HubSpot Onboarding
and Implementation

Set up HubSpot for Peak Performance

Work with Certified HubSpot Experts at Bayard Bradford

Bayard Bradford sets up your HubSpot portal, configures it correctly, customizes it to your requirements, and integrates it with other software applications. Your sales and marketing teams will hit the ground running and work productively with HubSpot's digital tools, workflow automation, analytics and reporting. 

Implementation versus Onboarding:

What’s the Difference?

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ONBOARDING =
DIY IN 12 WEEKS

Onboarding from HubSpot is typically a 12-week guided process. Each week includes an educational telephone call with a HubSpot onboarding specialist, followed by tasks for your team to complete in your new HubSpot portal. 

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IMPLEMENTATION =
BEST PRACTICES IN 30 DAYS

For companies that don't have the time or need for HubSpot onboarding, Bayard Bradford implements HubSpot for you according to best practices -- as fast as four weeks. Training on your customized HubSpot portal from a Certified HubSpot Trainer is available.

What does HubSpot
Implementation from Bayard Bradford include?

MARKETING HUB IMPLEMENTATION
  • Configure account defaults
  • Update the general system setup, including team access and permissions, and system customizations
  • As required, identify, install, and implement apps from the HubSpot App Marketplace
  • Install tracking code on website (Google Tag Manager preferred)
  • Filter out internal website traffic
  • Connect email sending domain
  • Connect social media accounts
  • Add users and create teams
  • Connect user email accounts
  • Configure Conversations inbox
  • Create HubSpot contact forms and install on website
  • Implement one conversion path including a landing page, a CTA with a form, and a content offer
  • Create Lists (active or static) based on segmentation properties
  • Import contacts and accounts (full CRM data migration not included)
  • Import marketing opt out lists (if applicable)
  • Create marketing automation workflows
  • Set up lead scoring
  • Design the process for handoffs from marketing to sales
SALES HUB IMPLEMENTATION
  • Review existing CRM and lead management system(s)
  • Update the default properties that display on object records
  • Create custom properties
  • Setup external system integrations
  • Create and customize users, teams, and permissions
  • Customize activity types
  • Set up Deal pipelines & stages
  • Set default and required properties in deal stages
  • Buildout required sales automation
  • Build lead routing & lead notifications
  • Set up standard user & management level reporting
  • Facilitate email extension rollout
  • Build out HubSpot sales tools including templates, snippets, and sequences
SERVICE HUB IMPLEMENTATION
  • Review existing customer service software
  • Update the default properties that display on object records
  • Create custom properties
  • Setup external system integrations
  • Create and customize users, teams, and permissions
  • Customize activity types
  • Set up Ticket pipelines & statuses
  • Set default and required properties in ticket stages
  • Build out required service automation
  • Build ticket routing & conversation notifications
  • Set up standard user & management level reporting
  • Facilitate email extension rollout
  • HubSpot service tools including templates, snippets & sequences
  • Set up knowledge base domain
  • Create or connect shared inbox
  • Create list of users and teams
  • Create language and region settings
  • During deployment, connect individual inboxes to HubSpot
  • Meetings links
  • Configure Conversations Inbox
  • Chat and Chatbots setup
  • Sequences
  • Set up reporting
TALK WITH A HUBSPOT EXPERT
SCHEDULE A CALL

"Bayard Bradford is extremely knowledgeable about ‘all things HubSpot’ and [it] really has felt like an extension of the Inbound Strategy + Marketing Hub training I received from the HubSpot Academy.”

J. LYNCH
marketing director

REIMPLEMENTING
EXISTING HUBSPOT PORTALS

HubSpot portals require maintenance and administration to maintain performance and usability. Older HubSpot accounts sometimes require reimplementation because the needs of the business have changed. Bayard Bradford can maintain and improve your HubSpot portal through our reimplementation process.

HubSpot reimplementation begins with answering these critical questions: 

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  • What marketing, sales, and services processes are not effectively supported in HubSpot across the CRM objects?
  • What process gaps or breakdowns exist?
  • What workflow automations are in place? Which workflows are not functioning correctly? What are the opportunities to add automation?
  • Is tracking and reporting correctly implemented for your processes?
  • Are additional integrations required with third party applications?
  • What changes are needed to improve the overall usability and adoption of HubSpot?

 

Combined with an audit of your HubSpot portal, our implementation team creates and executes a comprehensive work plan for updating and improving the functionality of your HubSpot portal. 

FREE DOWNLOAD: THE ULTIMATE GUIDE TO HUBSPOT SALES HUB DEPLOYMENT
DOWNLOAD NOW
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BENEFITS OF HUBSPOT IMPLEMENTATION
WITH BAYARD BRADFORD

  • Your HubSpot portal will be set up according to best practices.
  • HubSpot will be customized to your specific sales and marketing processes.
  • Workflow automation will improve marketing, service, and sales productivity. 
  • Integrations with third party applications will be set up correctly. 
  • You’ll be able to start using HubSpot to its fullest capability as quickly as possible.