Account
- Time zone set up
- Filter out internal IP addresses
- Install HubSpot tracking code on current site
- Define physical address & email types
- Configure blog settings
- Set Currency
- Set Analytics Views
HubSpot
Getting Started with Hubspot
HubSpot is a powerful platform for businesses that is constantly being updated with new tools and technology to help your marketing, sales, and service teams succeed. As helpful as it is, it can be a daunting task to onboard onto such a robust platform. Don’t worry, we’re here to help!
Little Bird can accelerate your technical setup and implementation.
Here’s what’s included in the package:
Users
- Connect sales members
- Teams
- Hierarchical teams
- Single sign-on
- User roles
Forms
- Replace native wordpress forms with Hubspot forms of any style
- External form tracking (if hubspot forms will not work with clients workflow)
- Required field determination
- Contact lifecycle and lead stage determination inside forms
Integrations
- Aide in the set up of integrations
- Integrate with Google Analytics
- Connect email integration
- Connect social accounts
Asset Migration
- Import contacts & companies
- Email templates – custom design with designer
- Landing page templates
- Blog migration – template setup/customization based on website
- Client branding added
Domains
- Add email sending domain
- Connect blog subdomain
- Connect info subdomain
CRM
- Create custom properties
- Set up contact record views
- CRM pipeline set up
- Input buyer personas
Reports
- Create a custom marketing dashboard
- Custom reporting
Bonus Deliverables (Little Bird’s Curated Guides)
- Persona Development Guide and Template
- Monthly Social Calendar Template
- Email Tip Sheet
- Making the Most of the Hashtag Guide
By choosing Little Bird as an onboarding broker, you receive $12,000 of value for a one-time $6,000 fee!
Depending on your availability, this is typically completed within 2 weeks, getting you up and ready to implement your marketing strategy. Then, you’re ready to take flight and have a Little Bird with you.
As we faced the decision to shift our entire sales and marketing efforts to Hubspot, it was daunting. Knowing we had a partner in LBM that knew the platform inside and out and all the tricks gave us a lot of confidence. LBM’s ability to make Hubspot available to us at a discount made the decision a no-brainer. A year later, I cannot imagine my life without Hubspot and because the onboarding was so easy and painless, I have no recollection of a learning curve. Highly recommend!
