Marketing Hub Professional and Enterprise onboarding
Here's a summary of what our Marketing Hub Quick Start process includes. In addition to the QuickStart service, we recommend 15 hours of technical work. That way, you get the most out of your HubSpot onboarding.
1. Opening a HubSpot account
Setting up users and user permissions
Creating and editing teams
Setting up company branding elements
Language and country selection
Setting lead revisit notifications
Customising cookie and data protection settings
2. HubSpot tracking installation
Installing a code for tracking
Setting up website domain tracking
Limiting tracking for unwanted domains
3. Migrate your website to HubSpot
Connecting the domain
Moving your webpage or blog into HubSpot
Migrations walkthrough
Settings for web pages, landing pages, and blog templates
4. Importing data to HubSpot account
Importing or combining contacts, business information, deals, tickets, and products
Importing opt-out list
Assigning ownerships
5. Marketing tools introduction and training
Content creation training
CTA elements
Editing and creating pages
Publishing blogs
Planning and creating SEO content
Forms
Social media posts
Using Google, Facebook, and LinkedIn ad tool
Creating marketing emails
Usage training for the following tools:
Smart content and personalisation
Contact based automation
A/B testing
Attribution reports
AI-led lead scoring (Marketing Hub Enterprise)
Tracking customer interaction, clicked elements (Marketing Hub Enterprise)
Creating active and static lists
Talk, activate, help, and understand your customers
