1 / 34

HubSpot’s Partner Office Hours for Marketing Agencies & Consultants

HubSpot’s Partner Office Hours for Marketing Agencies & Consultants. w/ Patrick Shea VAR Marketing Manager @mpatrickshea. Hashtag # HubSpotHours. TODAY’S TOPIC. ONBOARDING A NEW CLIENT. WHAT DO WE MEAN BY ONBOARDING?.

warner
Download Presentation

HubSpot’s Partner Office Hours for Marketing Agencies & Consultants

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. HubSpot’s Partner Office Hours for Marketing Agencies & Consultants w/ Patrick Shea VAR Marketing Manager @mpatrickshea Hashtag #HubSpotHours

  2. TODAY’S TOPIC ONBOARDING A NEW CLIENT

  3. WHAT DO WE MEAN BY ONBOARDING? “Beginning a client engagement with clear action, as to spur faster results and establish agency leadership & credibility”

  4. HAVE A PROCESS FOR ONBOARING Capitalize on momentum & hit the ground running Position yourself for success faster Show ROI quicker, increase retainer

  5. Recommended Set of Conversations & Process for On Boarding

  6. Recommended Set of Conversations & Process for On Boarding

  7. SETUP RESOURCES WHADDAYA GOT?

  8. SETUP RESOURCES WHADDAYA GOT?

  9. FACT: There is nothing sexier than setup.

  10. WHO IS YOUR TECHNICAL CONTACT? Install Javascript Setup Subdomain for Landing Pages Connect Social Media Accounts SFDC integration Segment and Import List of Leads

  11. What You Do What They See

  12. Months 1, 2 & 3 Show actual tasks & your diligence Months 4,5 & 6 Magic happens!

  13. SETUP RESOURCES WHADDAYA GOT?

  14. WHAT PEOPLE RESOURCES ARE ON THE TEAM? Who is involved in creating content (if applicable)? Who are the members of the sales team working inbound leads? Plan for document and resource management? Preset meeting times and check-ins?

  15. RESOURCES AVAILABLE FOR YOUR RAMP? Who are you, what do you do and what do you make? Who are the thought leaders in their industry? Key blogs? Publications? Who is their customer? Set of personas? Calendar of product releases?

  16. SETUP RESOURCES WHADDAYA GOT?

  17. SETUP RESOURCES WHADDAYA GOT?

  18. Go through the file drawers!

  19. Recommended Set of Conversations & Process for On Boarding

  20. Activities that lead to action. Action leads to results faster.

  21. DECLARATIVE SENTENCE: Social Media Comes Last.

  22. 1 LANDING PAGES & OFFERS

  23. +

  24. 2 IMPORT & SEND EMAIL

  25. 3 SEO & BLOGGING

  26. 4 PLANNING FOR THE FUTURE

  27. TOFU MOFU BOFU

  28. THE END SET EXPECTATIONS!

  29. Learn How HubSpot Can Help pshea@hubspot.com

  30. This Episode, Past Episodes & Other Stuff! HUBSPOT.TV

  31. THANK YOU.

More Related