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Advanced Onboarding For Marketing Hub

Receive in-depth, advanced strategic and technical Marketing Hub assistance enabling you to enjoy business growth. We’ll help you grow with a tailored onboarding plan that’s in line with your company objectives, tech stack and software. In fact, we’re here for you at every point of the journey.

Who Is Advanced Onboarding for Marketing Hub Ideal For?

The ideal person for Advanced Onboarding are new Marketing Hub Enterprise and HubSpot Marketing Hub Professional users with more complex business requirements. This particular package is designed for those who need:

  • Extra technical assistance with migrations of data and custom integrations between their existing sales & marketing stack and HubSpot.
  • A higher-touch offering with increased interaction frequency
  • Guidance on the creation of advanced implementation strategies for complex HubSpot use cases, over and above best practices through collaboration with their sales and marketing teams to develop new approaches and tactics.
  • More focus on long-term planning & readiness for deployment
  • Support with internal comms through deliverable documentation

What exactly does Advanced Onboarding for Marketing Hub include?

Over the first three months, you’ll be supported by your dedicated onboarding specialist on HubSpot technical setup and integrations, as well as integrating inbound methodologies into your sales and marketing programs. The onboarding expert will work with you in creating a customised plan of attack to get you off the ground, fully integrated and happy that you know how to use HubSpot features. A typical plan of this kind will include things like:

  What's offered
What happens to you data inside HubSpot

Paths for capturing leads and converting them

Use of Advanced Hubspot tools, such as calculated fields, smart content & lead scoring

Help with third-party/native integrations and their use

Technical assistance with integrations support, API, troubleshooting, review of technical design and configuration of templates

Setting up your campaign, as well as analysis & custom reporting

Guidance on business strategies

Assistance with importing/migrating out of your CRM

Setup of internal assignment of leads

Setting up automatic nurturing of leads

Website traffic analytics

Creating a content strategy

Data segmentation

Email marketing

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