HubSpot Onboarding

There’s nothing worse than investing in new technology only to find out it doesn’t work the way you thought it would; or not knowing your way around all the different features; or having it sit in the background just costing you money because it doesn’t fit in with the rest of your business.

We are here to change all that.

Timeline

The below is a typical implementation timeline for small businesses. Certain elements may not apply to certain customers, depending on the level of their HubSpot package and what Hubs they have purchased.

This timeline is designed to be collaborative, and may be altered to suit your needs.

Week 1 - Kick-off and discovery

Discovery session to learn about your business
Get your team set up in HubSpot
Configure your portal and manage domain settings
Import your contacts into HubSpot (data cleansing charges may apply)
Discuss integrations

Week 2 - Goal setting

Discuss your business, marketing and sales goals
Create your sales & marketing reporting dashboards
Discuss the appropriate tools and channels with you
Identify the ideal HubSpot academy training sessions (free)

Week 3 - Buyer Personas & Customer Journeys

Assist in creating your ideal buyer personas
Teach you about customer journeys and how to use them in HubSpot
Together we will map out your customer journey

Week 4 - Database & CRM

Setup your CRM with any custom properties
We’ll set up lead scoring
Teach you about Lists
Show you how to segment your leads
Help build your sales pipelines
You’ll learn to customise lead status and deal stages
Discuss sales enablement and alignment with marketing

* CRM implementation time is heavily dependent on data quality and ability to upload existing data to HubSpot requirements

Week 5 - Lead Generation

Create and embed lead collection forms on your website
Create a templated landing page
Create 1 landing page
Create lists to segment your leads
Create automated lead alerts and notifications

Week 6 - Email Marketing

Learn how to use email marketing in HubSpot
Teach you email marketing best practice
Create a custom branded newsletter
Create and send successful emails from HubSpot
Learn the email performance reporting tool

Week 7 - Setup automation

Identify relevant automation uses
Set up 1 basic follow up workflow
Teach you the workflow tool

Week 8 - Content and SEO

Discuss a content strategy and why you need one
Learn how to implement a content strategy in HubSpot
Together we will identify a core topic and subtopics
You’ll learn to schedule and monitor social posts
We’ll help you build a content strategy

Weeks 9-12 - Implementation & Ongoing Support

Help you create and roll-out your first content offer
Assist in building landing and thank you pages
Discuss a distribution strategy
Create a CTA template and 1 CTA
Weekly/fortnightly catch-ups
Email support

FAQs

How long does it take to get started?

Simply email us at info@hawkhealth.com.au and we’ll get back to you within 24 hours. From here we can establish a timeline over the phone or in person.

How much does it cost?

The price varies depending on the number of Hubs you have, the level of each Hub, and how easy migrating your data will be. We’ll discuss price with you once we have a clear understanding of your exact needs. Typically, you can expect to pay between $3,000 and $6,000

Do I have to pay HubSpot onboarding fees?

We can arrange for your HubSpot onboarding fees to be waived, provided you haven’t already purchased HubSpot before speaking with us.

Do I need to pick a HubSpot admin?

Technically HubSpot doesn’t need an administrator like other software does. It’s important that you have someone be an internal champion for HubSpot who has a more detailed knowledge than most other staff and can act as an internal troubleshooter.

How many people can be involved in onboarding?

We restrict training sessions to 3 people and we usually advise that one person from each team or department that will be using HubSpot is involved.

What if we need longer for onboarding?

We get it - other things come up and you need to prioritise them. We can offer a 4-week extension on the onboarding process if you need.