STREAMLINED HUBSPOT MARKETING & SALES ONBOARDING FOR IPA LABS

800+

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Comprehensive Training
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Lab Testing

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The Challenge

IPA Labs faced the challenge of consolidating marketing and sales processes into HubSpot while ensuring seamless integration with existing digital assets. They required a setup that streamlined marketing campaigns, lead tracking, and sales workflows without disrupting ongoing operations.

They partnered with Market Veep to implement a full HubSpot onboarding, equipping their team with tools, templates, and automation that drive efficiency and measurable results.

The Solution

We guided IPA Labs through a structured onboarding process that combined technical setup, process alignment, and hands-on training.

From connecting analytics, ad accounts, and social media platforms to designing marketing templates and configuring a sales pipeline, we ensured all critical components were operational.

Our approach focused on usability, scalability, and team empowerment, giving staff the skills and systems needed for long-term growth.

Key Results:

Completed Marketing Hub & Sales Hub onboarding
Conducted technical and process alignment calls
Delivered Marketing Hub training
Installed tracking codes and set account defaults
Connected social media and ad accounts
Integrated Google Analytics and subdomains
Configured email sending domain and sender details
Designed one marketing email and one landing page template
Recreated up to three forms and replaced them on the website
Enabled collected forms and basic form notifications
Delivered Sales Hub training (60 min) and live email/calendar demo (15 min)
Set up a deal pipeline with 10 custom deal stages
Imported sales documents and deal data with custom properties
Customized views and settings for contacts, companies, and deals
Established basic lead routing automation

Technical HubSpot Setup

Before marketing and sales workflows can run smoothly, HubSpot must be fully configured. This includes tracking code installation, domain and subdomain connections, email sending domains, ad and social integrations, and user permissions to ensure data accuracy and reliable system performance.

HubSpot Data & Process Alignment

Structuring contacts, companies, deals, and custom properties correctly is essential for efficiency. Aligning HubSpot’s objects, pipelines, views, and associations with the client’s actual processes enables streamlined lead management, reporting, and team collaboration.

Template & Workflow Development

Developing branded marketing email and landing page templates during onboarding allows campaigns and sales processes to launch immediately. These assets establish a scalable foundation for consistent, high-quality marketing and sales operations.

Team HubSpot Training

A powerful HubSpot setup only succeeds when users are confident. Hands-on training across campaigns, emails, workflows, reporting, and automation equips teams to run initiatives independently and unlock the full potential of the platform.

ESSENTIAL STEPS FOR

First-Time HubSpot Onboarding

Technical Foundation

Proper installation of tracking codes, DNS, subdomains, and email domains ensures accurate data and reliable platform performance.

Integrated Accounts

Connecting social media and ad platforms allows for centralized campaign management and consistent reporting.

Data Structure

Thoughtful organization of contacts, companies, deals, and custom properties supports efficient lead management and reporting.

Sales Pipeline Setup

Defining deal stages, pipeline structure, and automation establishes a clear path for lead progression and sales forecasting.

Form Configuration

Setting up forms and notifications ensures leads are captured correctly and routed to the right teams.

Template Assets

Branded email and landing page templates provide a consistent starting point for marketing campaigns.

CRM Customization

Customizing object views, associations, and pipelines ensures HubSpot reflects actual company workflows and priorities.

Scalability Planning

Establishing consistent naming conventions, properties, and settings allows the platform to grow with the organization.

Market Veep saved us a lot of headaches!

“I can't praise the Market Veep team enough! They truly helped us get our HubSpot set up the way we needed in order to truly help our business function!. As a small business, it would have taken a lifetime to figure out how to get everything the way we wanted. We would never have been able to do it without them! I'm sure we will be back to get more help some time in the future!”

Katelyn Simpson, Director of Laboratory Services

Conclusion

The project successfully enabled IPA Labs to fully leverage HubSpot for both marketing and sales functions. With customized templates, integrated tracking, and automation in place, the team could confidently manage campaigns, track leads, and streamline their sales processes. The structured onboarding, hands-on training, and system configuration ensured long-term efficiency and scalability, positioning IPA Labs for measurable growth.

Process Optimization

Focused alignment calls and structured training ensured workflows were simplified and team adoption was seamless, resulting in higher efficiency across marketing and sales teams.

Custom Implementation

Tailored templates, pipelines, and automated processes empowered IPA Labs to achieve a HubSpot setup that aligned directly with their business goals.

Team Enablement

Hands-on demonstrations and training built confidence in using HubSpot tools effectively, driving immediate productivity improvements.

DRIVE GROWTH WITH

Expert Hubspot Onboarding

Market Veep’s HubSpot onboarding ensures your team has the tools, training, and workflows needed for marketing and sales success.

Partner with us to experience:

Streamlined marketing and sales processes
Custom templates and automated workflows
Integrated tracking and analytics for performance insights
Team-ready training for immediate adoption

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