HubSpot Marketing Onboarding Plan

• Invite your team members

• Connect your subdomains and configure your settings

• Install the HubSpot tracking code and filter out your internal traffic

• Set up your email sending domain and CAN-SPAM

• Import your contacts, companies, deals, tickets, and notes

• Import your marketing opt-out lists

• Configure email types

• Connect your social accounts

• Consider integrations

What we’ll cover: 

• Who are your personas?

• Who are your current customers?

• How are you currently capturing leads on your website?

• Do you have any forms on your website currently?  If so, what type of information are you collecting? 

• Are you currently running Facebook, Google, or LinkedIn Ads? If so, what is your ad strategy?

• What factors are important when qualifying your leads?

• What qualifies a contact as a Marketing Qualified Lead? Or as an opportunity?

What we’ll guide you on:

• Create personas to better understand the different audiences in your customer's database

• Explore forms and pop-up forms for quick wins

• Create custom properties that will help you qualify leads when filling out forms

• Set up lead scoring

• Define each Lifecycle Stage based on your own qualifications

What we’ll cover: 

• How are you currently assigning leads? 

• How quickly do you assign leads? 

• Do you currently have any email automation in place? If yes, what is the process? 

• How many emails are you sending a lead? 

• How are you currently segmenting contacts (e.g. customers, leads, opportunities etc.)?

What we’ll guide you on:

• Map out a nurturing process flow that considers the tools you’re using

• Define lifecycle stages and ensure contacts go through different nurturing tracks depending on their stage

• Create your first welcome flow series for a new lead

What we’ll cover: 

• Do you currently have any email automation in place? If yes, what is the process?

• What are your current marketing efforts?

• What planned marketing campaigns do you have coming up?

• How do you currently segment your contacts?

• What else are you currently automating? What efforts would you like to automate?

• Are there different segments that need to get different information?

What we’ll guide you on:

• Find manual tasks that can be automated in HubSpot.

• Develop workflows, lists or smart content to save time via automation

• Explore smart content to add value to your target audiences

• Connect your social and ad tools, and automate tasks

• Use custom properties to build target lists

• Leverage insights to personalize prospect data into a marketing email with smart content or into a targeted workflow