HubSpot Marketing Onboarding

HubSpot Marketing Hub Pro Onboarding

With HubSpot, customers come first, customization is simple, and teams are unified through a connected CRM.

YetiTech Objective-Based onboarding helps ambitious businesses like yours generate more profits by building awareness, driving web traffic, connecting with customers, and growing overall sales without losing focus on your core goals.


Meet all of your inbound 
goals and objectives

Portal Set Up Within 48hrs

Together lay the foundations for your growth with our objective-based portal implementation. Our team gets you started faster so you begin getting value for your purchase quicker

90 Day Rollout

Growing businesses is a full-time job, we save you valuable time, and help you avoid costly mistakes.

Spend more time growing and less time guessing.

One on One Coaching

Weekly strategy sessions, coaching and training workshops are delivered via video or in-person conference. This approach allows us to show you visually and accelerates the learning curve for you and your team.

Devoted Customer Success

We know the frustration of great sales and poor customer experience, when working with YetiTech we ensure great customer onboarding, active communication & recurring meetings with a devoted account manager.

Post-Launch Support

Sometimes even experienced marketers need a nudge in the right direction. You'll get strategic launch guidance with an inbound Yeti expert supporting your first inbound campaign

Slack Channel & Loom

We’re committed to open & fast communication flows, no more meetings on meetings or huge email chains. We bring you into the heart of our communication with frequent loom updates and support

You’ll have direct access to our team 5 days a week via slack.

Our Timeline

Get a feel for what your 90 days of onboarding could look like.

Week 1

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 2

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 practicesYou’ll learn to schedule and monitor social posts
We’ll help you build a 3 month content strategy

Week 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

Do I have to pay HubSpot onboarding fees also?

If you haven't already purchased onboarding from HubSpot then No, we coordinate with HubSpot for onboarding fees to be waived.

Is the cost spread over 90 days?

Yes, your quote is split into 3 easy payments that support your cashflow.

What if 90-days may not work for me?

Sometimes business is too busy to stop, or you want to get going as fast as possible, if we agree it's not going to impact you we can extend or bundle onboarding workshops.


Want to learn more? - Get in Touch