HubSpot Onboarding Playbook

Finally! A checklist of all of the settings and best practices that you need to implement and set up when you purchase HubSpot to be able to use it to the best of its ability.

So what is the difference between this and other checklists you have seen from HubSpot? Within this playbook, you will not only find the checklist of what you should be setting up right away, but also screenshots of the specific top workflows, reports/dashboards, contact properties, and more to get you off on the right foot!

Oh, you want more instruction? Sure! We have videos of every single tool feature on how to set it up!

There isn't any other playbook out there that is like this. It is your ONE-stop shop, everything is organized and in one place for you to use.

 

Checklist

Keep track of the tasks that you have completed, need to do and need Responsive Inbound Marketing to implement.

Playbook

Actual screenshots of how to set up the best workflows, lists, and initial best practices to implement when you first onboard with HubSpot.

Videos

Actual videos of how to navigate to all implementations and how to access tools to set them up.

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The Hubs + Tools That Are Covered:

 

Marketing Hub

Tools
Marketing Professional
Marketing Enterprise
Forms
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Email Marketing
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Ad Managament
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Landing Pages
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List Segmentation
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Team Email
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Live Chat
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Conversational bots
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Reporting
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Facebook Messanger integration
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Custom properties
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Marketing events
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Email automation
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Form automation
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Blog
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Reporting
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Multiple currencies
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Payments
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Google Search Console integration
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Calls-to-action
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ABM Tools
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Product library
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Custom reporting
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Campaign Reporting
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Filtered analytics view
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Social media
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Campaign management
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Duplicate management
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Permission sets
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Custom objects
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Predictive lead scoring
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Revenue attribution
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Field-level permissions
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Custom behavioral events
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Admin notification management
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HubDB
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Sandboxes
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Sales Hub

Tools
Sales Professional
Sales Enterprise
Live Chat
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Conversational bots
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Team email
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Customizable quotes
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Calling SDK
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Email Scheduling
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Email tracking and notification
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Shared inbox
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Canned snippets
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Documents
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Meeting scheduling
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Reporting dashboard
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Deal pipeline
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Custom properties
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Email reply tracking
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Slack integration
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1-to-1 email
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User management
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Custom user permissions
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Email templates
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Contact website activity
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Gmail, Outlook, and Microsoft Exchange integrations
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App Marketplace integrations
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Custom support form fields
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Contact management
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List segmentation
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Payments
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Goals
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Multiple currencies
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HubSpot-provided phone numbers
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Calling
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Conversation routing
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Stripe integration
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Sales automation
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Repeating tasks and task queues
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Task calendar sync
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Sequences
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eSignature
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Automatic lead rotation
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Custom reporting
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Standard contact scoring
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Teams
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Product library
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Calculated properties
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Target accounts home
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Deal and company scoring
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Forecasting
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Sales analytics
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Logged-in visitor identification
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ABM tools and automation
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Salesforce integration
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Duplicate management
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Permission sets
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Playbooks
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Call transcription and coaching
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Custom views
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Salesforce custom object sync
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Custom objects
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Hierarchical teams
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Predictive lead scoring
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Single sign-on
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Recurring revenue tracking
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Field-level permissions
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Conversational intelligence
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Admin notifications management
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Sandboxes
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Log-in as another user
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Advanced permissions
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Custom goals
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Customer Service Hub

Tools
Customer Service Professional
Customer Service Enterprise
Ticketing
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Calling SDK
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Email Scheduling
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Live chat
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Shared inbox
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Conversational bots
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Team email
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Canned snippets
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Email templates
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Meeting scheduled
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Reporting dashboard
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Email tracking and notifications
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Documents
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Facebook Messenger integration
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Custom properties
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Ticket pipelines
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Marketing events object
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Email reply tracking
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Email health reporting
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1-to-1 email
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Channel switching
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User management
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Custom user permissions
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Slack integration
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List segmentation
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HubSpot-provided phone numbers
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Calling
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Conversation routing
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Multiple currencies
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Simple ticket automation
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Repeating tasks and task queues
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Required fields
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Payments
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Sequences
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1:1 video messaging
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Insights dashboard
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Product library
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Custom reporting
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Ticket routing
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Teams
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Standard contact scoring
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Goals
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Calculated properties
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Video hosting and management
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Forecasting
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Logged-in visitor indentification
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Customer feedback surveys
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Custom surveys
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Duplicate management
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Permission sets
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Customer portal
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Post-chat feedback
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Custom views in shared inbox
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SLAs
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Service analytics
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Association labels
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Playbooks
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Call transcription and coaching
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Single sign-on
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Salesforce custom object sync
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Custom objects
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Hierarchical teams
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Field-level permissions
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Conversation intelligence
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Recurring revenue tracking
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Admin notifications management
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Sandboxes
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Login as another user
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Custom goals
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Onboarding Playbook Details

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How does this work?

Each initial purchase of the checklist comes with a master checklist that includes all of the basics and then the specific and additional settings of your hub i.e. professional vs enterprise.

From there you will have the option to purchase and receive a quarterly update via email that will be all of the new additions that HubSpot has implemented.

Playbook Bundles

If you have purchased more than one MASTER playbook, you get a 5% discount.

Please note, these are JUST for the masters, not for the quarterly product updates.

Quarterly Product Updates

At the beginning of each quarter, you will receive an automated email based on the master subscription you have purchased with the option to purchase the product updates AND changes from the prior quarter. 

If you do not need to purchase the master playbook and would just like to purchase quarterly product updates, please reach out to me at lframer@responsiveinboundmarketing.com and I will add you to the quarterly product update emails. 

Is this too much work for you?

Need help? No problem at all!

Please schedule some time with me and my team and I can implement it for you!

Pricing + Payment

  • Products & Plans
  • Bundles
  • Marketing
  • Sales
  • Customer Service

Marketing Hub

Build your inbound marketing campaigns from scratch to help you grow your business.

Professional
Run your automated marketing campaigns with the tools provided in professional and then measure your ROI with the report recommendations given.
Enterprise

Focusing on specific accounts with Account-Based Marketing and revenue attribution reporting creates better customer experiences.

 

Sales Hub

Collect your data so that you can organize and close more deals.

Professional
Grow your sales team and create a sales process that is organized and easy to manage for everyone.
Enterprise

Looking to upgrade to a powerful sales CRM that will measure every action you take and will supercharge your future?

Customer Service Hub

Putting your customers first so they are fully supported.

Professional
Solve your customer's problems and learn what their needs are with outreach like surveys.
Enterprise
Respond to your customers in seconds and accordingly with the communication tools.
  • Create a Bundle

Choose products for your bundle.

Add the marketing, sales, and customer service software that your growing business needs.

Marketing Hub

Build your inbound marketing campaigns from scratch to help you grow your business.

Professional

$15,000

Enterprise

$20,000

Sales Hub

Collect your data so that you can organize and close more deals.

Professional

$15,000

Enterprise

$20,000

Customer Service Hub

Putting your customers first so they are fully supported.

Professional
$15,000
Enterprise
$20,000
boxS
Products you choose will appear here

Total Price