I’ve migrated, and launched, HubSpot instances for countless business units. Below are some snippets of marketing dashboards I created for quick, easy access to emails, CRM, and CMS data.
Because data is only as good as what is entered, training and staying up-to-date with ongoing optimizations is vital to ensuring correct and accurate data. (Garbage in, garbage out).
I make it my mission to ensure accurate and transparent data reporting, platforms like Marketo and HubSpot are ideal as they are user-friendly to those not tech-inclined. Whether the source of truth is centered on campaigns, or using a platform like this for email marketing or automation only, it’s crucial that everyone using the tool uses it according to company standards.
HubSpot SOP
As the HubSpot SME, a key job component is establishing standards, documenting best practices and providing ongoing training.
The slideshow is a few pages of the HubSpot Email SOP I created for the purpose of:
- establishing company standards
- including reasoning behind established rules
- documenting best practices
- record-keeping purposes
- training and onboarding
- transparency and open lines of communication
Lead Routing & Scoring, Mapping Pipeline
I’ve also mapped pipelines and funnels, implemented lead scoring systems, and simply established baseline language for company-wide communications to ensure we’re all speaking the same language.
Let’s connect!
Interested in learning more or scheduling a call? Let’s discuss how I can contribute to your organization!
