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CUSTOM
ONBOARDING
- Basic Technical Set Up
- Twelve 45-Minute Training Sessions
- HubSpot Certified Expert
Custom Onboarding
As a new HubSpot user, Vonazon is happy to provide the technical and strategic guidance you need to understand the platform, migrate your data and setup new automated processes. Over the next couple months you will be working with Hubspot specialist to receive in-depth training and platform best practices needed to launch successful campaigns.
Advanced
Technical Set-up
CRM
Customization
Strategic
Direction
In-Depth Training &
Best Practices
What to expect with your onboarding with Vonazon:
HubSpot Technical Setup
- Account basics setup
- Profile and organizational information
- Branding basics
- User setup
- Deliverability, technicals, and optimization
- CNAME, SPF, DKIM
- Website integration
- HubSpot tracking code
- Connecting domains & URLs
- Key integration setup
- Basic import of contacts, leads, and accounts
HubSpot Marketing Pro Onboarding
- How your data lives in HubSpot
- Lead capture and conversion paths
- Best practices in segmenting your data
- Overview and best practices regarding email marketing
- Traffic and website analytics
- Consulting pertaining to content strategy
- Guidance pertaining to automated lead nurturing and internal lead assignment setup
- Consulting to migrate/import data from your CRM
- Overview/Best practices regarding campaign setup, analysis, and custom reporting
- Best practices and strategies regarding Lead Scoring
- Advanced review of automated campaign build out
HubSpot Sales Pro Onboarding
- Productivity tools
- Overview of your custom sales process in HubSpot
- Customization of the CRM for your processes
- Baseline reporting setup and review
- On-boarding your team (invite, permissions, and resources)
- Standard sales automation setup
- Turning on standard integrations (App Marketplace/native)
- Consulting to migrate/import data from CRM
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