We understand the demands of busy organisations, that's why we strive to be as flexible as possible with the delivery of our HubSpot Onboarding.
Information on onboarding pricing.
Our recommended structure makes the most of your 90-day onboarding period and gives you time to practice what you have learned between calls.
An example of what can be expected for our standard Marketing Hub Professional onboarding (this will vary if you choose to have your onboarding delivered in-person):
Introduction - about your institution
This is a structured call to discuss the delivery of your onboarding, what you can expect from HubGem and what we expect from you. It is a chance for us to meet your team and learn more about what prompted you to introduce HubSpot for your organisation.
We discuss key aspects of your organisation and market, such as your customers, competitors, unique selling points and the costs and profits of your offering. We will delve into the opportunities and challenges you face and establish your short, medium and long term goals.
We will also discuss the initial technical set-up and who will need to be involved, as well as discussing integrations for you to explore. We will provide you with a 'Getting started on HubSpot' project directly into your HubSpot portal and you will have some set-up tasks to work through following the session.
We will look at how to navigate HubSpot and where you can find some of the core features that you will need to get started. We will explore the layout of the HubSpot menus and how to access things like account and billing, settings, HubSpot Academy and how you can begin adding your team members.
We will look at the core CRM features and the essentials of using contact records and searching for contacts. We will also look at contact properties and property groups, and the data you are wanting to collect in HubSpot.
Following this week's session, you will make a start on mapping the custom contact properties you will require in a spreadsheet ahead of our next session.
You will also start thinking about your marketing personas and will receive guidance on how you can start to develop these for your organisation.
We will review the property mapping you have done from last week and discuss any questions you have around custom properties.
We will take an initial look at the lists tool and start thinking about how you may want to segment your data.
Now we are familiar with the core aspects of contacts, we will delve into other 'objects', including an introduction to Deals and Companies.
Crucially we will discuss the relationships between these objects and what these objects may mean for your organisation. We will look at your unique requirements for handling different types of relationships, in education this may be enquiries, agents, feeder schools, events, students, parents... in non profits this may be supporters, the public, advocates, beneficiaries, business contacts... and in other businesses and organisations, this is likely to be sales, prospects, customers, companies.
Following our session you will be tasked with creating your custom contact properties following our review of the mapping you have done. You will also start thinking about the deal and company properties you may need.
You will be encouraged to keep working on developing your marketing personas, having these prepared ahead of creating marketing campaigns in HubSpot will make a big impact on your inbound marketing success.
We will discuss what is required before you can import your existing contacts into HubSpot. We will look at the import function and the supporting guidance. We will confirm that all custom properties are in place and explore any questions you may have remaining about these.
We will also look at tasks and tickets (creating, assigning, managing) and how these may be useful to help your team manage their workload and provide the best possible customer experience.
We will revisit any outstanding set-up tasks and discuss the progress you have made with your marketing personas. By this point, it would be helpful to have around 2 fully developed personas.
Following the session, you can import your existing contacts into HubSpot.
We will look at your contacts import and review any errors that occurred.
We will start to identify your requirements for lead capture forms and discuss what data you currently capture and how. We will look at the different types of forms and best practices for the use of each type.
We will explore the HubSpot form functionality, including dependent fields and progressive fields and discuss how you can use them for your lead capture efforts.
Once we have explored forms, we will take a look at landing pages and the HubSpot blog features - and how these can be used to support your marketing efforts and increase conversions.
Following this session, you can start creating your lead capture forms in HubSpot and replacing the forms on your website. If you are migrating your blog, this is a good time to make a start on that too.
In week 6 we will get stuck into conversion paths. We will explore what a conversion path is, how you can use paths to map out your customer journey and the importance of having all of your conversion path elements closely aligned.
We will take a look at the email marketing features of HubSpot, including the drag-and-drop editor, smart content and personalisation tokens.
We will also revisit the lists tool and explore the different ways you can segment your data so that you can easily contact different segments of contacts with marketing emails.
Following this session, you will start to plan your conversion paths that will guide your website visitors through the various aspects of your customer journey and maximise your conversions. This will guide your need for forms, emails, landing pages and content.
This week we review your thoughts on conversion paths, and use your insight to plan your content requirements. We will identify the points in your customer journey that can have the biggest impact and are easy to improve, these are the ones for you to focus on building.
We will look at Call-to-Actions in HubSpot, including how to use them and how to add them to your website.
We will also look at a few helpful tools that are designed to save you time, such as templates, snippets and the meetings tool. We will explore the file manager and the organisation of your assets in HubSpot.
Following this session, you will create the CTAs you will need and can begin adding these to your website, as well as continuing your work in building conversion paths.
Ahead of Week 8 it would be useful to have the login details for any team email inboxes ready.
We will look at the conversations inbox and connect it to your team email address(es). This is a time to consider who handles enquiries from the various platforms and how you can make the most of the conversations tools.
We will explore the live chat features of HubSpot, including adding it to your site.
Then we will discuss the GDPR settings and communication subscription types and how these are managed within HubSpot.
Following this session, you will add communication subscriptions to your contacts which will help you to manage your permissions and ensure you do not fall short of the data protection regulations on handling and using data.
It would be helpful, ahead of Week 8, to have an overview of one of your processes that you would like to automate (a simple one, like a brochure download) and have as many elements of your conversion path prepared in advance of our session.
This week we look at the workflow tool in HubSpot (by far one of the most anticipated aspects of onboarding!). We explore the automation functionality in detail, including setting goals and enrolment criteria. There is a lot of information in this session, and we will aim to build a workflow together using existing content from previous weeks.
We will look at the fundamentals of workflow logic, including If/Then branch logic and using workflows to update properties.
Following this session you will be excited to get stuck in to automating your processes. We advise that you jot down a list of all of the things you want to automate and then choose some high-priority ones that can make the biggest impact on your team's workload to start with.
Ahead of the next session, it would be helpful if you could connect your ads accounts (Google, Facebook, LinkedIn, Instagram)
We will start the session with feedback from your experiences with automation since our last meeting, there are often a number of questions following the previous session.
We will then look at the social tools in HubSpot, which include scheduling and posting, monitoring and reporting. We will make sure that all of your accounts are connected and functioning effectively.
We will explore the ads tools and how to measure the success of your advertising efforts using it.
Following the session, it would be good to spend some time familiarising yourself with the social tools and continuing with your work on automation building.
Ahead of the next session, it would be helpful if you could ensure that Google Analytics and Google Search Console are integrated with your portal.
This session is where we pull together many of the things covered in previous weeks. We will look at the campaigns feature for the first time and build your first campaign. We will assign assets - such as social posts, marketing emails and landing pages - to this campaign so that we can begin to measure the impact of your marketing efforts.
We will look at the SEO and strategy tools in HubSpot and explore the concept of pillar pages and topic clusters.
Following this session, you can start to work on your SEO content strategy and also link up any existing assets to pillar pages and clusters so that you can start to measure your impact.
Reporting on your data is one of the most important measures to see if your efforts (and ultimately, investment) are providing value.
In this session we will look at dashboards and reporting capabilities. We can address any of your urgent reporting needs and you can start to think about what reports will be valuable to your different team members. You can set up automatic emails to send reports directly to staff inboxes.
We will look at the various reporting tools, including email reports, website analytics, campaign reporting and form analytics.
Following this session, you should plan which reports you will require and start adding these to your dashboards.
Ahead of the next session, you should prepare any questions you may have on any of the content covered so far.
As we approach the last few weeks of your onboarding, you may find that you have a number of very specific questions. You may want to revisit some session content or have a refresher with your team. Week 12 is designed to be flexible, it may be used to cover any content that was missed from previous sessions if we ran short of time following questions from your team.
Use this week in whichever way will be most valuable to you.
In this final session we will tie up any loose ends and then explore the various options for ongoing support. We will discuss any tasks that need urgent completion, any thoughts you have on strategy and the support we can offer beyond the end of your onboarding period.
Often the organisations we work with continue to work with us on a monthly basis (with a minimum 3-month commitment) so that they can benefit from our insight on the inbound marketing methodology, getting the most out of their HubSpot portal and having access to us for any questions or additional support needed. Our monthly packages are designed for all budgets and requirements, from £50 to £1290 per month.
In addition to the above Marketing/Sales Pro sessions, you will also benefit from:
If you have also purchased Service Professional, you will also need an additional 5x 1 hour session (or one day in person) to cover:
Implementing HubSpot is not something that should be rushed, it is important that we work with you to spend the time learning about how to get the most out of the system.
However, if you are working to short time-frames, or need results fast, we may be able to offer an intense schedule to get you ready to launch your first campaign within a couple of weeks (subject to availability).
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