Choose your HubSpot path.

Mapping Call (Marketing Strategy & Implementation)

Setting up your marketing campaigns is crucial for driving success. Our team will collaborate to understand your marketing goals, strategies, and workflows. We’ll then configure HubSpot to manage your campaigns effectively, ensuring proper tracking of leads, audience segmentation, and campaign performance.

Configure Marketing Contacts Segmentation

The type of marketing contacts you have sets a limit on how many people you can send marketing emails to. If your database has more contacts than this limit, you can choose to categorize some contacts as non-marketing or purchase additional contacts from HubSpot. Once you've determined which contacts belong to your marketing audience and which don't, we'll ensure that any new contacts added to your database, whether through .csv file uploads or integrations, are properly categorized.

Buyer Persona Property Setup For Contacts (Up To 1 Persona)

Setting up buyer personas for contacts involves creating detailed profiles of your target audience segments. Personas are fictional general character profiles that represent the preferences, objectives, and behaviors of your customers. We'll gather the information about your buyer personas and input them into the 'Persona' contact property in HubSpot. This allows you to focus on specific groups and organize your contacts accordingly.

Enhancing Contact and Company Data

Buyer Intent and Data Enrichment help keep your CRM records accurate and highlight prospects who are most likely to engage. Data Enrichment updates your contact and company records with the latest information, while Buyer Intent tracking surfaces leads showing buying signals. We will enable enrichment for your contacts and companies, configure Buyer Intent tracking, and integrate the enriched data into your CRM to ensure your team always has up-to-date and actionable insights.

Set Up your Resubscription Automation

We'll create a default resubscription email. This will enable contacts who previously opted out of emails to resubscribe themselves if they complete a HubSpot form.

Creating Unsubscriber list

We'll import the email addresses of contacts who have previously chosen to unsubscribe from all email communications in an opt-out list. Importing this list won't add these contacts to your database. Instead, it will mark the email addresses on the list as ineligible to receive emails from your account.

Setup Basic Marketing Email Templates (1 Template according to Branding)

We will collaborate closely with your team to craft a compelling and personalized email newsletter template using the HubSpot standard template library using the drag-and-drop feature. These templates ensure that your messages are always professional and customized to your business needs. Additionally, they enhance your communications through personalization tokens. Our team can help you migrate and create email templates from your past CRM tools.

Set Up Marketing Campaign

INSIDEA will help to confirm the validity of email addresses intended for sending emails, even if they aren't required to be registered as users in HubSpot.

Form Integration & Customization (Up to 2 Forms)

Use forms to gather important information about your visitors and contacts. In HubSpot, you can easily create forms to add to your HubSpot pages or external sites. INSIDEA will assist replace your existing website forms with HubSpot forms or create new ones from scratch, ensuring all data flows directly into your HubSpot account. We will provide an embedded code your developer can easily integrate into your website's backend. This code will enable seamless data transfer directly into HubSpot, streamlining your data collection process.

Segmentation & Creation Of Desired Lists (Up To 3 Active Or Static Lists)

HubSpot's lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as sending marketing emails, enrolling contacts in workflows, filtering lists for reports, creating targeted ad audiences, and more. It's a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.

Create Conversations Inbox

The Conversations Inbox is a centralized location within your HubSpot account where you can view and manage messages from all connected channels, including live chat, chatbot, support emails, and support forms. This feature helps you to handle inquiries and resolve issues with greater clarity and coordination.

Setup basic Live Chat (up to 10 automated replies)

Create a chat flow with live chat to connect visitors directly with members of your team. The live chat will appear as a widget on your website pages that visitors can click to start a real-time conversation with someone on your team. Our team will integrate HubSpot's Live Chat into your website which can enable you to respond to your customer inquiries and concerns in real-time, right from your digital doorstep.

Automation Workflow Creation & Optimization (up to 3 workflows)

Automation workflows are like your personal assistants in the digital world. Create a workflow to automate your business processes and make your team more efficient. INSIDEA offers simple workflow templates, easy implementation of drip campaigns, and nurture flows to automate,streamline and organize tasks, processes, and procedures.

Setup Lead Scoring

HubSpot offers a scoring feature that allows us to prioritize leads that closely match your business's target audience.INSIDEA can assist you build and automate lead assignment criteria to ensure each lead is assigned to the suitable owner.

Assistance with connecting Ads account (LinkedIn Ads / Google Ads)

In order to manage and analyze your ad campaign using HubSpot's ads tool, you can connect your Ads account to HubSpot. Once the connection is established, all existing ad campaigns in that account will be displayed and reported on by HubSpot. Once your Ads accounts are connected, you can also connect additional users so that they can manage and create ad campaigns for the account.

Assistance With Social Media Setup And Settings Configuration

Connect your social media accounts to HubSpot to start creating and publishing social posts, and tracking social media engagements in HubSpot.We're here to guide and support you through the setup process, offering step-by-step instructions and personalized assistance.

Setting Up Project Management Tool (in Beta)

The Projects object in HubSpot allows you to manage initiatives, track progress, and organize related work in one place. You can create project records, build customizable pipelines and stages, associate tasks with projects, and connect projects to deals for better visibility. We will assist in setting up and configuring your projects, ensuring pipelines, stages, and associations are tailored to support smooth workflow management.

Setting Up AI Agents/ Assistant (Up to 1 AI Agent/ Assistant)

We help your team leverage HubSpot’s AI Agents to automate tasks like customer support, lead generation, and content creation. Our focus is on template-based AI Agents or Assistants, ensuring proven, reliable setups that are quick to implement. Our team will configure the AI Agents, integrate them into your existing workflows, and guide your team on how to use them effectively to enhance efficiency and productivity.

Marketing Reporting Dashboard (up to 1 Dashboards and 3 Reports)

Setting up marketing reporting and dashboards enables to track and analyze performance effectively. It helps to visualize key metrics, identify trends, and make data-driven decisions to optimize your marketing efforts. INSIDEA will help you create a marketing-focused dashboard to track marketing activities across various channels and social media accounts, along with website analytics and performance metrics. We can even help analyze the lead flow and how marketing campaigns are performing.

Training session & Project Sign-Off Call

We will organize a training session to ensure that everyone has the necessary skills and knowledge to use the platform effectively. In addition, we will have a project sign-off call to review the completed work, address any remaining concerns, and obtain formal approval to conclude the project.

Configuring Approval Workflows

We streamline your publishing process by putting the right approval checks in place. Using HubSpot’s Content Approval feature, we’ll select which content needs review, assign approvers, and configure the workflow so your team can publish with confidence.

Mapping Call (Marketing Strategy & Implementation)

Setting up your marketing campaigns is crucial for driving success. Our team will collaborate to understand your marketing goals, strategies, and workflows. We’ll then configure HubSpot to manage your campaigns effectively, ensuring proper tracking of leads, audience segmentation, and campaign performance.

Configure Marketing Contacts Segmentation

The type of marketing contacts you have sets a limit on how many people you can send marketing emails to. If your database has more contacts than this limit, you can choose to categorize some contacts as non-marketing or purchase additional contacts from HubSpot. Once you've determined which contacts belong to your marketing audience and which don't, we'll ensure that any new contacts added to your database, whether through .csv file uploads or integrations, are properly categorized.

Buyer Persona Property Setup For Contacts (Up To 2 Personas)

Setting up buyer personas for contacts involves creating detailed profiles of your target audience segments. Personas are fictional general character profiles that represent the preferences, objectives, and behaviors of your customers. We'll gather the information about your buyer personas and input them into the 'Persona' contact property in HubSpot. This allows you to focus on specific groups and organize your contacts accordingly.

Setting Up Customer Journeys (up to 1)

Customer Journeys in HubSpot let you guide contacts through personalized, automated experiences based on their behavior and engagement. You can nurture leads, onboard customers, and re-engage contacts with relevant messaging while tracking performance across each stage. We will set up customized workflows, integrate multi-account management, leverage lookalike audiences, and configure reporting so your team can optimize journey performance efficiently.

Enhancing Contact and Company Data

Buyer Intent and Data Enrichment help keep your CRM records accurate and highlight prospects who are most likely to engage. Data Enrichment updates your contact and company records with the latest information, while Buyer Intent tracking surfaces leads showing buying signals. We will enable enrichment for your contacts and companies, configure Buyer Intent tracking, and integrate the enriched data into your CRM to ensure your team always has up-to-date and actionable insights.

Set Up your Resubscription Automation

We'll create a default resubscription email. This will enable contacts who previously opted out of emails to resubscribe themselves if they complete a HubSpot form.

Creating Unsubscriber list

We'll import the email addresses of contacts who have previously chosen to unsubscribe from all email communications in an opt-out list. Importing this list won't add these contacts to your database. Instead, it will mark the email addresses on the list as ineligible to receive emails from your account.

Setup Basic Marketing Email Templates (1 Template according to Branding)

We will collaborate closely with your team to craft a compelling and personalized email newsletter template using the HubSpot standard template library using the drag-and-drop feature. These templates ensure that your messages are always professional and customized to your business needs. Additionally, they enhance your communications through personalization tokens. Our team can help you migrate and create email templates from your past CRM tools.

Set Up Marketing Email Senders

INSIDEA will help to confirm the validity of email addresses intended for sending emails, even if they aren't required to be registered as users in HubSpot.

Form Integration & Customization (Up to 5 Forms)

Use forms to gather important information about your visitors and contacts. In HubSpot, you can easily create forms to add to your HubSpot pages or external sites. INSIDEA will assist replace your existing website forms with HubSpot forms or create new ones from scratch, ensuring all data flows directly into your HubSpot account. We will provide an embedded code your developer can easily integrate into your website's backend. This code will enable seamless data transfer directly into HubSpot, streamlining your data collection process.

Segmentation & Creation Of Desired Lists (Upto 5 Active Or Static Lists)

HubSpot's lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as sending marketing emails, enrolling contacts in workflows, filtering lists for reports, creating targeted ad audiences, and more. It's a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.

Create Conversations Inbox

The Conversations Inbox is a centralized location within your HubSpot account where you can view and manage messages from all connected channels, including live chat, chatbot, support emails, and support forms. This feature helps you to handle inquiries and resolve issues with greater clarity and coordination.

Setup basic Live Chat (up to 15 automated replies)

Create a chat flow with live chat to connect visitors directly with members of your team. The live chat will appear as a widget on your website pages that visitors can click to start a real-time conversation with someone on your team. Our team will integrate HubSpot's Live Chat into your website which can enable you to respond to your customer inquiries and concerns in real-time, right from your digital doorstep.

Automation Workflow Creation & Optimization (up to 5 workflows)

Automation workflows are like your personal assistants in the digital world. Create a workflow to automate your business processes and make your team more efficient. INSIDEA offers simple workflow templates, easy implementation of drip campaigns, and nurture flows to automate,streamline and organize tasks, processes, and procedures.

Assistance with connecting Ads account (LinkedIn Ads / Google Ads)

In order to manage and analyze your ad campaign using HubSpot's ads tool, you can connect your Ads account to HubSpot. Once the connection is established, all existing ad campaigns in that account will be displayed and reported on by HubSpot. Once your Ads accounts are connected, you can also connect additional users so that they can manage and create ad campaigns for the account.

Assistance With Social Media Setup And Settings Configuration

Connect your social media accounts to HubSpot to start creating and publishing social posts, and tracking social media engagements in HubSpot.We're here to guide and support you through the setup process, offering step-by-step instructions and personalized assistance.

Setup Lead Scoring

HubSpot offers a scoring feature that allows us to prioritize leads that closely match your business's target audience.INSIDEA can assist you build and automate lead assignment criteria to ensure each lead is assigned to the suitable owner.

Setup Custom Objects (Upto 1 Custom Objects)

HubSpot Custom Objects extend beyond standard CRM categories, enabling you to create, track, and manage data specific to your operations, be it subscriptions, projects, or any niche entity. INSIDEA offers to develop up to one unique custom object that cater to the specific needs of your business. We will carefully define the essential properties for each custom object and set up all the required associations.

Setting Up Project Management Tool (in Beta)

The Projects object in HubSpot allows you to manage initiatives, track progress, and organize related work in one place. You can create project records, build customizable pipelines and stages, associate tasks with projects, and connect projects to deals for better visibility. We will assist in setting up and configuring your projects, ensuring pipelines, stages, and associations are tailored to support smooth workflow management.

Setting Up AI Agents/ Assistant (Up to 2 AI Agent/ Assistant)

We help your team leverage HubSpot’s AI Agents to automate tasks like customer support, lead generation, and content creation. Our focus is on template-based AI Agents or Assistants, ensuring proven, reliable setups that are quick to implement. Our team will configure the AI Agents, integrate them into your existing workflows, and guide your team on how to use them effectively to enhance efficiency and productivity.

Marketing Reporting Dashboard (up to 2 Dashboards and 6 Reports)

Setting up marketing reporting and dashboards enables to track and analyze performance effectively. It helps to visualize key metrics, identify trends, and make data-driven decisions to optimize your marketing efforts. INSIDEA will help you create a marketing-focused dashboard to track marketing activities across various channels and social media accounts, along with website analytics and performance metrics. We can even help analyze the lead flow and how marketing campaigns are performing.

Training session & Project Sign-Off Call

We will organize a training session to ensure that everyone has the necessary skills and knowledge to use the platform effectively. In addition, we will have a project sign-off call to review the completed work, address any remaining concerns, and obtain formal approval to conclude the project.