Hubspot Onboarding
Welcome
Congratulations on selecting HubSpot as your CRM!
Now its time to build the right onboarding plan for you! Only choose the services you need, we offer the following;
Welcome session
(Included in all packages)
A 30min welcome Session where our team and yours will meet to outline the HubSpot Onboarding processes for you.
CRM Mapping
Starter
We conduct a 1 hour CRM business mapping session to understand the customer journey of your business, creating pipelines for your sales process which includes task and email automation.
After this session, we commence your customised build of your platform in preparation for your Go Live Session!
What we will do
- Establish your account
- Import your contacts as the one source of truth
- Link your website to HubSpot to track conversion and to know when a prospect is looking at you
- Create a method for lead capture and entice your prospect to reach out to you
- Set up two basic native integrations
Professional
We conduct a 4 hour in-depth CRM business mapping session to understand the customer journey of your business.
This includes mapping and creating pipelines for your Lead generation, Sales process, and Product delivery. Once completed you will have clarity on your communication with clients, task management, and automations.
After this session, we commence your customised build of your platform in preparation for your Go Live Session!
What we will do
- Establish your account
- Import your contacts as the one source of truth
- Link your website to HubSpot to track conversion and to know when a prospect is looking at you
- Create a method for lead capture and entice your prospect to reach out to you
- Set up two basic native integrations
Sales Hub
Starter
A 1.5 hour session to hand over the platform. This is our foundation session and will get you started in HubSpot, setting up the basics you need to use the platform. This will allow you to track and manage your contacts, companines, deals, automate your sales process and ensure you have complete visibility of what is going on in your business.
What we will do
- Create up to two pipelines and stages to track customer journey
- Create automation within your workflow to build automation power
- Set up quotes that you can instantly send to your clients
- Set up meetings so your prospects or clients can automatically schedule you in
- Create contact segmentation to effectively target contacts through email automation
- Set up a ticketing pipeline to track all your customer queries
We will cover
- How to manage contacts
- How to manage companies
- How to manage deals
- How to manage tasks
- How to use meetings
- How to use quotes
- How to view and interpret forms
- Overview of automation
Professional
A 2-hour session to hand over the platform. This is our foundation session and will get you started in HubSpot, setting up the basics you need to use the platform. This will allow you to track and manage your contacts, companies, deals, automate your sales process and ensure you have complete visibility of what is goin on in your business
What we will do
- Create up to 10 pipelines and stages to track customer journey
- Create automation within your workflow to build automation power
- Set up custom built quote that you can instantly send to your clients
- Set up meetings so your prospects or clients can automatically schedule you in
- Create contact segmentation to effectively target contacts through email automation
- Create up to 6 sequences that allow you to send targeted, timed email templates to nurture your sales funnel over time.
- Support the setup and creation of snippets, templates and documents so you can effectively message your contacts.
- Set up a ticketing pipeline to track all your customer queries
- Sync invoices and payment links to Hubspot
We will cover
- Account set up
- How to manage contacts
- How to manage companies
- How to manage deals
- How to manage tasks
- How to use meetings
- How to use quotes
- How to set up sequences
- How to view and interpret forms
- How to use commerce hub
- Overview of automation
Marketing Hub
Starter
1-hour session to provide a basic overview of the marketing hub so you can attact, connect and capture your leads.
What we will do
- Create methods for lead capture to entice your prospect to reach out
- Create a templated chat flow
- Create 3 email templates to communicate effectively with your audience
- Develop 1 EDM to target your existing leads/contacts
- Outline your EDM Framework so you can develop nurture points for your leads
- Link your social media pages
- Connect your ads account
We will cover
- How to track leads that are sourced through ads
- How to manage chat flow leads
- How to engage with your social media contacts
- How to track client messages across social media
- Overview of lead capture tools
- How to effectively communicate through Hubspot
Professional
2-hour session to enable you to attract, connect and capture your leads, through HubSpot marketing automation. Never leak a lead again, make the most of every opportunity.
What we will do
- Create methods for lead capture to entice your prospect to reach out
- Build a custom chat flow
- Create 3 email templates to communicate effectively with your audience
- Develop 2 EDM to target your existing leads/contacts
- Draft your EDM workflow framework
- Create your first campaign so you can combine assets in a targeted manner
- Link your social media pages
- Connect your ads account
We will cover
- How to track leads that are sourced through ads
- How to manage chat flow leads
- How to engage with your social media contacts
- How to track client messages across social media
- Overview of lead capture tools
- How to effectively communicate through Hubspot
Content Hub
Starter
Get started hosting your website and creating landing pages in one platform. A quick session to get your started in content hub.
What we will do
- Create one landing page template
We will cover
- How to edit and update your landing page/site
- How to understand landing page and website analytics
- How to use Hubspot themes and modules
Please note website builds/migrations are quoted separately
Professional
In this session, we confirm your brand voice to create and manage your content in one place using the power of AI, while providing enhanced website and landing page features.
What we will do
- Create two landing page template
- Establish your brand voice so that the Hubspot AI assistant will be more effective
- Establish ways for you to better generate content
- Set up your blog template
- Set up one podcast template
- Create one member's portal
We will cover
- How to edit and update your landing page/site
- How to understand landing page and website analytics
- How to manage SEO from Hubspot
- How to create Blogs in Hubspot (with AI)
- How to manage AI in Hubspot to create content
- How to remix content in Hubspot (AI power content generation from pillar content)
- How to use Hubspot themes and modules
Service Hub Pro
Professional
1 hour session to unlock the features to provide the ultimate customer support possible. Keep your finger on the pulse of your customer sentiment so you can increase retention and encourage them to refer new business to you.
What we will do
- Set up a ticketing pipeline to track all your customer queries
- Set up customer satisfaction surveys to know what they really think of your service
- Establish your knowledge base, so you have one source of truth for your customers (you will need to provide the content
- Set up your customer portal so enable clients to log and track tickets directly into the platform
We will cover
- How to manage tickets
- How to track and manage customer satisfaction
- How to set up a knowledge base of FAQ that your clients can access
- How to manage your customer portal
Reporting
Starter
30 min session enabling you to understand what is happening in your business by interpreting your data with templated reporting.
What we will do
- Create a template marketing, sales and productivity dashboard
- Create custom fields so you gain further visibility on your contacts and deals
We will cover
- How to understand dashboards
- How to understand analytics (enhanced HubSpot reporting feature)
- How to add additional custom fields
Professional
1 hour session enabling you to understand what is happening in your business by interpreting your data with customized reporting.
What we will do
- Conduct a planning session to identify what data is important to you and how to display that in the platform
- Create up to 10 reporting dashboards
- Create custom fields so you gain further visibility on your contacts and deals
We will cover
- How to understand dashboards
- How to understand analytics (enhanced hubspot reporting feature)
- How to add additional custom fields
Integrations
It's extremely important to ensure your key platforms are communicating. The ability to automatically pass data can save you and your team s hours of work and allows your business to function seamlessly.
What we will do
- Conduct integration mapping so all the correct data is passed between both platforms
- Link HubSpot with one platform using a 3rd party integrator
- Provide integration handover session
- Provide support and testing for 1 month after the integration has been established
We will cover
- Intro into the 3rd party integration
- Overview into Hubspot native integrations and marketplace
- Overview of how the integration works
- How to track integration performance
CRM Review
Included in all packages
It is our aim to ensure by this point you are comfortable using all the elements of the platform so conduct a final 30-minute session to confirm any final questions you have.
We also complete an audit on the implementation to confirm and confirm the platform is embraced by you and your team. From this point the implementation is complete and you are ready to take back control of your business and life!
| Package / Hub | Selected | Amount |
| Mapping | $ | |
| Sales Hub | $ | |
| Marketing Hub | $ | |
| Content Hub | $ | |
| Service Hub | $ | |
| Reporting | $ | |
| Integrations | $ | |
| Total | $ | |
Pro Tip: We offer additional support for our clients through the implementation phase of your platform ‘build’. Please reach out to our team for any additional training needs that you and your team may require. We are here to coach you through your platform and get you up to speed in the quickest time possible.