New Client Onboarding [Alan Clients]

Create the folder inside of the $ Live Clients - SERP Co folder. 

Reference the video if needed

It's very important the client's Hubspot Profile is filled out with all the information necessary.

This will enable the Campaign Builder to set up the Campaign seamlessly. 

1) Login to Hubspot

2) Select Deals under the Sales tab 

3) Select Onboarding Pipeline

4) Find Clients Deal on Board

5) Go to linked Company 

• Client Roster

Include:

Click Here for the Client KPI Sheet

Under the clients tab, add the new client

Add Client to Client Map

Make sure client is listed under appropriate service/field.