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 Edit Deal Pipelines in HubSpot
How to Edit Deal Pipelines in HubSpot Here are the steps to Edit Deal Pipelines in HubSpot: To edit the pipeline column in your sales pipeline. To view the pipeline columns, navigate to Sales > Deals and select the Grid view option in the top left hand corner of the page next to the…
How to Schedule a Social Post in HubSpot
How to Schedule a Social Post in HubSpot Here are the steps to Schedule a Social Post in HubSpot: Click Marketing and navigate to Social. Access the social media scheduler by going to Marketing > Social. Can use Calendar view or List view. Here you can see posts published, posts scheduled, and posts interact.…
How to trigger workflows from form-fills in HubSpot
How to trigger workflows from form-fills in HubSpot Here are the steps to trigger workflows from form-fills in HubSpot: Access forms by going to Marketing > Lead Capture > Forms. Find and click on your Contact Form (Our contact form only has fields for email, first name, last name). Then, to create a dropdown…