Good Team

28/02/2024

Here are the steps to Create an Email Template in HubSpot:
1. Go to Marketing > Email > Create email and choose between Regular, Automated, and Blog/RSS email types. Select an email template.
2. On the Edit email page, you can customize and edit your email template by dragging and dropping content items from the Content panel onto your email.
3. Click on the Design tab where you can customize the design of your Template, Text styles, Buttons, and Dividers.
4. When you have the email looking exactly how you want it, click the Settings tab at the top of the page to set the From name and address, Subject line, Preview text, etc.
5. If you want to send or schedule the email, click Send or Schedule next to Settings.
6. Then, click Automation to set up automations for this email.
7. When you have finished editing the email, click Review and publish.

Check out our blog post in the link below for a more detailed walkthrough of How to create an email template in HubSpot!

27/02/2024

Here are the steps to Create Emails in HubSpot:

1. Go to Marketing > Email > Create email and choose between Regular, Automated, and Blog/RSS email types. Select an email template.
2. On the Edit email page, you can customize and edit your email template by dragging and dropping content items from the Content panel onto your email.
3. Click on the Design tab where you can customize the design of your Template, Text styles, Buttons, and Dividers.
4. When you have the email looking exactly how you want it, click the Settings tab at the top of the page to set the From name and address, Subject line, Preview text, etc.
5. If you want to send or schedule the email, click Send or Schedule next to Settings.
6. Then, click Automation to set up automations for this email.
7. When you have finished editing the email, click Review and publish.

Check out our blog post in the link below for a more detailed walkthrough of How to create emails in HubSpot!

That’s it! Now you know how to Create Emails in HubSpot!

22/02/2024

Are you using HubSpot's Pop-Up Forms? If you've been putting it off, now is the time! We've got another in-depth tutorial for you today 👏

Here are the steps to Easily Create a Pop-Up Form in HubSpot!

That’s it! Now you know how to easily create a pop-up form in HubSpot!

20/02/2024

Good Team is a Certified HubSpot Partner Agency, what does that mean? Our sole purpose is to help you, your company, your employees, etc. use HubSpot. Whether you're moving from another platform into HubSpot or have been using it for years, we're here to help you HubSpot!

Click on the link below to meet the team!

As a HubSpot Certified Partner, our purpose is to make growing your business easier by simplifying your systems or managing it for you...

14/02/2024

Working on your Deal Pipelines? This might be helpful!

Here are the steps to Edit a Deal Pipeline in HubSpot:
1. Edit the pipeline column in your sales pipeline.
2. Another way to edit one of these columns is to click the Gear button in the top menu, scroll down to Data management and click Deals > Pipelines > Configure.
3. Set up automations based on pipelines, click Automate to the right of Configure.

Check out our blog post in the link below for a more detailed walkthrough of How to edit a deal pipeline in HubSpot!

That’s it! Now you know how to Edit Deal Pipelines in HubSpot!

12/02/2024

“Great team to work with…saves us a lot of time on reporting and setting up complex and large teams!” Greenwood, C. | Consumer Products

Services Provided: CRM Implementation

Want to hear more from teams we've worked with? https://hubs.la/Q02jwvmX0

08/02/2024

You're the person that's working in HubSpot everyday, you just need a little help from Good Team.

You understand the software, and have a system to manage it. However, sometimes things get busy and you aren't able to solve a problem on your own. Good Team can step in as a guide on finding a solution, or hop into your portal to work alongside you and your team.

How can we help? Learn more about how our support service works, and check out our HubSpot Support package here https://hubs.la/Q02jwv-b0

06/02/2024

Have you used HubSpot to schedule your social media yet?

Here are the steps to Schedule a Social Media Post in HubSpot:
1. Click Marketing and navigate to Social.
2. Create a new post.
3. Build out the post and schedule to the correct platform at the time you wish.
4. Edit posts you’ve already scheduled.
5. Tracking analytics.

Check out our blog post in the link below for a more detailed walkthrough of how to schedule a social media post in HubSpot!

That’s it! Now you know how to Schedule a Social Post in HubSpot!

31/01/2024

Here are the steps to trigger workflows from form-fills in HubSpot or watch the full video here: https://hubs.la/Q02f99tL0

1. Access forms by going to Marketing > Lead Capture > Forms. Find and click on your Contact Form (Our contact form only has fields for email, first name, last name).
2. Then, to create a dropdown option in your Contact Form, navigate to the Create New tab on the left hand side of the screen and drag the Dropdown square into the space below the Last name contact property on your Contact Form.
3. Once your Basic Info is filled in, you can fill in Field Type information:
4. Next, we want to make a workflow based on their response.
- Click the Automation tab at the top of the form page > + Add a new simple workflow to set up a simple workflow based on that trigger.
- Press Create workflow > Next to begin the setup for that workflow, and click Set up triggers. Under Filter type, select Contact properties and enter the name of your new property into the search bar. Click on the dropdown menu below Is any of, select No leads > Apply filter > Save and name this workflow (named “New Contact – No Leads” in our example).
- To Choose an action, hit the + below the Contact enrollment trigger text box. Scroll down the list of Available actions and click Set property value. Set the Target property type to Contact. Click Choose a property, insert Contact owner and click Choose an owner (the sales rep that works best with these leads).
5. You might have a series of emails that are perfect for this client.
- Click the + button to Choose another action. Click Send email, then select the email you want to use and click Save.
- To send another email 3 days later, Click the + button > Delay for a certain amount of time, then enter 3 into the Days box and click Save.
- To send a follow up email, click the + button > Send email, then Select the email you want to use and click Save.
6. When you are finished updating the form, click Update in the top right hand corner of the page and then the Publish button at the bottom of the Review and publish section.

How to trigger workflows from form-fills in HubSpot   Here are the steps to trigger workflows from form-fills in HubSpot: Access forms by going to Marketing > Lead Capture > Forms. Find and click on your Contact Form (Our contact form only has fields for email, first name, last name). Then, to crea...

29/01/2024

We talk a lot about our in-depth audit, but did you know we have a free DIY audit? 40 videos to help you get started, or find areas of improvement, with HubSpot:

40-point video DIY audit for you to make sense of whether or not HubSpot is working for your team and company. Are you paying too much? What's broken? More..

25/01/2024

Here are the steps to Rotate Contact Owners in HubSpot or watch the full video here: https://hubs.la/Q02f98pm0

You would use this if you have multiple sales reps on a team or if you want to divvy out contacts when you upload a new list.
1. Access workflows by clicking Workflows at the top of the HubSpot page > Create workflow to create a Start from scratch, Contact-based workflow.
- Name your workflow, and click Next.
2. Click Set up triggers by choosing a Filter type – You can use a List that’s uploaded, a Form submission, or Behavior based triggers if there are contacts that already exist (for our example, we used Form submission). Customize the trigger by filling out all the necessary fields for that trigger type.
- When you have filled in the necessary information, click Apply filter > Save.
3. Make a new action by clicking the + icon below the enrollment trigger content box.
4. Next, we want to rotate that Contact between our sales reps to make sure that they have ownership and our Sales are notified.
- Scroll through the list of options. Select Rotate record to owner under Assignment > Contact owner under HubSpot user property. Leave the box empty if the contract already has an owner and you don’t want to change ownership.
- Select whether you want to Rotate between a Specific person or between a Specific team, specify your selection by checking its box in the dropdown menu, and click Save.
5. From there you can create a normal workflow.
6. Once you are finished with it, press Review and publish. Hit Workflow is OFF toggle to switch your workflow to Live.
7. Enrollment is something you may want to consider if you know that contacts may be filling out forms multiple times and you do want to rotate those contacts multiple times. Make sure you Allow contacts who meet that trigger to re-enroll. If you don’t want them to re-enroll and they already have a contact owner, then you don’t have to worry about that.

How to Rotate Contact Owners in HubSpot   Here are the steps to Rotate Contact Owners in HubSpot: This is how to set up a contact rotation within a workflow (aka Round Robin). You would use this if you have multiple sales reps on a team or if you want to divvy out contacts when…

23/01/2024

If you're new to HubSpot you've likely heard of or maybe have paid for HubSpot Onboarding, but what does it include? And do you really need to pay someone to do that?

Wondering about HubSpot onboarding? Partner with us, a HubSpot Partner Agency, and we will help you get the most out of HubSpot.

17/01/2024

Did you know we do HubSpot Projects Starting at $3,500?

Some Examples of HubSpot Projects:
Marketing Automation
Sales Pipelines
Service Pipelines
Portal Audits
HubSpot Training
Dashboard Build
https://hubs.la/Q02f99910

15/01/2024

Here are the steps to create workflows in HubSpot, or watch the full video here: https://hubs.la/Q02f99bN0

1. Access workflows by clicking Workflows at the top of the HubSpot page.
2. Create a new workflow by clicking Create workflow. Name your workflow, choose your workflow settings, and click Next in the top right hand corner.
3. To start off your workflow, click Set up triggers. Then, determine how a contact enters this workflow by choosing a type of enrollment trigger. Customize the trigger by filling out all the necessary fields for that trigger type.
- When you have filled in the necessary information, click Apply filter to save.
4. To make a new action, click the + icon below the enrollment trigger content box.
- Scroll through the list of options and choose an action.
- Set the property value by selecting the Target property type, Property to set, and any additional information you may need to enter.
5. To add a Delay, click the + icon. In the list of available actions, find the Delay section and choose from the Delay options.
- Set the amount of time you want to delay.
6. You can add more actions to your workflow using that + icon.
7. To test your workflow before it goes live, click Test at the top of the page.

How to Create Workflows in HubSpot   Here are the steps to create workflows in HubSpot: Access workflows by clicking Workflows at the top of the HubSpot page. Create a new workflow by clicking Create workflow. Name your workflow, choose your workflow settings, and click Next in the top right hand c...

11/01/2024

"Good Team has proven to be an excellent partner. Developing marketing strategies and working closely with our Sales staff, Good Team has created automations that have enabled tremendous growth for our company. Top notch customer service and incredible results. I would recommend them to any business looking for a marketing partner."

Jason Langston
Head of Transportation
Provident Commercial Finance

09/01/2024

Here are the steps to Quickly Clone Workflows in HubSpot:
1. Access workflows by clicking Workflows at the top of the HubSpot page.
2. Find the workflow you want to clone.
3. Hover over the workflow and click Clone.

Watch the video here:

How to Quickly Clone Workflows in HubSpot   Here are the steps to Quickly Clone Workflows in HubSpot: Access workflows by clicking Workflows at the top of the HubSpot page. Find the workflow you want to clone. Hover over the workflow and click Clone.   That’s it! Now you know how to Quickly Clon...

05/01/2024

Good Team is a HubSpot Certified Solution Parter Agency, that means we are HubSpot Certified experts. If you are looking to add a HubSpot Admin to your team in 2024, have you considered working with a partner?

We'll manage your portal for you, creating systems and training your team along the way (that includes documenting the process!). Learn more about our services here: https://hubs.la/Q02f9jnZ0

01/01/2024

29/12/2023

What kind of HubSpot services do we offer?

1. HubSpot Management:
We have a team of experts who will conduct your HubSpot train, while your own team will guide us and ensure we stay on track. We provide HubSpot Admin, Training, Support, etc.
Prices start at $7,000/month.

2. HubSpot Support:
Your team is good at HubSpot but occasionally requires the assistance of an on-call expert. We'll be hands-off until you need us.
Prices start at $4,750/month.

3. HubSpot Project:
If you have a project that is too large or time-consuming for your team, we're here to support and train them throughout the process. We offer Onboarding, Audits, or Custom Projects.
Prices start at $3,500/project.

Visit our website for more information: https://hubs.la/Q02cNzBr0

19/12/2023

"Their expertise, project management and eagerness to advance our HubSpot instance has positioned them as a vital resource... Whether you are looking for a partner that dives into your portal... OR you are looking for a partner that will help with your day to day activities within HubSpot.. Good Team can do it all!!"

Sarah Karlovich, IEX Group

https://hubs.la/Q02cNyx20

15/12/2023

What kind of HubSpot Projects have we completed this year? Here's a few...
- PORTAL AUDITS!!!
- Technical Onboarding
- Lead Scoring
- Custom Report Dashboards
- Lifecycle Stage Strategy
- Designing, Implementing, and Training on New Systems
- And More... https://hubs.la/Q02cNGmn0

13/12/2023

Forms! Fields! Custom Properties! Automation! Organization!!!!

https://hubs.la/Q02cNy4Z0

30/11/2023

This is a MUST if you are using deal pipelines in HubSpot, you have to make it work for your team.
https://hubs.la/Q026_Q3G0

28/11/2023

I post often about HubSpot audits, we've got a few great ones, but what's the point and why does it matter?

What is a HubSpot Audit? A HubSpot audit is a comprehensive review of your business's current use of the HubSpot platform.

23/11/2023

You've likely heard of, and maybe use, Marketing Automation... but are you automating your sales process? Personally, it's one of my favorite systems to set up for HubSpot users and goes far beyond following up with prospects. Automate things like backend operations, management reports, sales analytics, etc.

https://hubs.la/Q0299dkN0

20/11/2023

"[Good Team] was great to work with...very professional and forthcoming about what they could deliver and in what timeframe. Our initial project was pretty simple, but I will definitely use Good Team again in the near future as my project scope grows! Look no further, this is your team."- Jay Butcher, CRO GoodJob

Read some more of our HubSpot reviews!

Learn what 11 clients have to say about their experience with Good Team.

16/11/2023

"Good Team is good people helping you do HubSpot better, which means they're helping you grow better... so you've got nothing to lose"
Marc from HubSpot Academy

Step #1
Before the audit, we'll have a quick call to get to know your company and explain our audit process.

Step #2
Good Team will run a 120-point inspection on your HubSpot portal, going Hub by Hub to find areas of improvement. Delivered with 1 week of our meeting.

Step #3
Once the audit is complete, we'll schedule a 1-hour walkthrough meeting to plan and troubleshoot Audit results.

In-Depth HubSpot audit performed by a HubSpot Certified Solution Partner

14/11/2023

Are you using Snippet shortcuts in your emails, notes, tasks, etc.? Similar to templates, snippets will populate based on a specific key stroke to help save you time.
https://hubs.la/Q02797N90