Marketing Hub Advanced Onboarding

  1. Marketing Hub Advanced Onboarding Approach

    Marketing Hub Advanced Onboarding Approach

    When you purchase Marketing Hub Advanced Onboarding, you can expect in-depth technical and strategic guidance to set you up for success using Marketing Hub. Here’s an example breakdown of the strategy, planning, and objectives that will be completed during each week of 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

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