design layout for printed copy. They really have been a solid one-stop shop for all our marketing needs. I believe Clay and his employees are as committed to my success as I am, and having them on my team gives me a great deal of confidence to plan bigger and better things for the future.

Becky Encizo
Co-Owner


Girl

EDITORIALS

Bright Ideas

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We’re here to help

We exist for our client's success. Book a call today to see if you qualify to join the ClearBox List of Profitable Clients.

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Secure and Document - Make sure all of your processes are documented and sound.
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Growth Strategies - Ensure that your business is poised for long-term growth.

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