Good Team HubSpot Onboarding Includes:

  • Strategic Planning and Execution
  • Documentation of Processes
  • Team Trainings
  • And so much more...

HubSpot Onboarding VS Good Team Onboarding

HubSpot Onboarding (starting at $3,000)

  • Adding users and setting up teams
  • Consulting on Data Migration
  • Review of HubSpot Best Practices

Good Team Onboarding (starting at $9,000)

  • Adding users and setting up teams
  • Integrate your existing systems with HubSpot
  • Defining Sales Pipelines
  • Building Sales Pipelines
  • Training Sales Team
  • Defining Lead Nurture Process
  • Building Nurture Campaigns
  • Defining Ticket Process
  • Building Ticket Pipelines 
  • Training Service Team
  • Mapping out Properties for Reports
  • Mapping out Workflows
  • Assistance with adding HubSpot tracking code to your website
  • Data Segmentation
  • Campaign Setup and Analysis
  • Internal Lead Assigning
  • HubSpot Technical Setup
  • Guidance on Gmail and Outlook Integration with HubSpot
  • Mapping Custom Objects to HubSpot Objects
  • Assistance with connecting your social media accounts
  • Integrate your existing CRM with HubSpot
  • Create personalized and branded HubSpot email
  • Assistance with setting up advanced reporting
  • Organizing Existing Leads in HubSpot
  • And More

Frequently Asked Questions

Any handy resources I can share or look at?

Close Lost Reason in HubSpot

How to Automate Follow Up for Closed Lost Reason in HubSpot

By Frances Neese | April 26, 2024

How to Automate Follow Up for Closed Lost Reason in HubSpot Learn how to create a custom dropdown menu that automatically appears when a deal enters “Closed Lost” so you can track why the deal dropped (i.e. ghosted, bad timing, competitor, etc.).  Here are the steps to Automate Follow Up for Closed Lost Reason…

Contact and Deal Workflow

Difference Between a Contact Workflow and a Deal Workflow in HubSpot and When to Use Them

By Good Team | April 19, 2024

What is the Difference Between a Contact Workflow and a Deal Workflow in HubSpot and When to Use Them Here are Differences Between a Contact Workflow and a Deal Workflow in HubSpot and When to Use Them: There are multiple different types of workflows, which are based on Objects and the properties under the objects.…

Form in HubSpot

How to Add or Remove Someone from a Form in HubSpot

By Good Team | April 10, 2024

How to Add or Remove Someone from a Form in HubSpot Here are the steps to Add or Remove Someone from a Form in HubSpot Go to Marketing > Lead Capture > Forms and either click on the form or the Edit button on the form, which will bring you to the editor. Go to…

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