Sample Plan

Guided Marketing Hub Onboarding

Tactical and strategic guidance on setting up and using Marketing Hub

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Marketing hub

HubSpot portal setup

Calendar Weeks 1 & 2   All Marketing tiers All HubSpot tiers

Areas of focus:

  • Process discovery
  • Basic team training
  • User setup
  • Data imports
  • Marketing Hub training 1

Basic team training includes: 

  • Email inbox integration
  • Calendar integration
  • Contacts
  • Companies
  • Deals
  • Basic navigation
  • Filtering & editing columns
  • Creating views
  • Record anatomy
  • Activities / action buttons

Marketing Hub training 1 includes:

  • Lists & segmentation
  • Forms
  • CTAs
  • Marketing emails
  • Landing pages
  • Campaigns

Marketing hub

Enable your team

Calendar Weeks 3 & 4   All Marketing tiers All HubSpot tiers

Areas of focus:

  • Strategy discussion
  • Marketing Hub training 2
  • Content tools setup
  • Marketing automation setup
  • Dashboard setup

Strategy session includes: 

A call dedicated to discussing current processes and how best to re-build them (or ideally, optimize/streamline them for the new HubSpot environment).

These calls will also focus on Hub-specific, Tier-specific tools and how they could be utilized by the customer team in line with their processes.

Marketing Hub training 2 includes:

  • Marketing automation
  • Reporting / dashboards
  • Web pages
  • Blogs
  • Attribution reporting
  • Campaign analytics

Marketing Hub

Accelerate your marketing efforts

Calendar Weeks 5 & 6   Pro & Enterprise Marketing Tiers Pro & Enterprise HubSpot tiers only

Areas of focus:

  • Strategy discussion
  • Marketing Hub training 3
  • Domain setup
  • Lead generation process setup

Marketing Hub training 3 includes:

  • Workflows
  • SEO
  • ABM
  • Web traffic / analytics
  • Multi-touch attribution

marketing hub

Fortify Marketing Hub

Calendar Weeks 7 & 8   Enterprise Marketing Tiers Enterprise HubSpot tier only

Areas of focus:

  • Strategy discussion
  • Predictive lead scoring
  • Multi-touch attribution reporting
  • Account-based marketing

marketing hub

Complete onboarding & transition

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What now? Most Marketing Hub onboarding clients pick one of the following paths once the onboarding is complete:

  • Venture out on their own and train their marketing team based on the learnings from the onboarding
  • Purchase the HubSpot Admin Program to access on-going support

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Have a question? Want to learn more? Book a meeting with us to make sure you've got everything you need to be successful with HubSpot.