Marketing Hub Onboarding Plan

Technical and strategic guidance on setting up and using Marketing Hub

  1. Get ready to achieve your marketing goals

    This is a sample plan to help you understand what you can expect from the Marketing Hub Professional Onboarding service. Typically, our customers complete onboarding within 3 months -- some do it even faster -- and we focus on accomplishing up to 3 of your primary goals. Since onboarding is dependant on your goals, we’ll structure onboarding and prioritize objectives to your needs. In this sample plan, we’ll be prioritizing the following goals: Capture and convert leads, engage and nurture your leads, and automate and personalize your marketing.

    Check out the sample plan below

Sample Marketing Hub Professional Onboarding Plan

During onboarding, you’ll work with your own dedicated HubSpot consultant to build a roadmap to accomplish both your immediate and long-term goals. The HubSpot expert will act as a project manager to hold your team accountable to achieving your objectives and offer best practices to help your team grow better with HubSpot.

Phase
0
Getting started
Account and Tech Setup

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
Phase
1
First Goal Priority
Capture and Convert Leads

What we’ll cover: 

  • 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?

What we’ll guide you on: 

  • 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.
Phase
2
Second Goal Priority
Engage and Nurture Your Leads

What we’ll cover: 

  • 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.)?

What we’ll guide you on:

  • 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.
Phase
3
Third Goal Priority
Automate and Personalize Your Marketing

What we’ll cover: 

  • 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?

What we’ll guide you on:

  • 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.
Phase
4
Completion
Complete Onboarding and Transition

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. If you’re looking for more hands-on strategic or technical consulting help after onboarding, you can check out our Professional Services

Talk to Sales

Have a question? Want to learn more? Book a meeting with a HubSpot sales rep to make sure you've got everything you need to be successful with HubSpot.