Client Session: Marketing configuration review

Purpose: walkthrough of your Hubspot Marketing hub configuration

Agenda

1. Present email lists created 
2. Present email templates created 
3. Present subscription types created 
4. Present landing page templates created 
5. Present lead scoring created 
6. Present marketing and sales reports created 
7. Present CTAs created 
8. Present MQL/SQL setup 
9. Present any further automation created 
10. Q & A
11. Record further actions

Note: Please remove any of the above that were not included in the project scope or subsequently cancelled.

Outcomes & Outputs

• You're satisfied and comfortable with your marketing hub configuration.
• Any further actions required have been noted by the project lead.

Length & Facilities

• Essentials = 30-minute session
• EssentialsPlus = 1 hour session
• Accelerator = 1.5 hour session
• Enterprise = 2 hour session

If we are doing this session at your location we will need:

• Access to the presentation room 15m prior to the session to setup
• A projector or screen to present on with HDMI or Universal Connector (if your screen does not support these formats please let us know prior to the session)
• Access to WiFi (please send us details prior to the session)

Who typically attends these sessions