Marketing Hub DIY™

Start with a personalized 1:1 kickoff call tailored to your goals and business needs, ensuring you have a clear action plan from day one.

You'll be guided on setting up and assigning user permission sets and ensuring users are added to HubSpot at the designated time, with restrictions applied where necessary.

Learn how to set up your account's default domain and install the HubSpot tracking code on all pages hosted outside of HubSpot, ensuring you capture analytics across your entire site.

Learn how to customize your logo, favicon, and brand colors to align with your company’s branding and style guidelines. These settings will be applied as defaults across all of HubSpot’s tools to maintain brand consistency.

Best practices for importing your prepared data (Contacts, Companies, Deals, Tickets, Products) into HubSpot, including creating custom properties and setting up record associations. If you need additional help with data strategy, cleaning, or manipulation before import, additional fees may apply.

Learn how to map your existing data to HubSpot's default properties and create custom properties as needed, ensuring your data is accurately represented and organized within the platform.

We'll show you how to import the email addresses of contacts who have previously unsubscribed from all emails as an opt-out list. This process doesn't add the contacts to your database but ensures that the email addresses on the list are marked as ineligible to receive emails from your account, maintaining compliance and respecting their preferences.

Detailed instructions on connecting your email sending domain to HubSpot. 

HubSpot offers features within its portal to assist with GDPR compliance, such as tools for managing data privacy and consent. However, these features alone don't ensure full compliance; they simply provide the functionality needed to support your efforts. It's crucial to consult your legal team for specific guidance on implementing processes that align with GDPR requirements in your organization.

HubSpot’s App Marketplace offers over 1,000 integrations for marketing, sales, service, and more. RevPartners will coach you on integrating your tech stack with HubSpot, ensuring you have a unified platform and a single source of truth for all customer data.

Your marketing contacts tier determines the number of contacts you can send marketing emails to. If your database exceeds this limit, you can set some contacts as non-marketing or purchase additional contacts from HubSpot. Once you identify which contacts should be categorized as marketing or non-marketing, we’ll show you how you can mark contacts as marketing or non-marketing.

We’ll show you how you can input your buyer persona into the persona contact property in HubSpot. This setup allows you to target specific groups and categorize your contacts effectively, enhancing your marketing and sales strategies.

We’ll coach you on getting your subdomains connected to HubSpot, enabling you to publish HubSpot-hosted landing pages, blogs, and the web versions of your marketing emails seamlessly.

We will guide you on how to verify any generic email addresses intended for email sending without adding them as HubSpot users. Additionally, we'll provide coaching on setting up a re-subscription email with default content, allowing contacts who have opted out of emails to easily opt back in if they fill out a HubSpot form.

We will guide you in customizing the default fonts and colors in your HubSpot forms to align with your company's style guidelines, ensuring a consistent and branded appearance across all your marketing materials.

HubSpot’s Social Media tools enable you to build, publish, and monitor selected social media channels. We’ll provide your team with guidance and instructions for setting up these tools. Additionally, we'll be available for a call to answer any questions and troubleshoot any issues that arise during the setup process.

We will show you how to access and create several of HubSpot’s pre-built Marketing dashboards, including ones for Lead Generation, Marketing Channel Performance, and Website Analytics. These dashboards will give you clear, actionable insights into your marketing activities, allowing you to effectively track and improve your performance across various channels.

After completing your implementation, you’ll meet with your Implementation Specialist to review the entire setup and ensure everything has been configured correctly.

In our kickoff call, we'll outline what to expect in the coming weeks and discuss a series of questions to align HubSpot with your technical and business requirements. After the kickoff, you'll receive your Project Dashboard, which we'll use to track all project activities and ensure everything stays on course.

After our kickoff call, you'll receive a list of items we need from you. This follow-up call will serve as a check-in to review your progress and address any questions you might have about the requested tasks.

We'll set up and assign user permission sets, manage access to paid Sales & Service Hub seats, and ensure users are added to HubSpot at the designated time, with restrictions applied where necessary.

The HubSpot tracking code is specific to your account and tracks website traffic using browser cookies. We'll set up your account's default domain and install the HubSpot tracking code on all pages hosted outside of HubSpot, ensuring you capture analytics across your entire site.

We'll customize your brand's logo, favicon, and brand colors to align with your company’s branding and style guidelines. These settings will be applied as defaults across all of HubSpot’s tools to maintain brand consistency.

We'll import your prepared data (Contacts, Companies, Deals, Tickets, Products)  into HubSpot, including creating custom properties and setting up record associations. If you need additional help with data strategy, cleaning, or manipulation before import, additional fees may apply.

We'll help map your existing data to HubSpot's default properties and create custom properties as needed, ensuring your data is accurately represented and organized within the platform.

We'll import the email addresses of contacts who have previously unsubscribed from all emails as an opt-out list. This process doesn't add the contacts to your database but ensures that the email addresses on the list are marked as ineligible to receive emails from your account, maintaining compliance and respecting their preferences.

Connecting your email-sending domain to HubSpot allows HubSpot to send emails on your behalf using DKIM (Domain Keys Identified Mail) authentication. This ensures that your emails are verified and securely delivered. The domain you connect should match the domain of any email address that will be used for sending emails from HubSpot. You can also connect multiple domains if needed to ensure consistent branding and email deliverability across different email addresses.

HubSpot offers features within its portal to assist with GDPR compliance, such as tools for managing data privacy and consent. However, these features alone don't ensure full compliance; they simply provide the functionality needed to support your efforts. It's crucial to consult your legal team for specific guidance on implementing processes that align with GDPR requirements in your organization.

HubSpot’s App Marketplace offers over 1,000 integrations for marketing, sales, service, and more. RevPartners will assist you in integrating your tech stack with HubSpot, ensuring you have a unified platform and a single source of truth for all customer data.

RevPartners will create custom reports tailored to your specific business needs when HubSpot’s default reports don't fully address your reporting requirements. Whether it's unique data points or specialized analyses, we'll develop reports that give you the insights you need to drive your business forward.

Store your frequently used email content as templates within HubSpot. These templates can be quickly personalized and sent by sales reps directly from the CRM or their email inbox, streamlining communication and ensuring consistency across your outreach efforts.

'Snippets' are brief, reusable text blocks that can be inserted into contact, company, deal, and ticket records, as well as in email templates, chat conversations, and when logging an activity or note. These snippets can be quickly accessed using a keyboard shortcut, allowing for efficient and consistent communication across various interactions in HubSpot.

After completing your implementation, you’ll meet with your Implementation Specialist to review the entire setup and ensure everything has been configured correctly.