WHAT IS COVERED?

SALES HUB

The Sales Hub Setup Guide is your roadmap to harnessing the power of HubSpot's Sales Hub for sales success. In the competitive world of sales, the right tools are essential, and HubSpot's Sales Hub offers a robust set of features to streamline processes, enhance efficiency, and drive revenue growth. Whether you're new to HubSpot or seeking to optimize your existing setup, this comprehensive guide will lead you through essential setup tasks, ensuring you can maximize the potential of Sales Hub and supercharge your sales efforts.

Here's what you can expect to learn and accomplish:

  • Connect their email inbox
  • Set up their profile & settings
  • Inviting their team to join HubSpot
  • Create custom properties to store their data
  • Import their contacts, companies, deals, and notes into HubSpot (should not include data export from other tools/software and Data Cleanup)
  • Review existing CRM & lead management system
  • Install the HubSpot tracking code on their website
  • Set up their deal currencies
  • Set up external system integrations (basic integrations excluding data sync and custom work)

MARKETING HUB

To achieve success in inbound marketing using HubSpot, we'll begin by building a strong foundation of knowledge. HubSpot is a powerful platform with a wide range of tools, and to make the most of them, it's essential to understand their fundamentals and how they work together. Alongside gaining insights into HubSpot's core principles, we'll guide you through essential setup tasks to ensure you can effectively use these tools for your inbound marketing strategies.

Here's what you can expect to learn and accomplish:

  • Inviting team members
  • Connect their subdomains and configure their settings
  • Install the HubSpot tracking code
  • Set up their email sending domain and CAN-SPAM
  • Import their contacts, companies, deals, tickets, and notes. (should not include data export from other tools/software and Data Cleanup)
  • Import their marketing opt-out lists. (should not include data export from other tools/software and Data Cleanup)
  • Configure email types
  • Connect their social accounts (no automation will be done)
  • Consider other integrations (basic integrations excluding data sync and custom work)

SERVICE HUB

To prepare you for service success, we'll begin by helping you grasp the fundamental principles of HubSpot. HubSpot is a comprehensive platform equipped with numerous tools, and understanding its core concepts and how these tools synergize is essential. Alongside providing a solid understanding of HubSpot's fundamentals, we'll also guide you through step-by-step setup tasks to ensure your ability to effectively use these tools and enhance your service delivery.

Here's what you can expect to learn and accomplish:

  • Add their team members as users.
  • Install HubSpot tracking code on their website
  • Connect their shared team email addresses to Conversations
  • Connect or add a subdomain for their knowledge base
  • Edit and provide the embed code of the support form on their website
  • Import contacts and/or tickets into HubSpot. (should not include data export from other tools/software and Data Cleanup)
  • Configure their conversation notification preferences
  • Create a form to collect incoming tickets from customers