HubSpot Marketing Software Onboarding Service

Typical scope of onboarding for HubSpot Marketing Starter Tier

Ideal for small businesses getting started with inbound marketing.

• CRM Configuration:
• Set up contact properties and custom fields for tracking leads.
• Import contacts and clean the database for effective segmentation.
• Create static and dynamic lists to organize prospects.
• Marketing Setup:
• Build and configure forms for lead capture (website forms and pop-ups).
• Create and launch landing pages with basic SEO settings.
• Develop email campaigns with personalization tokens and basic automation.
• Set up simple workflows to automate welcome emails and follow-ups.
• Reporting & Analytics:
• Basic campaign tracking (email opens, form submissions).
• Integrate Google Analytics for website performance tracking.

Typical scope of onboarding for HubSpot Marketing Professional Tier

Suitable for scaling businesses looking for advanced automation and insights.

• CRM Configuration:
  • Configure deal stages and advanced contact properties.
  • Set up custom lifecycle stages (Marketing Qualified Leads, Sales Qualified Leads).
  • Enable lead scoring for prioritization based on engagement.
• Marketing Setup:
  • Build and optimize workflows for lead nurturing and drip campaigns.
  • Set up segmentation rules for personalized email campaigns.
  • Enable A/B testing for emails and landing pages to optimize conversions.
  • Automate social media posting and integrate social monitoring.
• HubSpot Integrations:
  • Sync with third-party apps (eCommerce, calendars, ad platforms).
  • Integrate with CRMs like Salesforce if required.
• Analytics & Reporting:
  • Build custom dashboards for campaign and contact performance.
  • Track ROI from multi-channel campaigns (social media, email, ads).
  • Use UTM tracking for more detailed analytics.

Typical scope of onboarding for HubSpot Marketing Enterprise Tier

Designed for large businesses with complex marketing needs.

• CRM Configuration:
• Manage multiple teams with custom permissions and hierarchies.
• Use custom objects to store unique data for specific business processes.
• Enable predictive lead scoring for advanced lead prioritization.
• Advanced Marketing Setup:
• Implement multi-touch attribution models to measure campaign effectiveness.
• Set up content partitioning to assign specific content to different teams.
• Develop advanced workflows with branching logic for complex automation.
• Configure behavioral event tracking (e.g., product usage or site interaction).
• Integrations & Customization:
• Connect with advanced systems (ERP, Data Lakes, custom APIs).
• Manage customer journey mapping across marketing, sales, and service hubs.
• Analytics & Reporting:
• Build hierarchical and cross-team reporting dashboards.
• Use predictive analytics for future campaign performance forecasting.
• Monitor advanced funnel analytics and lead attribution across channels.

Each tier of onboarding unlocks additional capabilities, from foundational marketing tools to enterprise-level automation, reporting, and predictive analytics. Sunrays Digital ensures seamless implementation, tailored to your business needs at every stage.