Marketing Hub Implementation Checklist

 

HubSpot Marketing Hub Implementation Checklist

1. Account & Technical Setup

  • Connect primary domain (website + landing pages)
  • Set up subdomains (info., go., pages., etc.)
  • Verify DNS + SSL
  • Connect email sending domain
  • Configure reply-to address and notification settings
  • Set up brand kit (logos, colors, typography)
  • Configure user roles, permissions, and teams
  • Set up data privacy, cookie banner, and GDPR tools
  • Install HubSpot tracking code
  • Integrate HubSpot with CMS or website platform

2. CRM Foundation for Marketing

  • Define lifecycle stages
  • Define lead statuses
  • Create custom properties for ICP segmentation
  • Create persona properties
  • Create subscriber → MQL → SQL flow
  • Map data sources (forms, imports, integrations)
  • Clean existing contacts (duplicates, invalids, missing fields)
  • Segment static and active lists for core audiences
    • ICP lists
    • Newsletter list
    • Lead score-based lists
    • Intent/behavior lists

3. Email Marketing Setup

  • Verify email sending domain
  • Create subscription types (Marketing, Product Updates, Webinars, etc.)
  • Create email templates (newsletter, promo, onboarding, nurture)
  • Set up contact preferences center
  • Create suppression lists
  • Build master newsletter audience
  • Set up email A/B testing framework

4. Marketing Automation

Lead Nurture
  • Build welcome/nurture workflows
  • Build demo request or contact-us routing workflow
  • Build lead qualification workflow
  • Build content-engagement workflows for ebooks, webinars, etc.
Operational Workflows
  • Lifecycle stage automation
  • Property value standardization
  • Persona assignment
  • Marketing to Sales handoff alerts
  • Lead scoring setup
  • Re-engagement workflow for cold leads
  • Unengaged contact management workflow

5. Forms, CTAs, and Lead Capture

  • Create conversion-optimized website forms
  • Build hidden UTM + source tracking fields
  • Set up progressive fields
  • Implement HubSpot CTA buttons
  • Add popups, slide-ins, and exit intent offers
  • Integrate forms with lead scoring and automations
  • Create custom thank-you pages

6. Landing Pages & Content Tools

  • Set up landing page templates
  • Create standard LPs:
    • Ebook
    • Webinar registration
    • Demo request
    • Feature launch
  • Optimize for SEO (title, meta, schema, alt tags)
  • Configure blog settings (if using HubSpot CMS)
  • Build resource library structure

7. Social Media, Ads & Tracking

  • Connect Social Media and ad accounts (LinkedIn, Google, Meta)
  • Set up audiences & retargeting lists
  • Configure offline conversion tracking
  • Confirm UTMs and naming conventions
  • Create custom dashboards social media and ads performance
  • Enable auto-tagging for Google Ads

8. Integrations

  • CRM (if external)
  • Product or usage-data integrations (Segment, Zapier, API)
  • Slack
  • Google Workspace / Outlook
  • Calendly or HubSpot Meetings
  • Webinars (Zoom, Webex, etc.)
  • Tools like Clearbit, Leadfeeder, Databox
  • Google Search Console or Google Analytics

9. Reporting & Dashboards

Create dashboards for:
  • Marketing Funnel (Sessions → Contacts → MQLs → SQLs → Deals)
  • Lead source attribution
  • Campaign performance
  • Email marketing
  • Social/Ads ROI
  • Website conversions
  • Lead scoring distribution
  • Content performance

10. QA Before Go-Live

  • Test all forms (data, workflows, notifications)
  • Test scoring rules
  • Check UTM tracking
  • Test email deliverability
  • Validate landing page responsiveness
  • Verify user permissions
  • Validate lifecycle stage progression
  • Confirm dashboards show accurate data

11. Launch & Handoff

  • Training session for marketing team
  • Provide documentation on workflows + naming conventions
  • Provide a maintenance checklist
  • Schedule a 30-day optimization review