HubSpot Marketing Hub Enterprise Onboarding

• If you are interested in creating your own marketing automation strategy during the onboarding process, we recommend you the Classic Plus Onboarding. In addition to the content covered in the Classic Onboarding, we will guide you through the entire strategy creation process and provide feedback through our Marketing Automation Strategy Coaching. This package is ideal for companies seeking a streamlined process to develop a marketing automation strategy that effectively measures content and continuously improves it.
  
  

• Kick-off Meeting: In the Kick-Off Meeting, we set a framework for the onboarding process. We clarify project roles, give an overview of the HubSpot portal, and discuss your tasks for the technical setup. We will prepare an onboarding project in your portal, which includes a checklist of all the tasks required for the HubSpot setup, along with detailed instructions for the implementation. In addition, you can choose one out of four different campaign processes, which we will implement together in the next two meetings. Finally, you will receive an outlook on the following meetings.
• Marketing Automation Training Session (Content & Conversion Assets): The goal of this training session is to help your marketing team become familiar with creating effective lead generation and lead nurturing processes. We will provide guidance and tips on how to attract and engage potential customers, ultimately leading to increased conversions and sales. We will prepare the demo campaign in your portal and guide you through it step-by-step. The first training session focuses primarily on creating the marketing content required for the campaign.

• Marketing Automation Training Session (Workflows & Campaigns): In the second training session, we will show you how to map your assets using marketing automation workflows to nurture your leads and guide them towards a purchase decision. Additionally, you will learn how to measure your marketing performance using campaigns.

  Following this session, you will create the demo campaign through a self-training. The goal is to get you directly involved in using HubSpot so that you are well-equipped to develop your own campaigns later on.

• Marketing Automation Demo Review & Reporting Session: In this session, we will discuss your questions regarding user self-training. Furthermore, we will explore reporting in more depth. We will talk about the standard reports and dashboards available in HubSpot. HubSpot offers a range of useful reports that you can immediately use for your individual performance measurement. Besides, you will learn how to create custom reports.

• Marketing Automation Strategy Session (Basic & Classic Onboarding only): Interested in seeing what a complete marketing automation strategy looks like? Using a practical example, we will demonstrate the process of developing a marketing automation strategy and showcase a potential outcome of this process.
• Marketing CRM Training Session: The foundation of your HubSpot portal is the CRM. This is where all the information about your leads and contacts comes together. We show your marketing team how to create and structure data fields in the HubSpot CRM and how to analyze contact information. We will inform you about the options for customizing views for your teams and show you how you can efficiently monitor your data quality using dashboards and reports. 
• Marketing Automation Best Practices Session: Successful marketing is personalized, relevant and contextual. With HubSpot, you have the tool to meet these requirements. In this session, we will show you helpful best practices to personally address your leads - along the buyer's journey - and provide them with relevant content. In addition, we will show you HubSpot's AI tools and the HubSpot Insights database, which you can use to automatically find out more information about the companies in your CRM. 
  
  

Additional contents in Classic Onboarding:

• Individual Consulting & Support: In addition to the onboarding meetings described above, we are also available outside the scheduled sessions to address your individual questions. Use this time for ad-hoc inquiries or Q&A sessions where you can get answers to your specific questions regarding the functionality of the HubSpot Marketing Hub. You can also use the time to review your own marketing automation workflows together with us.

Additional content for the Classic Plus Onboarding:

• Marketing Automation Strategy Coaching: Instead of the standardized Marketing Automation Strategy Session, you will receive an individual Strategy Coaching. This intensive coaching aims to guide you through the process of creating a marketing automation strategy. It covers topics such as your buyer profiles, buyer personas, their respective journeys, and developing meaningful marketing automation processes. The coaching will provide you with the necessary knowledge, tools, and templates to help you efficiently start implementing your marketing automation strategy. You can find the complete outline of the coaching process described in the Marketing Automation Strategy Coaching section. 

Additional Information

The Marketing Hub Enterprise onboarding has the following limitations:

• Meetings: All meetings are conducted via MS Teams (online conference).
• Maximum meeting participants: Our experience has shown that onboarding meetings are more successful when the number of participants is limited. Therefore, we restrict all onboarding meetings to four participants. If, for specific reasons, more people are required, please discuss this with us in advance.
• Onboarding duration: The onboarding process typically takes place within 3 months. However, if your day-to-day business requires a longer duration, we can extend the onboarding period up to 12 months.
• Questions & Support: We are happy to assist you with your questions outside the defined onboarding framework. Please send your inquiries to service@brandreach.at. You will receive written responses from us with links to solution descriptions and instructions. Please note that the time spent will be billed at the end of the month.
• Basic Onboarding costs & billing: The costs of the Basic Onboarding package are based on the standard prices set by HubSpot, which are mandatory. If you do not require extended support, there will be no additional costs for you.

Additional Services

• Interface Definition: To ensure that marketing automation runs smoothly, it is essential for all relevant information to be managed in one central place. If external systems play a role in this process, you will need an interface. We are happy to assist you in defining the technical requirements of the interface and, if required, take over the development and the ongoing maintenance.