Marketing Hub Onboarding
Hassle-free set up and assistance to get you started with HubSpot.
Meet the Team
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Diana Liechty
Implementation Specialist
Your Implementation Specialists will assist with technical setup and the launch of your first conversion path to get you on the path towards achieving your goals.
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Caitlin Siegrist
Customer Success Manager
Your CSM will serve as your long-term point of contact, offering strategic advice and addressing all account related questions.
- Professional
- Enterprise
- Quick Start Consultation
- Suite
Professional
Designed for new customers using the Professional Suite software.
Marketing Hub Professional Onboarding Overview
Professional Onboarding is designed for new customers on the Marketing Hub Professional software. With the help of an Implementation Specialist, you will receive both technical guidance to properly configure the HubSpot software, and campaign assistance to leverage the HubSpot tools and Inbound Methodology.
This service may include, but is not limited to:
- An assigned Implementation Specialist for the first 90 days from the start of your HubSpot Professional Subscription Service
- Your Implementation Specialist shall provide:
- Assistance with the technical setup associated with HubSpot Marketing Hub Professional.
- Advice and guidance on integrating your existing CRM or other systems with HubSpot
- Guidance on developing, managing and executing one (1) inbound campaign
- You will also receive on-going access to resources including:
- The HubSpot Support Team
- Certification courses, documentation, and training programs from the HubSpot Academy Team
- The HubSpot Customer Success team
Enterprise
Marketing Hub Enterprise Onboarding Overview
Marketing Hub Enterprise Onboarding is designed for new customers on the Marketing Hub Enterprise Software who want a personalized implementation experience.
Your Implementation Specialist will discuss and evaluate your current process and make recommendations based on best practices we have developed. You will receive actionable advice on how to execute campaigns, generate traffic and convert leads using the Marketing Hub Enterprise tools.
This service may include, but is not limited to:
- Access to an assigned Implementation Specialist for the first 90 days from the start of your Marketing Hub Enterprise subscription
- A discovery session to uncover existing systems and processes in-place at your organization
- Assistance with setting up your HubSpot instance including the Marketing Hub Enterprise features: Advanced Reporting, Multi-language Content, Custom Events and more
- Assistance in setting up the HubSpot Enterprise features
including: Single Sign-on, Teams, and Predictive Lead Scoring - Strategic guidance on inbound marketing and campaign management
As a HubSpot Enterprise customer you will also receive ongoing access to the following resources:
- The HubSpot Support Team
- Certification courses, documentation, and training programs from the HubSpot Academy Team
- The HubSpot Customer Success team
Quick Start Consultation
Suite
Key Details
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You guys rock! You're fast, knowledgeable, informative, and willing to help. You always make me feel like I matter. Thank you!
Amy Wingfield
Marketing Manager
Staff One
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We spend a lot less time guessing about our marketing now that we have HubSpot. We can see our results and track our ROI. This way, we don't waste any time or money.
Mark Stephens
IDR Solutions
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