Welcome back to The Hubcast, folks: A weekly podcast all about HubSpot news, tips, and tricks. Please also note the extensive show notes below, including some new HubSpot video tutorials created by George Thomas.
In this week's strategy section, Marcus and I discuss: Do you have, or should you have, multiple HubSpot users at your company?
What can happen if you don't? Who should those users be? What level of access should they have?
And much more...
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Throughout your sales process, it's important for every message you send to your prospect to be in context. For example, if you have a prospect enrolled in a sequence and then book a meeting with them, chances are you may want to adjust the message in any further emails you send to them.
For this reason, HubSpot has made a simple but important change - if you book a meeting with a prospect who you enrolled in a sequence, the sequence will now stop (similar to the way sequences stop after a reply has been received.) This change ensures that a prospect won't continue to receive sales & marketing messages that are no longer relevant to where they are in your funnel from Sequences after a meeting has been booked.
When a sequence stops because of a booked meeting, you'll now see this reflected on the Sequences status screen -
1. Folder system similar to what's available in Lists and Email.
2. Search box
I'm not sure (Scott Speaking) how to have more than 5-10 lead scoring parameters and manage them adequately. I need to be able to organize this better.
If we decide that certain actions or behavior groups (i.e. ToFu form fills, specific page visitation) need their values changed, I spend the next hour scrolling down the list looking at each parameter.
Not to mention if I ever need to double check something. Well... I'm only halfway through building out our INITIAL lead scoring parameters and we easily have 20 variables.
I'm wondering if you have advice for keeping track of landing pages, forms, thank you pages, workflows, etc? It's about staying organized and good housekeeping.
Following a site redesign last year, I've been going back to update landing pages to the new design template as well as the related thank you pages. While I'm at it, I check to see what form is being used, if the follow-up email needs updating. Basically, after two years, everything needs to be tweaked, fixed, and upgraded. The problem is that I can't remember all the moving parts so it requires really taking the time to review the whole process again.
I was thinking that I should map every offer, landing page, form so that we can keep it all straight. This can save time when I need to go back and update things. At first, I thought about creating a flow chart in an Excel spreadsheet. Then, I thought this might be great in Trello. You could color code... CTAs blue, forms yellow. The tiles would provide a nice graphical view of Hubspot. Finally, I said, "I wonder what George B. Thomas would do?"
So what do you say, George?
Appreciate your thoughts and thanks for the Hubcast, ongoing education, and resources.
So here are my thoughts...
For me it is simple. It comes down to just a couple things:
Every offer has its own pieces.
Use folders when at all possible.
Stay in the platform.
For Landing Pages and Thank You pages it is always:
Landing - Offer XYZ
Thanks - Offer XYZ
Then the form is also named "Offer XYZ," as is the workflow called "Offer XYZ."
Every offer has its own pieces.
Never will form XYZ get used for Offer ABC. Never does landing Page XYZ get used for Workflow ABC.
Use folders when at all possible
It amazes me that HubSpot has given us folders in the left sidebar to help us stay organized but so many users do not use them.
Stay in the platform
Do everything you can to stay organized in the HubSpot platform. Taking it to another platform or excel sheet simply makes you step out of your hubSpot workflow and that can = wasting time.
Hope all that helps.
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