Marketing Hub Onboarding.

Set Up.

Account and Tech 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, 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 set up 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.

Step 1.

Capture and Convert
Leads.

We will help you to understand your customers. We will help you to build a process that meets their needs and delivers you the result you are after. From form building to lead scoring this step the foundation of great marketing on HubSpot.

What we’ll guide you on:

• Create personas from your data base.
• Explore forms and pop-up forms for quick wins.
• Create custom properties that will help you qualify leads.
• Set up lead scoring.
• Define each Lifecycle Stage based on your own qualifications.

Step 2.

Engage and Nurture Your
Leads.

Tracking and nurturing leads is an essential part of marketing. By setting up emails and nurture journeys, we can ensure that you lead with the right information, in the right way at the right time. The process of engagement is essential to help interested prospect become customers.

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.

Step 3.

Automate and Personalise
Your Marketing.

Automation is a game changer! We can help you build out automated processes that ensures your marketing message is always relevant and wanted. Personalisation and targeted marketing will generate higher quality leads and help you reduce and control your market spend.

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 ad tools, and automate tasks.
• Use custom properties to build targeted lists. See how we can translate that into a marketing email with smart content or into a targeted workflow.