The problem this solves
Marketing Hub bought, first email drafted, and then the surprises start: the sending domain is not authenticated so emails land in spam, consent capture does not hold up to a GDPR question, forms feed contacts into the database with no lifecycle logic, and paid tools sit unconnected. The license burns money every month while the team works around the platform instead of in it.
How we work
We configure the Hub in the order that prevents rework: domain connection and email authentication first - SPF, DKIM, DMARC - because nothing else matters if mail does not arrive. Then subscription types and consent settings that match how you actually collect data under GDPR, tracking code and cookie policy alignment, and contact source settings so attribution starts recording from day one.
On top of that foundation we set up the working surface: forms with sensible field progression, CTAs, email templates matched to your brand, campaign structure, and the connections to your ad accounts and social profiles where they are in scope.
We run Marketing Hub Pro on our own portal and set clients up the way we set ourselves up: so the first campaign can ship in days, not weeks.
Deliverables
- Authenticated sending domain with SPF, DKIM, and DMARC records
- Subscription types and GDPR consent configuration
- Tracking code, cookie consent, and source attribution settings
- Form, CTA, and email template foundation
- Campaign structure and naming conventions
- Connected ad accounts and social profiles where in scope
What buyers ask before scoping.
We already send email from another tool. When does Marketing Hub take over?
After the domain is authenticated and your list is imported with consent status intact - switching before that risks deliverability damage that takes months to repair. We plan the cutover explicitly: warm-up approach, which sends move first, and when the old tool gets switched off so you are not paying for both indefinitely.
Does setup include building our first campaigns?
Setup delivers the working foundation - templates, forms, tracking, consent - and typically one reference campaign built together with your team so they see the full path from asset to report. Ongoing campaign production and nurture programs are separate modules, and the foundation from this one is exactly what they build on.
How do you handle GDPR in the setup?
We configure HubSpot's data privacy features around how you actually collect data: subscription types per communication purpose, lawful basis tracking on contacts, consent language on forms, and cookie consent on the tracking side. We are not a law firm and will say so, but the technical implementation will match what your privacy policy promises.
Related modules
Lead Management & Lifecycle Automation Setup
Lead Management & Lifecycle Automation Setup is a Marketing Hub implementation engagement that automates how ...
Campaign, Conversion & Channel Setup
Campaign, Conversion & Channel Setup is a Marketing Hub implementation engagement that builds your campaign ...
HubSpot AEO Configuration
HubSpot AEO Configuration is an implementation engagement that prepares your HubSpot content to be found and ...
Sounds like your situation?
30 minutes, your calendar, no slide deck. We tell you honestly whether this module fits.
Book discovery call