Marketing Hub Onboarding Plan

Week 1

CommonMind will guide you through setting up your HubSpot portal and technical configuration steps. We'll take care of as many of these steps as possible for you, while making sure you and/your team feel comfortable accessing and changing HubSpot configuration options.

What we'll guide you through:

These steps may require the assistance of your IT staff or other 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
• Connect your social accounts
• Consider integrations

What we'll do for you:

• Kickoff call to understand your marketing processes
• Document what we learned in the kickoff call; share our plan with you for approval
• Invite your team members
• Import your contacts, companies, deals, and notes.
• Import your marketing opt-out lists Configure email types

Week 2

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.

What we'll do for you:

• Set up 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
• Design & build blog, landing page, and email templates

Week 3

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.

What we'll do for you:

• Create your first welcome flow series for a new lead.

Week 4

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.
• Explore smart content to add value to your target audiences.
• Connect your social and ad tools, and automate tasks.

What we'll do for you:

• Develop workflows, lists or smart content to save time via automation.
• Set up smart content if/where appropriate
• 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.

Weeks 5-6

In the prior phases, we've configured HubSpot to work the way you and your team work. We've configured the tool so you can start to see efficiencies in your marketing workflow. This frees you up to focus on the creative and strategic aspects of marketing.

In this final phase of onboarding, we'll conduct training sessions with you and your team so that you feel fully empowered to use HubSpot for day-to-day marketing tasks and help your organization grow.