SEAMLESS HUBSPOT ONBOARDING EXPERIENCE FOR DATAGUARD
Industry
The Challenge
DataGuard partnered with Market Veep to implement and onboard HubSpot Marketing Hub Professional, aiming to rebuild and streamline their lead generation and sales processes.
As a growing technology firm serving clients in healthcare, manufacturing, and construction, DataGuard needed a unified marketing system to support its expansion into multiple verticals.
Our onboarding team guided the client through a structured onboarding program focused on technical setup, process alignment, and marketing enablement.
The Solution
Market Veep collaborated with DataGuard to customize the HubSpot CRM to fit their unique marketing and sales processes.
The process alignment phase ensured that HubSpot accurately reflected the company’s internal workflows, enabling seamless collaboration between sales and marketing teams.
After technical implementation and CRM customization were implemented, we hosted a comprehensive Marketing Hub training session for the DataGuard team.
Key Results:
- Dedicated IP & Domain Configuration
- HubSpot Tracking Installed via WordPress Plugin
- Three Custom Forms Created
- Branded Email and Landing Page Templates
- Marketing Hub Account Defaults Configured
- Customized CRM Object Views & Property Fields
- Comprehensive Marketing Training Session
- Full Resource Library and Documentation
Technical HubSpot Setup
Before any marketing activities can run smoothly, HubSpot must be technically sound. This includes setting up tracking codes, DNS records, subdomains, email sending domains, integrations, and user permissions. Proper setup ensures data accuracy, deliverability, and smooth system performance from day one.
HubSpot Data Structure
Defining how contacts, companies, and deals are organized and which properties, views, and workflows support them is critical. Process alignment ensures that HubSpot reflects the company’s actual marketing and sales processes, enabling efficient lead management, segmentation, and reporting.
Template Development
Creating branded templates for emails and landing pages helps teams hit the ground running with campaigns that are both consistent and efficient. Establishing these assets during onboarding lays the foundation for a scalable framework for all future marketing initiatives.
Team HubSpot Training
Even the best setup falls short without confident users. Comprehensive training on HubSpot tools like lists, workflows, campaigns, reporting, and automation empowers teams to execute strategies independently, adapt to new initiatives, and maximize ROI from the platform.
ESSENTIAL STEPS TO A
Complete HubSpot Implementation
Data Tracking Setup
Installed tracking code and connected domains, subdomains, and Google Analytics for accurate data tracking.
Platform Integrations
Integrated social media and ad accounts across Facebook, LinkedIn, Twitter, Instagram, and Google Ads.
Brand Configuration
Set account and branding defaults to ensure consistent, professional marketing assets.
Template Designs
Designed one branded email template and one landing page template for future campaigns.
Data Import
Imported contact and company data with custom properties to align CRM structure with business needs.
CRM Customization
Customized contact and company views, properties, and creation settings.
HubSpot Forms
Recreated three website forms with notifications to streamline lead capture.
HubSpot Training
Held a full Marketing Hub training to equip the team for success.
FAST, STRATEGIC
Marketing Hub Onboarding
After completing onboarding, DataGuard achieved:
- A fully configured, process-aligned HubSpot Marketing Hub environment
- Centralized visibility into marketing and sales activity
- Branded, reusable marketing templates
- The confidence to execute campaigns independently and efficiently
Discover how your company can achieve the same results with our HubSpot onboarding packages.
Contact us today to get started.
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