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Looking for HubSpot Onboarding?


Look no further.

WHAT CAN TREETOP DO FOR YOUR HUBSPOT ONBOARDING?

 

HubSpot Marketing Hub Onboarding Plan

 
 

Account and Tech Setup

 

To set you up for inbound marketing success, we’ll start your journey on understanding the fundamentals of HubSpot. HubSpot is a big platform with a lot of tools, and to get the most value out of them, you’ll need to understand the foundations and how the tools work together. Along with helping you understand the HubSpot fundamentals, we’ll guide you with setup tasks including: 

  • Invite your team members

  • Connect your subdomains and configure your settings

  • Install the HubSpot tracking code and filter out your internal traffic

  • Set up your email sending domain and CAN-SPAM

  • Import your contacts, companies, deals, tickets, and notes. 

  • Import your marketing opt-out lists

  • Configure email types

  • Connect your social accounts

  • Consider integrations

 

Capture and Convert Leads

 
What we’ll cover: 
  • Who are your personas?

  • Who are your current customers?

  • How are you currently capturing leads on your website?

  • Do you have any forms on your website currently?  If so, what type of information are you collecting? 

  • Are you currently running Facebook, Google, or LinkedIn Ads? If so, what is your ad strategy?

  • What factors are important when qualifying your leads?

  • What qualifies a contact as a Marketing Qualified Lead? Or as an opportunity?


What we’ll guide you on: 
  • Create personas to better understand the different audiences in your customer's database.

  • Explore forms and pop-up forms for quick wins.

  • Create custom properties that will help you qualify leads when filling out forms.

  • Set up lead scoring.

  • Define each Lifecycle Stage based on your own qualifications.

 
 

Engage and Nurture Your Leads

 

What we’ll cover: 

  • How are you currently assigning leads? 

  • How quickly do you assign leads? 

  • Do you currently have any email automation in place? If yes, what is the process? 

  • How many emails are you sending a lead? 

  • How are you currently segmenting contacts (e.g. customers, leads, opportunities etc.)?


What we’ll guide you on:

  • Map out a nurturing process flow that considers the tools you’re using. 

  • Define lifecycle stages and ensure contacts go through different nurturing tracks depending on their stage. 

  • Create your first welcome flow series for a new lead.

 
 

Automate and Personalize Your Marketing

 

What we’ll cover: 

  • Do you currently have any email automation in place? If yes, what is the process?

  • What are your current marketing efforts?

  • What planned marketing campaigns do you have coming up?

  • How do you currently segment your contacts?

  • What else are you currently automating? What efforts would you like to automate?

  • Are there different segments that need to get different information?



What we’ll guide you on:

  • Find manual tasks that can be automated in HubSpot. Develop workflows, lists or smart content to save time via automation. 

  • Explore smart content to add value to your target audiences. 

  • Connect your social and ad tools, and automate tasks.

  • Use custom properties to build target lists. See how we can translate that into a marketing email with smart content or into a targeted workflow.

 
 

Complete Onboarding and Transition

As we approach the completion of your onboarding, we'll work with you to determine what your next goals will be after onboarding. You’ll be transitioned to a HubSpot customer success owner who will be there to ensure you’re thriving in HubSpot.  

 
 
 

HubSpot Sales Hub Professional Onboarding Plan

 

Account and Tech Setup

 

To set you up for sales success, we’ll start your journey on understanding the fundamentals of HubSpot. HubSpot is a big platform with a lot of tools, and to get the most value out of them, you’ll need to understand the foundations and how the tools work together. Along with helping you understand the HubSpot fundamentals, we’ll guide you with setup tasks including: 

  • Connect your personal email inbox

  • Set up your personal profile & settings

  • Invite your team

  • Create custom properties to store your data

  • Import your contacts, companies, deals, and notes into HubSpot

  • Review existing CRM & lead management system(s)

  • Install HubSpot tracking code on your website

  • Set up your deal currencies

  • Set up external system integrations

 

Connect with Prospects on their Terms

 

What we’ll cover: 

  • How are you currently communicating with prospects? What process works best for your team? 

  • What communication channels do your prospects prefer to use? 

  • How do prospects schedule meetings with your sales team? 

  • How are your sales reps emailing prospects? 


What we’ll guide you on: 

  • Set up live chat on your webpages. 

  • Learn how to use conversations to answer your prospects’ questions. 

  • Connect your email and calendar so you can use the meetings tool to let prospects book time with you. 

  • Use email scheduling to send to prospects at their preferred times. 

  • Email prospects directly from the CRM.

 

 

Automate your Sales Process

 

What we’ll cover: 

  • What does your current sales process look like? Where are there areas of improvement?

  • What territories or regions do your teams cover? 

  • What are the different stages of your deal pipelines?

  • What daily tasks do your sales reps complete? 

  • How are leads automatically assigned or rotated to sales reps? 

 

What we’ll guide you on:

  • Creating deal stages to automate the pipeline process. 

  • Customize deal pipelines to fit your sales process. 

  • Adding tasks so that sales reps can more efficiently execute daily objectives. 

  • Automating how leads are rotated to sales reps. 

  • Confirm that the deal stage properties are ready. 

  • Set up workflow extensions to automate sales processes. 

  • Explore how other tools integrate with HubSpot.

 

Personalize your Outreach at Scale

 

What we’ll cover: 

  • How are you currently personalizing your outreach? 

  • How would your personas prefer outreach?

  • Are you using 1:1 video outreach? 

  • How do you follow up with prospects that don’t respond?

  • How can you optimize communication with prospects to get higher response rates? 

  • How are you sending and receiving quotes from closed deals? 


What we’ll guide you on:

  • Using 1:1 video creation and outreach to get higher response rates.  

  • Adding videos to CRM emails.

  • Create sequence queues to automatically follow up with prospects so you don’t have to do the manual work. 

  • Using personalization tokens in emails to send emails faster. 

  • Remove back-and-forth communication when setting up meetings by using the meetings tool. 

  • Set up quotes to get deals closed faster. 

  • Set up your product library to include the items that you sell. 

 

Complete Onboarding and Transition

 

As we approach the completion of your onboarding, we'll work with you to determine what your next goals will be after onboarding. You’ll be transitioned to a HubSpot customer success owner who will be there to ensure you’re thriving in HubSpot. 

 

HubSpot Service Hub Professional Onboarding Plan

 

Account and Tech Setup

 

To set you up for service success, we’ll start your journey on understanding the fundamentals of HubSpot. HubSpot is a big platform with a lot of tools, and to get the most value out of them, you’ll need to understand the foundations and how the tools work together. Along with helping you understand the HubSpot fundamentals, we’ll guide you with setup tasks including: 

  • Add your team members as users. 

  • Install HubSpot tracking code on your website

  • Connect your shared team email addresses to Conversations

  • Connect or add a subdomain for your knowledge base

  • Edit and embed the support form on your website

  • Import contacts and/or tickets into HubSpot

  • Configure your conversations notification preferences. 

  • Create a form to collect incoming tickets from customers. 

 

Delight Customers at Scale

 

What we’ll cover: 

  • How are you collecting customer support issues/tickets? 

  • How do you currently ensure tickets do not fall through the cracks?

  • Do you have any other processes you are looking to manage through tickets? 

  • Are there other teams who'll be using tickets? Should they use the same pipeline or would they benefit from having their own?


What we’ll guide you on: 

  • If possible, set up an automatic ticket assignment so that tickets are assigned to reps when the tickets are created. 

  • Set up workflows to update ticket properties, move tickets to a new stage, and create tasks for the ticket’s owner. 

  • Based on your functions of service, we’ll explore how to create pipelines to manage different functions. For example, we may create individual service pipelines for onboarding, project management, and account management. 

  • Optimize service pipelines and stages to your team’s processes.

 

Help Customers Help Themselves

 

What we’ll cover: 

  • Do you currently have a knowledge base?

  • How do your customers find answers to their questions?

  • How long on average are your customers waiting to hear back from you? 

  • Do your support and sales teams tend to answer similar questions over and over?

  • Does your knowledge base need to support multiple products, services, topics, or segments of your customers?

 

What we’ll guide you on:

  • Understand how to import your existing knowledge base to HubSpot. Or start by creating one. 

  • Design your knowledge base to optimize for Google search and customer satisfaction. 

  • Develop categories and subcategories that make the knowledge base easy for your customers to navigate. 

  • Collect and implement feedback on your knowledge base to improve the end experience for your customers. 

  • Include your knowledge base at optimal locations on your website and customer communications so that it’s easy to find at the right times. 

  • Learn how to add videos to your knowledge base to give customers a visual walkthrough.

 

Measure and Improve Customer Experience

What we’ll cover: 

  • How often do you collect feedback from your customers?

  • If you don’t collect feedback, why not?

  • Do your customers ever leave reviews about you online? Do you know how reviews contribute to your company’s perception online?

  • How do you know if your customers are happy/unhappy?

 

What we’ll guide you on:

  • Create customer loyalty surveys (NPS) to understand how people feel about your company. 

  • Automatically send customer effort surveys (CES) whenever a ticket is closed.

  • Create a workflow trigger to send customer satisfaction surveys (CSAT) which can provide you with more in-depth feedback. 

  • Set up automation that reaches out if someone is unhappy, or ask for a review from someone who is happy. 

  • Use CSAT surveys in marketing and/or sales process. For example, send a CSAT survey after your hosted event, a deal is closed-won, or when someone has been a customer for a specified amount of time.

 

Complete Onboarding and Transition

As we approach the completion of your onboarding, we'll work with you to determine what your next goals will be after onboarding. You’ll be transitioned to a HubSpot customer success owner who will be there to ensure you’re thriving in HubSpot.

 

 


 

What sets us apart from other HubSpot Agencies?

 

Hands-on Experience

Our core team doesn't just manage HubSpot work for our clients. We're IN the software and use it for our own needs. Everything we'll help you use, we already rely on.

 

A POV with CMO Background

Our recommendation for how you use HubSpot will be informed by our experience at the VP and CMO level. What does that mean? It means we'll focus on what's going to get you and your team results.

We See the Forest and the Trees (No pun intended)

Just using HubSpot isn't the only element to your success. We'll go beyond what's included in the platform and explain how other digital marketing tactics play into your success.

The Partnership Mentality You Will Love

There's the deliverable and there is helping a partner get great results. We're focused on the later. That's our long term strategy.

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HubSpot Onboarding Services We Offer:

Pillar Content
Campaign Design
 
Lead nurturing
Blog article
writing
 
 Paid social media + content distribution

 

eBook writing
and design
 
 Lead generation attribution reporting

 

How much more effective could your marketing be with a HubSpot Partner Agency?

 

Book a free, 20 minute consultation we'll give you some great ideas.

 

Fill out the form to book you 20 minute consultation.