HubSpot Marketing Hub Pro Onboarding

We’re on a mission to help businesses across the ANZ region to get the most out of HubSpot and shorten their path to ROI via tailored implementation & onboarding.
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Meet all of your inbound
goals and objectives

Professional Design

Portal Set Up Within 48hrs

We'll lay the foundations for your future success with our systemised portal implementation. Our team of HubSpotters have been setting up HubSpot platforms for over six years.
Superior Inbound Material

90 Day Rollout

Engaging YetiTech to onboard you with HubSpot will save you valuable time and money, and help you avoid costly mistakes.
Spend less time saying “I’m not sure” and more time growing your business.
Light Years Ahead

One on One Video Coaching

Your strategy session, coaching and training workshops are delivered via video conference software. This approach allows us to show you visually how things work and why which accelerates the learning curve for you and your team.
Enhanced User Experience

Custom Branded Assets

We’re big on brand and even bigger on conversion. We know that out of the box default email, landing page and blog templates simply don’t cut it.
Included in your 90-day plan are customised and branded marketing assets that match your brand and your goals
Exceptional Customer Support

Campaign Support

Sometimes even experienced marketers need a nudge in the right direction. You'll get strategic campaign guidance with an inbound expert that will help you to launch your first inbound campaign within a month.
Prototype With Robust Modules

Private Slack Channel

We’re committed to open & fast communication flows, we ditch email in favour of Slack. You’ll have direct access to our team 5 days a week.

Our Timeline

Get a feel for what your 12 weeks of onboarding might look like.

Week One

Kick Off & Technical Set Up

Kick-off call to learn about your business
We’ll get your team set up in HubSpot
We’ll configure your portal from the ground up
Setup your domain settings
Import your contacts into HubSpot
Discuss integrations
Week Two

Marketing & Business Goals

Consult on business goals and priorities

Create a sales & marketing reporting dashboards

Identify your brands best potential marketing channels

Identify the ideal (free) HubSpot academy training sessions

Set up automated performance reporting emails 
Week 3

Personas & Customer Journeys

We’ll help you identify personas

We assist in creating your personas 

Learn about customer journeys & why you need them

We’ll create your custom contact properties in HubSpot
Week 4

Lead Generation

Embed your lead collection forms on your website

Setup lead flows

Create lists to segment your leads

Create automated lead alerts
Week 5

Database & CRM

We’ll set up lead scoring

You’ll learn how to create custom formats and lists

We’ll teach you how to segment your leads

Together we will build your deal pipelines

You’ll learn to customise lead status and deal stages

We’ll discuss sales automation
Week 6

Email Marketing

Discuss current email marketing 

We'll design a new custom brand newsletter

Development of custom newsletter template

Learn email best practices 

Create and send successful emails from HubSpot

Learn the email performance reporting tool
Week 7

Automate Your Process

Determine what processes could be automated

Set up 1 basic follow up workflow

Help building your first workflow

We'll review your automation
Week 8

Content For Conversion

You’ll learn how to implement a content strategy in HubSpot

Together we will identify a core topic and subtopics

You’ll discover blogging best practices

You’ll learn to schedule and monitor social posts

We’ll help you build a 3 month content strategy
Weeks 9-12

Rollout & Support

Roll-out your first content offer

Build landing and thank you pages

Suggest a distribution strategy

Create CTAs and Smart CTAs

Fortnightly catch-ups

Slack support

Here are some our most asked questions!

Do I have to pay HubSpot onboarding fees also?
If you haven't already purchased onboarding from HubSpot the answer is No, we'll arrange for the HubSpot onboarding fees to be waived.
Is the cost spread over 90 days?
Yes, the $5000 payment is split into 3 easy payments which helps with cashflow.
What happens if we go over the 90-day plan?
We get it—sometimes life and other business get's in the way. We're ok to extend the onboarding period by 30days if required.

Want to learn more? - Get in Touch