1

HubSpot’s Partner Office Hours

for Marketing Agencies & Consultantsw/ Patrick SheaVAR Marketing Manager

@mpatrickshea

Hashtag#HubSpotHours

TODAY’S TOPIC

ONBOARDING A NEW CLIENT

WHAT DO WE MEAN BY ONBOARDING?

“Beginning a client engagement with clear action, as to spur faster results and establish agency leadership & credibility”

Capitalize on momentum & hit the ground running

Position yourself for success faster

Show ROI quicker, increase retainer

HAVE A PROCESS FOR ONBOARING

Recommended Set of Conversations & Process for On Boarding

Recommended Set of Conversations & Process for On Boarding

SETUP

RESOURCES

WHADDAYA GOT?

SETUP

RESOURCES

WHADDAYA GOT?

FACT: There is nothing sexier than setup.

Install JavascriptSetup Subdomain for Landing Pages Connect Social Media AccountsSFDC integrationSegment and Import List of Leads

WHO IS YOUR TECHNICAL CONTACT?

What You Do What They See

Months 1, 2 & 3Show actual tasks & your diligence

Months 4,5 & 6Magic happens!

SETUP

RESOURCES

WHADDAYA GOT?

Who is involved in creating content (if applicable)?Who are the members of the sales team working inbound leads?

Plan for document and resource management?

Preset meeting times and check-ins?

WHAT PEOPLE RESOURCES ARE ON THE TEAM?

RESOURCES AVAILABLE FOR YOUR RAMP?

Who are you, what do you do and what do you make?

Who are the thought leaders in their industry? Key blogs? Publications?

Who is their customer? Set of personas?

Calendar of product releases?

SETUP

RESOURCES

WHADDAYA GOT?

SETUP

RESOURCES

WHADDAYA GOT?

Go through the file drawers!

Recommended Set of Conversations & Process for On Boarding

Activities that lead to action.Action leads to results faster.

DECLARATIVE SENTENCE: Social Media Comes Last.

1 LANDING PAGES & OFFERS

+

2 IMPORT & SEND EMAIL

3 SEO & BLOGGING

4PLANNING FOR THE FUTURE

TOFU

MOFU

BOFU

THE END

SET EXPECTATIONS!

Learn How HubSpot Can Helppshea@hubspot.com

This Episode, Past Episodes & Other

Stuff!

HUBSPOT.TV

THANK YOU.