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  2. Navigating our HubSpot Support

Our HubSpot Support Documentation

Explore how our commitment to HubSpot support goes beyond promises, with thorough documentation as the cornerstone of our partnership.

At AutomateNow, we don't just provide HubSpot support – we document it. Our HubSpot Support Documentation isn't just a behind-the-scenes endeavor; it's a testament to our commitment. As partners in your HubSpot journey, we believe in showcasing every step we take. From onboarding to optimization, our documented evidence stands as a testimony to our dedication to your success.

Documentation of our HubSpot Support

Documenting our HubSpot work isn't just a chore – it's the heartbeat of our commitment. As we traverse the landscape of HubSpot implementation, documentation emerges as the cornerstone. It serves as a time machine, allowing us to revisit our past endeavors within the HubSpot Portal and illuminating the path to future optimization.

Elevating Onboarding with our HubSpot Documentation

Our documentation prowess takes center stage during the onboarding process. Anchored within HubSpot, we leverage the power of HubSpot Projects to guide us through the intricate checklist of tasks. Here, each task comes to life through screen-shared videos and actionable subtasks. This blueprint ensures that onboarding is a seamless voyage toward proficiency.

Our HubSpot Sales & Marketing Documentation

For us, supporting your sales and marketing prowess is an art form guided by documentation. Our pièce de résistance? HubSpot playbooks. These virtual vaults house a treasure trove of resources – videos, text, and more – all at your fingertips. If playbooks aren't at your disposal, fear not; we seamlessly integrate HubSpot Projects and Google Docs to ensure knowledge flows smoothly.

Our HubSpot Sales Documentation Examples

  • Definition of lifecycle stages such as MQL and SQL;
  • Definition of goals for each deal stage;
  • Definition of custom properties used within each HubSpot object;
  • Visualizing buyer journeys with crucial touchpoints.

Our HubSpot Marketing Documentation Examples

  • Workflow objectives and logic;
  • Best practices for campaign management;
  • Guidance for social media;
  • Guidance for content creation;
  • Guidance for landing page creation;
  • Explanation of buyer journey marketing touchpoints and significant events
  • Transition between MQL and SQL.