First steps in HubSpot account setup

You did it!  You made the leap to Hubspot and are flailing around trying to figure out what to do first…

Don’t worry. We got you. Below you will see a guide that will help you take steps to get your Hubspot up, running and working to pay for itself.

We always recommend using a Hubspot Solutions Partner (that’s us 🙂) to help you along this path. 

Part 1: General setup 

It does not matter what Hubspot subscription you choose, these are the high-level steps every business should take first. To be honest the in-app walkthrough is very helpful as well.

• Account settings: customize account settings
• Brand kit setup: create a brand kit to ensure consistency across all marketing materials. 
• Connect domains: connect your domains to HubSpot and take advantage of Hubspot tracking tools.
• User permissions / granting paid seats: manage user access. Remember, everyone does not need to see everything!
• Install tracking code: add HubSpot tracking code to your website so you can see what customers and prospects are engaging with.
• Connect email/calendar: Connect your email and calendar with HubSpot. 
• Import existing contacts: Add contacts to Hubspot so you can start working. (Long drawn-out written directions here if you need them)
• Notification settings: Do you want alerts? Are you sure? If you are not careful you can be inundated with alerts so pay attention to how you receive alerts.

Conclusion:

Account setup can seem daunting but it does not have to be. Take it one step at a time, become familiar with the Hubspot knowledge base, and do not be afraid to reach out to a Hubspot Solutions Provider. All of us genuinely want to help you be successful using this awesome tool.

Additional Tips:

• When connecting your domain to Hubspot be sure to look at the DNS settings and make sure they match
• I would not recommend connecting your email to your Hubspot inbox just yet. Every email you send or receive will be added to the inbox and the notifications could drive you mad.
• Be sure to set your time zone! This will impact reporting and email send schedules.

I hope this blog post has been helpful.