The Ultimate Checklist for Setting Up HubSpot CMS Hub

Written by Adam Clarke | Dec 1, 2023 10:15:00 AM

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.

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