Your HubSpot portal set-up

First things first, we get you and your team set up in the portal, and take care of all the technical bits, such as importing your contacts.

Virtual one-on-one coaching sessions

All our onboarding sessions are delivered via live online video. This speeds up the learning curve and allows us to visually show the platform and concepts as we go.

Logical rollout process

Cyberbia have been successfully supporting marketers large and small for over 20 years.
We will get your confidence levels up so you can get the best value out of your HubSpot investment in no time.

Custom branding

We’ve been customising digital marketing templates and email campaigns for global brands (for many years) — the likes of Adobe and ServiceNow continue to trust us because of our design and development expertise.
You won’t find a more creative and experienced partner to get your brand aligned with your marketing efforts.

We love a good relationship :)

We strive to get the maximum value to our clients. Our client retention rate is over 90% for 20 years.
We are here to partner with you on your journey with HubSpot, not just to do the intro training then leave you in the lurch — your ongoing success is our success!

Customising Your Experience

As onboarding is delivered, we take care to tailor and craft the experience to fit your requirements.

The HubSpot direct onboarding service provides a platform guided tour. Cyberbia’s custom onboarding provides deeper engagement around strategy, training alignment with the business and provision of more online practical training sessions.

There are 5 key steps to Cyberbia onboarding.

1. Setup

• Invite your team members
• Connect your subdomains and configure your settings
• Install the HubSpot tracking code and filter out your internal traffic
• Set up your email sending domain and CAN-SPAM
• Import your contacts, companies, deals, tickets, and notes
• Import your marketing opt-out lists
• Configure email types
• Connect your social accounts
• Consider integrations

2. Capture & Convert Leads

• Create personas to better understand the different audiences in your customer's database
• Explore forms and pop-up forms for quick wins
• Create custom properties that will help you qualify leads when filling out forms
• Set up lead scoring
• Define each Lifecycle Stage based on your own qualifications

3. Engage & Nurture

• Map out a nurturing process flow that considers the tools you’re using.
•  Define lifecycle stages and ensure contacts go through different nurturing tracks depending on their stage.
• Create your first welcome flow series for a new lead.

4. Automate & Personalise

• Find manual tasks that can be automated in HubSpot. Develop workflows, lists or smart content to save time via automation.
• Explore smart content to add value to your target audiences.
• Connect your social/ad tools and automate tasks.
• Use custom properties to build target lists. See how we can translate that into a marketing email with smart content or into a targeted workflow.

5. Transition

• Establish the next steps and goals
• Create an ongoing support plan, as required
• Assist with the development of an organisational training process
• Provide guidance on successful adoption and use
• Explore additional technical integration requirements
• Explore custom technical development
• Explore the HubSpot Eco System of apps

Delivery & Pricing

• Onboarding is completed over 8 weeks
• A detailed list of custom tasks are created for completion
• Training and support is provided via online video meetings
• The training is adjusted to fit your specific goals and business model
• A pool of valuable HubSpot training material will be utilised
• HubSpot certification and guidance, as required