There’s a list about 10 things we have to cover and get sorted for you before you use the tool.
#HUBSPOT ONBOARDING CODE#
Technical implementation includes things like connecting your domains, connecting your emails, adding the HubSpot tracking code and connecting Google Analytics. This actually is the easy stuff if you have an internal technical resource or utilise the services of an agency. The implementation itself has two steps, the first being technical setup. Once the discovery phase is complete that’s when we move to the implementation phase. Implementation Phase: setting up your HubSpot portal And increasing automated contact with your existing clients.Optimising your conversion and close rates.Defining and increasing the number of sales-qualified leads.This will help us prioritise things like: The biggest thing our discovery phase will uncover are your business goals. Identifying your business goals and priorities In this phase not only do we unpack your buyer’s journey but also identify the business goals this tool is supposed to solve. The discovery phase is the most vital step in your entire onboarding process. That is, what are all the steps they take from being a stranger to your business to prospect all the way to them becoming a raving fan of your business.Īt the end of the day, one of HubSpot’s biggest objectives will be to help you move people through the buyer’s journey with powerful tools and automation. Your onboarding commences with a discovery workshop with your marketing and sales team.ĭuring this discovery workshop, we will unpack your customer’s buyer journey. This can vary based on technical dependencies but generally we’re able to get client setup, trained onsite and using the system within a 4-6 week period. This covers the discovery, implementation and training components of your onboarding. Your HubSpot onboarding & set-up takes about 4-6 weeks in total.
For every HubSpot onboarding program, however, there are key components that should be covered: Your onboarding plan will vary depending on which version of HubSpot you buy. there's a balance that I am weighing and am looking for any comparisions or similar experiences.If you’re watching this, you may have bought HubSpot or you’re thinking about purchasing HubSpot for your organisation. It is a lot less messy for a rep to reach out to the client and say "hey, we got form A from you, but we still need form B so that we can get things going for you" and I see how sequences could work there. So for example:Įmail asks client to reply with attachments (uploading them through a form is too messy for us)Ĭlient receives email and sends one attachment, but not all required attachments because he needs more time or data firstĪt that point we could do any number of automated things as part of the workflow to keep or re-engage the client and get them to provide all attachments- BUT With sequences I know you can more reflexively personalize client outreach on an individual basis. Thank you I think what I am trying to get at is to understand how Hubspot and others are using other techniques beyond workflows to handle unique processes or situations that fall outside or are independent of those (so what happens for example those that are supressed in the workflow).Īlthough we do use workflows as described, and they work great, and Hubspot is great for those, not every situation is going to benefit from a workflow- because the variables are either too messy or too many to manage that way.
0 kommentar(er)
