🚀Empower your marketing team with automation tools🚀
Onboarding for Marketing Hub
If you are new to Marketing Hub or if you are looking to optimize your Marketing automation, we will help you set up effective tools, processes and workflows that will attract and convert the right leads.
Marketing Hub Onboarding Features
Onboarding designed around your goals
Our onboarding process is not a one-size-fits-all. Our specialist will first understand the motivation and goals of your campaigns and then set up with the right tools and processes within HubSpot
A plan that works for you
The onboarding plan will be created around your goals and priorities combined with our product knowledge.
Get the right traffic to your site
Inbound marketing campaign design that will get the right and good quality traffic to your website or landing pages
Personalized Content
Not all visitors are the same. Serve the right content to your visitors. A CTA to a repeat visitor, a meeting widget to a contact and a white paper to a new visitor
Reduce friction between Sales & Marketing
Break the silos of information between your Sales and Marketing teams. We set up you up with smooth handover process from Marketing to Sales
Robust Support
All our services are backed by our robust support. We ensure that we not only set you up for growth but also support you in your success journey
What is covered in Marketing Hub Onboarding
While every team has its own needs and the plan is designed around your precise needs and goals, these are the typical aspects we set you up with.
1. Review of your Existing HubSpot Set Up
Evaluate the current configuration and settings in HubSpot. Suggestions on setting up if you are just starting out
Examine how HubSpot can be utilized in your the organization.
2. Connect with Sales and Marketing Teams to Understand Workflows
Engage with both the sales and marketing teams to gather insights on the current process
Understand how leads are/will be generated, nurtured, and handed off to sales
Identify collaboration points between the two teams and define those touch-points within HubSpot
3. Install HubSpot tracking code to your website
Evaluating your HubSpot setup is essential for aligning it with business goals. Start by reviewing account settings and customizing properties to match your needs. Integrate key tools for streamlined data and set up automated workflows for efficiency. Leverage analytics to track performance, refine strategies, and boost engagement across your organization.
4. Connect social accounts
Connecting your social accounts is crucial for streamlined marketing. By linking platforms like Facebook, Instagram, LinkedIn, and Twitter, you can manage posts, track engagement, and schedule content all in one place. This integration allows you to monitor performance metrics, respond to followers quickly, and create a cohesive brand presence across multiple channels.
5. Manage your marketing contacts
Determine when and how contacts should be set as marketing contacts
Determine if contacts should preemptively be set to non-marketing
6. Connect and use Ads accounts
Connecting your ads accounts, such as Google Ads or Facebook Ads, allows for centralized management of campaigns. With this integration, you can track ad performance, target audiences more effectively, and adjust budgets in real time. It also provides valuable insights into conversions, helping you optimize ads for better ROI and streamlined marketing efforts.
7. Create and connect subdomains for HubSpot hosted content
Creating and connecting subdomains for hosted content enhances brand consistency and SEO. Use subdomains to organize content like blogs or landing pages, keeping everything accessible and streamlined. Once set up, connect them in your settings to ensure proper linkage, allowing for seamless hosting and accurate analytics tracking.
8. Filter out internal IP addresses
Filtering out internal IP addresses is essential for accurate analytics. By excluding your team's IP addresses, you prevent internal traffic from skewing data, ensuring metrics reflect actual user behavior. Set up IP filters in your analytics settings to exclude office networks or remote work IPs, providing a clearer picture of genuine website interactions and campaign performance.
9. Marketing email set up
Setting up your marketing email subscription types
Adding a email sending domain
Set up double opt-in for emails (optional)
10. HubSpot hosted pages set up tasks
Create and connect subdomains
Use multiple Brand domains (if applicable)
Integrate Google Analytics (optional)
11. Create a live chat or chatbot for lead capture
Implementing a live chat or chatbot is an effective way to capture leads and engage visitors in real time. These tools can answer common questions, guide users through your site, and collect contact information for follow-up. Automated chatbots are available 24/7, ensuring you never miss an opportunity to connect with potential leads and improve conversion rates.
12. Customize email subscription pages
Customizing email subscription pages enhances user experience and aligns with your brand identity. Tailor these pages with your brand's colors, logo, and messaging to make a lasting impression. Include clear descriptions of what subscribers can expect and offer options to manage preferences. Personalizing these pages can boost engagement and reduce unsubscribe rates by setting clear expectations.
13. Customize Error pages
Customizing error pages is essential for maintaining a positive user experience. Tailor your 404 or other error pages with your branding, including your logo and colors, to create a cohesive look. Use friendly language to guide users back to the main content, providing helpful links or a search bar. This approach not only minimizes frustration but also reinforces your brand identity and encourages continued engagement with your site.
14. Review and connect with all applicable integrations
Reviewing and connecting applicable integrations is crucial for maximizing HubSpot’s functionality. Identify tools that enhance your workflows, such as CRM systems, marketing platforms, and analytics tools. By integrating these applications, you can streamline data sharing, automate processes, and improve collaboration across teams. This holistic approach allows for more effective marketing strategies and comprehensive insights into your business performance.
15. Create a theme for Landing Pages, Blog and Emails
Creating a cohesive theme for landing pages, blogs, and emails enhances brand recognition and user experience. Start by selecting a consistent color palette, typography, and imagery that reflects your brand's identity. Ensure that the design elements align across all platforms, creating a seamless transition for users. This consistency not only strengthens your branding but also fosters trust, making your content more engaging and memorable for your audience.