Hubspot Marketing Automation Checklist

Are you getting the most out of your HubSpot account?

• Make an attractive offer

  Consider a problem your clients are experiencing and provide a solution through your products or services. People will be more likely to share information with you, such as their name, email address, phone number, and so on.

  You can present your offer in whatever format you like. If you want it to be downloaded and printed by practically everyone, save it as a pdf. While an eBook or whitepaper is commonly thought of as an “offer,” it might also be a webinar registration, unique video, slideshow, etc.

• Build a simple clean landing page and form

  It’s important to include a name, last name, email, company name, and website URL in the form, as well as at least one field that helps you in segmenting your lists, such as Industry, job title etc.

  

   

  

• Build a Download/Thank You Page

  After a user completes the form, the redirect page should provide them with a link to download your offer (eBook, whitepaper, etc.) as well as options for getting further related information. A link to previous blog posts, similar offers, or a contact page are all possibilities.

  

• Make a CTA that stands out

  A call-to-action is a button on your HubSpot content that directs potential customers to your website, where they can fill out a form and be added to your contacts database. CTAs on your pages and emails should be visually appealing, action-oriented, and easy to locate. HubSpot has a simple CTA tool that allows for easy integration and tracking of performance metrics.

  

• Build smart lists in HubSpot

  Make a list that includes every contact who fills out a specific form. This allows you to keep track of who is interested in what, so you can send future email marketing that is more targeted.

  

• Create follow up emails and a workflow

  Use the contact information you’ve gathered about your downloaders and make a few follow-up emails:

  • Thank them for downloading and provide them with the download link again.
  • Write at least two nurturing emails, each focused on a different aspect of your offer. You can share relevant blog posts, other products, videos, case studies, etc. Anything you think someone who is interested in your content could find valuable.
  • Make a support email. You can offer a free trial, consultation, or demo.

• Define your Workflows or Auto-Responders

  Schedule your emails to go out to your downloaders. Set an acceptable time interval between emails.

  Send yourself an email notifying you when a contact has reached the end of the Workflow or Autoresponder series. The one we use in HubSpot gives us a breakdown of the contact’s activity (number of site visits, emails opened, pages viewed, and so on), which helps us determine whether they’re ready for personal follow-up at this time.

  

   

  

• Create a blog post and publish it

  Make a public announcement about your new deal. Describe the issue you’ll be tackling and the value you’ll bring to the table. Provide them with a variety of reasons to visit your landing page. Include a call to action in this blog post and on the resources page.

• Email existing subscribers

  Create and send an email explaining your new offer, emphasizing the benefits to your recipients. To increase the number of clicks on your landing page, include a CTA and at least one additional text link. Send the offer to everyone you know, or just to those who have expressed interest in the topics covered in this eBook/whitepaper/resource.

  

• Use social media to spread the word

  Post updates on all of your social media networks that link to your landing page. Send an email or tweet or even tag any collaborators, thanking them for their help and including a link to the landing page or blog post. Notify your partners or workers that the offer/content is now available for download and sharing. Encourage them to like, share, and comment on your posts on social media.

• Keep an eye on the statistics and make adjustments accordingly

  Analyze KPIs such as:

  • Initial email open and click-through rates.
  • Follow-up email and click-through rates.
  • Landing page conversion rates.
  • Call-to-Action performance. Examine which CTAs received the most clicks in HubSpot.
  • Total unique contacts enrolled.

• Lead follow up

  Decide how you or your sales team should follow up on contact reconversion emails, “hot lead” emails, or when a contact has reached the end of the Workflow. You now have a segmented list, which you can use to target future email campaigns.

   

   

  If you have any other questions don’t hesitate to contact us.

   

  For more checklists, you can visit our resources page.