Marketing Hub Onboarding

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

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

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

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.