HubSpot Marketing Hub Implementation

What companies come to me with

Inquiries go to a general inbox

The form notifies a shared inbox, and by the time someone replies, the prospect is talking to another vendor.

Reps call without context

They get a name and a phone number, but not that this person viewed your pricing several times and downloaded the catalog.

Campaigns counted apart from sales

Marketing counts inquiries, sales counts deals, and the question of which campaign brought in customers comes back every month.

What I set up in Marketing Hub scope set in the workshop

Forms

Forms and landing pages

Every website inquiry lands in HubSpot with its source and campaign. Forms on your current site can be connected too.

Website on HubSpot CMS

Scoring

Lead scoring

Points for fit with your customer profile and for behavior. We set the threshold for handing a lead to a rep together with sales.

Handoff

Leads with history

Reps get each lead with its visits, downloads and email replies, and the lifecycle stage says what happens next.

Newsletters and email series

A newsletter to your database and email series for leads not ready to talk yet. The next email goes out based on what the contact does.

ActiveCampaign migration

Consent

Consent and sends

Marketing emails go only to people who opted in. Contacts without consent stay in the database for sales.

Reports

Where customers come from

A report from first visit to closed-won deal shows which campaigns and sources end in a sale.

How the implementation works

1
Free consultation30 minutes
You tell me where your leads come from today and what happens after someone submits a form. I tell you what I would set up in Marketing Hub.
2
Pre-implementation workshop1.5-2 hour sessions
Marketing and sales agree when a contact becomes a sales-ready lead, who gets it and how sources are counted. I write the decisions and a license recommendation into the implementation document.
3
Setup and dataPer the document
I connect forms and landing pages and set up scoring, consent, email series and the source report. Before the first send, I clean up lists and check domain authentication.
4
Training1.5-2 hour sessions
Your marketing team learns to build lists, send the newsletter and read the campaign report, on its own database and campaigns.
5
Ongoing supportOn demand or on a retainer
After launch you reach out when you need something, or we agree on a fixed scope of work for each month.

Who you'll work with Gracjan Kasprzyk, Spectage

I am a HubSpot consultant. I work in HubSpot every day: I implement it, train teams and connect it with the rest of the company’s systems. My advice comes from what has worked across dozens of portals.

HubSpot portals

50+

New implementations and cleanups of existing ones

Migrations

15+

Full migrations from other CRMs

Teams

Dozens

Sales, marketing and service teams trained

Consulting

Hundreds

Hours of hands-on work with clients in HubSpot

Book a free consultation

Questions before a Marketing Hub implementation

Which Marketing Hub edition should we choose?

It depends on how many emails you send and whether you need scoring and email series triggered by contact behavior. My recommendation is in the document after the workshop.

How much does a Marketing Hub implementation cost?

We’ll work it out on the call, once I know your campaigns and contact database. You buy the Marketing Hub license separately, directly from HubSpot.

How much of my team’s time will it take?

Marketing and sales meet in the workshop, then the people who run campaigns join training, in 1.5-2 hour sessions. I set up the forms, scoring and emails.

Will forms on our current website feed into HubSpot?

Yes. I embed a HubSpot form or connect the one already on your site, so it saves the contact along with its source.

We send our newsletter from another tool. What happens to it?

I move contacts, lists and consent into HubSpot and turn tags into properties you can segment by. You shut the old tool down once sends from HubSpot are working.

How does HubSpot handle consent?

Consent is saved on the contact with a date and source, and forms have consent fields and legal text. You decide the wording, and I set it up in HubSpot.