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Your Ultimate Checklist for Setting Up HubSpot Marketing Hub

Your Ultimate Checklist for Setting Up HubSpot Marketing Hub
Starting your journey with HubSpot's Marketing Hub? Welcome aboard! The platform is loaded with features, and while that's amazing, it can also be overwhelming. Don't sweat it; we’ve got you covered with this easy tofollow checklist.

1. Initial Setup

  • Create Account: Sign up for HubSpot Marketing Hub.
  • Add Team Members: Get your core team in there.
  • Set Up Domain: Connect your website domain.

2. Contact Management

  • Import Contacts: Get your existing contacts into HubSpot.
  • Define Lifecycle Stages: Identify contact stages (Lead, MQL, SQL, etc.).
  • Set Up Custom Properties: Add any unique data fields you'll need.

3. Marketing Channels

  • Email: Configure your email settings.
  • Social Media: Connect your social media accounts. (social media publishing only available in professional and enterprise plans)
  • Blog: Set up your blogging platform if you'll be using HubSpot for blogging.

4. Content Creation

  • Create Templates: Design or upload email and landing page templates.
  • CTAs: Build callstoaction that align with your objectives.
  • SEO: Configure SEO settings for better search performance.

5. Automation and Workflows

  • Lead Scoring: Assign scores to prioritize your leads.
  • Email Automation: Build out automated email sequences.
  • Workflow Logic: Establish workflow rules to automate marketing tasks.

6. Analytics and Reporting

  • Set Up Dashboards: Create dashboards for key metrics.
  • Integrate Google Analytics: For more advanced tracking.
  • Set KPIs: Define your key performance indicators.

7. Test Everything

  • Test Emails: Ensure emails display correctly across devices.
  • Test Forms and CTAs: Make sure all elements are capturing data correctly.
  • Test Automations: Confirm workflows operate as expected.

8. Launch!

  • Go Live: Once testing is complete, you’re ready to go!
  • Monitor: Keep an eye on your dashboards and adjust as needed.
  • Review and optimise: What seems to works now might not in the weeks and months to come.
And there you have it—a comprehensive checklist for setting up your HubSpot Marketing Hub like a pro. Ready to get started?

Feel free to share this blog, and get in touch if you still need help to make the most of HubSpot’s incredible toolkit!
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