ThinkFuel Marketing
logo-black
  • Home
  • What is Inbound?
  • Why HubSpot?
  • Services
    • Inbound Marketing Services
    • Marketing Hub Services
    • HubSpot CMS Services
    • Sales Hub Services
    • Customer Service Hub Solutions
    • HubSpot Support Services
  • Pricing
  • Test Your Website
  • Portfolio
  • Learn
    • Blog
    • Lead Generation Guide
    • Healthcare Marketing 101
    • Plan a Webinar
    • Resources
Let's Chat

HUBSPOT MARKETING
ONBOARDING SERVICES

Maximizing Your Investment in HubSpot Professional or Enterprise

logo

down-arrow

Sales-Enablement-Sales-Automation-1

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 + 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

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!

Join-our-mailing-list2

GET AMAZING GROWTH TIPS DELIVERED TO YOUR INBOX

Come on, all the cool kids are doing it.

logo

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

HubSpot-Agency-Partner

HubSpot Certified Agency Partner

Read Our Reviews

 

 
logo
  • B2B Marketing Services
  • What is Inbound?
  • Why HubSpot?
  • Pricing
  • How to Plan a Webinar
  • Resources
  • B2B Marketing Services Near Me
  • Guide to Lead Generation
  • Privacy Policy
Copyright © 2022 ThinkFuel Marketing