Imagine buying a smartphone and only ever using it to make calls
Posted: Wed Dec 18, 2024 3:19 am
That’s what you’re doing when you move your marketing operations and workflows from your existing marketing automation tool to HubSpot without revising your strategy to match the platform’s potential.
See, it’s no secret that HubSpot can be transformative for sales and marketing operations.
But making the most of it requires mexico reverse phone lookup more than just a traditional ‘onboarding’ process where you customize your settings, migrate your data, and learn specific tools and tactics.
Instead, you need to take the time to reimagine how you work and what your ultimate goals are - which is exactly what this strategic checklist is designed to help you do.
HubSpot Onboarding Strategic Checklist
1. Lay Out Your Ideal Processes
The central question in this process is simple: how would you build your sales and marketing processes if you were starting from scratch today?
Most existing processes are the product of necessity or limitation. You built them around what was technologically feasible and what needed to get done; no one has had time to challenge or reinvent them. But this is an opportunity to outline the ideal buyer journey - and create protocols that make it a reality.
Assess your existing systems and practices:
Which could be automated now?
Which could be improved?
Which already works well?
Brutal honesty is required to make this worthwhile.
See, it’s no secret that HubSpot can be transformative for sales and marketing operations.
But making the most of it requires mexico reverse phone lookup more than just a traditional ‘onboarding’ process where you customize your settings, migrate your data, and learn specific tools and tactics.
Instead, you need to take the time to reimagine how you work and what your ultimate goals are - which is exactly what this strategic checklist is designed to help you do.
HubSpot Onboarding Strategic Checklist
1. Lay Out Your Ideal Processes
The central question in this process is simple: how would you build your sales and marketing processes if you were starting from scratch today?
Most existing processes are the product of necessity or limitation. You built them around what was technologically feasible and what needed to get done; no one has had time to challenge or reinvent them. But this is an opportunity to outline the ideal buyer journey - and create protocols that make it a reality.
Assess your existing systems and practices:
Which could be automated now?
Which could be improved?
Which already works well?
Brutal honesty is required to make this worthwhile.