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 Create Hidden Fields in a HubSpot Form (Video)
Why create hidden fields in a HubSpot form? You should create hidden fields in a HubSpot form if you want to track or tag a customer that comes in with something very specific that you don’t want the customer to know that they are being tagged with. To do that go to: Navigate to Marketing…
How to Create a Deal in HubSpot
How to Create a Deal in HubSpot It may seem like a simple task to understand, how to create a deal in HubSpot, but if you’re new to the CRM all those words come across as overwhelming. I can still remember the first time I logged into HubSpot, I was so confused by deals, activity…
How to Setup Internal Slack Notifications in HubSpot (Video)
Setup Internal Slack Notifications in HubSpot In this video, we will cover how to setup internal slack notifications in HubSpot, so you can get internal notifications as soon as they happen. Here are the steps: Navigate to Marketplaces > App Marketplace then search Slack and click Install app. Select the workspace you want to…