Sometimes, clients come to us already being familiar with one of the HubSpot hubs, seeking to expand the benefits they've already experienced. Other times, they need full guidance and training as they go through their initial onboarding and setup of the platform.
This was the case with a recent client who was looking to transform their outdated marketing methods into more efficient ways to attract their intended audience.
Client Information
The client is a business that provides a cloud-based learning platform, where individuals and teams can go through corporate training, or earn industry-specific certifications. They are used by both private and government organizations, and they provide on-site and online courses that are taught by leading experts.
Prior to the COVID-19 pandemic, the client used to do most of their marketing via direct mail. Then they decided to transition to fully digital campaigns. Specifically, they were doing mostly social media ads, seeking to attract new leads and retarget former customers.
They were also interested in learning more about adaptive testing and behavioral event triggers, and wanted to see what HubSpot could do that made it a better solution over other marketing and sales SaaS solutions.
HubSpot Setup Services Provided
We loved working with this client because it provided us with the opportunity to showcase many of HubSpot’s most useful tools within both the marketing and sales hubs. We were also thrilled to see that they got really into the HubSpot training process so that they could continue implementing these features on their own.
We made sure the client ticked all the boxes for a successful HubSpot onboarding: Installing the tracking code on all of their website pages, connecting their social media accounts with the Marketing Hub, and integrating with Google Analytics. This would set the stage to work seamlessly across hubs.
We also created custom contacts, company, and deal properties to ensure a clean data transfer into the HubSpot CRM. We then connected their email inboxes, phones, and calendars, so they’d have a complete picture of each client’s file within the CRM.
Once everything was set in place through onboarding, we started creating assets the client could use repeatedly in their marketing campaigns: We built landing pages to go along with their lead magnets, as well as email templates for their lead nurturing efforts.
We also discussed the audiences they wanted to target, and set up custom ads audiences based on that. We then set up marketing automation with specific HubSpot Sequences and HubSpot Workflows to make the process seamless and to ensure that not a single prospect would fall through the cracks or be placed on the back burner for too long.
Additionally we set up clonable follow up sequences using content provided by the client, to make things as easy as possible for them for their future automated communications.
We went over the criteria they use to define their ideal customer profile (ICP), along with lead categories: MQLs and SQLs. We then set up custom deals to track leads progress along the sales pipeline, and how to approach each of them to move them along the sales funnel.
We then migrated their sales reporting dashboards into HubSpot and set up additional ones based on our recommendations after we discussed the metrics that mattered most to them.
The client wanted to ensure that they thoroughly understood how to use each of these tools — and how to modify their usage as their needs change and their company grows.
This would help them work more efficiently and to provide more adequate training to new hires. So we scheduled regular check-in meetings to guide them through their processes and to answer their HubSpot questions as they arose several weeks into the implementations.
How HubSpot Is Helping Them Grow
The HubSpot services we provided significantly improved their marketing and sales processes — not only with the automation tools, but by also ensuring that both departments were fully aligned for a better quality lead handoff.
The client has been so happy with how smoothly everything is moving along, they came back to Bluleadz to hire us for additional services to help them grow.