HubSpot Marketing Hub - Onboarding

In this article, we describe all the steps involved in implementing HubSpot Marketing Hub effectively and correctly.

There are three important steps to setting up HubSpot Marketing Hub.

Strategic kick-off call

The project starts effectively with a project kick-off meeting. The kick-off call is described in more detail in this article.

3 x HubSpot workshop

The HubSpot onboarding includes three workshops. In the workshops, we will go through the technical configuration, the foundations of HubSpot, and user training for the tools.

Workshop 1: Technical configuration

The first workshop will focus on the technical side of deployment. Together, we’ll discuss how the HubSpot Marketing Hub is configured to meet your business needs, what sales and marketing collaboration means for your business, and what opportunities the new HubSpot Marketing Hub brings to streamline your day-to-day sales and marketing.

Workshop 2: The Foundation

The second workshop focuses on organizing the theoretical foundation. Your company has acquired HubSpot for a specific purpose. The foundation is that the HubSpot Marketing Hub meets your needs and helps your business reach its goals.

In the workshop, we will go through the following:
  • What do inbound and growth marketing mean
  • How to build buyer personas and target your marketing to the right decision-makers who matter to you the most
  • How to build company profiles and target your marketing to the right companies (ABM, Account Based Marketing)
  • How to build a content strategy that helps you generate more traffic to your website, convert leads, and help your sales success and increase revenue.


Workshop 3: Training  - Tools

In our third workshop, we’ll review HubSpot Marketing Hub’s tools to increase website traffic, convert more leads into sales, keep leads aware of your business, and build better customer relationships through a smooth customer experience.

Chat & email support

During the onboarding, you will have access to your customer portal, which you can use to ask all possible questions, and an e-mail address, where you will receive support whenever needed.

Can I get support for different HubSpot tasks?

Yes, you can. After the HubSpot Marketing Hub onboarding, we recommend our HubSpot Partner Services for various HubSpot tasks. Our HubSpot experts will help you with any questions about HubSpot.

 

The HubSpot Marketing Hub onboarding has the same structure, no matter what license your company obtains. Different configurations have different emphases. At the start of the project, we will agree on the priorities with you in advance.