How to successfully implement HubSpot, with Jennelle McGrath

Help! My Business is Growing

Comments? Suggestions? Text the show here!

While HubSpot has many features, it can also seem overwhelming. With so much going on, it’s hard to know where to start or how to make the most of it.

And if you're not careful, you can easily get bogged down in all the (helpful) bells and whistles and lose sight of your overall goals.

So, what exactly is HubSpot?

Why do businesses love it?

What makes it different from other CRM platforms?

And how do you go about implementing it into your business?

In this episode, my guest Jenelle McGrath and I break down all things HubSpot, including discussing its versatile features and the benefits it can bring. She also shares her insights on making the most of its capabilities and offers valuable tips for those considering integrating it into their growing business.

We discuss:

03:22 Who are the ideal customers for HubSpot's marketing automation platform?

04:12 How companies benefit from HubSpot

10:56 Common challenges when implementing HubSpot

13:24 Reasons small businesses migrate to HubSpot

14:55 HubSpot's role in streamlining hiring and recruitment

18:55 Utilizing HubSpot for employee onboarding

22:12 Different types of hubs available in HubSpot

23:19 Measuring leads, revenue, and SEO impact with HubSpot campaigns

26:37 Best practices for effective data tracking in HubSpot

31:35 Key factors for successful HubSpot training, including ownership, certification, and training resources

34:34 Effective training schedules and timelines for teams adopting HubSpot

36:48 Common mistakes made by sales and marketing teams after migrating to HubSpot

38:31 Actionable steps to take to prepare for HubSpot migration

Resources:

Jennelle McGrath, CEO, Inbound Sales and Marketing Growth Agency Partner, Market Veep

Website:
https://www.marketveep.com/

LinkedIn:
https://www.linkedin.com/in/jennellemcgrath/

Free Resources:
https://www.marketveep.com/marketing-ebooks-webinars
Kathy Svetina, Fractional CFO:
https://www.newcastlefinance.us/

Blog post | How to Successfully Implement HubSpot
https://www.newcastlefinance.us/listen/how-to-successfully-implement-hubspot/

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint

Chapters

1. How to successfully implement HubSpot, with Jennelle McGrath (00:00:00)

2. Who are the ideal customers for HubSpot's marketing automation platform? (00:03:22)

3. How companies benefit from HubSpot (00:04:12)

4. Common challenges when implementing HubSpot (00:10:56)

5. Reasons small businesses migrate to HubSpot (00:14:37)

6. HubSpot's role in streamlining hiring and recruitment (00:16:08)

7. Utilizing HubSpot for employee onboarding (00:20:08)

8. Different types of hubs available in HubSpot (00:23:25)

9. Measuring leads, revenue, and SEO impact with HubSpot campaigns (00:24:32)

10. Best practices for effective data tracking in HubSpot (00:27:50)

11. Key factors for successful HubSpot training, including ownership, certification, and training resources (00:32:48)

12. Effective training schedules and timelines for teams adopting HubSpot (00:35:47)

13. Common mistakes made by sales and marketing teams after migrating to HubSpot (00:38:01)

14. Actionable steps to take to prepare for HubSpot migration (00:39:44)