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HUBSPOT MARKETING + SALES
ONBOARDING SERVICES

Maximizing Your Investment in HubSpot Professional

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SCALE YOUR BUSINESS WITH HUBSPOT

This is a checklist designed to help prospective customers understand what they can expect from our professional onboarding service.

This is a sample plan and will change depending on the customer’s priorities and goals.

SAMPLE ONBOARDING CHECKLIST

Get a feel for what your onboarding might look like.

 

Phase 1

Account Setup

  • Invite your team
  • Setup your domain settings
  • Install the HubSpot tracking code and filter out your internal traffic
  • Set up your marketing email settings
  • CAN-SPAM
  • Connect your social accounts

Phase 2

Priorities, technical setup + customization

  • Import contacts into HubSpot
  • Install HubSpot tracking code on your website
  • Consult on marketing goals
  • Consult on your sales processes

Phase 3

Determining the Process for the Hubs – Start with Sales Process

  • Consult on business goals and priorities
  • Discuss the handoffs from marketing to sales – and have a plan in place to build in Hubspot
  • Create Deal Pipelines & stages – ensure properties are setup
  • Connect your calendar to HubSpot & Setup Meetings Link
  • Create and use email templates and snippets
  • Determine if round robin or team meeting link will need to be created
  • Upload important Documents
  • Discuss sales automation, and process
  • Begin to build out sales templates and sales sequences

Phase 4

Lead Flow + Support Flow Process

  • Create and embed your forms on your website
  • Setup leadflows
  • Create lists to segment your leads
  • Set up live chat for your website

Phase 5

Content creation + distribution

  • Begin to build out landing pages and conversion paths
  • Build out marketing emails
  • Creating Buyer Personas & Adding to HubSpot
  • Create a content strategy in HubSpot
  • Determine distribution strategy
  • Begin to build out workflows for marketing and service

Phase 6

Automation + Smart Content

  • Determine what processes can be automated
  • Finalize and begin to publish your workflows
  • Send your first sequence
  • Use smart CTAs and content
  • Review your automation

Phase 7

Reporting

  • Discuss business objectives and current KPIs
  • Set up dashboards and custom reports
  • Review data to inform additional articles needed

Phase 8

Alignment + Maintenance

  • Discuss optimizations to current process based on data to date
  • Discuss best practices around sales and marketing alignment
  • Determine if workflows, emails, content strategy are performing or if improvements need to be made

YOUR GOAL IS TO CONVERT VISITORS INTO CUSTOMERS AND ULTIMATELY INTO REVENUE

That simple goal can feel like trying to climb Everest without the right team armed with the right tools.

Don’t Worry. We’ve Got Your Back!

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GET AMAZING GROWTH TIPS DELIVERED TO YOUR INBOX

Come on, all the cool kids are doing it.

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ThinkFuel Marketing delivers inbound marketing, lead generation, sales automation, marketing automation, and digital marketing services for B2B companies across Canada and the United States.

Contact us today to grow your B2B business through online marketing

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