HubSpot Onboarding Services

Account Customisation and Technical Setup

Capture and Convert Leads

Automate and Personalize Your Marketing with HubSpot Workflows

Empathy

Analyzing buyer personas depending on your brand, and validating them accurately.

Adding those personas, and get SMART goals lined up depending on the campaigns.

Research and set-up a marketing campaign

Getting some targeted topics and validating them with SEO depending on the client.

Create an accurate navigational path which can be related to the pillar page

Offering content depending on our topic cluster.

Building attractive registration landing pages.

Create eye-catching CTAs for those landing pages.

Setup lead scoring and lifecycle stages for categorizing contacts

Work on lucrative landing and thank you pages.

Set up your email sending domain and CAN-SPAM

Import your marketing opt-out lists

Import your contacts, companies, deals, tickets, and notes

Add custom properties to track unique information related to your contacts, companies and deals

Brainstorming the main promotional purpose of our content offers and creating them.

Analyzing your clients and perfecting your buyer’s personas and buyer journeys

Implementing effective CTAs, which can be linked back your landing pages.

Integrating social accounts and ad accounts

Capturing leads through HubSpot forms

Account and Tech Setup

Connect with Prospects on their Terms

Automate your Sales Process

Empathy

Review existing CRM & lead management system(s)

Implement a HubSpot tracking code, while creating some suitable custom properties.

Working on your deal pipelines, while customizing your lead status.

Connect your personal email inbox from Outlook/Gmail with HubSpot

Creating effective email templates and handling your meetings and bookings.

Brainstorming those operations that can be automated.

Creating customized notifications and making sure all those automations are up and running.

Getting an accurate idea about your business goals, and setting up external system integrations based on them

Setup sales sequences to automate sales processes and communicate directly from CRM

Adding tasks so that sales reps can more efficiently execute daily objectives

Rotate/assign leads to Sales reps through workflows

Accurate Customisation and Technical Setup

Help Customers Help Themselves

Measure and Improve Customer Experience

Empathy

Import contacts and/or tickets into HubSpot

Building custom ticket properties, while working on tailoring the ticket pipelines.

Brainstorming over your automation requirements.

Test sending our those emails within a shared inbox.

Configure your conversations notification preferences

Working on some knowledge based content based on your products

Connect or add a subdomain for your knowledge base

Edit and embed the support form on your website

Set up workflows to update ticket properties, move tickets to a new stage, and create tasks for the ticket’s owner

Develop categories and subcategories that make the knowledge base easy for your customers to navigate

Collect and implement feedback on your knowledge base to improve the end experience for your customers

Create a workflow trigger to send customer loyalty surveys (NPS) and customer satisfaction surveys (CSAT) which can provide you with more in-depth feedback