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!