Maximize Your HubSpot Investment
HubSpot. It’s bright and shiny and promises to fulfill so many of your marketing dreams … and it CAN – but first, you need to take it out of the box.
We see it often; a company decides to invest in this incredible software and then quickly becomes too overwhelmed to use it to its full potential. Or worse, fails to even use it at all.
But it doesn’t have to be that hard. A HubSpot Certified Agency on your side makes all the difference.
Getting Organized: Utilize Plans and Audits
Consistency is key when you are trying to keep organized. HubSpot makes it easy with templated resources and auditing methods that are customizable for any business.
One common pain point for teams is onboarding new customers. Utilizing a tailored customer onboarding template across the board will result in team organization, overall consistency and eliminate costly missed steps.
Set Up Automation for All New Customers
- Create an automated welcome email that triggers when a new user signs up.
- Schedule a follow-up email to invite your new customer to login to the software that triggers after two days of inactivity.
- Build a greeting message for the initial login that includes a CTA to take their first action.
- Design feature callouts that pop up when a user enters for the first time to help them navigate.
- Create content for all of your empty states (the areas within your product that don’t have content or data in them until the user adds their own).
Tasks to Do Individually for Each New Customer
- Schedule the first meeting between your customer success team and the new customer.
- Prepare welcome packet for the new customer, filling in their specific Customer Success Team members, objectives, and due dates.
- Send over the welcome packet with the due date for the Customer Intake Questionnaire.
- Celebrate once a client hits an early milestone. This could come in the form of an in-app notification, handwritten note, or a small treat delivered to their office.


Convey It Tip
Delegate one specialist to consistently audit your account and keep templates updated and accessible for everyone to utilize.
Consistently auditing your HubSpot account will ensure you stay organized as you grow. Data can get messy if it’s not cleaned up consistently—as in dreaded duplicates.
Achieving Success: Audience, Funnels, and Inbound Marketing Strategy
Successful HubSpot users have strong marketing strategies that include audience assessments, content funnel and inbound marketing plans.
Audience Assessment:
Your efforts are wasted if they don’t reach the right audience. When you know who you are marketing to (what they need, how they shop for it, why they choose specific brands …) you are able to nurture them effectively. An assessment will inform your marketing strategy and reveal a picture of who your customers are—and who they are not.
TOFU, MOFU and BOFU:
The customer journey should be delightful. By organizing your content into Top, Middle and Bottom of the Funnel pieces you can better direct how your potential customers will engage with your brand.
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Inbound Marketing Analytics:
HubSpot provides the data needed to ensure every marketing decision made is optimized to reach the right audience, in the best way possible. Your KPIs will be easier to manage when you take the time to understand what data is relevant and collate it to produce easily accessible reports.
Work Smarter, Not Harder: Leverage the Power of Automation
There are SO many items on a marketer’s to-do list. Why not utilize the tools you have through HubSpot to make life easier? Work smarter, not harder, right?
Email, mobile, digital and social media marketing; advertising and retargeting; and even internal tasks—they ALL can be automated.
It’s not just about making work easier; it’s about showing your audience that you can be relied on to be consistent and responsive to their unique needs.
Everyone Benefits with Automation
Imagine not having to watch every notification and respond to each individual engagement 24/7—that’s what automation can do for you. Not convinced? Here are some other benefits from implementing marketing automation in HubSpot:
- Marketing efforts are more efficient and effective.
- Leads are nurtured on a mass scale with personalized experiences.
- Nurtured leads convert to users and users become paying customers.
- Reporting is streamlined and easy to review and analyze crucial data.
Putting Data to Work: Analyze, Optimize and Report
HubSpot success relies on clean, fresh data input. When managed well, data can be analyzed to report on overall campaign performance, funnel health, lead status and customer interactions. Knowing exactly how people are responding to your marketing efforts allows you to pivot or build upon your findings—optimizing the journey for everyone.
Clean it up
Data is not static and needs more than infrequent “spring cleaning” to accurately report what is going well or not so well.
Your team should consistently “clean” data to remove information that is inaccurate, incomplete, formatted incorrectly, corrupted or duplicative. Doing this ensures decision-making is based on accurate data reporting and helps prevent costly errors.
Managing contacts who might have more than one email contact in your system
Score your leads
Lead scoring ensures your marketing efforts are reaching qualified prospects and not being wasted on bad fits.
A team should decide how to “score” leads and review this process consistently and need to consider demographics, behaviors and fit when scoring leads to paint the most accurate personas.
Put your data to work
Let’s say you have clean data and a recently completed lead-generation marketing campaign. You can use HubSpot to analyze your efforts versus results in order to optimize your next campaign.
You can customize reporting to view specific metrics, including:
- Influenced contacts
# of contacts engaged with assets - Sessions
# of website visits through assets - New contacts (first or last touch)
# of newly created contacts and/or conversions - Closed deals
# of won deals from influenced contacts
Maximize ALL Benefits by Working with a HubSpot Certified Agency
Conveyance Marketing Group lives and breathes HubSpot and the marketing journey. It’s an amazing tool to increase leads, accelerate sales, organize clients and better serve your clients. But there are a lot of pieces to put together to make it all flow effectively and efficiently.
Agencies with certified HubSpot experts have proven success in their field by completing thorough certifications and exams. Their goal is to use HubSpot to its full potential for client success.
Because unfortunately, HubSpot doesn’t just automatically work when you open it for the first time. That’s where we come in.
We speak “geek” and think HubSpot is “fun” — it’s true!
We not only know marketing and HubSpot in and out – we have FUN helping clients prove its ROI and continue to grow their business. We have the skills, the knowledge and the bandwidth to help you maximize your investment.
Conveyance is a HubSpot Platinum Partner. Our industry insight delivers results and our team will provide solutions fit to meet your business goals.
From implementation to technical configuration and strategy, we provide:
- Content optimization system (Sites), blogging, search engine optimization (SEO), and social media tools to generate more traffic and leads from your website.
- Fully developed customer personas
- SMART Campaign Goals (Specific, Measurable, Attainable, Relevant, Timely)
- Landing pages, call-to-action module and A/B testing functionality to drive better website lead generation.
- Segmentation, lead nurturing, and email marketing tools to get your web leads more sales-ready.
- Analysis tools to determine which campaigns are generating leads, to qualify leads by sale-readiness, and to tailor content for greater impact.
You may need a HubSpot Certified Agency to help if …
HubSpot is impressive. It shouldn’t be hard to navigate – but it does take time and practice to master all the tools. Users need to be consistent, creative and able to invest the time and effort to learn how to reach its full potential.
Do you relate to any of these scenarios?
- You invested in HubSpot – but are only using a small portion of its potential, or worse, not using it at all.
- You don’t have a marketing team, or they are already maxed out.
- You need help with marketing strategy.
- You need to streamline your business operations from marketing to sales.
If you aren’t using HubSpot as the all-in-one tool it can be, you need a team like us. And because we are a marketing agency, we are a one-stop shop for all your marketing needs. Our team helps create blogs, eBooks, campaign flows, social media content, graphic design, web design, SEO and analytics reports.
We love HubSpot’s vast wealth of resources and their quality customer support – but working with a partner agency gives you personal and direct results. An ideal partner will have insight into your industry to help deliver results for your unique situation.
The benefits of using a HubSpot Partner Agency:
- We know this software – and can apply it to meet your goals quickly.
- We help you onboard or optimize how you already use it.
- We are a direct line for support.
- We know marketing – it’s our life. So you have a CRM partner AND a marketing agency at your fingertips.
- We get exclusive access to new – or even beta – products.
Keeping up with new and improved HubSpot updates, tutorials and other features takes time. Let us take the burden off your team – work smarter, not harder, right?
Prove HubSpot ROI by turning strangers into promoters
When done right, HubSpot will prove its ROI by attracting, converting, closing and delighting customers on their journey from stranger to promoter.
But you need the time, effort and knowledge to get things going – and be prepared to grow with more customers, and more tools.
Remove the guesswork and rely on experts like us to help get things running. We know HubSpot in and out – and have access to the latest (and sometimes not yet released!) tools and updates.
We’re here to get that flywheel spinning so you can focus on your goals – and meet them.
Let us help
We are HubSpot problem solvers. Don’t let your investment sit on a shelf. We make implementation a breeze and help false starts get back on track. Contact us today for a free Marketing Hub Audit.
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