HUBSPOT SOLUTIONS
HubSpot Onboarding
Accelerate & Streamline Your HubSpot Adoption
Creating and migrating new processes and systems into your business is no small feat. Throughout our onboarding process we focus on your goals and objectives bridging the gap between data and people.
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|---|---|---|
| Set up account defaults | ||
| Configure cookies and GDPR settings | ||
| Add HubSpot Tracking Code to your website | ||
| Migrate or integrate your existing CRM with HubSpot | Limited | |
| Connect social media accounts | ||
| Connect domain to HubSpot blog and landing pages | Limited | |
| Import contacts and create list segmentation in HubSpot CRM | Limited | |
| Chatbot set up | ||
| Form creation and integration | ||
| Migrate marketing emails | ||
| Create branded marketing email template | ||
| Create branded landing page and thank you page templates | ||
| Add existing buyer personas | ||
| Build out marketing workflows | ||
| Setup Salesforce integration with HubSpot | ||
| ABM tool setup | ||
| Platform training sessions | ||
| Advanced reporting and dashboard creation | ||
| Access to team of full stack engineers for advanced integrations | ||
| White-glove, 1-on-1 onboarding, implementation and support |
| |
|
|---|---|---|
| Set up account defaults | ||
| Configure cookies and GDPR settings | ||
| Meeting setup and customizations | ||
| Upload sales collateral | Limited | |
| Migrate sales emails | ||
| Create sales sequence template | ||
| Create custom deal properties and pipelines | ||
| Import list of contacts and deal records | ||
| Create sales enablement lists | ||
| Line item setup and configuration | ||
| Playbook creation (Sales Hub Enterprise) | ||
| Chatbot set up | ||
| Quote template set up | ||
| Platform training sessions | ||
| Advanced reporting and forecasting | ||
| Access to team of full stack engineers for advanced integrations | ||
| White-glove, 1-on-1 onboarding, implementation and support |
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|---|---|---|
| Ticket pipeline configuration and customization | ||
| Ticket intake form set up | ||
| Pipeline automation | ||
| Creation of custom ticket properties | ||
| Chat bot set up | Limited | |
| Configure support inbox | ||
| Setup and configure NPS and feedback surveys | Limited | |
| Design knowledge base template | ||
| Knowledge base domain configuration | ||
| Import pre-existing articles | ||
| Setup customer portal | ||
| Platform training sessions | ||
| Advanced reporting and dashboard creation | ||
| Access to team of full stack engineers for advanced integrations | ||
| White-glove, 1-on-1 onboarding, implementation and support |
Looking to adopt multiple hubs? Package hubs for a discounted rate. Request Your Quote
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TIMELINE
Week One-Three
Processing and Planning
The first few weeks are dedicated to understanding your current CRM landscape and how it will migrate or integrate with HubSpot. We will work alongside you and your team to audit your tech stack, develop a roadmap, set priorities, and begin the initial setup of tracking, branding, and integrating.
Week Three-Five
Migration
We lay the foundation for your success by migrating your data into HubSpot and building the appropriate architecture based on your needs. We’ll work with your internal stakeholders to customize views, pipelines, templates and more to surface the information that matters most.
Week Five-Seven
Build
Whether it’s a landing page, email template, form or something else, this phase is where everything is built. You’ll have expert-level assets ready to deploy allowing you to convert website visitors into leads in no time. Through the development of automations, you will also be able to scale your growth with ease.
Week Seven-Eight
Dashboards and Reporting
Empower your team with comprehensive reporting coupled with analytics powerful enough for a seasoned analyst, but accessible enough for everyone. Create customized dashboards, identify opportunities, and forecast growth.
Week Eight+
Training & Ongoing Alignment
With your HubSpot portal ready to shine, our team works with yours to understand and adopt your new growth platform. We train you on how everything is configured, share documentation we’ve built along the way, and curate relevant HubSpot resources for you to reference. Once onboarding is complete, our team is available at an hourly rate.
*Throughout our onboarding process, our experts will train and educate your team on how to best use HubSpot and leverage the tools offered to achieve your desired goals.
TEAM
Seth Trimble
Partner
Seth is a native Pennsylvanian and graduated from DePaul University with a degree in Classical Cello Performance. As a Partner at the agency, Seth focuses on the growth and success of the agency as a whole while leading the Platform Operations department and Hubspot programs. By analyzing your existing strategy, technology, and goals he will help develop your strategy and tech stack to ensure your marketing campaigns are reliable, transparent, and perform as expected. Aside from his work as a marketer, Seth is also an accomplished multi-instrumentalist and composer.
Karen Martinez
Sr. Platform Operations Specialist
Karen is the Platform Operator at Behind the Work. As a Web Designer turned Platform Operator, she has developed a unique perspective on Automation and UI/UX Design Integration. She has spent the last two years creating custom modules, improving unique HubSpot themes, and is currently most passionate about her work at the front-end development stage of the content building process.
Karen has an Engineer’s Degree in Digital Graphic Design from CETYS University in Tijuana, Mexico. When she’s not deep into a task, you can assume she’s either playing Rocket League, taking a beauty nap, or taking a walk with her two chihuahuas, Frankie (James) & Capone (that’s right, two outlaw names for the irony of it).
