HubSpot Marketing Onboarding

HubSpot Marketing Hub Pro Onboarding

Over the years, we have worked with established companies and brand-new startups. We help ambitious businesses like yours generate more profits by building awareness, driving web traffic, connecting with customers, and growing overall sales. Give us a call.


Meet all of your inbound 
goals and objectives

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.

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.

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.

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

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.

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 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 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