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 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…
How to Rotate Contact Owners in HubSpot
How to Rotate Contact Owners in HubSpot Here are the steps to Rotate Contact Owners in HubSpot: This is how to set up a contact rotation within a workflow (aka Round Robin). You would use this if you have multiple sales reps on a team or if you want to divvy out contacts when…
15 HubSpot FAQs Answered
15 HubSpot FAQs Answered HubSpot is an all-in-one software platform that helps businesses with their sales, marketing, and customer service efforts. And as with any software, there are a lot of questions about how to use it effectively. In this blog post, we will answer some frequently asked questions about HubSpot. HubSpot FAQ #1:…