Getting Started with HubSpot
To get started with HubSpot, whether you are focusing on Sales, Marketing, or Services, it’s best to understand the fundamentals of how the tools work together. This will help you as you roll out the HubSpot platform to your teams.
Sales Onboarding
WG will help you with account and tech setup tasks such as these:
- Connect your personal email inbox
- Set up your personal profile & settings
- Invite your team
- Create custom properties to store your data
- Import your contacts, companies, deals, and notes into HubSpot
- Review existing CRM & lead management system(s)
- Install HubSpot tracking code on your website
- Set up your deal currencies
- Set up external system integrations
HubSpot Sales Onboarding Phases
- First Goal Priority - Connect with Prospects on their Terms
- Second Goal Priority - Automate your Sales Process
- Third Goal Priority - Personalize your Outreach at Scale
- Setup Completion - Complete Onboarding and Transition
- Create Sales Habits for Success - 30-day Check-ins for Accountability
Marketing Onboarding
WG will help you with account and tech setup tasks such as these:
- Invite your team members
- Connect your subdomains and configure your settings
- Install the HubSpot tracking code and filter out your internal traffic
- Set up your email sending domain and CAN-SPAM
- Import your contacts, companies, deals, tickets, and notes.
- Import your marketing opt-out lists
- Configure email types
- Connect your social accounts
- Consider integrations
HubSpot Marketing Onboarding Phases
- First Goal Priority - Capture and Convert Leads
- Second Goal Priority - Engage and Nurture Your Leads
- Third Goal Priority - Automate and Personalize Your Marketing
- Completion - Complete Onboarding and Transition
Service Onboarding
WG will help you with account and tech setup tasks such as these:
- Add your team members as users.
- Install HubSpot tracking code on your website
- Connect your shared team email addresses to Conversations
- Connect or add a subdomain for your knowledge base
- Edit and embed the support form on your website
- Import contacts and/or tickets into HubSpot
- Configure your conversations notification preferences.
- Create a form to collect incoming tickets from customers.
HubSpot Services Onboarding Phases
- First Goal Priority - Delight Customers at Scale
- Second Goal Priority - Help Customers Help Themselves
- Third Goal Priority - Measure and Improve Customer Experience
- Completion - Complete Onboarding and Transition
