Marketing Hub Onboarding

We’ll take care of all the technical set-up, will work with you to identify your goals, and then train your team to use your HubSpot tools. We’ll act as a guide for your whole team, so they can start getting the most out of your HubSpot investment within 60 days or less.

Stage 1

Account and Technical Setup

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
Import your contacts
Import your marketing opt-out lists
Configure email types
Connect your social accounts
Consider any third party platform integrations

Stage 2

Capture and Convert Leads

Identify your buyer personas
Who are your current customers?
How are you currently capturing leads on your website?
Do you have any forms on your website currently?
Review Facebook, Google, or LinkedIn Ads
Understand factors important when qualifying your leads

Stage 3

Automation and Personalisation

Review any email automation currently in place
Discuss planned marketing campaigns that you have coming up
Understand how you currently segment your contacts
Find manual tasks that can be automated in HubSpot.
Explore smart content to add value to your target audiences
Connect your social and ad tools, and automate tasks

Your Onboarding Timeline

Week 1
- Begin technical setup
- Define SMART Goals
- Develop KPIs for ROI reporting
- Template set up
- Begin HubSpot Academy Training
Weeks 1-2
- Complete technical set up
- Replace existing website forms
- Add tracking code to website
- Upload contacts to CRM
- Buyer Persona Development
- Look for any quick wins (CTAs on top performing pages)
Weeks 3-4
- Portal Review
- Map conversion paths
- Discuss buyer journey
- Discuss first campaign
- Review and begin using social media tools in HubSpot
Months 2-3
- Setup blog + migrate existing blogs
- Setup lead nurturing workflow
- Set deadlines for blogs/first campaign launch
- Set goals for first campaign launch
- Build reporting dashboard
- Launch first HubSpot campaign

Begin technical setup
Define SMART Goals
Develop KPIs for ROI reporting
Template set up
Begin HubSpot Academy Training

Complete technical set up
Replace existing website forms
Add tracking code to website
Upload contacts to CRM
Buyer Persona Development
Look for any quick wins (CTAs on top performing pages)

Portal Review
Map conversion paths
Discuss buyer journey
Discuss first campaign
Review and begin using social media tools in HubSpot

Setup blog + migrate existing blogs
Setup lead nurturing workflow
Set deadlines for blogs/first campaign launch
Set goals for first campaign launch
Build reporting dashboard
Launch first HubSpot campaign

Total Cost for Marketing Hub Onboarding

Marketing Hub Pro

£2,400

Paid over three months.

What’s included

HubSpot Certified Partner
Personalised training
Money back guarantee
Weekly Zoom calls
Private Slack Channel
HubSpot academy recommendations

Get ready to achieve your marketing goals

HubSpot Guided Client Onboarding: Marketing Hub