Marketing Hub onboarding

Kaks.io Labs – your favorite onboarding partner

Know where to start. We have helped dozens of our domestic and international clients implement the Marketing Hub. Deployment projects are built through the definition phase to system configuration and technical design, not forgetting the administration training. If you need a comprehensive HubSpot and content strategy partner, we work closely with selected marketing agency partners. Whether your needs are system deployment, redesign, or a comprehensive marketing project, don’t hesitate to leave us a contact request.

Deployment project steps

The implementation of marketing automation includes a kick-off meeting, two configuration workshops, and training for marketing administrators. In between workshops, we will configure the system to suit your needs, implementing the necessary landing page and email templates.

Preparation phase

A cooperation agreement is created
Project start date is set on the calendar
Teams and roles are defined
Visual migration work is started according to the design of existing web pages

Project kick-off

The project schedule and goals are defined
The roles of sales, marketing, and communication are defined

Configuration and deployment

Marketing configuration workshops
System configuration
Creation of template templates
The site is linked to analytics
Data migration is performed where applicable

Training and continuous services

Marketing administrator training
Project approval meeting and transition to continuous services

What does the Marketing Hub deployment project include?

Kick-off meeting (1.5 h)
Definition workshops (2 x 3h)
Training for marketing administrators (3 h)
Modification of the basic settings of the portal
Creating email templates
Creating landing page templates
Linking websites to automation and analytics
Linking social media accounts
Defining marketing subscriber types
Defining lifecycle stages for HubSpot
Creating the required conversion forms
Creating the required CTA buttons
Creating Marketing Reports and Dashboard
Migration of marketing contact data (e.g. newsletter subscribers)

Optional modules

Design and implementation of the first chatbot
Design and implementation of the first Pillar Page
Design and implementation of the first inbound campaign
Design and implementation of landscaping paths and workflows
Planning and implementation of lead scoring
Definition and implementation of buyer personalities for HubSpot
Customer Path Design

Continuous Services - A systems expert as part of your team

Through deployments, we get to know our customers’ processes almost as well as our own. Our customers often want to take advantage of this understanding through a continuous service agreement. You’ll get a designated expert to help your team succeed with the HubSpot platform. The number of monthly service hours is always tailored to the customer's needs and wishes. In the broadest collaboration models, our experts are an integral part of the outsourced marketing team.

Marketing Hub Onboarding

Streamline your marketing efforts and improve your productivity with automation