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.
