Guided Marketing Hub Onboarding

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

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

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

Areas of focus:

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

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