We have put together a checklist that explains what the Professional Suite Onboarding service has to offer, during which they will be guided by the Implementation Specialist. It is also designed to give sales reps concrete, instructive material to show prospects when selling a Professional Growth Stack deal. It is a sample plan and will be modified according to the priorities and goals of the customer.
Let’s get started..
Prior to kickoff call
Account setup:
- Invite your team
- Setup your domain settings
- Install the HubSpot tracking code and filter out your internal traffic
- Set up your marketing email settings CAN-SPAM
- Connect your social media accounts
First kickoff call
On the first call, discuss your current business processes and goals with your client. Upon aligning, create a tailored setup approach that will guide the rest of the onboarding calls. In this session, you can go over the initial technical checklist for account setup and start customizing your account to make it feel like home! As a final step, give your client clear instructions as to what they should focus on until your next call.
Week 0-1
Priorities, technical setup, and customization:
- Edit and embed the support form on your website
- Import contacts and/or tickets into HubSpot
- Install HubSpot tracking code on your website
- Identify customer service goals and provide consultation
- Consult on your customer service processes
Week 1-2
Determining the process for the Hubs - Start with Sales Process:
- Establish priorities and goals for the business
- Identify the handoffs from marketing to sales to service - and create a Hubspot plan
- Set up deal pipelines and stages - ensure properties are ready
- Connect client’s calendar to HubSpot & Setup their Meetings Link
- Create and use email templates and snippets
- Determine whether a round robin link or a team meeting link is required
- Upload important documents
- Discuss sales automation, and process
- Develop and build sales templates and sales sequences
Week 3-4
Lead flow & support flow process:
- Create and embed your forms on your website
- Setup leadflows
- Segment your leads by creating lists
- Edit and embed your support form
- Organize your ticket pipelines
- Send an email to the shared inbox and respond to it
- Get your website set up with live chat
- Walk through the process flow for intake of inquiries, responses, ticketing, and resolution
- Develop supporting ticket and process automation
- Begin developing knowledge base articles
- Service Team meeting link - determine if needed and setup meetings link
Week 4-6
Content creation and distribution:
- Start building out landing pages and conversion paths
- Create marketing emails
- Begin to build out client’s knowledge base
- Create Buyer Personas & add them to HubSpot
- Create a content strategy in HubSpot
- Determine distribution strategy
- Begin to build out workflows for marketing and service
Week 6-8
Automation and smart content:
- Determine what processes can be automated
- Publish your workflows once they are finalized
- Send your first sequence
- Use smart CTAs and content
- Organize and deploy customer surveys
- Define customer survey response management
- Review your automation
Week 8-9
Reporting:
- Discuss business objectives with your client and current KPIs
- Set up dashboards and custom reports
- Review data to inform additional articles needed
Week 9-10
Alignment and maintenance:
- Based on the data to date, discuss ways to optimize the current process
- Identify best practices for aligning sales, services, and marketing
- Assess whether workflows, emails, and content strategy are working or if improvements are needed
These are the essentials for onboarding your client’s Pro Suite account! Still have questions? Want to learn more? Book a meeting with one of our representatives to ensure you have everything you need to execute your onboarding process flawlessly.