HubSpot Onboarding Service

Are You Using HubSpot Properly? If Yes, You Have Landed At The Wrong Place.

We do HubSpot Setup and Onboarding, so that you don’t have to mess with the wiring, plugs and sockets of Inbound Marketing. Because, you are great at business but we are expert HubSpot captain crew.

  • That’s what we stand for
hubspot onboarding

Why Do You Need

HubSpot Setup & Onboarding Services

HubSpot is not just a software, it’s a wholesome marketing reactor. If you want to use it properly for the best result, you would like to use it with its full potential.

Although, HubSpot is a crystal clear marketing, sales & support software, but only experts can configure it properly on time to maximise the end results.

Flywheel HubSpot Onboarding

What Will Be Covered

Onboarding is consist of technical as well as strategic implementation of whole inbound marketing methodology. Whole process will have following 10 week working on HubSpot and two weeks additional training & future plan for inbound marketing.

Kick-Off Call


There’ll be an initial call to learn more about your plans with HubSpot. Briefly, this call will cover the following considering the first 90 day onboarding period:

  • Your current setup
  • How you want to use HubSpot
  • Your short and long term goals
  • Deliverable for your first campaign
  • Your priorities
  • Account(s) access, like HubSpot, Google Analytics etc.

Account Setup

Account Setup & Technical Setup

  • Invite your team
  • Setup your domain settings
  • Install the HubSpot tracking code and filter out your internal traffic
  • Set up your email CAN-SPAM
  • Import your contacts into HubSpot
  • Import your marketing opt-out lists
  • Configure email types
  • Connect your social accounts
  • Consider integrations

Week 1

Persona - Research, Create & Add

  • Identify personas
  • Learn and create buyer personas
  • Creating Buyer Personas & Adding to HubSpot
  • Add to HubSpot Account

Week 2

Define Buyers Journey

  • Identify personas
  • Learn and create buyer personas
  • Creating Buyer Personas & Adding to HubSpot
  • Add to HubSpot Account

Week 3

Lead Generation in HubSpot

  • Consult on business goals and priorities
  • Create custom contact properties and edit existing ones
  • Create and embed your lead collection forms in your website
  • Setup leadflows
  • Create lists to segment your leads
  • Identify segments you want to focus on

Week 4

Email Marketing

  • List out existing emails currently being sent
  • Re-create emails in HubSpot
  • Learn email best practices
  • Learn to promote content (a blog or landing page) via Email

Week 5

Automation & Workflow Setup

  • Determine what processes can be automated
  • Set up workflows and follow up
  • How to do email nurturing
  • Build your first workflow
  • Review your automation

Week 6

Content & Distribution Setup

  • Create a content strategy in HubSpot
  • Learn about Topic Clusters
  • Identify a core topic and subtopics
  • Learn blogging best practices
  • Configure blog subscriber updates
  • Create social monitoring streams
  • Schedule social posts

Week 7

Conversion Path

  • Identify at least 1 content offer
  • Build out landing pages + thank you pages
  • Use CTAs to drive conversions
  • Determine distribution strategy

Week 8

Smart Content

  • Create smart content pages
  • Use smart CTAs and content
  • Create smart content in emails
  • Curate your customer’s smart content journey

Week 9

Report & Dashboard

  • Discuss business objectives and current KPIs
  • Identify reporting goals
  • Set up dashboards and custom reports
  • Create cross object reporting
  • Understand the different reports in HubSpot

Week 10

Lead Scoring & Alignment

  • Define explicit and implicit actions of a lead
  • Prioritize based on leads and set up scoring
  • Discuss optimizations to current process based on data to date
  • Discuss best practices around sales, services and marketing alignment

Growing companies & brands believe in Openthrive.

Openthrive has been serving its clients with full-fledged Inbound Marketing Services at Openthrive, and service on-demand through Tweakful – Inbound Marketing Tasks On Demand.

Our clients range from SMEs to large Enterprises who are focusing on marketing, not just for revenue, but to build a streamline vertical growth.


RaySecur™ increased their website conversions by 321% and closed deals with 10+ Fortune 500 companies.


Overall increased their website sessions by 319.21% till date.

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Get Started With Openthrive

Get in touch with us to understand your marketing & growth need. Even if you don’t want to get started right now, we can talk about how inbound marketing service could work for you.

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