Personalized HubSpot Onboarding Checklist
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| HubSpot Marketing Hub Onboarding | ||
| Personalized onboarding, implementation & training | ||
| Weekly inbound marketing strategy sessions | Monthly | |
| Weekly 1:1 training & team workshop sessions | Monthly | |
| Configure HubSpot tracking code to your website | Guidance | |
| Connect domain to HubSpot blog and landing pages | Guidance | |
| Integrate your existing CRM Platform with HubSpot | ||
| Import and segment contacts in HubSpot CRM | ||
| Create custom HubSpot landing page templates | ||
| Create custom HubSpot system page templates | ||
| Create custom HubSpot blog templates | ||
| Migrate blog list & blog posts to HubSpot | ||
| Create custom HubSpot email templates | ||
| Create automated workflows for lead nurturing | ||
| Setup Salesforce integration with HubSpot | ||
| Setup advanced marketing reporting in HubSpot | ||
| Setup forms and auto responders in HubSpot | ||
| Guidance connecting your social media accounts | ||
| Setup realtime chat & bot automation | ||
| Create calculated properties for custom reporting | ||
| Create workflow Extensions for custom workflow actions |
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| HubSpot Sales Hub Onboarding | ||
| Import and create contacts in HubSpot CRM | Limited | |
| Assistance with adding HubSpot tracking code to your website | ||
| Assistance setting up email templates | Limited | |
| Guidance on Gmail and Outlook Integration with HubSpot | ||
| Mapping Custom Objects to HubSpot Objects | ||
| Migrating Parent/Child Relationships | ||
| Assistance with importing large databases | Limited | |
| In-depth sales process consulting | 2 hours included | |
| Consulting on how to best integrate with your existing systems | 2 hours included | |
| Guidance on integrating a BI tool (e.g. Grow, Databox) | ||
| Assistance with setting up advanced reporting in HubSpot | ||
| Assitance with implementing chatbot | Limited | |
| Access to team of full stack engineers for advanced integrations | ||
| White-glove, 1 on 1 onboarding, implementation and support. |
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| HubSpot CMS Hub Onboarding | ||
| Guidance on best practices for Search Engine Optimization | ||
| Guidance on best practices for Conversion Rate Optimzation | ||
| Integrate your existing systems with HubSpot CMS | ||
| Connecting domains and subdomains to HubSpot | Limited | |
| Create HubSpot forms for landing pages, website pages and blogs | Limited | |
| Guidance on creating password protected pages | Limited | |
| Setup advanced reporting to track KPIs and site performance reporting | Limited | |
| Assistance with setting up localized content | Limited | |
| Migration of current website pages and blog posts | ||
| Development of modular website content blocks | Limited | |
| Guidance on utilizing HubDB for dynamic website pages | ||
| Guidance on utilizing HubDB for dynamic website pages | 2 hours included | |
| Access to team of full stack engineers for advanced integrations | ||
| White-glove, 1 on 1 onboarding, implementation and support. |
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| HubSpot Service Hub Onboarding | ||
| Adding users and setting up teams | ||
| Assistance with adding HubSpot tracking code to your website | ||
| Integrate your existing systems with HubSpot | ||
| Connecting subdomain to knowledgebase | Limited | |
| Assistance with defining Ticket Process | ||
| Create custom ticket properties | Limited | |
| Guidance on creating ticket based workflows | Limited | |
| Guidance on creating customer feedback campaigns | ||
| Migration of knowledge base articles from exisitng platform | $25 per article | |
| In-depth customer service process consulting | 2 hours included | |
| 1 on 1 strategy session | 2 hours included | |
| Assistance with setting up forms for incoming tickets in HubSpot | ||
| Assistance with setting up advanced reporting in HubSpot |
Marketing Hub
Sales Hub
CMS Hub
Services Hub
HubSpot Onboarding Plan
How long does it take to onboard HubSpot?
Learn how "DO IT FOR ME" approach to HubSpot implementation can greatly accelerate how your company leverage HubSpot and provide significant impact on your overall HubSpot ROI.
Onboarding |
GROW |
SCALE |
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|---|---|---|---|
| Role | Consultative | Co-Pilot | Full Service |
| Post-Purchase Kickoff | 10 Days | 5 Days | 2 Days |
| Meeting Cadence | 2 Per Month | 1 Per Week | 2 Per Week |
| Training Type | Guidance | Guidance + Playbooks + Training | Full Implementation + Training |
| Data Migrations | 1 Dataset | Up to 5 Datasets | |
| Template Development | Emails + Pages | Blog + Pages + Emails | |
| 3rd Party Integrations | 5 Integrations | Up to 15 Integrations | |
| Custom API Integrations | Up to 4 Custom API's | ||
| Automations | Sales Automation | Sales & Marketing Automation | |
| Completion | 3 Objectives Over 90 Days | 3 Objectives Over 60 Days | 5 Objectives Over 90 Days |
Role
Post-Purchase Kickoff
Meeting Cadence
Training Type
Data Migrations
3rd Party Integrations
Template Development
Custom API Integrations
Automations
Completion
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