How is Marketing Hub Professional Onboarding Strutured

How is Marketing Hub Professional Onboarding Strutured

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4 Minutes Read

Discover the essential steps for successfully onboarding Marketing Hub Professionals to optimize your marketing team's performance.

The HubSpot expert will act as a project manager

 

Marketing Hub Professional onboarding is initiated with the expertise of a HubSpot specialist serving as a project manager. This specialist will offer continuous support and direction throughout the onboarding phase, ensuring that every essential step is taken to enhance your sales team's performance.

The HubSpot specialist will manage the onboarding process, collaborating with your team and offering insightful recommendations. They will be accountable for implementing the required systems and tools, as well as ensuring that all team members receive the necessary training and knowledge to succeed.

By functioning as a project manager, the HubSpot specialist will optimize the onboarding process and guarantee that all tasks are executed efficiently and effectively.

 

 

Understanding the Marketing Hub Professional

 

To effectively onboard Marketing Hub Professionals, it's essential to clearly understand their roles and responsibilities. Marketing Hub Professionals are marketing experts who use the Marketing Hub tools and resources provided by HubSpot to enhance their marketing processes and achieve results.

During the onboarding, it's important to give Marketing Hub Professionals a thorough overview of the Marketing Hub features and functionalities. This includes understanding key aspects like contact management, campaign tracking, email templates, and automation tools.

By ensuring that Marketing Hub Professionals have a solid grasp of these capabilities, they can effectively utilize the tools to improve their marketing strategies and reach their objectives.

 

Setting Clear Expectations and Goals

Setting clear expectations and goals is an essential part of onboarding for HubSpot Pro Marketing. By explicitly defining what is expected and establishing achievable goals, Marketing Hub Professionals can concentrate their efforts and work towards success.

During the onboarding process, it's crucial to communicate the marketing team's goals and objectives to these professionals. This involves outlining key performance indicators (KPIs), targets, and benchmarks they should aim to achieve.

Moreover, setting clear expectations concerning marketing processes, workflows, and communication protocols will help Marketing Hub Professionals understand their role within the larger marketing team and ensure alignment with the overall marketing strategy.

 

 

 

phase 

0

Getting started

 

 Account and Tech Setup

 

To ensure success in inbound marketing, we'll begin by introducing you to HubSpot's core principles. HubSpot is a comprehensive platform with numerous tools, and to maximize their benefits, it's crucial to grasp the basics and how these tools integrate. In addition to helping you understand HubSpot's fundamentals, we'll assist you with setup tasks such as:

  • 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

 

phase 

1

First Goal Priority

 

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.

 

phase 

2

Second Goal Priority

 

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.

 

phase 

3

Third Goal Priority

 

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.

phase 

4

Completion

Complete Onboarding and Transition

 

As your onboarding nears completion, we will collaborate with you to identify your future goals post-onboarding. You will transition to a HubSpot customer success owner, who will support you in maximizing your HubSpot experience. If you need further strategic or technical consulting assistance after onboarding.

 

Maximizing Sales Success with HubSpot Expertise

To maximize sales success, it is important to leverage the expertise and support provided by Link37. The HubSpot expert who acted as the project manager during the onboarding process will continue to be a valuable resource for Sales Hub Professionals.

By tapping into the Link37 HubSpot expert's knowledge and experience, Sales Hub Professionals can receive ongoing guidance, best practices, and recommendations to continuously optimize their sales strategies and achieve their goals.

Maximizing sales success with HubSpot expertise involves staying up to date with the latest features and updates, attending training sessions and webinars, and consistently refining sales processes based on data and insights.

By harnessing the power of HubSpot expertise, Sales Hub Professionals can stay ahead of the competition, drive revenue growth, and deliver exceptional results.

Pedro Duarte Almeida

Author

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