Onboarding for Marketing Hub

What is covered in Marketing Hub Onboarding

While every team has its own needs and the plan is designed around your precise needs and goals, these are the typical aspects we set you up with.

1. Review of your Existing HubSpot Set Up 
   • Evaluate the current configuration and settings in HubSpot. Suggestions on setting up if you are just starting out
   • Examine how HubSpot can be utilized in your the organization.
2. Connect with Sales and Marketing Teams to Understand Workflows
   • Engage with both the sales and marketing teams to gather insights on the current process
   • Understand how leads are/will be generated, nurtured, and handed off to sales
   • Identify collaboration points between the two teams and define those touch-points within HubSpot
3. Install HubSpot tracking code to your website
4. Connect social accounts
5. Manage your marketing contacts
   • Determine when and how contacts should be set as marketing contacts
   • Determine if contacts should preemptively be set to non-marketing
6. Connect and use Ads accounts
7. Create and connect subdomains for HubSpot hosted content
8. Filter out internal IP addresses
9. Marketing email set up
   • Setting up your marketing email subscription types
   • Adding a email sending domain
   • Set up double opt-in for emails (optional)
10. HubSpot hosted pages set up tasks
    • Create and connect subdomains 
    • Use multiple Brand domains (if applicable)
    • Integrate Google Analytics (optional)
11. Create a live chat or chatbot for lead capture
12. Customize email subscription pages 
13. Customize Error pages
14. Review and connect with all applicable integrations
15. Create a theme for Landing Pages, Blog and Emails