HubSpot Onboarding Checklist & Practice: Know Everything about it
Businesses all over the world are leveraging HubSpot to scale their business.
With its set of CRM, Sales, Marketing, and other unique functionalities, HubSpot is one of the primary software chosen by businesses globally. HubSpot also makes it easier for you to automate specific tasks, which saves time and helps to streamline processes across teams.
HubSpot is an all-in-one tool that can help businesses execute all their inbound marketing, sales, and customer service operations under one roof.
But figuring out the know-how can be challenging if you are new to HubSpot. A HubSpot onboarding specialist company can help you get through this process.
Having a HubSpot onboarding checklist can help you maximize the ROI from your software.
Consider all the points in the checklist while setting up your HubSpot account to make your workflow more efficient and do more with HubSpot.
Contents
HubSpot Onboarding Checklist
Based on the business process you want to streamline, you can choose a specific Hub. Each hub has its own set of HubSpot features, which you can specialize in.
After figuring out the specific business requirements, return to this HubSpot onboarding checklist and tick off everything.
HubSpot Marketing Hub
HubSpot Marketing Hub is one of the most widely used hubs.
Here is a comprehensive HubSpot onboarding checklist for the marketing hub:
- Integrate social media accounts
With HubSpot, you can manage all your social media accounts from one account. If you use Facebook, Instagram, Twitter, LinkedIn, and youtube, you can connect one or all of them with a single HubSpot account.
- Add email service providers and manage campaign settings
By adding your email service providers with HubSpot, you will be able to improve the deliverability of your emails, personalize and target your marketing campaigns, and automate the email process.
Apart from better personalization and increased engagement, managing the optimum email campaign settings helps brands to ensure that their emails are delivered by following the relevant regulations.
- Import and segment contacts
Make it easier for your team to import contact information by uploading a CSV file or syncing your existing CRM system to HubSpot.
You can also segment these contacts by location, industry, interests, and other criteria and use them for targeted communication via emails, texts, or any other preferred channel. This practice will ensure an increase in response rate.
- Import your existing website
While utilizing HubSpot’s marketing hub, you can also check out the HubSpot CMS and import your website there. It will ensure that you have all your resources in one place.
- Set up Marketing assets
If you have onboarded HubSpot, you should use the vast marketing assets in the platform.
You can create lead capture forms, landing pages, marketing automation workflows, and more. The performance of these assets can be tracked and further optimized as well.
HubSpot Sales Hub
Here is a HubSpot onboarding Checklist for sales representatives and teams to refer to:
- Set up meeting links
With Sales Hub, you can create one-on-one scheduling pages depending on your plan. If you have already connected your calendar with your HubSpot account, if contacts schedule a meeting, then it will automatically be synchronized with your contacts.
This functionality comes with ease of use for customers and increased efficiency for brands.
- Set up your deals pipeline and deal stages
HubSpot sales hub provides a pre-made deals pipeline that you can use as it is or customize it.
A deals pipeline visually represents the exact stage of client onboarding that your sales team is working on. You can also set up pages for each step in the pipeline to help your customers make better decisions.
- HubSpot sales extension
With the help of the HubSpot sales extension, sales representatives can access a range of communication tools like email templates and call tracking, making it easier for them to track their everyday tasks.
- Create sales email templates
With sales hub onboarding, you can create a sales email template to help your teams save time. They can customize the email template to personalize and save it for future use.
HubSpot CMS hub
Content marketers and strategists can find their HubSpot onboarding checklist here:
- Add a CTA to your content
CTA is an integral part of any website, which drives prospects further into the sales funnel.
With HubSpot CMS hub, you can add a CTA to your blog post, page, or in the updated classic email editor. You can add a CTA to the drag-and-drop email editor or your HubSpot content template.
This functionality helps brands create a CTA button without any additional effort. Add a CTA so your prospects know the next step in their buying journey.
- Run an A/B test on your page
You can run A/B tests on any published page with HubSpot to track and optimize your marketing efforts.
Ideally, you would be testing one variable at a time to know which version of the page is getting better results. This could be URL, content, meta tags, and so much more.
You can even review the A/B test and rerun this variation for maximum results.
- Integrate Google Analytics with your HubSpot content
Many businesses experience huge profits through Google Analytics.
You can add your Google Analytics measurement ID to the HubSpot setting or your Google Analytics tracking code snippet to the site header HTML for your domain.
You can also apply google analytics to a blog and get it tracked directly from Google Analytics.
If you are a business that has experienced good results from Google Analytics, you don’t have to let go of it just because you migrated to HubSpot.
HubSpot comes with tons of integrations with other apps and the functionality to access all of them from one place. Leverage this for your business and scale it to further heights.
HubSpot onboarding checklist for all hubs
If you are undergoing the HubSpot onboarding process with some other hub, here is what you should not miss out on:
- Train your team
Training your team for HubSpot operation ability will be a significant part of your onboarding process.
Ensuring the team knows the whereabouts of specific software functionalities will ensure you enjoy the maximum benefits of HubSpot.
HubSpot Academy provides ample resources to familiarize yourself with the different hubs and specific tips and tricks. Make sure to check them t before HubSpot onboarding.
- Integrate the tech stack
As mentioned earlier, HubSpot is known for its ease of use in terms of integrations. It is open to be integrated with several applications, which helps you increase your productivity.
Integrate your entire tech stack with HubSpot to increase your efficiency. Increase the scope of HubSpot features with the integration of other applications.
Let TRooInbound get you started with HubSpot onboarding
HubSpot has delivered exceptional results to clients all over the world. It has made their efficiency and productivity rise exponentially.
Though you can execute your whole HubSPot onboarding journey by yourself through the vast number of HubSpot onboarding checklists and resources available online, partnering with a HubSpot solutions partner will make the job ten times more manageable for you and your team.
TRooInbound provides HubSpot onboarding services to businesses globally. They provide tailor-made services based on your unique requirements and industry type. Whether it is HubSpot sales onboarding or CMS hub, they have expertise in various fields.
A personalized HubSpot onboarding service from TRooInbound will help you and your team leverage HubSpot better. They help with the entire HubSpot technical setup, readymade workflows, templates, and pipelines catered to your business and properly implement all crucial strategies to help you scale your business.
To start with HubSpot immediately, contact TRooInbound- one of the finest web development outsourcing companies in India today.
