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?
How to verify email address from form fill in HubSpot
How to Verify Email Address from Form Fill in HubSpot Here are the steps to verify email address from form fill in HubSpot: Context: Oftentimes, you get a lot of spam when you have a form on your webpage. Instead of having a list of fake emails and a list of emails that you…
How to add live chat to your website in HubSpot
How to add live chat to your website in HubSpot Here are the steps to add a live chat to your website in HubSpot Go to Automations > Chatflows > Chat. If you haven’t created a live chat yet, go to Create chatflow then choose where you would like to add the chat and click…
How to Build a Custom Report in HubSpot
How to Build a Custom Report in HubSpot Here are the steps to Build a Custom Report in HubSpot Go to Reporting > Dashboards (if you have not created a Dashboard in HubSpot, this page will look like a list of templates that you can pull from). HubSpot Info: Your Dashboard in HubSpot is an overall…