HubSpot’s Partner Office Hours for Marketing Agencies & Consultants
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1 HubSpot’s Partner Office Hours for Marketing Agencies & Consultants w/ Patrick Shea VAR Marketing Manage @mpatrickshe Hashtag #HubSpotHours
description
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?. - PowerPoint PPT Presentation
Transcript of HubSpot’s Partner Office Hours for Marketing Agencies & Consultants
1
HubSpot’s Partner Office Hours
for Marketing Agencies & Consultantsw/ Patrick SheaVAR Marketing Manager
@mpatrickshea
Hashtag#HubSpotHours
TODAY’S TOPIC
ONBOARDING A NEW CLIENT
WHAT DO WE MEAN BY ONBOARDING?
“Beginning a client engagement with clear action, as to spur faster results and establish agency leadership & credibility”
Capitalize on momentum & hit the ground running
Position yourself for success faster
Show ROI quicker, increase retainer
HAVE A PROCESS FOR ONBOARING
Recommended Set of Conversations & Process for On Boarding
Recommended Set of Conversations & Process for On Boarding
SETUP
RESOURCES
WHADDAYA GOT?
SETUP
RESOURCES
WHADDAYA GOT?
FACT: There is nothing sexier than setup.
Install JavascriptSetup Subdomain for Landing Pages Connect Social Media AccountsSFDC integrationSegment and Import List of Leads
WHO IS YOUR TECHNICAL CONTACT?
What You Do What They See
Months 1, 2 & 3Show actual tasks & your diligence
Months 4,5 & 6Magic happens!
SETUP
RESOURCES
WHADDAYA GOT?
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?
WHAT PEOPLE RESOURCES ARE ON THE TEAM?
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?
SETUP
RESOURCES
WHADDAYA GOT?
SETUP
RESOURCES
WHADDAYA GOT?
Go through the file drawers!
Recommended Set of Conversations & Process for On Boarding
Activities that lead to action.Action leads to results faster.
DECLARATIVE SENTENCE: Social Media Comes Last.
1 LANDING PAGES & OFFERS
+
2 IMPORT & SEND EMAIL
3 SEO & BLOGGING
4PLANNING FOR THE FUTURE
TOFU
MOFU
BOFU
THE END
SET EXPECTATIONS!
Learn How HubSpot Can [email protected]
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Stuff!
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THANK YOU.
