HubSpot Marketing Hub Onboarding

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Welcome to our HubSpot Marketing Hub Onboarding.

Make the most out of your investment, Get onboarded the right way.

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

  • 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?

  • 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

  • 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.)?
  • 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

  • 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?
  • 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. 

DigiKat Marketing offers HubSpot Management & Consulting service 


HubSpot Onboarding Services Marketing Hub



✅ 1 Hour Kick off meeting

✅ Importing and creating contacts

✅ Advise and guidance around integrations with other systems

✅ Technical Setup - Domain, Security, Tracking & Email

✅ HubSpot Setup - Logo, Fonts & Colours

✅ Custom properties & lead scoring setup

✅ Website form creation

✅ Website CTA creation

✅ Ads & audiences

✅ Livechat setup

✅ Landing page template created

✅ Blog setup

✅ Email Marketing template created

✅ Reports setup

✅ 2 Hour Online training (ZOOM) Marketing Hub features 

✅ 1 Hour Inbound Marketing strategy session

✅ 2 Hour Consulting & Strategy 



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Get started with HubSpot

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