Quick Tips for a Successful HubSpot Onboarding

HubSpot is an All-in-One Inbound Marketing Software that helps your team grow website traffic, convert leads, and track your entire funnel in one place. Everything a marketer needs to launch for effective marketing campaigns is available in HubSpot. With HubSpot, your target audience will be interested in your business and happy to be your customer.

HubSpot is a powerful tool that helps you manage your inbound marketing campaign and all assets in the same place. Getting HubSpot for your company is a wise decision and you can measure the great results you will get from this marketing tool. 

Are you shifting your business/marketing activities to the HubSpot platform?

We have outlined and explained some of the useful tips for you to onboard to HubSpot without facing any glitches. Go through to the below tips for a smooth onboarding process

Determine your objectives and goals early

What exactly are you looking to do with your HubSpot portal? It’s important to have clearly determined goals while you set up the HubSpot software so you can configure it to work the best way for achieving your objectives. 

By setting up goals in the beginning, you can customize your HubSpot processes to leverage the platform’s capabilities to help you achieve those goals. You can have multiple goals for getting onboarded to HubSpot. For example, you want customers to follow a certain conversion path or to reach a certain amount of page visitors; make sure you know what you’re aiming towards rather than publishing pages/content abruptly without having a goal in mind. HubSpot has various tools that help you achieve the desired results and it all starts with knowing what your goals are and customizing the software accordingly.

Don’t skip steps

We know everybody allures to skip the task that seems unnecessary in the onboarding phase. Skipping some minor steps during HubSpot onboarding can break your entire marketing campaign later. Do not skip the initial training and certifications provided by HubSpot academy while onboarding. These videos and certifications help you and your team understand the tool features and execution steps to perform them.

Other than the training videos and documents, you can also refer to this Extensive HubSpot onboarding guide to help you onboard to HubSpot seamlessly. This guide has a step-by-step process of HubSpot onboarding with proper instructions.

Naming conventions of folders and marketing assets

In a short span of time, you will have numerous CTAs, forms, emails, documents, images, files, campaigns, etc for your inbound marketing activities and you need to be able to keep these items organized. Meet with team members & the people who will be using HubSpot and determine your naming conventions of all marketing assets and folder structures before getting started.

 If your team members are working with a different format for marketing assets in mind, it’s very easy to mistake one file for another, easily slowing down your process due to multiple edits and republishing. Make sure everyone is riding on the same boat! 

Organize Your existing data & information 

Start organizing your current CRM information and other data if you are planning on using the HubSpot CRM system.  HubSpot has various integrations with other CRMs and allows manual import to keep in touch with email marketing contacts or customers who have visited your website, make sure you have all of your data and information in one place so you can integrate it with the HubSpot software easily. Organize your data early in the HubSpot onboarding stage to enjoy a hassle-free campaign execution.

Minimize the number of forms and CTAs

If you are onboarding to HubSpot then you will have to use inbound marketing assets like Forms and CTA. In the future, you will have numerous Forms & CTA for your campaigns and it is very difficult to keep track of these assets in your HubSpot portal. Use these lead generation assets to a minimum. 

List out the different forms/CTA & curate versions of your assets which are the universe in nature and customizable at different other HubSpot tools like blogs, page-level, and page template. You can reuse the same form with different levels of customization as and when needed.

Learn more about the Inbound marketing methodology

Inbound marketing is at the heart of HubSpot. Marketing automation tools can be made overnight but HubSpot is the tool that runs on inbound marketing methodology. Dive deeper into the inbound marketing world and explore the various opportunities inbound can give to your business. If you do understand much about inbound marketing and how to launch your campaigns with inbound marketing then you can brush up on the inbound marketing methodologies and what is the latest updates in the inbound world.

Learning more about inbound marketing can help you in the long run and you will be able to get the most out of your HubSpot tool. Inbound marketing is at the core of the HubSpot tool and you will have to explore more inbound marketing if you have not done it already.

Conclusion

Interested in getting started with HubSpot?We’re a certified HubSpot partner agency situated in Pune, India. Reach out to us to discuss how you can seamlessly switch to the HubSpot platform and grow your business using this amazing inbound marketing tool. 

Here at Straight Growth, We know in and out of HubSpot and we are working with various companies as their HubSpot consultant and implementation team. Our team of experts can make complicated Hubspot tasks and projects very simple.