hubsell onboarding process requires up to three sessions during which 1) your technical setup and segmentation strategy is done, 2) segmentation process and content creation is initiated and 3) content creation is finalised and campaign is launched.
Session 3 focuses on the following two main themes:
- adding the content to your campaign
- adding prospects to your campaign
- previewing and proofreading your campaign
- finalising campaign settings (drip rates, sending days and times etc.)
- database management and prospect handling based on hubsell statuses
After the launch our team will closely monitor the campaign progress and intervene if necessary. During the pilot phase at least two evaluations will take place in order to determine how to iterate on the campaign and finetune your best fitting strategy.
Feel free to ask your customer success manager any questions to speed up your onboarding process.