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H&D | Onboarding & Projects

H&D | Onboarding & Projects

H&D processes and guidelines for the onboarding of new clients and setup and management of projects and systems.

Agile

How do you track last source attribution?

Import Contacts into Marketo

Squarespace Website Setup & Config

Campaigns Process

Campaign Process

Goal Setting for Programmes & Campaigns

CMS & Development

Data Migration Briefs & Planning

Meeting & Agendas

Client Workshop: Buyer Profile

Client Workshop: Post Cutover Coaching Session

Who's, What's, When's, Where's & Why's of Standard On-boarding Meetings.

Who's, What's, When's, Where's & Why's of Advanced On-boarding Meetings.

Client Presentation: Campaign Proofs

Client Presentation: Campaign Strategy

Client Presentation: Persona Presentation

Client Workshop: Chatbot Flows

Client Workshop: Content Strategy Session

Client Workshop: CRM Guided Session

Client Workshop: CRM Training Session

Client Workshop: Kick-Off Session

Client Workshop: Marketing Hub Training

Client Workshop: Sales Asset Briefing

Client Workshop: Sales Enablement Shadow Session

Client Workshop: Sales Hub Design Session

Client Workshop: Service Hub Design Session

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Onboarding Process | Marketing

GDPR Guidelines

HubSpot | Automatic Associations Opt Out

HubSpot CTAs

Link Building Templates

Persona Research Best Practice

Reconnecting a Social Account

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Onboarding Process | Set-Up

Creating & Reviewing Reporting Dashboards

Domain Configuration

HubSpot Tracking URL Structure

Install HubSpot Code & Tracking

Spam/Scam Keywords

Why Whitelisting?

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