Lets get to work! Use our online resources to prepare your team as they begin their onboarding journey with us.
Getting Started: Watch our 2-minute welcome video and familiarize yourself with our onboarding process.
Onboarding = Strategy + Practical Training
The most successful onboarding programs are those that combine both strategy and tactical elements in their training programs. Our onboarding approach is to understand your goals and objectives and then formulate a prescriptive training program that focuses on both strategy as well as functionality. Here are two workbooks to download and fill out before we get started.
Onboarding begins with strategy. Since associations are tasked with keeping the members they have while acquiring new ones, marketers need the appropriate tools in place that allow them to create, develop, and manage campaigns easily. Your prescription for strategic HubSpot training begins with identifying your member Personas and ends with being able to measure campaign performance and effectiveness through Reporting.
Click on each element below to access assigned pre-readings, workbooks, and reference materials to get started.
Personas
Guided exercises where we’ll map personas to your data attributes to trigger automation and further personalize messaging.
Content
A Framework to map your content to the buyers journey and identify content to be created, repurposed or un-gated.
Journeys
Workbooks to support building user journeys and related assets for workflows to nurture leads.
Reporting
Guided exercises to map objectives to quantifiable goals and metrics to measure performance and campaign success.
Product Training
Once you've got strategy under your belt, it's time to get hands on in the platform. We've curated a comprehensive list of reference materials from HubSpot to get you started. Our focus is to guide you to the content and materials you'll find most helpful in the first 90-days on the platform to get you going and using features that will help you demonstrate quick wins and show results.
Contact Management
Training for how to set contacts from marketing contacts to non-marketing contacts when you want to keep certain data, but not necessarily email and market to those contacts.
