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Hubspot Marketing Hub: Onboarding Checklist

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Marketing Hub Onboarding Checklist  

  • Segment contacts into lists: The organization of contacts into static or active lists for targeted marketing campaigns. Here are some examples:
    • Total Customers (used suppression list)
    • ICP (must-have for all marketing purposes)
    • All emailable prospects (used in ABM)
    • Suppression lists (employees, customers, competitors, etc)
    • Closed lost prospects in last 60,90,120,365 days (used in ABM)
    • Lost customers in last 60,90,120,365 days (used in ABM)
    • Won customers in last 30,60,90,120,365 days (used in ABM)
  • Connecting social media accounts: Set up your Facebook, Instagram, Twitter, and LinkedIn accounts to manage social media from HubSpot. 
  • Connect ads accounts: Connect Google Ads, LinkedIn Ads, or Facebook Ads accounts to manage and track campaigns. 
  • Create CTAs (calls-to-action): Implement CTAs on web pages, landing pages, blog posts, and emails to increase lead capture and conversion. 
  • Create forms: Use forms to collect information from visitors, which should be used in future marketing. 
  • Set up your marketing emails: Easy to use the drag-and-drop email editor to create marketing email templates. This is important for consistent branding. 
  • Set up landing pages: Set up landing pages to drive conversions, gauge interest, event registrations and much more.
  • Build workflows: Automate full complex processes to increase your company's efficiencies and marketing efforts. (video to come)
  • Create and manage campaigns: Track your marketing assets by creating and managing campaigns in HubSpot. 
  • Get a blog going: HubSpot’s blogging tool is used to create posts, drive traffic and engage your audience.  There are a lot of tools wrapped into this such as SEO, AI help, and data remix.  Get your hands dirty by playing around with it before you publish.  Our Landing video above  will help with this tool as well. 

If you have specific questions about marketing hub or want some help looking into the other tools Hubspot has to offer please reach out to us via LinkedIn or our webiste.
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