HubSpot Marketing Setup

HubSpot Marketing Setup


1. Monthly Newsletter Setup (HubSpot)

- Build a reusable monthly newsletter template
-Ensure formatting aligns with our brand (clean, professional, B2B tech-focused)
- Set up distribution workflow if needed
- Test formatting across desktop + mobile

Deliverable: Newsletter template + workflow ready for ongoing monthly use

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2. Lead Magnet Landing Page

-Create a landing page in HubSpot
- Strong headline + clean short-form copy layout
- Email capture form integrated with HubSpot CRM
- Proper thank-you page or confirmation message
- Ensure tracking is properly configured
- Apply consistent branding

Deliverable: Fully functional landing page ready for LinkedIn traffic

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3. Lead Magnet Automated Email Sequence

- Build automated workflow triggered by form submission
- Immediate delivery email (lead magnet access)
- 3–5 nurture emails spaced appropriately
- Apply proper tagging and segmentation
- Test full workflow

Deliverable: Fully live nurture sequence in HubSpot


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4. Smart Lists + Segmentation Setup

- Create smart lists for:
- Lead magnet downloads
- Newsletter subscribers
- Clients
- Warm leads
- Cold leads
- Segment by persona (Founder, Sales Leader, Marketing Leader, etc.)
- Ensure proper tagging and lifecycle stage assignment

Deliverable: Organized smart list structure to support future campaigns and targeting


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5. LinkedIn Ad Pixel & Tracking Setup

- Install and verify LinkedIn Insight Tag
- Ensure HubSpot tracking code is properly installed
- Set up UTM tracking structure for LinkedIn campaigns
- Confirm conversion tracking for lead magnet form submissions
- Document setup for future ad campaigns

Deliverable: Tracking fully installed and verified, ready for paid traffic

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6. Marketing Infrastructure Review

- Review current HubSpot marketing setup
- Recommend structural improvements for scalability (lifecycle stages, segmentation, reporting, automation)
- Provide time estimate for any recommended improvements

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Please send me the below information to my email - ----------

- Name
- Example or reference work
- Estimated hours per section
- How much experience you have in HubSpot
- Any assumptions you’re making
- Any additional work you anticipate