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              HubSpot Marketing Onboarding Plan

              Streamline Marketing Using HubSpot's Platform

              Receive technical and strategic guidance on setting up and using Marketing Hub

              Increase lead generation 

              Maximize HubSpot's tools to enhance your marketing strategy

              During onboarding, you’ll work with your own dedicated HubSpot consultant to build a roadmap to accomplish both your immediate and long-term goals.

              Our HubSpot expert will act as a project manager to hold your team accountable to achieving your objectives and offer best practices to help your team grow better with HubSpot.



              Transform your business with HubSpot

              Streamline sales, marketing and customer service by leveraging all of the hubs within one seamless platform.

              CRM & Sales Hub

              Your sales process in one place

              Sales Hub supercharges your sales process and eliminates friction by bringing all your tools and data together on one easy-to-use, powerful CRM platform your whole team loves.

              Marketing Hub

              All your marketing tools and data under one roof

              With Marketing Hub, all your marketing tools and data are on one platform, saving time to personalize experience that attracts and converts the right customers.

              Service Hub

              Your customers expect better service

              Service Hub empowers your team to provide superior customer service by quickly responding to support tickets and proactively offering knowledge base articles, creating a positive user experience. 

              Marketing Hub Onboarding Plan

              Phase 1: Getting Started

              Account and Technical Setup

              To set you up for inbound marketing success, we’ll start your journey on understanding the fundamentals of HubSpot. HubSpot is a big platform with a lot of tools, including SEO scanner, topic clusters, and page optimizations and recommendations, and to get the most value out of them, you’ll need to understand the foundations and how the tools work together.

              Along with helping you understand the HubSpot fundamentals, we’ll guide you with setup tasks including: 
              • 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

              950-attract-customers-outlinePhase 2: Lead Generation

              Capture and Convert Leads

              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

              951-customer-management-outlinePhase 3: Lead Nurturing

              Engage and Nurture Your Leads

              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


              461-robot-outlinePhase 4: Automation & Personalization 

              Automate and Personalize Your Marketing

              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

              2331-first-movers-outlinePhase 5: Offboarding

              Complete Onboarding and Transition

              As we approach the completion of your onboarding, we'll work with you to determine what your next goals will be after onboarding. You’ll be transitioned to a Vested customer success owner who will be there to ensure you’re thriving in HubSpot.

              If you’re looking for more hands-on strategic or technical consulting help after onboarding, you can check out our Additional Services:

              Ready to level-up marketing? 

              Connect with us to discuss your objectives and how inbound marketing could benefit you! 

              Inbound marketing shouldn’t be so hard. Let us help you take over and be your inbound marketing experts.

              Contact us