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 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
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?
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.
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.)?
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.
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?
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. See how we can translate that into a marketing email with smart content or into a targeted workflow.
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 HubSpot customer success owner who will be there to ensure you’re thriving in HubSpot.
To set you up for sales 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 setup tasks including:
Connect your personal email inbox
Set up your personal profile & settings
Invite your team
Create custom properties to store your data
Import your contacts, companies, deals, and notes into HubSpot
Review existing CRM & lead management system(s)
Install HubSpot tracking code on your website
Set up your deal currencies
Set up external system integrations
How are you currently communicating with prospects? What process works best for your team?
What communication channels do your prospects prefer to use?
How do prospects schedule meetings with your sales team?
How are your sales reps emailing prospects?
Set up live chat on your webpages.
Learn how to use conversations to answer your prospects’ questions.
Connect your email and calendar so you can use the meetings tool to let prospects book time with you.
Use email scheduling to send to prospects at their preferred times.
Email prospects directly from the CRM.
What does your current sales process look like? Where are there areas of improvement?
What territories or regions do your teams cover?
What are the different stages of your deal pipelines?
What daily tasks do your sales reps complete?
How are leads automatically assigned or rotated to sales reps?
Creating deal stages to automate the pipeline process.
Customize deal pipelines to fit your sales process.
Adding tasks so that sales reps can more efficiently execute daily objectives.
Automating how leads are rotated to sales reps.
Confirm that the deal stage properties are ready.
Set up workflow extensions to automate sales processes.
Explore how other tools integrate with HubSpot.
How are you currently personalizing your outreach?
How would your personas prefer outreach?
Are you using 1:1 video outreach?
How do you follow up with prospects that don’t respond?
How can you optimize communication with prospects to get higher response rates?
How are you sending and receiving quotes from closed deals?
Using 1:1 video creation and outreach to get higher response rates.
Adding videos to CRM emails.
Create sequence queues to automatically follow up with prospects so you don’t have to do the manual work.
Using personalization tokens in emails to send emails faster.
Remove back-and-forth communication when setting up meetings by using the meetings tool.
Set up quotes to get deals closed faster.
Set up your product library to include the items that you sell.
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 HubSpot customer success owner who will be there to ensure you’re thriving in HubSpot.
To set you up for service 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 setup tasks including:
Add your team members as users.
Install HubSpot tracking code on your website
Connect your shared team email addresses to Conversations
Connect or add a subdomain for your knowledge base
Edit and embed the support form on your website
Import contacts and/or tickets into HubSpot
Configure your conversations notification preferences.
Create a form to collect incoming tickets from customers.
How are you collecting customer support issues/tickets?
How do you currently ensure tickets do not fall through the cracks?
Do you have any other processes you are looking to manage through tickets?
Are there other teams who'll be using tickets? Should they use the same pipeline or would they benefit from having their own?
If possible, set up an automatic ticket assignment so that tickets are assigned to reps when the tickets are created.
Set up workflows to update ticket properties, move tickets to a new stage, and create tasks for the ticket’s owner.
Based on your functions of service, we’ll explore how to create pipelines to manage different functions. For example, we may create individual service pipelines for onboarding, project management, and account management.
Optimize service pipelines and stages to your team’s processes.
Do you currently have a knowledge base?
How do your customers find answers to their questions?
How long on average are your customers waiting to hear back from you?
Do your support and sales teams tend to answer similar questions over and over?
Does your knowledge base need to support multiple products, services, topics, or segments of your customers?
Understand how to import your existing knowledge base to HubSpot. Or start by creating one.
Design your knowledge base to optimize for Google search and customer satisfaction.
Develop categories and subcategories that make the knowledge base easy for your customers to navigate.
Collect and implement feedback on your knowledge base to improve the end experience for your customers.
Include your knowledge base at optimal locations on your website and customer communications so that it’s easy to find at the right times.
Learn how to add videos to your knowledge base to give customers a visual walkthrough.
How often do you collect feedback from your customers?
If you don’t collect feedback, why not?
Do your customers ever leave reviews about you online? Do you know how reviews contribute to your company’s perception online?
How do you know if your customers are happy/unhappy?
Create customer loyalty surveys (NPS) to understand how people feel about your company.
Automatically send customer effort surveys (CES) whenever a ticket is closed.
Create a workflow trigger to send customer satisfaction surveys (CSAT) which can provide you with more in-depth feedback.
Set up automation that reaches out if someone is unhappy, or ask for a review from someone who is happy.
Use CSAT surveys in marketing and/or sales process. For example, send a CSAT survey after your hosted event, a deal is closed-won, or when someone has been a customer for a specified amount of time.
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 HubSpot customer success owner who will be there to ensure you’re thriving in HubSpot.
Our core team doesn't just manage HubSpot work for our clients. We're IN the software and use it for our own needs. Everything we'll help you use, we already rely on.
Our recommendation for how you use HubSpot will be informed by our experience at the VP and CMO level. What does that mean? It means we'll focus on what's going to get you and your team results.
Just using HubSpot isn't the only element to your success. We'll go beyond what's included in the platform and explain how other digital marketing tactics play into your success.
There's the deliverable and there is helping a partner get great results. We're focused on the later. That's our long term strategy.
Fill out the form to book you 20 minute consultation.
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