HubSpot CRM Set Up
Migrate your existing contact lists into HubSpot without losing any contact data. Simply send us your CSV file and we’ll take care of formatting and importing your contact lists.
Segment your contacts into dynamic lists based on buyer persona, lifecycle stage, engagement, email subscription, and more. These lists can be used for email blasts, custom report building, workflows, and many other applications.
HubSpot’s default properties cover the basics for most companies, but we know your business may require niche information from your contacts. We will help you identify and create custom properties so all of your contact data is maintained during the migration onto HubSpot.
Buyer Persona Development
Build a thorough profile of your ideal customer to understand their pain points, challenges, needs, channels, and demeanor. These personas will be the foundation of your inbound marketing strategy, so we’ll help you get it right.
Organize your images, documents, guides, and branded assets within HubSpot’s File Manager. If you already have materials in your HubSpot, we can help you clean up and organize your existing files.
HubSpot Makes Sales & Marketing Alignment Easy
Get started with the HubSpot Sales Hub to inspire collaboration between your sales and marketing teams to drive shared goals.
HubSpot Marketing Data
We will audit your website for existing forms and replace them with HubSpot forms for centralized data collection. We will also make recommendations to strengthen your form conversion rates.
Keep your finger on the pulse of the metrics that matter most to your business with custom dashboards and reports within HubSpot. Choose the KPIs that are most important and receive automated reports delivered directly to your email inbox.
Monitor website traffic, new contacts, visitor-to-contact conversation rates, bounce rates, traffic sources, and average session length with HubSpot’s detailed traffic analytics.
Measure the performance of your landing pages, blog posts, and HubSpot hosted webpages with content analytics reports. Identify the best performing content with insights into submission rates, page views, CTA clicks, bounce rates, average time on page, and contact conversion rates.
Assign assets such as emails and blog posts to overarching campaigns to effectively segment and analyze data for specific marketing efforts. Use first touch or last touch attribution to determine the number of influenced contacts, customers, deals, and revenue.
HubSpot Technical Onboarding
Our experienced developers will handle tracking code installation, blog migration, responsiveness of templates, subdomain set up, email sending domain, and account settings to ensure you are fully and properly onboarded onto HubSpot.
We can also help with integrations, troubleshooting, and web development needs that may arise during the onboarding process. Or, we can collaborate with your in-house developers to help them get the job done.
Marketing Hub Set Up & Implementation
- Time zone set up
- Filter out internal IP addresses
- Aide in the set up of integrations
- Install HubSpot tracking code
- Integrate with Google Analytics
- Import contacts
- Create buyer personas
- Create custom properties
- List segmentation: active & static lists
- Event-based segmentation
- Pop-up forms
- External form tracking & collected forms
- Native forms
- Add email sending domain
- Define physical address & email types
- Set up marketing workflows
- Customize email templates
- Mobile optimization
- Email templates
- Live chat training & set up
- Chatbot creation
- Chat flow optimization
- Connect blog subdomain
- Configure blog settings
- Confirm blog migration
- Blog & content creation
- SEO & content strategy
- Calls to action
- Blog templates
- Connect info subdomain
- Customize landing page templates
- Mobile optimization
- Landing page templates
- Connect social accounts
- Social media publishing
- Social media monitoring
- Create a custom marketing dashboard
- Custom reporting
- Campaign reporting
- UTM link tracking
- Filtered analytics view
- Website traffic analytics
- Adaptive testing
- Multi-touch revenue attribution