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HubSpot Marketing Hub Onboarding





$1599
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Account Setup:
• Set up HubSpot account and configure settings.
• Implement tracking codes and analytics.
• Connect domain to HubSpot blog and landing pages
Domain and DNS Configuration
• Add and verify the client's domain in HubSpot.
• Configure DNS settings (if needed).
Data Migration:
• Transfer relevant data from existing systems to HubSpot.
• Mapping Custom Objects to HubSpot Objects
• Migrating Parent/Child Relationships
• Ensure data consistency during migration.
• Migrate blog list & blog posts to HubSpot (If you will manage these resources on HubSpot)
Content Assessment:
• Evaluate existing content assets.
• Consultancy on content creation, optimization, and publication schedules.
• Idealize lead magnets and web platforms.
Customization Plan:
• Conceptualize Workflow, Process, and Data profiling as business requirements
Integration Strategy:
• Identify if any third-party tools to integrate with HubSpot.
• Plan data synchronization and automation.
Email Setup
• Configure email sending domains and verify DNS records.
• Set up email templates, including branding and personalization.
Contact Management:
• Import and organize contacts within HubSpot.
• Segment contacts based on criteria relevant to the client's business.
Lead Capture and Management
• Add tracking to your website forms to capture leads and create contacts.
• Create new standard HubSpot forms to capture leads.
Marketing Automation:
• Set up marketing workflows for lead nurturing, email sequences, and follow-up communications.
• Define lead scoring criteria.
Templates and Content:
• Create custom HubSpot landing page templates
• Create custom HubSpot blog templates
• Create custom HubSpot email templates
Reporting and Analytics
• Standard dashboard to monitor key marketing metrics, website traffic, and performance.
• Standard reports to track progress and identify areas for improvement.
Testing:
• Test workflows, automation, and integrations.
• Verify data accuracy and functionality.
Final Review:
• Review the customized HubSpot setup.
• Confirm alignment with your goals and requirements.
Compliance:
• Ensure that the client's marketing practices align with relevant regulations (e.g., GDPR, CAN-SPAM Act).
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