HubSpot Onboarding To scale and grow your business

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We customise your onboarding to maximise your investment in HubSpot

We’ll understand your business objectives and customise your onboarding experience to be in line with your specific needs.

Are you ready to scale your business?
Team up with a Premier HubSpot Partner Agency in Melbourne.

Some of the tasks we will work with you and your business on for successful HubSpot implementation are:

  • Content Audit & Marketing Plan
  • KPI Setting & Benchmarks
  • Website Audit & Updates
  • Workflow & eDMs
  • Prepare & launch first campaign
  • Training, support, & in-bound expert

Some of the tasks we will work with you and your business on for successful HubSpot implementation are:

  • Content Audit & Marketing Plan
  • KPI Setting & Benchmarks
  • Website Audit & Updates
  • Workflow & eDMs
  • Prepare & launch first campaign
  • Training, support, & in-bound expert

90 Days

10 step road map

We’ve broken down the 10 steps to onboarding HubSpot, have it humming as you watch your business grow, and take control at the end of the onboarding 90 day period.

General Overview Of A 90 Day Plan

Step 1: Kick off and Technical Set Up

  • Kick Off Call to Understand your Business Objectives
  • Configure HubSpot Portal
  • Install HubSpot Tracking Code
  • Set Up and Invite your team members
  • Import your Contacts into HubSpot
  • Configure your email settings
  • Discuss and Consider Integrations

Step 2: Marketing and Business Goals

  • Clarify Business Goals and Onboarding Priorities
  • Create Custom Fields and Contact Properties
  • Connect Social Media Accounts
  • Current and Future Marketing Strategy(overview)
  • Configure Reporting Dashboards
  • Identify relevant HubSpot training modules

Step 3: Personas and the Customer Journey

  • Identify your Current Customers
  • Identify and Create your Customer Persona’s
  • Understand and Map the Customer Journey
  • Determine Qualifying Lead Factors
  • Define Marketing Qualified Lead v Sales Qualified Lead

Step 4: Lead Generation

  • Explore CTA’s, Pop Ups and Forms for quick wins
  • Embed Lead Collection Forms on your website
  • Design Custom Landing Page
  • Develop Landing Page Template
  • Create Lists to Segment Leads

Step 5: Email Marketing

  • Discuss Current Email Marketing
  • Design Custom Email Newsletter
  • Develop Email Newsletter Template
  • Create and Send Email Newsletter
  • Email Personalisation
  • Email Reporting within HubSpot

Step 6: Sales CRM

  • Set Up Your Deal and Pipeline Stages
  • Customise Lead and Deal Stages
  • Create Custom Lists and Segments
  • Set Up Lead Scoring
  • Configure Sales Triggers
  • Explore Sales Automation

Step 7: Lead Nurturing

  • Assigning and Segmenting Leads (leads, opportunities)
  • Emails to Leads
  • Map Out Nurturing Process
  • Define Lifecycle Stages
  • Create First ‘Welcome’ Workflow

Step 8: Automate and Personalise

  • What Are You Currently Automating
  • What Manual Tasks Can Be Automate
  • Develop 1stAutomatedBehaviourBased Workflow
  • Introducing Personalisation to Automation
  • Understanding Smart Content–Adding Personal Value

Step 9: Content and SEO Strategy

  • Understand SEO & Content Strategy
  • Blogging and Content Best Practice
  • Downloadable Content Scheduling and Monitoring Social Media Posts
  • Development of your 1stContent Campaign
  • Monitoring and Reporting

Step 10: Transition and Support

  • Implement your First Content Offer
  • Create Your Next Campaign
  • Develop Your Landing Page
  • Create CTA’s and Form Pop-Ups
  • Develop Your Workflow and Lead Nurture Process
  • Measure and Analysis of Results……all with the support of your Swoop experts at hand.

Book a free 30 minute call with a HubSpot Strategist & find out how we can help you build pipeline and accelerate lead generation in your business

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