What is HubSpot onboarding?
HubSpot is a powerful platform that needs to be set up and configured correctly to ensure that you get the most out of your investment, get value quickly from it and demonstrate ROI. Marketing Hub onboarding is required for all new customers that use the Professional or Enterprise tier. Whether its direct from HubSpot or through a Solutions Partner (like us!), it includes technical and strategic guidance for setting up and using the platform for success in achieving your marketing goals, such as attracting web traffic, lead generation, automation and nurturing.
A typical 90-day onboarding process would include:
Onboarding plan:
- Collect key business information and logins
- Set SMART goals
- Create a timeline
Portal set up:
- Connecting social platforms, domains, email sending domains
- Configure branding
- Create landing page, blog post, blog listing and email templates
- Set up analytic tools
- Explore integrations
- Import contacts and opt-outs
- Replace website forms
Marketing to sales handoff:
- Define your sales process and lifecycle stages
- Create a handoff blueprint
- Connect your CRM
- Align marketing and sales teams
Executing quick wins:
- Review quick win strategies
- Execute 1-3 quick wins such as email marketing, social publishing, chat bots
Launching an inbound campaign:
- Define your buyer persona
- Perform a content audit
- Identify and set up a campaign
- Promote campaign content
Reporting for success:
- Identify which reports are the most important
- Build a reporting dashboard
