HubSpot Implementation Partner

Talk to us now
Marketo Consulting

Accelerate Your HubSpot Adoption

Leverage our knowledge to accelerate your results. We’ve done over 100 HubSpot implementations to get you set up quickly, the right way. No need to worry about any interruptions to your business. Macro ensures that:
  • Campaigns can quickly go out
  • Your team is well-trained
  • No leads are lost

Beyond Just Turning On the Lights

Unlike many marketing agencies that just give you access to an instance, we work closely with you to understand your needs and customize the HubSpot marketing automation platform for your needs. Working with Macro you can do so much more:
  • Build better email and landing page templates
  • Improve your deliverability
  • Action more of your data

Ongoing Support As Needed

Once your HubSpot instance is up and running, the Macro team of experts can stay to work with you as needed.  Companies we work with love working with us because we can:
  • Execute campaigns flawlessly
  • Help clean your data
  • Improve your designs

We’ve done the heavy lifting

Here is a step-by-step HubSpot’s implementation plan:
1
Evaluating your business objectives:
  • Assess your current marketing processes and pain points
  • Identify key objectives for implementing a marketing automation tool
  • Determine which features are most important for your business (e.g., email marketing, sales enablement, lead scoring, social media management)
2
Choose the right HubSpot subscription together with you:
  • Review HubSpot's different plan tiers (Starter, Professional, Enterprise)
  • Compare features and pricing to find the best fit for your business needs and budget
  • Consider starting with a lower tier and upgrading later if needed
3
Purchase process and setup:
  • Sign up for HubSpot through their website or help your conversations with a sales representative
  • Create your account and verify your domain
  • Set up basic company information and branding elements
4
Import data:
  • Prepare your existing customer data, ensuring it's clean and properly formatted
  • Use HubSpot's import tools to migrate contacts, companies, and deals
  • Map your existing data fields to HubSpot's properties
5
Set up HubSpot’s integrations:
  • Identify key tools your company uses (e.g., Salesforce, Gmail, Slack)
  • Use HubSpot's App Marketplace to find and install relevant integrations
  • Configure each integration to ensure proper data flow between systems
6
Configure settings:
  • Set up user roles and permissions for your team
  • Customize deal stages to match your sales process
  • Configure lead scoring criteria based on your ideal customer profile
7
Design templates:
  • Create or adapt email templates that align with your brand guidelines
  • Design landing page templates for various campaign types
  • Develop form templates to capture lead information effectively
8
Build workflows:
  • Map out your customer journey and identify automation opportunities
  • Create lead nurturing workflows to guide prospects through the sales funnel
  • Set up internal notification workflows to alert sales reps of hot leads
9
Set up analytics:
  • Identify key performance indicators (KPIs) for your marketing efforts
  • Create custom dashboards to track these KPIs
  • Set up regular reports to be sent to stakeholders
10
Train your team:
  • Organize training sessions for different user groups (marketing, sales, management)
  • Pinpointing the right HubSpot's Academy resources for additional learning materials
  • Consider getting team members HubSpot certified for advanced proficiency
11
Launch campaigns:
  • Start with a pilot campaign to test your setup
  • Gradually roll out more complex campaigns as your team becomes more comfortable
  • Use A/B testing to optimize campaign performance
12
Monitor and optimize:
  • Regularly review campaign performance and ROI
  • Gather feedback from your team on usability and efficiency
  • Continuously refine your processes and update your HubSpot setup as needed

Ready to Use Macro's Extensive HubSpot Expertise?

Let’s get your free consultation started!
WORK WITH US

Learn More about HubSpot

Macro’s award-winning team can support teams like yours, who need extra hands and brains to run marketing operations. Deliver better results from HubSpot with our help.
Hubspot Consulting

Macro’s award-winning team can support teams like yours, who need extra hands and brains to run marketing operations. Deliver better results from HubSpot with our help.

Learn More
Hubspot Optimization

Macro’s award-winning HubSpot Partner can support marketing teams like yours to make the most out of your HubSpot subscription.

Learn More
Hubspot Migration

Migrating to HubSpot without any business interruption requires a combination of technical skills and in-depth knowledge of the platforms from which you are trying to migrate.

Learn More