Embarking on a journey with HubSpot CMS Hub? It's a powerhouse for website management and digital experiences, but setting it up can be a maze. Navigate like a pro with this comprehensive checklist.
1. Initial Steps
Activate CMS Hub: Create your HubSpot account. (see HubSpot CRM checklist)
Team Onboarding: Get your designers, developers, and content creators on board. (if you have them)
Domain Setup: Connect your primary domain and any subdomains. (Delay this step if you're moving to HubSpot from a different CMS.
2. Website Structure
Page Templates: Select or design the templates for your site.
Site Hierarchy: Plan and implement your website's menu and structure.
3. SEO Settings
SEO Configuration: Set up your SEO fundamentals.URL Structures: Make sure URLs are SEO-friendly.
Meta Descriptions: Add meta descriptions for key landing pages.
4. Content Strategy
Content Staging: Use staging areas for new content.Blog Setup: Configure your blog settings if you'll be using HubSpot for blogging.
5. Design & UX
Mobile Responsiveness: Test all templates for mobile compatibility.CTAs & Forms: Design and place calls-to-action and forms where needed.
6. User Roles & Permissions
Team Roles: Assign roles based on team responsibilities.Content Approval: Set up workflows for content review and approval.
7. Analytics & Reporting
Dashboards: Create dashboards to track website performance.
Integrate Analytics: Link up Google Analytics or other tools for deeper insights.
8. Extra Features & Add-Ons
Personalization: Implement personalized content options.
Integrate CRM: Sync your CMS with HubSpot CRM for full-funnel analytics.
9. Test & Validate
Cross-Browser Testing: Check compatibility across different browsers.
Performance Testing: Run speed tests on key pages.
10. Launch & Maintenance
Go Live: Flip the switch and take your site live.Continuous Monitoring: Keep an eye on analytics and make tweaks as necessary.
