HubSpot Marketing Onboarding Services | ThinkFuel | HubSpot Consultant

Phase 1

Account + Tech Setup

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
Connect ad accounts
Consider integrations

Phase 2

Capture + Convert Leads

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 3

Engage + Nurture Your Leads

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 4

Automate + Personalize Your Marketing

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 5

Complete Onboarding

Wrap up any open training sessions
Discuss best practices around sales and marketing alignment