1. 1 HubSpot’s Partner Office Hours for Marketing Agencies & Consultants w/ Patrick Shea VAR Marketing Manager @mpatrickshea Hashtag #HubSpotHours

2. TODAY’S TOPIC ONBOARDING A NEW CLIENT

3. WHAT DO WE MEAN BY ONBOARDING? “Beginning a client engagement with clear action, as to spur faster results and establish agency leadership & credibility”

4. Capitalize on momentum & hit the ground running Position yourself for success faster Show ROI quicker, increase retainer HAVE A PROCESS FOR ONBOARING

5. Recommended Set of Conversations & Process for On Boarding

6. Recommended Set of Conversations & Process for On Boarding

7. SETUP RESOURCES WHADDAYA GOT?

8. SETUP RESOURCES WHADDAYA GOT?

9. FACT: There is nothing sexier than setup.

10. Install Javascript Setup Subdomain for Landing Pages Connect Social Media Accounts SFDC integration Segment and Import List of Leads WHO IS YOUR TECHNICAL CONTACT?

11. What You Do What They See

12. Months 1, 2 & 3 Show actual tasks & your diligence Months 4,5 & 6 Magic happens!

13. SETUP RESOURCES WHADDAYA GOT?

14. Who is involved in creating content (if applicable)? Who are the members of the sales team working inbound leads? Plan for document and resource management? Preset meeting times and check-ins? WHAT PEOPLE RESOURCES ARE ON THE TEAM?

15. RESOURCES AVAILABLE FOR YOUR RAMP? Who are you, what do you do and what do you make? Who are the thought leaders in their industry? Key blogs? Publications? Who is their customer? Set of personas? Calendar of product releases?

16. SETUP RESOURCES WHADDAYA GOT?

17. SETUP RESOURCES WHADDAYA GOT?

18. Go through the file drawers!

19. Recommended Set of Conversations & Process for On Boarding

20. Activities that lead to action. Action leads to results faster.

21. DECLARATIVE SENTENCE: Social Media Comes Last.

22. 1 LANDING PAGES & OFFERS

23. +

24. 2 IMPORT & SEND EMAIL

26. 3 SEO & BLOGGING

28. 4 PLANNING FOR THE FUTURE

29. TOFU MOFU BOFU

30. THE END SET EXPECTATIONS!

32. Learn How HubSpot Can Help pshea@hubspot.com

33. This Episode, Past Episodes & Other Stuff! HUBSPOT.TV

34. THANK YOU.