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HubSpot Ecommerce Onboarding Team

Onboarding Program Details

This program is designed for new customers on HubSpot Professional or Enterprise and Unific. With the help of a dedicated Ecommerce Growth Specialist, new HubSpot users receive technical support to ensure proper configuration of both software tools. In addition, you will receive coaching, guidance, and best practices for mastering HubSpot functionality. Your dedicated specialist will also assist with building ecommerce specific campaigns and workflows that are enabled by your Unific subscription.
Your onboarding is broken into three phases, delivered over eight (8) weeks for HubSpot Professional or twelve (12) weeks for HubSpot Enterprise to ensure maximum velocity and shortest time to value.

Phase One: Systems Readiness

Setup HubSpot Account

  • Invite team members
  • Review account dashboard
  • Connect social accounts
  • Setup Conversations inbox
  • Connect 3rd-party apps
  • Confirm settings

Setup Unific Account

  • Connect shopping cart
  • Connect HubSpot
  • Setup coupon codes
  • Review custom field mapping
  • Review account dashboard
  • Sync cart data history from shopping cart to HubSpot

Add Finishing Touches

  • Connect your domains
  • Add HubSpot tracking code
  • Filter internal traffic
  • Update default branding
  • Review Unific data sync history
  • Configure Lifecycle stages
  • Prioritize workflows for deployment

HubSpot Onboarding Icon - Phase One

Phase Two: Implement & Learn

Choose Ecommerce Workflows

  • New customer workflow (included)
  • Abandoned cart workflow (included)
  • Customer re-engagement workflow (optional)
  • 30/60-day abandoned cart nurture (optional)
  • New lead nurture (optional)
  • Post-purchase upsell (optional)
  • Post-purchase customer review (optional)
  • Lost customer winback (optional)
  • Specialty programs (ie. Black Friday promo) (optional)

Launch Ecommerce Workflows

  • Define workflow goals
  • Establish audiences and build lists in HubSpot using data synced by Unific
  • Create workflow emails in HubSpot
  • Configure workflow steps in HubSpot, test and enable workflow
  • Setup campaign reports and dashboard

Learn HubSpot & Unific

  • List building & maintenance
  • Creating & editing emails
  • Creating & enabling workflows
  • Dashboards & reports
  • Establish auditing procedures
  • Using Unific features in HubSpot
  • Setup newsletter segmentations
  • Configure email preference center
  • Understand RFM analysis

HubSpot Onboarding Icon - Phase Two

Phase Three: Measure, Adjust & Grow

  • Meet with your Ecommerce Growth Specialist for up to two (2) hours for campaign review, strategy consulting, tactical recommendations and technical implementation assistance
  • Build a 12-month plan for growth leveraging HubSpot and Unific, define next steps and evaluate need for ongoing Unific growth services
  • Review optional or custom campaign workflows and discuss strategies for implementation
  • Evaluate and discuss strategies around advanced HubSpot features like Ads, Chat, Tickets, Surveys, etc. (depending on availability in your HubSpot plan)

HubSpot Onboarding Icon - Phase Three