HubSpot onboarding & implementation

What is HubSpot Onboarding?

Have you chosen Pro Hub for your education company? Choose a partner like us for an optimized onboarding process, and we will ensure you get the most out of your HubSpot investment - making it more cost-effective, too.

Our Professional Onboarding spans three months, covering everything from strategic planning to technical set-up and team training - tailormade for education companies' marketing needs and ensuring the long-term success of your portal.

We have a range of Onboarding plans tailored to fit your needs, whether you are using HubSpot Starter, Professional, or Enterprise products.

Transform how you work to generate more leads and interpret and understand your data - ultimately recruiting more students and customers.

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What does the HubSpot Onboarding & Implementation with Pink Orange entail?

At Pink Orange, we understand that a seamless onboarding process is crucial to your success. That's why we go beyond simply teaching you how HubSpot works – we roll up our sleeves and handle the implementation for you, saving you valuable time and resources. Our priority is delivering a quick time-to-value, so you can experience a rapid return on your investment and showcase HubSpot's unparalleled value to your internal stakeholders and budget holders.

Our Onboarding services make the process simple and effective. We will onboard you within three months and focus on accomplishing your three primary goals structuring your onboarding process to prioritize your objectives. These include: Capturing and converting leads, engaging with and nurturing leads, and personalizing and automating your marketing strategy.

By choosing Pink Orange as your partner, you gain a cost-effective solution, especially if you don't have a dedicated CRM team in-house. Let us handle the technical aspects while you focus on achieving your marketing goals with confidence and efficiency.

Here is the real-time process for setting up HubSpot Marketing Pro

Phase 0

Account and Tech Setup

The foundational phase sets you up for inbound marketing success. Here, Pink Orange starts your journey - by teaching you the HubSpot fundamentals to implement your customized solution in later phases.

We ensure you benefit from the many tools HubSpot offers by helping you understand how they work together. This foundational aspect includes:

  • Inviting team members
  • Connect subdomains and configure your settings
  • We install the HubSpot tracking code and filter out your internal traffic
  • Set up your email sending domain and CAN-SPAM
  • Import your contacts, companies, deals, tickets, and notes.
  • Import your marketing opt-out lists
  • Configure email types
  • Connect your social accounts
  • Consider integrations

Phase 1

Capturing and converting leads

Conversion is the aim of the education marketer's game. In this phase, we uncover your prospect personas, identify your customers, and analyze how you currently capture leads on your website. We look at the forms on your website and see what information you are collecting. If you are running Google, Facebook, or LinkedIn ads, we analyze the output and take an insightful look into your strategy. Using these insights, we guide you by:

  • Creating personas to understand different audiences in your database.
  • Explore forms and pop-up forms for quick wins.
  • Create custom properties that will help you qualify leads when filling out forms.
  • Set up lead scoring.
  • Define each Lifecycle Stage based on your qualifications.

Phase 2

Engage and nurture your leads

Communication is vital. How you engage with prospects can drive conversions or drive leads away. We dive into how you assign leads and how quickly you do it. We take a comprehensive approach to analyzing your email automation process. By evaluating the number of emails your leads receive and examining your contact segmentation, we gain valuable insights. Leveraging this data, we craft a tailored strategy that optimizes your email marketing efforts. Using historical data, if available, we create a roadmap that outlines the recommended process, including the ideal number of emails and triggers. This ensures that your leads receive the right messages at the right time, maximizing engagement and conversion rates.

  • Map out a nurturing process flow that considers the tools you’re using.
  • Define lifecycle stages and ensure contacts go through different nurturing tracks depending on their stage in the funnel.
  • Create your first welcome flow series for a new lead.

But our services don't stop there. We understand that crafting compelling content and copy for your emails is crucial to effectively nurture your audience. If you don't have those resources in-house, don't worry – we've got you covered. Our team offers content and copy creation services, helping you develop engaging email copy that resonates with each audience segment. With personalized and impactful content, you can provide your leads with the exact information they need to choose your institution or services.

Phase 3

Automate and personalize your marketing

We're here to support you in identifying opportunities for automation across various aspects of your marketing strategy. From streamlining general marketing campaigns and optimizing email nurture sequences to maximizing the potential of paid advertising, we guide you through the process. Our goal is to uncover manual tasks that can be automated, allowing you to focus

  • Current manual tasks you can automate in HubSpot.
  • Develop workflows, lists, or smart content to save time via automation.
  • Explore your smart content to add value to your target audiences.
  • Connect your social and ad tools, and automate tasks.
  • Use custom properties to build target lists and see how to translate that into a marketing email with smart content or into a targeted workflow.

Phase 4

Complete Onboarding and Transition

Now that the initial onboarding and implementation tasks have been successfully completed, it's time to shift our focus toward optimization and performance monitoring.

During this phase, we will closely monitor the performance of your HubSpot systems, campaigns, and automation. Our team of experts will analyze key metrics, track engagement levels, and measure the effectiveness of your marketing efforts. By continuously monitoring and optimizing your HubSpot setup, we ensure that you stay on the path of success and achieve your desired outcomes.

Depending on your tailored service package, this process will either be handled by the Pink Orange team or handed over to you

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Hubspot Marketing Hub

In the HubSpot Marketing Hub, we unlock your potential and revolutionize your digital education marketing game. Get ready to seamlessly integrate your team's marketing efforts, capture and convert leads, automate workflows, analyze data-driven insights, and watch your business soar to new heights of success.

Professional Package

The Professional Package is ideal for educational institutions that want to optimize their marketing strategies to generate and nurture high-quality leads.

Features:

  • Lead management

  • Marketing automation

  • Critical social media tools A/B testing

  • Advanced analytics

  • Scales work for a smaller team

And more...

Starting at

£2,500
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Enterprise Package

The Enterprise Package takes education marketing conversion capabilities to the next level. Larger educational institutions benefit from its complex and advanced customization and scalability.

Features:

  • Advanced reporting

  • Precise and predictive lead scoring

  • Customized event triggers

  • Email frequency safeguards

  • Identifying and optimizing impact revenue attribution

And more...

Starting at

£4,800
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Hubspot Sales Hub

We know moving to a new CRM can be overwhelming for your team -but we can make this transition seamless for your educational institution. We derive a detailed plan based on your primary goals to reach students on their terms by automating the sales process and personalizing communication and outreach at scale.

Professional Package

The Professional package equips sales teams with essential features and tools to drive sales effectiveness, improve customer interactions, and increase revenue. It will suit smaller organizations to manage marketing campaigns and nurture leads.

Features:

  • Contact and lead management

  • Email tracking and templates

  • Pipeline tracking Competitor analysis

  • eCommerce integration

  • CRM integration

And more...

Starting at

£800
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Enterprise Package

The Enterprise Package caters to larger educational institutions with complex marketing requirements because it offers advanced personalization capabilities and sophisticated automation. It also provides deeper data analysis.

Features:

  • Revenue tracking

  • Chat system integration

  • Behavior-driven communications

  • Event assist tracking

  • Event assist tracking

And more...

Starting at

£2,500
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Hubspot Service Hub

The Service Hub helps educational institutions cope with growing demand. Customers expect personalized resolutions in minutes through flexible channels. The Service Hub allows you to easily support, retain, and grow your customer base by centralizing tools and data to enhance customer service, delighting prospects at every stage of the funnel.

Professional Package

The Professional Package provides the tools to efficiently manage customer queries while providing streamlined self-service support and communication.

Features:

  • Service analytics

  • WhatsApp integration

  • Custom surveys

  • 1:1 video messaging

  • Agent presence in inbox

  • Ticket routing

And more...

Starting at

£800
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Enterprise Package

The Enterprise Package allows for advanced control and flexibility. It caters to larger educational institutions that need granular control over service operations and offers increased customization options.

Features:

  • Recurring revenue tracking

  • Admin notifications management

  • Custom goals

  • Conversation intelligence

  • Team organization

And more...

Starting at

£2,500
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The CMS Hub

The CMS Hub is a cloud-based content management system that allows educational institutions to effortlessly create, optimize, and personalize their online presence by building custom websites, editing and creating web pages, and managing content to captivate an audience.

Professional Package

The Professional Package provides the right tools to optimize your website at scale while personalizing content allowing your team to curate flexible content structures so marketers can adjust content and do easy updates.

Features:

  • Content staging

  • Presets

  • Filtered analytics view

  • Smart content & reporting

  • Dynamic content with HubDB

  • Standard CRM interface configuration

And more...

Starting at

£1,250
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Enterprise Package

The Enterprise Package allows organizations to build powerful web app experiences and comes with the added benefit of more governance over a growing team.

Features:

  • Admin notifications management

  • Code alerts

  • Site performance monitoring

  • Salesforce custom object sync

  • Activity logging

And more...

Starting at

£1,650
Request a quote