Hybrid Marketing Hub Onboarding

We tactically and strategically guide you through onboarding HubSpot Marketing Hub.

HubSpot Portal Setup

Weeks 1 & 2 -All HubSpot tiers Processology HubSpot Hub All Levels Icons


Areas of focus:

  • Process discovery
  • Basic team training
  • User setup
  • Data imports
  • Marketing Hub training #1


Basic team training #1 includes: 

  • Email inbox integration
  • Calendar integration
  • Contacts
  • Companies
  • Deals
  • Basic navigation
  • Filtering and editing columns
  • Creating views
  • Record anatomy
  • Activities / action buttons


Marketing Hub training #1 includes:

  • Lists & segmentation
  • Forms
  • CTAs
  • Marketing emails
  • Landing pages
  • Campaigns

Enable your team

Weeks 3 & 4 -All HubSpot tiers Processology HubSpot Hub All Levels Icons


Areas of focus:

  • Strategy discussion
  • Marketing Hub training #2
  • Content tools setup
  • Marketing automation setup
  • Dashboard setup


Strategy session includes: 

The purpose of the call is to discuss the current processes and find ways to rebuild or optimize them for the new HubSpot environment. The calls will also concentrate on the tools specific to Hub and Tier, and how the customer team can use them in accordance with their processes.

The main goal is to streamline the processes and utilize the tools effectively.


Marketing Hub training #2 includes:

  • Marketing automation
  • Reporting / dashboards
  • Web pages
  • Blogs
  • Attribution reporting
  • Campaign analytics

Accelerate your marketing efforts

Weeks 5 & 6 -Pro & Enterprise HubSpot tiers only Processology HubSpot Hub Pro-Ent Icons


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

Strengthen Marketing Hub

Weeks 7 & 8 Enterprise HubSpot tier only Processology HubSpot Hub Ent Icons


Areas of focus:

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

Complete onboarding & transition

Completion and Next Steps

What now? After completing the onboarding process, most clients who have gone through Marketing Hub onboarding choose one of the following paths:

  • Venture out and train your marketing team based on onboarding learnings.
  • For ongoing support, you can subscribe to the HubSpot Admin Program.