Week

01

Foundation of Inbound campaign

Begin researching your client's buyer personas
Validate buyer personas with client
Add buyer personas to the client's portal and segment the contacts
Set SMART Goals for the campaign
Setup the campaign in HubSpot

Week

02

Topic Clusters Content Strategy

Decide and start with 2-3 core topics for the content
Validate your topic in the SEO tool
Create Subtopics and tag them in the SEO tool
Plan the navigational path for your pillar page
Create content offers relating to your topic cluster
Create thank you page and landing page

Week

03

Lead Generation with Content Offers

Decide on the purpose of the content offer (ToFu/MoFu/BoFu)
Create the content offer
Begin researching your client's buyer personas
Create thank you page and landing page
Create call to action that links to landing page

Week

04

Events/Webinars Optimisation

Upcoming or Past Event/webinar?
Check for Event/Webinar integrations
Create a registration landing page
Create call to action that links to a registration landing page
Create automation workflows/emails

Week

05

Promote the Inbound Campaign

Research your audience and buyer persona
Use CTAs to drive conversions
Create Email Campaign
Paid Ads and retargeting
Schedule Social posts

Week

06

Automate Your Process

Determine what processes can be automated
Set up workflows and follow up
How to do email nurturing
Build your first workflow
Review your automation

Week

07

Reporting

Discuss business objectives and current KPIs
Identify reporting goals
Set up dashboards and custom reports
Create cross object reporting
Understand the different reports in HubSpot

Week

01

Technical Setup & Project Planning

Consult on business goals & sales processes
Review existing CRM & lead management system(s)
Setup external system integrations
Import historical data into HubSpot
Install HubSpot tracking code on your website
Create custom properties

Week

02

Build Your Sales Process

Create deal pipelines & customize deal stages
Customize lead status
Set default and required properties
Customize activity types
Create custom filters for your team

Week

03

Foundation of Inbound campaign

Create and use email templates and snippets
Set up meetings for booking
Send out your first email sequence
Upload important sales collateral to documents
Set up calling
Enable HubSpot Video

Week

04

Automate Your Processes

Determine what processes can be automated
Build your first workflow
Create custom notifications
Review your automation
Begin researching your client's buyer personas

Week

05

Align Your Teams

Discuss optimizations to current process based on results to-date
Discuss best practices around sales, services and marketing alignment
Setup lifecycle stages
Define buyer personas and SLAs
Setup lead scoring

Week

01

Technical setup & Customization

Edit and embed the support form on your website
Import contacts and/or tickets into HubSpot
Install HubSpot tracking code on your website
Consult on customer service goals
Consult on your customer service processes

Week

02

Conversations & Tickets

Create custom ticket properties and edit existing
Set up additional ticket pipelines (if necessary)
Test sending an email to the shared inbox and responding
Set up live chat for your website
Determine what automation needs to be setup

Week

03

Day-to-Day Management

Create and use email templates and snippets
Walk through the process flow for intake of inquiries, responses, ticketing and resolution
Develop supporting ticket and process automation
Begin developing knowledge base articles based on ticket data

Week

04

Knowledge Base

Check in on content development
Review data to inform additional articles needed
Determine distribution strategy

Week

05

Reporting

Discuss business objectives and current KPIs
Set up dashboards and custom reports
Discuss optimizations to current process based on data to date

What HubSpot has to say about webdew?

Webdew has been a HubSpot agency partner since 2017 and helped so many Hubspot clients in different regions to leverage better HubSpot tool and grow better.

They also come up with amazing training program that I am sure will help many other clients to fully utilize the HubSpot platform efficiently.

I have referred so many clients to webdew for HubSpot development and HubSpot management, also I have heard so many good feedback about him. Danish and team keep up with good work and well done.

What Clients has to say about webdew?

I recently engaged WebDew to make 14 pages of changes to my website! They completed all the tasks very quickly and to a very high standard. I was really happy with how they followed all the instructions and I am delighted with my updated site.

Megan Walker

Owner & Director @ Market Savvy

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Webdew has helped us optimize the sales and marketing processes and this is automating a lot of processes. So, we don’t need to hire more people and webdew has done an excellent job in understanding our business and helped us launch new services using HubSpot. I would say HubSpot and the webdew team is an awesome combination to scale your business to the next level.

Samir Jhaveri

Managing Director @ XcellHost Cloud Services

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The team was very professional and hounded us (in a good way) any time we were late in responding to their work. They always kept working even if we were behind on their end. Very efficient and resourceful team that I recommend.

Conrad T. Walz

Vice President @ Ortholive

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The engagement has generated positive results. Webdew consistently produces designs quickly. They are accountable workers, especially when it comes to resolving errors.The workflow has been easy, and we’ve had no problems at all.

John Rampton

Chief @ Calendar

Internal stakeholders are pleased with the video. Wedbew responded quickly to feedback and implemented every requested edit. Customers can expect an efficient and supportive partner. We believe the simplicity and quality of the video were great enough to demonstrate a successful engagement.