How to do a successful HubSpot onboarding for real estate taking into account the customer experience? CasandraSoft Tips:

1. Define your objectives and your action plan

Before you start using HubSpot, it is important that you are clear about what you want to achieve with this tool and how you are going to measure your success. What goals do you have for your real estate business? What indicators are you going to use to evaluate your performance? What actions are you going to take to achieve your goals?

These questions will help you define your action plan, which should include the following elements:

• An overview of your inbound marketing and sales strategy for real estate, based on HubSpot's method of attracting, converting, closing, and delighting your customers.
• A description of your buyer persona, that is, the profile of your ideal client, with their characteristics, needs, motivations and challenges.
• A definition of your buyer journey, that is, the process that your client follows from discovering your business until becoming a promoter of your brand.
• A selection of the channels and tactics you are going to use to communicate with your audience, such as email marketing, social networks, blog, SEO, PPC, etc.
• An assignment of the resources and those responsible for executing your action plan, such as the marketing team, sales team, customer service team, etc.

2. Set up your HubSpot account and sync your data

Once you have your game plan, it's time to set up your HubSpot account and sync your data. To do this, you must follow these steps:

• Create your HubSpot account and choose the plan that best suits your needs. You can start with the free plan and then upgrade to the paid plans as you grow.
• Connect your domain and email to HubSpot, so you can send and receive emails from the platform, as well as track visits to your website.
• Import your contacts, companies, businesses, and activities into HubSpot, from your previous data sources such as Excel, Outlook, Gmail, etc. You can also create new records manually or through forms on your website.
• Organize your data in HubSpot, using properties, filters, tags, lists and segments, to classify and group your contacts according to your criteria.
• Integrate HubSpot with your other tools, like your website, calendar, phone, social media, etc., so you can access and manage all your information in one place.

3. Customize your sales funnel and pipeline

The next step is to customize your sales funnel and pipeline in HubSpot, so that they reflect your sales process and your customer lifecycle. To do this, you must do the following:

• Define your sales stages, which are the steps you follow to close a deal with a client. For example, prospecting, contacting, qualifying, presenting, negotiating, closing, etc.
• Create your pipeline, which is the visual representation of your sales stages and the businesses you have in each of them. You can create multiple pipelines if you have different types of sales or different sales teams.
• Establish your qualification criteria, which are the requirements that a contact must meet to move from one sales stage to another. For example, budget, authority, need, time, etc.
• Assign your business to your sellers, using rotation or assignment rules, so that each one knows which contacts they should attend to and how to prioritize them.
• Configure your alerts and notifications, so that you receive notices when there are changes in your businesses, such as new contacts, new activities, new emails, etc.

Discover Inbound Sales: From Attraction to Closing, a complete journey.

4. Automate your marketing and sales processes

The last step is to automate your marketing and sales processes in HubSpot, so you can save time, optimize your resources and improve your results. To do this, you must take advantage of the following HubSpot features:

• Workflows, which are sequences of automated actions that are triggered according to the conditions you define. For example, send a welcome email when a contact subscribes to your newsletter, create a task when a contact opens an email, change the status of a deal when a contact requests a demo, etc.
• Emails, which are personalized messages that you can send to your contacts based on their profile, their behavior and their stage in the funnel. You can create email templates, email sequences and email campaigns, to facilitate your communication and increase your response rate.

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• Forms, which are tools that allow you to capture information from your visitors and convert them into contacts. You can create native HubSpot forms or integrate external forms, and use smart fields, pop-ups, chatbots, etc. to improve your conversion rate.
• Content, which is the resources you create and share to attract, educate and persuade your audience. You can create content in HubSpot, such as web pages, blogs, landing pages, etc., or integrate external content, such as videos, podcasts, ebooks, etc., and use tools such as SEO, CTA, A/B testing, etc. ., to optimize your content strategy.