Our exclusive 90-day onboarding allows you to get up and running as quickly as possible with a personalised HubSpot portal tailored to your business. We focus on getting to know the team and company we will be working with so we can understand your business goals, what matters to you and how we can best tailor the delivery to suit your needs.
This includes:
Meeting the key people in your team
Understanding your business goals and target market
Understanding your marketing, sales and customer success process
Learning about where you operate and any competitors in the market
As an experienced HubSpot user and leading Gold Solutions Partner who has onboarded many of our own clients, we can onboard you faster and more effectively than the HubSpot-offered onboarding.
We can help you seamlessly move from set up to integration and execution through our proven 90-day onboarding system. We have identified what works in HubSpot CRM, Marketing, Sales and Service Hubs and we love sharing our knowledge with our clients to allow them to maximise data-driven lead generation, customer acquisition and client engagement.
Initial system configuration and integration of key functionality including:
Customised onboarding business plan
CRM and contact management tools including lists, custom fields etc.
Inbox, email and calendar integration
Initial Campaign set up
HubSpot tracking set up
Domain connections
Website integration
SEO tool set up
Live chat and chatbot set up
Capture, nurture and convert leads.
Set up of lead generation tools including:
Initial campaign set up
Calls to action
Landing pages
Lead capture forms
Lead flows
Pillar content set up
Blog set up
Marketing email set up
Follow up email set up
Lead scoring and lead hand-off
Marketing Automation, Social Media Set up, Reporting & Dashboards including:
Workflow automation
Goal setting
Campaign tools
Paid Ad set up
Social media accounts connection
Social media publishing
Smart content
Cross object reporting
Custom report creation
Reporting dashboards
We understand that you may have purchased Sales Hub professional alongside your Marketing hub, with the above onboarding, you can incorporate additional Sales Hub training to ensure your sales team leverage the power of sales tools including:
Sales pipeline management
Account-based marketing targeting tools
Calling tools
Video prospecting and email outreach
Meetings tool set up
Lead scoring and prioritising based on prospect actions
Personalised email follow-up and automated email sequences
Product Library
Quotes
Sales reporting including activity
We understand that you may have purchased Service Hub professional alongside your Marketing hub, with the above onboarding, you can incorporate additional Service Hub training to ensure your customer support team leverage service tools including:
Service chatbot - Live chat integration
Support ticket pipeline set up
Service task automation
Knowledge base set up
Video hosting and management
Contact scoring
Scoring and NPS, customer experience, and support surveys
Show how to use and implement video emails
Set up sequences for personalised automated follow-up
Set up reporting and goal setting