HubSpot is like an intricate piece of machinery, loaded with tools and features that need careful setup and configuration to generate impactful results. From general account setup and CRM organization to lead scoring, email marketing, and automation workflows, getting these basics right from the start will save valuable time.
Set Your Goals
The first step in the HubSpot onboarding checklist is identifying and articulating business objectives. Once these are determined, the system is configured based on those needs, and team members are trained on the customized tools. It includes setting marketing goals, such as ad spend and lead generation.
It also involves classifying deals into tailored deal stages for more accurate sales forecasting and establishing service goals like quotas and milestones. Setting goals can be time-consuming and resource-intensive. If your internal team can’t handle this task, consider working with a digital agency that’s familiar with the platform.
It will help you get up and running faster and set marketing assets that are on-brand and aligned with your business objectives. Ideally, your goals should be measurable and achievable with a realistic timeline.
Create Your Customizations
The key to HubSpot is its unified platform and ability to manage all your customer relationships, including lead management, support tickets, marketing reporting, sales pipelines, and dashboards.
It makes it easy for everyone in the company to find what they need to do their jobs – whether that’s sales managers identifying warm leads, customer service responding to client requests, or marketers evaluating campaign ROI. If your business has specific data that doesn’t fit into standard CRM objects (contacts, companies, deals, or tickets), you can use custom objects to segment this information. You can then import it into workflows, create reports, and generate email sequences.
You can also add properties, set up pipelines, and customize associations. You can even utilize the same workflows as with standard objects.
Create Your Dashboards
Creating and customizing dashboards will help you transform your data into useful information that can be used to make informed decisions. It means more than just tossing a bunch of graphs and charts onto the screen; it means ensuring that your metrics tell an exciting and compelling story for stakeholders. The style panel allows you to customize the appearance and feel of specific visualizations or your report. You can also set a custom report size and add legends to charts.
Click the dashboard name and choose Edit sharing settings to share it with other users in your account. It will allow you to select between Private to Owner, Everyone, or Custom groups. You can also view the activity log to see who has made changes and when.
Create Your Campaigns
If you have a significant marketing, sales, or service initiative to track and measure the impact of, create a campaign in HubSpot. Then, associate your online assets, such as emails, blogs, forms, and ads, with that campaign so you can keep an eye on the results. One of the great things about using HubSpot is that it gives you a 24/7 lifeline to its support team.
It is invaluable in ensuring that your teams can get the most out of the software and quickly resolve any challenges they might be having. Get complete visibility into all your marketing tasks and assign them to teams within HubSpot. Easily see which campaigns they relate to and check in on progress from the calendar view.
Create Your Emails
After you’ve completed your CRM setup and have a robust database of leads, you can begin to optimize your marketing assets on HubSpot. It includes creating a lead capture form, landing pages, email templates, and marketing automation workflows. It’s crucial to link your HubSpot account to your website hosting company to send emails straight from your domain for email marketing.
It will improve your deliverability and eliminate the ‘via HubSpot’ text in every marketing email’s top right corner. It is a crucial step that many businesses skip. However, a digital agency can streamline this process and ensure that your team uses HubSpot most effectively. It will help you achieve your business goals faster.