Marketing Hub Advanced Onboarding

Strategy and Planning

• Getting started resources
• Introductory call will HubSpot Implementation Specialist
• Review background documentation
• Initial team discovery and kickoff call
• Create and finalize the project plan

Completing Objectives

• Complete tech setup (including domains, tracking code, email types, and more.)

Strategy and Planning

• Continue deeper discovery
• Discuss best practices around marketing and sales alignment
• Conduct business process mapping
• Define solution architecture
• 30-day strategic review meeting

Completing Objectives

• Create initial lead capture forms
• Connect CRM to HubSpot
• Import existing contact lists
• Create buyer persona segmentation
• Identify core lead data points
• Create conversion path
• Set up social media

Strategy and Planning

• Continue to discuss best practices around sales and marketing alignment

Completing Objectives

• Train team on segmentation tools
• Generate segmented mailing list
• Create email template
• Send email campaign
• Create an email workflow
• Set up CRM for reporting on revenue sources
• Connect essential third party applications

Strategy and Planning

• Continue to discuss best practices around sales and marketing alignment
• 60-day strategic review meeting

Completing Objectives

• Create MQL & SQL lead nurturing workflow
• Convert and optimize existing lead capture forms
• Automate lead assignment process
• Create email subscription management process
• Create campaign reports using reports library
• Recreate existing lead reports in HubSpot
• Set up custom APIs

Strategy and Planning

• Conduct knowledge transfer to core team

Completing Objectives

• Create database segmentation workflows
• Create lead scoring
• Create custom event triggers
• Create a smart content A/B test
• Set up custom APIs

Strategy and Planning

• Develop phase 1 deployment plan
• Finalize knowledge transfer to core team
• Review and finalize growth plan

Completing Objectives

• Identify and improve existing conversion opportunities
• Create workflow for improved efficiency of internal process
• Create custom event report
• Build attribution custom reports