HUBSPOT Marketing Hub Professional onboarding

WE KNOW HUBSPOT IS POWERFUL. BUT LIKE ANYTHING, THE RIGHT SET UP IS CRITICAL.

We’re a little different from your usual marketing agency.  We cover the full gamut of marketing. Including end-to-end HubSpot software implementation. What does that mean? 

It means that we work from the ground up – taking a strategic approach to the adoption of this powerful new software. We work with you to confirm your goals, map your processes, and then set up your account in a way that will deliver the best results for you. Once those solid foundations are laid, we proceed with the implementation and optimisation of a whole range of CRM and marketing tools.

And we don’t just leave you there. We’re there to guide you and your team as you become familiar with the system. Why does onboarding matter?

HubSpot is amazing. But it can also be overwhelming as you learn the complexities of each of the tools and features. To get the best results, you need to invest time in getting everything set up correctly, right from the start – which is why it’s important to partner with the experts.

The Marketing GP's HubSpot onboarding timeline

01

Week One
  • Kick-off call and goal setting
  • Provide user access to your team
  • Configure your portal 
  • Connect to your website
  • Setup your domain settings
  • Review your contacts
  • Discuss required software integrations

03

Week Three
  • Identify and create buyer personas
  • Map your customer journey
  • Identify opportunities for segmentation
  • Set up custom properties
  • Set up forms and embed on website

05 / 06

Weeks Five & Six
  • Set up landing pages
  • Review automation requirements
  • Discuss current email marketing 
  • Development of custom newsletter template

09 /
10

Weeks Nine & Ten
  • Build landing and thank you pages
  • Suggest a distribution strategy
  • Create CTAs and Smart CTAs

02

Week Two
  • Finalise goals and priorities
  • Set up dashboards and reports
  • Set up automated performance reports
  • Upload contacts

04

Week Four
  • Set up lead flows
  • Determine landing pages required
  • Create lists to segment your leads
  • Create automated lead alerts
  • Develop deal pipelines
  • Customise lead status and deal stages

07 / 08

Weeks Seven & Eight
  • Determine what processes could be automated
  • Set up workflows
  • Implement deal automation
  • Create social media pillars
  • Integrate social media accounts
  • Design social media posts

11
/
12

Weeks Eleven & Twelve
  • Roll-out your first content offer
  • Finalise all outstanding elements
  • Develop a training plan 

01

Week One
  • Kick-off call and goal setting
  • Provide user access to your team
  • Configure your portal 
  • Connect to your website
  • Setup your domain settings
  • Review your contacts
  • Discuss required software integrations

02

Week Two
  • Finalise goals and priorities
  • Set up dashboards and reports
  • Set up automated performance reports
  • Upload contacts

03

Week Three
  • Identify and create buyer personas
  • Map your customer journey
  • Identify opportunities for segmentation
  • Set up custom properties
  • Set up forms and embed on website

04

Week Four
  • Set up lead flows
  • Determine landing pages required
  • Create lists to segment your leads
  • Create automated lead alerts
  • Develop deal pipelines
  • Customise lead status and deal stages

05 / 06

Weeks Five & Six
  • Set up landing pages
  • Review automation requirements
  • Discuss current email marketing 
  • Development of custom newsletter template

07 / 08

Weeks Seven & Eight
  • Determine what processes could be automated
  • Set up workflows
  • Implement deal automation
  • Create social media pillars
  • Integrate social media accounts
  • Design social media posts

09 /
10

Weeks Nine & Ten
  • Build landing and thank you pages
  • Suggest a distribution strategy
  • Create CTAs and Smart CTAs

11
/
12

Weeks Eleven & Twelve
  • Roll-out your first content offer
  • Finalise all outstanding elements
  • Develop a training plan 

This plan will be customised to suits your needs, but you can rest assured that whatever they are, we deliver.

A major benefit of our strategic and collaborative approach to HubSpot onboarding, is that we have the freedom to respond to your needs. We understand that sometimes things change and priorities shift slightly after the project gets underway. So we stay flexible and willing to adjust the plans along the way – as long as we don’t alter from the agreed overarching scope.

Why enlist The Marketing GP for your HubSpot Onboarding?

What makes us the right choice?

We understand that every business is unique, and we don’t subscribe to ‘cookie cutter’ solutions. This means we’re always looking for innovative ways to integrate and leverage HubSpot software in a way that is the best fit for each client.

The Marketing GP treat each business like a small business – no matter the size! We understand how important a big project like a software implementation is, and we work with you on the change management process. Our team stick to budget, and we deliver on our promises. Just ask any one of our current and past clients!  We take pride in the fact that our clients are our biggest fans, so we would be more than happy to provide some direct references.

, The Marketing GP
Ready to harness the power of Hubspot software?

Get in touch with our Chief Marketer, Holly Martin, so we can get underway!
Luke Thorn
@lukethorn
We've had a great experience working with the team at the Marketing GP. They're super responsive and well organised. Highly recommend!
Ian Jones
@ianjones
The Marketing GP are a terrific team and organisation that are people focus and outcomes driven and in my experience go above and beyond to deliver the best outcome for their client. They are a brilliant team that care for their clients and their community!
Carly Stewart
@carlystewart
We're thrilled with the work that The Marketing GP has done for us. They spent the time needed to understand not only our clients, but also our service, ethos and approach. We had a number of marketing items we had wanted undertaken for a while, but they also provided us with a range of amazing additional ideas that were implemented as well. Everything they have done is delivered on time and on point!
Ronald McDonald House Charities Northern NSW
@rmhnnsw
We reached out to The Marketing GP as we were initially looking to get a fresh set of eyes on one of our yearly fundraisers. The team breathed new life into the campaign, coming up with innovative ways to maximise our exposure and - of course - increase the funds raised. The team is creative, flexible, diligent and great at working with multiple shifting deadlines! We really enjoy working with The Marketing GP
Alison McQueen
@alisonmcqueen
We were recommended The Marketing GP services by a number of people and are extremely happy that we decided to work with them. Initially they refined our brand and redeveloped our website to ensure we were found by people who need us and were presenting a professional service. These marketing foundations have been instrumental in communicating our message through content marketing, public relations, advertising, video development, social media and more. We just couldn't have done this level and quality of work ourselves and The Marketing GP have been fantastic.
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