Setting up the HubSpot CRM
Gettting HubSpot CRM set up for the first time can be a challenge, even for experienced marketers. Follow this easy checklist!
| Initial Setup Tasks | |
| Import your eCommerce contact data into the CRM | |
| Assign Customer status to weekly e-commerce customers | |
| Convert Leads with Premium Content Offers | |
| Create a new form | |
| Create a landing page to gate your piece of content | |
| Link the landing page and thank you page | |
| Create the thank you page for the offer for people to download after filling out the form | |
| Select a content offer from your site, or brainstorm a new idea from Buyer’s Journey (Persona) stories | |
| Upload your content offer to the File Manager | |
| Create the call-to-action button that links to your landing page | |
| Add the call-to-action to your website | |
| Create a campaign to track your offer’s performance | |
| Publish Blogs on HubSpot | |
| Configure your HubSpot blog settings | |
| Configure your HubSpot blog sidebar settings | |
| Ensure keywords are added to your keywords tool | |
| Write a blog post | |
| Optimize your post for search and sharing | |
| Include a call-to-action at the end of the post | |
| Format your blog post | |
| Publish your blog post | |
| Integrate HubSpot with your Website | |
| Invite your website development team | |
| Invite your social media manager | |
| Connect to social | |
| Set up your Contacts tools | |
| Replace all forms and popups with HubSpot forms | |
| Nurture Your Leads | |
| Segment your contacts | |
| Make sure to import opted-out contacts | |
| Send your first HubSpot email campaign | |
| Set up email types | |
| Plan a workflow to nurture leads | |
| Create your nurturing emails | |
| Assemble the workflow | |
| Create Lifecycle Stages | |
| Create the Subscriber Lifecycle Stage | |
| Create the Lead Lifecycle Stage | |
| Create the Marketing Qualified Lead (MQL) Lifecycle Stage | |
| Create the Sales Qualified Lead (SQL) Lifecycle Stage | |
| Create the Opportunity Lifecycle Stage | |
| Create the Customer Lifecycle Stage | |
| Create the Evangelist Lifecycle Stage | |
| Create the Other Lifecycle Stage |
