Meetings & Agendas
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      Marketing | Discover | Marketing Enablement Brief

      Meeting Agenda & Explanation

      Purpose

      Create a brief for your marketing requirements ahead of your HubSpot configuration,  to enable your marketing team to:
      • Manage marketing communications and preferences
      • Report on Marketing performance
      • Send emails with stunning designs
      • Direct leads to eye-catching landing pages
      • Send emails to targeted segments 
      • Track contacts on-site behaviour 
      • Manage your marketing contact count

      Agenda (initial implementation)

      1. Our Approach
      2. What’s in Scope for this stream of work
      3. Your HubSpot Licensing
      4. Your page and email designs
      5. Subscription types
      6. Email segments
      7. Dashboards & Reports
      8. Further resources and some technical objectives 

      Agenda (if already using Marketing hub)

      1. Introductions
      2. Marketing Enablement Process
      3. Discuss current marketing config, what's working or not working
      4. Any integrations/connections running, any others required?
      5. Do you have all the email and page templates you need?
      6. Do you have lead qualification in place?
      7. Do you have lead scoring in place?
      8. Are your current subscription preferences meeting your needs?
      9. Is your reporting meeting your requirements?
      10. What do you have set up - if anything - to manage marketing contacts?
      11. Any training requirements, areas where we can upskill you?

      Outcomes & Outputs

      • Alignment on your requirements so we can deliver the Marketing Enablement stream to meet your needs

      Length & Facilities

      Allow up to one hour for this 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

      Marketing Leadership Roles & top performers/influencers from those departments.  
      These sessions are limited to 6 client attendees and assume an existing knowledge of your marketing tech stack and marketing requirements.

      H&D Facilitator

      These sessions will be booked in by your Project Manager and are facilitated by your Hype & Dexter Marketing Lead.

        Timing

        This session can be scheduled as soon as possible after the project kick off.

        Internal Use Only

        Supported services:

        Marketing