Basic Process Overviews

Contacts

• Contacts are the individuals or organizations with which your business interacts, including subscribers, leads, and opportunities.

• Contacts are assigned to a specific Owner

• Contacts have a defined Lifecycle stage, which represents the stage of their relationship with your business.

Lists

• Lists are collections of contacts in Hubspot that can be used for targeted marketing campaigns, personal follow-up, and more.

• Lists can be static, meaning they are manually created and updated, or dynamic, meaning they are automatically updated based on specific criteria, such as lead score or lifecycle stage.

• Lists can be used in conjunction with workflows, forms, and landing pages to automate and personalize the lead generation and sales process.

Marketing Emails

• Marketing emails are used to reach a large audience and promote a product, service or event.

• They can be automated based on specific triggers, such as filling out a form or visiting a landing page, or they can be manually sent to a list of contacts.

• Marketing emails can be personalized with the recipient's information, such as their name, company name, and more.

Personal Emails

• Personal emails are one-to-one conversations between a salesperson and a contact.

• They are not typically automated (but can be using sequences), and are used to follow up on leads, answer questions, or provide more personalized information.

• Personal emails can be customized with personalization tokens, allowing the salesperson to insert information from the contact's record, such as their name or company name.

Forms:

• Forms are a great way to collect information from your contacts, such as their name, email, and other details.

• You can add forms to your website, landing pages, and emails, making it easy for contacts to provide their information.

• When a contact submits a form, their information is added to their contact in Hubspot.\

• Forms can be set up to automatically trigger workflows and other marketing automation processes, helping you streamline your lead management.

• Personalization can be added to forms, such as customizing the form fields, pre-populating information, and adding conditional logic to only show fields relevant to the lead.

Landing Pages

• Landing pages are standalone web pages that are designed to convert visitors into leads.

• They typically include a form for visitors to provide their information, as well as a clear call-to-action (CTA) that tells them what to do next.

• Landing pages can be used for specific campaigns, such as product launches or event promotions, and they can be personalized and optimized for each audience.

• You can create and manage your landing pages in hubspot, and track their performance to see which ones are converting the best.

Deals

• Deals are opportunities to sell a product or service to a customer.

• Deals are created when a lead views an ad or submits a form. The lead is automatically added to the "Lead Interested" stage.

• The salesperson who is the deal owner is responsible for managing the deal and moving it through the different stages: Lead Interested, Tour Booked, Tour Completed, Account Created, Closed Won, Saving (Just Canceled or Set to Cancel), Recovering (Canceled more than 72 hrs ago), and Closed Lost.

• Deal value/amount determines the salesperson's commission and must be accurate.

• The line item must be manually selected by the salesperson, based on the customer's product choice.

• Totals in each deal stage are displayed at the bottom of the stage column, as well as expected close rates.

• The deals page is the "home" of the salesperson day-to-day.

Hubspot Events

• Event creation and management within Hubspot

• Ability to send event invitations and track RSVPs

• Option to embed a calendar to your website for easy viewing

• Integration with Google Calendar for added convenience

Hubspot Scheduler

• Online scheduling tool for scheduling appointments and meetings

• Integrates with Hubspot contacts, calendar, and email

• Option to personalize scheduling pages with custom branding

Hubspot Gmail Extension

• Extension for Gmail that integrates with Hubspot

• Allows for easy tracking of emails, scheduling of follow-ups, and access to Hubspot tools

• Helps to keep all email communication organized and in one place

Connection of Personal Inbox and Personal Calendar

• Hubspot allows for the connection of your personal inbox and calendar for added convenience

• Helps to keep all email and appointment information in one place and easily accessible

Hubspot Knowledge Base

• Centralized repository for information, articles, and resources

• Provides a searchable database for quick access to information

• Option to personalize the knowledge base with custom branding

Hubspot Help Desk

• Provides a centralized platform for managing customer support requests

• Option to personalize the help desk with custom branding and integrate with existing systems.