Introduction to Marketing Hub

HubSpot's Marketing Hub combines marketing automation (MAP) and CRM capabilities to support business growth. However It's crucial for your marketing team, providing tools to reach goals more efficiently when properly set up. However, a poor setup can block your goals. That's where Siteworx comes in.

Onboarding vs. Implementation

Choosing between onboarding and implementation for your HubSpot Marketing Hub?

Implementation is about customizing the Marketing Hub to fit your go-to-market approach. This process involves creating custom properties and objects, setting up targeted funnel automation, and workflows. The goal here is to make HubSpot an integral part of your marketing strategy.
Onboarding offers a straightforward setup with the platform's standard features, alongside training to get your team up to speed on the basics.

Our Marketing Hub Implementation Process

1. Solutions Discovery Phase

We begin your HubSpot setup with a workshop, engaging with your team to understand your needs and evaluate feasibility. We highlight any limitations and propose solutions, then map out your project timeline, budget and key deliverables.

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2. Account Setup

Following the Solutions Design phase, the Siteworx team, will guide you through the HubSpot setup. Your account setup will include:

Setup users and teams, configure access and permissions
Ensure compliance with GDPR and privacy laws.
Define account defaults like brand colors, logos, and company info
Setup domains for web hosting and email.

3. Custom Data Setup/Migration

HubSpot's standard setup with contacts, companies, and deals might not cover all your needs. No worries, we'll make sure all your essential data finds its place in HubSpot during migration, which can involve:

Adding custom properties for crucial info that doesn't fit the standard fields.
Creating custom objects for various items like memberships, products, subscriptions, and events.
Setting up associations to define and name the connections between your data points.
Designing funnel stages to accurately represent your customer's journey from awareness to purchase.

4. Custom Data Setup/Migration

Managing a comprehensive tech stack demands seamless data integration across platforms. We're here to connect all your systems, enabling you to leverage synchronized data in your marketing efforts efficiently.

Social & Ad Accounts: Monitor both organic and paid ad performance.
External CRM Systems: Integrate with other CRMs, such as Salesforce, SAP, Microsoft.
Analytics Tools: Connect with analytics platforms like Google Analytics or BI tools.
Custom Integrations: Tailor-made solutions to link any platform with HubSpot, including your products.

5. Asset Collection & Migration

Our team specializes in crafting new assets to bolster your team's capabilities or revamping your existing assets with a fresh set of tools. We're here to facilitate your migration needs, including:

Creating and updating brand assets: email templates for new, branded communications.
Landing Pages & Forms: Developing landing pages and forms, complete with redirects to preserve traffic.
Creating audience segmentation: Setting up active and static lists for precise audience targeting.
Workflow Automation: Designing workflows to automate marketing processes.

6. Asset Collection & Migration

If you can't measure it, you can't improve it. So our service includes the creation of custom reports and dashboards, ensuring your teams stays informed and aligned with your company wide objectives.

Attribution Reporting: Link marketing efforts directly to revenue and conversions for clear ROI insights. (MRR, LTV, Leads, MQL, SQL, PQL, Churn)
Funnel Analysis: Visualize the progress and conversion rates at each stage of the contact or deal lifecycle from awareness to expansion.
Customer Journey Tracking: Examine the touchpoints across the customer experience (website or app) for deeper engagement insights.
Cross-object Reporting: Craft intricate reports by merging various data sets for comprehensive analysis.

7. Asset Collection & Migration

It's vital for your team's success to fully understand how your new marketing hub operates. Our team is committed to guiding you through the setup, clarifying expectations, and demonstrating the intended functionality of every marketing hub component, workflow or automation.

Expert Training: Our trainers, will be available throughout the project to provide guidance.
Role-Based Sessions: We offer specialized training sessions tailored to different user groups.
Practical Exercises: Hands-on activities are designed to give your team real-world practice with the system's functions.
Documentation: We provide detailed documentation for ongoing reference and to increase onboarding time of new team members.