Event Description The Raleigh HubSpot User Group (HUG) is hosting a free event on April 13, 2016. Who should come? Anyone and everyone! At this meetup, we will cover best practices for creating an effective HubSpot portal setup and audit. We will show you what a great HubSpot Portal looks like and ways to clean up and organize it. We will finish up with 15-20 minutes of collaborative workshopping of your own portals and Q&A! Appetizers and beverages provided. WHEN Wednesday, April 13, 2016 from 5:30 PM to 7:00 PM (EDT) WHERE American Underground (@Main) - 201 West Main Street, Durham, NC 27701

1. HOW TO MAKE
SURE YOUR
HUBSPOT PORTAL
KICKS A$$
RALEIGH HUBSPOT USER GROUP
APRIL 2016
PRESENTED BY TEAM HÜIFY

2. SPEAKERSMEET THE PRESENTERS
SARA ROSE
@SARAROSEHARC
ALLIE HOFFMAN
@ALLIERHOFFMAN

3. NO PORTAL IS PERFECT.
LESS STUFF. MORE HAPPINESS.

4. CLEAN IT ORGANIZE IT
Say goodbye to all the
clutter.
Make it easy to find
things later on.
Maximize your
HubSpot capabilties
MAKE IT KICK A$$

5. DRAFTS
EASTWAY UNIVERSITY
OF SOCIAL SCIENCES
Give your abandonded drafts some love. Oh yeah,
what was that "Your Blog Post Title Here..."
supposed to be?
CLEAN IT

6. KEYWORDS
EASTWAY UNIVERSITY
OF SOCIAL SCIENCES
Delete keywords with low monthly searches and
high difficulty.
CLEAN IT

7. UNUSED
ANYTHING
EASTWAY UNIVERSITY
OF SOCIAL SCIENCES
Lists
Reports
Tracking URLs
Files
Custom contact properties (search for this)
CLEAN IT

8. EVERYTHING
INACTIVEWorkflows
Social Media Accounts
HubSpot Users i.e. former employees
CLEAN IT

9. FOLDERS
Create a custom file structure for Design
Manager, File Manager, Landing Pages,
Email, and Lists
ORGANIZE IT

10. CONTACT
PROPERTIES
Customize contact properties to display
the most important information.
ORGANIZE IT

11. SETTINGS
Take some time to go through and double
check the settings in Social, Reports,
Contacts, Content, Email, and Personal
settings.
*Bonus tip: Add entire customer facing
employee social accounts
ORGANIZE IT

12. NAMING
HIERARCHYCreate a consistent naming structure for
everything in HubSpot
Offers:Title of Asset | Lifecycle Stage | Persona
Website Page: Page Title | Parent Page
CTAs: Bottom Blog: Request A Demo
Landing Page: Offer Title | Parent Page | Persona
TY Page: TY - Offer Title | CTA Title | Persona
Email: Email Title | Type | Persona | #
Blogs: Title of Blog
ORGANIZE IT

13. ADMIN
HIERARCHY
Not everyone needs access to everything.
ORGANIZE IT

14. MAKE IT KICK A$$.
TOP 5 THINGS TO REMEMBER.

15. TOP 5
WORKFLOWS
EVERY
PORTAL
SHOULD
HAVE
MAKE IT KICK A$$
1. Blog Subscriber
2. TOFU Lead Nurturing
3. Abandoned Shopping Cart
4. New Customer Welcome
5. Form Submission Replies

16. CUSTOM
LINK
MAKE IT KICK A$$
hubs.ly

17. LINKEDIN
GROUPS
MAKE IT KICK A$$
1. Join groups relevant to your industry
2. Schedule out content (even if it's not yours)

18. START-A-FIRE
MAKE IT KICK A$$
Content + Social = Leads

19. SIDEKICK -
NOW
HUBSPOT
SALES
MAKE IT KICK A$$
*Bonus tip: Download all available mobile apps.
Email Scheduling, Open & Click Tracking
Prospects Tool
Sequencing
Meetings
Templates

20. CLEAN. ORGANIZE. MAKE IT KICK A$$.
1. WORKFLOWS
2. BITLY
3. LINKEDIN GROUPS
4. START-A-FIRE
5. HUBSPOT SALES

21. Q&A PANEL DISCUSSION
HAVE A QUESTION? ASK NOW OR VIA SNAPCHAT
Not ready to ask? Contact us via our emails or
setup your free portal consultation at
huify.com/getyoportalfix
JOSH HARCUS
@JOSHHARCUS
JOSH@HUIFY.COM
SARA ROSE
@SARAROSEHARC
SARAROSE@HUIFY.COM
ALLIE HOFFMAN
@ALLIERHOFFMAN
ALLIE@HUIFY.COM

22. Schedule Your Free Portal Consultation
huify.com/getyoportalfix
Questions
$15 Amazon
Gift Cards
Portal
Consultation
Sign Ups
JOSH HARCUS
@JOSHHARCUS
JOSH@HUIFY.COM
SARA ROSE
@SARAROSEHARC
SARAROSE@HUIFY.COM
ALLIE HOFFMAN
@ALLIERHOFFMAN
ALLIE@HUIFY.COM