HubSpot Onboarding
Expert onboarding, setup and optimisation of your new HubSpot portal
The HubSpot Onboarding is a tailored HubSpot onboarding service to help companies accelerate their marketing strategy, HubSpot implementation and HubSpot activity.
We work with you and your sales & marketing teams to plan, prioritise and set up your HubSpot installation.
We are then on call to guide you with any training and ongoing implementation questions.
You've made a significant investment by choosing HubSpot, make sure you are putting it to optimal use.
Ideal for new HubSpot customers.
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Tailored 3 month onboarding plan
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The HubShots Framework as a 5-stage plan for your business to get the most out of HubSpot
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Weekly WIP (work in progress) meetings to keep your onboarding on track
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Weekly training sessions tailored for your sales and marketing teams
- Access to our super responsive HubSpot Specialists and Strategists
- Ongoing support after Onboarding via our Virtual HubSpot Manager or On-Demand services
Grab a copy of the 'What You Get' one-pager
HubSpot Onboarding was formerly called HubSpot Ignition.
Fully Setup and Optimised HubSpot Portal
Marketing Assets Ready
Process Automation in Place
Staff Trained and Informed
As a HubSpot Platinum Partner with +50 certifications, and hosts of the podcast HubShots, our team of HubSpot experts will help you unleash the power of HubSpot.
Technical expertise across the whole team
Our digital strategists are also technical experts across HubSpot, Google, Social, Reporting and Marketing technologies. Hence, our strategic guidance is backed by technical research, implementation experience and proven results.
HubSpot Platinum Certified Partner
XEN is a HubSpot Certified Platinum Partner and helps companies to optimise their HubSpot platform and maximise results.
Inclusions:
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Guidance: We're available for advisory sessions to guide you in your usage of HubSpot. From initial audits of your portal through to regular strategy sessions for how you can further use the tools, it's all included.
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Training: Regular training to your team(s) is included. We'll train your team across any areas of marketing, sales, service and CMS functionality.
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Settings: We configure your portal settings according to best practice.
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Objects: We set up required custom properties for your objects including contacts, companies, deals and tickets.
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Best practices: We'll set up and train you on everything from naming conventions to managing your marketing contacts.
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Campaign assets: We'll build out your marketing and sales campaign assets including pages, lists, forms, workflows, emails, CTAs, reports, dashboards, sequences and pipelines.
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Automation: We'll automate processes to unlock efficiency - so your team can focus on being as effective as possible.
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Attribution: Integration with your advertising platforms to ensure all activity is captured. And then actionably reported on via custom reports and dashboards.
- Analytics & Reporting Setup: Tracking in place with analytics views, integrated with Google Analytics, Google Tag Manager and Google Search Console as required.
Exclusions:
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Graphic Design: We include basic look and feel setup within HubSpot (eg colours and fonts), and initial design of landing pages and email templates. Further custom design work is not included.
If required, we recommend our sister company - XEN Create - who specialise in graphic design and website design. -
Copywriting: In-depth website copywriting (eg sales copywriting) is not included.
If required, we can recommend external copywriters for you to consider. -
Paid Advertising management: We don't manage advertising campaigns (ie. Google Ads, LinkedIn Advertising, Facebook advertising, etc), but we do work closely with your advertising agency or team to ensure results are integrated into your HubSpot portal.
If required, we can recommend paid media agencies to consider. -
Custom website themes: We only use Themes from the HubSpot Marketplace for all page development. We don't build custom templates. We typically use CLEAN theme - the best selling theme on the HubSpot marketplace.
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Custom integrations: We only have expertise across the HubSpot Marketplace integrations. We don't build custom integrations.
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In-person training and workshops: We are happy to accommodate in-person meetings where possible and where appropriate. If we agree on an in-person meeting/workshop, our time spent travelling will be charged on top of your project cost.
- Custom documentation: We provide training videos, slide decks and process documents where appropriate but we don't develop, manage or maintain custom documentation for your HubSpot portal.
