Download Your 5-Stage Plan
The HubShots Framework A3 PDF can be used digitally or printed out.
On this page we'll guide you through the HubShots Framework and how it can help you get the most out of HubSpot.
Stage 1: Foundation
A focus on:
Basics
Setup your portal and make sure the basics are in place and everyone has access.
Stage 2: Enablement
A focus on:
Activity
Track all the key interactions including page views, email opens, ad clicks, social media engagements, sales activities and support conversations.
Stage 3: Efficiency
A focus on:
Automation
Get all your key marketing, sales and service processes automated, with the right people notified and your contacts nurtured.
Stage 4: Effectiveness
A focus on:
Attribution
Be able to confidently identify what is working and why.
Stage 5: Empowerment
A focus on:
Continuous Improvement
You are freed up to proactively use the latest tools and grow your business results.
THE PROBLEM
We find most businesses lack the time and expertise to get real value out of their HubSpot investment
What this means is
- They're only using a subset of the features of HubSpot
- They're not using them particularly well
- They tend to spend a lot of time recreating assets from scratch
THE SOLUTION
The HubShots Framework
The Framework enables you to
- Get value out of all of the tools in HubSpot
- With best practices in place
- And an approach of reuse (ie not recreation)
Let's Look at the 5-Stage Plan In Detail:
Stage 1:
Foundation
-
A focus on the basics
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Basic website tracking
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Simple assets in place (website form)
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Simple HubSpot settings (timezone and default currencies)
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Making sure that personal things aren't logged in HubSpot
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Training your team on the basics of how to use Contacts and Deals and maybe Tickets
Stage 2:
Enablement
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Tracking all activity
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Your team has the HubSpot add-on for G-mail or Outlook
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Simple landing pages and email templates
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Simple automations (internal notifications)
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Simple integrations (Google Search Console)
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Simple reporting (HubSpot out-of-the-box reports)
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Starting to think about your implementation strategy
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Team is up to speed on the CRM and marketing tools
Stage 3:
Efficiency
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Making sure things are done right and freeing up time
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Assets belong to Campaigns for better reporting
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Advanced sales and automation workflows in place (automatically assign new lead to rep based on lead score or logic)
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Automations for following up leads with sales nurtures, and marketing nurtures.
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Automations for following up cold leads
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Automations for cross-selling and up-selling
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The right people are notified
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Security protocols and settings are in place
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Content and segmentation strategy
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Team trained up on automation tools
Stage 4:
Effectiveness
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Doing the right things
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You have reliable data to analyze in order to work out what's actually working
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Start looking at proper attribution reports
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Advanced settings (attribution settings)
Stage 5:
Empowerment
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Where the real value of HubSpot lies
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Focusing on relationships with your contacts and customers across Sales, Marketing and Service
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Building helpful assets that provide high value to your audience
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Archiving processes and assets that didn't work
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A/B testing emails and pages
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using smart content in emails and pages
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Everything you do is proactive instead of reactive
The 5-Stage Plan
Outcomes
Each stage has a specific focus area which guides you to the relevant areas in HubSpot
Detailed Items
In each stage and focus area are specific HubSpot items that need to be completed
Download the HubShots Framework A3 PDF
Start getting the most out of HubSpot