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GOAL SETTING & PLANNING TRAINING CLASS
We will be starting at 4:02 pm EST.
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Please answer the following questions in chat now:
What does your company do?
Where you’re calling in from? 1 2
INTRODUCTORY.
3 Are you a new or existing #HubSpotter?
@LindsayRegina #HubSpotting
Lindsay Thibeault
TODAY’S GOAL: To learn how to set SMART marketing goals & achieve the goals you set with inbound marketing & HubSpot.
1 Inbound Methodology [10 min]
2 How to set SMART marketing goals [15 min]
3 What is HubSpot Academy [15 min]
4 Activating HubSpot & website migration [10 min]
5 Next steps & resources[2 min]
AGENDA
INBOUND METHODOLOGY. 1
WATER BREAK.
DEVELOP SMART MARKETING GOALS. 2
SMART Goal Setting
Specific
SMART GOAL SETTING
S
M
A
R
Measurable
Attainable
Relevant
T Time-bound
Specific
SMART GOAL SETTING – Inbound Style
S
M
A
R
Measurable
Attainable
Relevant
T Time-bound
Specific: Visits, Leads or Customers
SMART GOAL SETTING
S
Specific: Visits, Leads or Customers
SMART GOAL SETTING
S
M Measurable: Provide a number
Specific: Visits, Leads or Customers
SMART GOAL SETTING
S
M
A
Measurable: Provide a number
Attainable: Understand benchmarks
Specific: Visits, Leads or Customers
SMART GOAL SETTING
S
M
A
R
Measurable: Provide a number
Attainable: Understand benchmarks
Relevant: Relates back to overall end goal
Specific: Visits, Leads or Customers
SMART GOAL SETTING
S
M
A
R
Measurable: Provide a number
Attainable: Understand benchmarks
Relevant: Relates back to overall end goal
T Timely: Include time-frame
SMART GOAL Example: Increase visits by 50% (1,000 per month to 1,500 per month) for our new product launch by September 30th, 2014
SMART GOAL Example: Increase visits by 50% (1,000 per month to 1,500 per month) for our new product launch by September 30th, 2014
Specific: Visits S
SMART GOAL Example: Increase visits by 50% (1,000 per month to 1,500 per month) for our new product launch by September 30th, 2014
Specific: Visits S
M Measurable: 50% - 1,000 to 1,500
SMART GOAL Example: Increase visits by 50% (1,000 per month to 1,500 per month) for our new product launch by September 30th, 2014
Specific: Visits S
M Measurable: 50% - 1,000 to 1,500
A Attainable: Based on historical benchmarks
SMART GOAL Example: Increase visits by 50% (1,000 per month to 1,500 per month) for our new product launch by September 30th, 2014
Specific: Visits S
M Measurable: 50% - 1,000 to 1,500
A Attainable: Based on historical benchmarks
R Relevant: Relates back to overall end goal
SMART GOAL Example: Increase visits by 50% (1,000 per month to 1,500 per month) for our new product launch by September 30th, 2014
Specific: Visits S
M Measurable: 50% - 1,000 to 1,500
A Attainable: Based on historical benchmarks
R Relevant: Relates back to overall end goal
T Timely: September 30th, 2014
Set SMART goals before sharing with your team.
Add SMART goals to the dashboard for Easy Overview of progress.
Set monthly goals
WATER BREAK.
WHAT IS HUBSPOT ACADEMY? 3
Meet the HubSpot Academy team
We have FUN helping YOU!
Find HubSpot Academy Training
All of HubSpot Academy training can be found under Resources > Training.
Don’t know where to start?
Download Your Inbound Plan within the Goal Setting & Planning class.
Download your Inbound Marketing Plan www.hubspot.com/academy-inbound-plan
1 Goal Setting
2 Buyer Personas
3 Content Creation
4 Inbound Marketing Campaigns
Next Trainings for Your Inbound Plan Learn the Inbound Fundamentals
1 Goal Setting
2 Buyer Personas
3 Content Creation
4 Inbound Marketing Campaigns
Next Trainings for Your Inbound Plan Learn the Inbound Fundamentals
5-10 hours per week
This can be you!
Don’t let this be you!
http://hubspot.com/release-calendar
INTRODUCING: THE PRODUCT RELEASE AND TRAINING CALENDAR
http://hubspot.com/release-calendar
#InboundLearning Webinars
How to get help:
Knowledge.HubSpot.com 1
2 Forums.HubSpot.com
What can we help you with?
I have a question or a problem
Is it technical?
Yes!
Call Support 888-482-7768, ext. 3
No
Contact Academy [email protected]
Visit Help knowledge.hubspot.com
Post Your Question forums.hubspot.com
Contact Professors
ACTIVATING HUBSPOT & WEBSITE MIGRATIONS. 4
Add your account & company information
One-Time HubSpot Account Setup:
1
2
3
4
Invite colleagues
Connect your social accounts
Set notification preferences
5 Celebrate your awesomeness
Setup HubSpot email notifications
HubSpot’s Weekly Progress Report Email
Taking your website live
Website Template set up takes a couple weeks
Watch for HubSpot migration email
Steps to taking your website/subdomain live
1
2
3
4
Review the website + template
Contact HubSpot if you see issues
Take site live as soon as possible
5 Call HubSpot support if you need help
Ability to add & change website pages
Why you need to take your site live
1
2
3
4
To attract more visitors
To convert leads
Optimize pages for the visitor
5 Reach your goals faster
CLASS TASKS. 5
RESOURCE PAGES FOUND IN HUBSPOT PORTAL
RESOURCE PAGES FOUND IN HUBSPOT PORTAL
1 Login to HubSpot and complete the HubSpot account activation set up tasks
2 Set a SMART visits & lead goal in HubSpot
3 Attend the HubSpot Academy Buyer Personas training
NEXT STEPS
1 My Inbound Marketing Plan
2 How to set your SMART goals in HubSpot
3 13 Ways to Create New Content Offers
4 How to add users to your HubSpot Account
CLASS RESOURCES
QUESTIONS?
THANK YOU.
#hubspotting
