Why You Need an Expanded Team of HubSpot Onboarding Specialists

Whether you’re familiar with HubSpot or just getting started with a HubSpot account, our experienced onboarding team at Kuno can provide the resources you need to work quickly and effectively, while offering access to best practices that will help take your sales process and marketing to the next level.

We’ll take the guesswork out of implementation and provide a customized level of service that fits with your existing internal company resources. From Marketing Hub onboarding to Service Hub onboarding, our HubSpot specialists will ensure you get the most value from HubSpot services starting on day one, while allowing your team to stay focused on other business processes and strategic initiatives.

Advanced HubSpot Onboarding Strategies: Key Benefits

It’s important to build a strong foundation by getting the technical aspects of HubSpot configured correctly and by understanding the fundamentals of inbound marketing. Important questions should be asked during the onboarding process so that your HubSpot instance will support your goals with a long-term vision, and not need to be recreated over and over due to short-term requests and reactions.

Common topics and challenges include handling data integrations and imports from existing systems. It’s important to provide users and teams with appropriate role-based access levels and to have the proper mapping and contact segmentation in the HubSpot CRM database.

How will you create, manage and report on the ROI for various marketing campaigns? How will sales pipelines be built and what automation and HubSpot integrations will need to be in place to support the sales, marketing and service teams?

  • HubSpot portal setup and implementation
  • Data integrations and CRM setup
  • HubSpot objects and database segmentation
  • Campaign setup, monitoring and reporting
  • Pipeline design and reporting

Depending on your organization’s KPIs, we’ll develop a customized technical and strategic process that fits your industry and business model. Our HubSpot experts have experience working with hundreds of other users, so you’ll have access to extensive knowledge and best practices every step of the way.

Here are some examples of what you can expect from our HubSpot onboarding services:

  • A dedicated team from Kuno for strategy, management and implementation
  • A process, project plan and schedule based on your company goals and tech stack
  • Strategy and conversations about personas, content and conversion paths
  • Importing of existing contacts, prospects and other data into Sales Hub
  • Documentation about sales and marketing alignment, including service level agreements for the delivery of leads from marketing to sales
  • Creation of calls-to-action, forms, personas, segmentation lists, etc.
  • Building of email templates and automated workflows in Marketing Hub
  • Setup of HubSpot tracking code, custom report dashboards and analytics
  • Configuring Service Hub and Content Hub and HubSpot integrations, if needed
  • And much more

What To Expect at the End of HubSpot Onboarding

Once technical setup is complete, our team of experts will ensure you have access to the necessary resources so you can get the most value from HubSpot. At this point, you’ll be ready to take your marketing to the next level with your own internal resources, or you have the option to further engage with the Kuno team for lead generation and customer engagement.

Kuno Creative vs. Other Agencies: What Sets Us Apart

Execution Beyond Consultation

Various consulting packages can be purchased directly from HubSpot. Kuno's packages go beyond consulting. During the engagement, Kuno executes and implements these strategies as part of our HubSpot onboarding services.

Proven Track Record of Success

Kuno has been a HubSpot partner since 2009. We create award-winning work for numerous clients in many industries, including healthcare, industrial, technology and consumer and professional services. You can see some of our success stories here.

HubSpot Onboarding Accredited Experts

Our team members are passionate and knowledgeable in their own rights. Everyone at Kuno earns numerous HubSpot certifications throughout the year. As employees, we hold 36 certifications through HubSpot Academy, and as an organization, have attained HubSpot accreditation in six of seven categories.

Together, our creativity and digital marketing capabilities are amplified. As an employee-owned company, we’re a team of talented, business-savvy people who come together to help you achieve your goals.

Agile Methodology for Flexibility

We present a plan based on research and our experience, but remain agile by making recommendations and updates based on your needs. That way, every dollar of your budget is used to achieve your goals efficiently and effectively.

Strong Mission and Values

Our philosophy of doing good work to help like-minded businesses grow is what has earned us the trust of hundreds of clients over the years. Our dedicated team of marketing experts and HubSpot implementation specialists never stops at anything less than success.

Ready To Elevate Your HubSpot Marketing Efforts?

It all starts with effective HubSpot onboarding services and strategies. Schedule a free consultation with one of our HubSpot consultants so we can develop an onboarding plan aligned to your sales and marketing goals.

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