HubSpot Marketing and Sales Onboarding | ThinkFuel | HubSpot Partner

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