HubSpot Workflows That Every Marketer Should Set Up on Day One

In the fast-paced world of digital marketing, having the right tools and strategies in place from day one can significantly impact your success. HubSpot is more than just a CRM; it’s a powerful platform that can become the backbone of your marketing efforts. This post will walk you through essential HubSpot workflows that every marketer should set up immediately, ensuring you're ready to build, measure, and scale your marketing initiatives effectively.

Understanding HubSpot Workflows

HubSpot workflows are automated processes designed to simplify your marketing efforts. They help manage leads, nurture relationships, and optimize strategies, all while minimizing manual work. By streamlining repetitive tasks, you can spend more time focusing on growth and creating engaging content.

Setting up workflows in HubSpot might seem challenging initially, but with the right approach, you can harness this tool to elevate your marketing game. Let’s look closely at the crucial workflows that can set you up for success.

1. Lead Nurturing Workflows

Why Lead Nurturing Matters

Lead nurturing is essential for transforming prospects into paying customers. Data from HubSpot shows that nurtured leads tend to make purchases that are 47% larger than those of non-nurtured leads. Whether you’re a seasoned marketer or just exploring how to start a consulting business, mastering lead nurturing workflows is key to building trust, guiding prospects through their buying journey, and converting interest into long-term client relationships.

Setting Up Your Lead Nurturing Workflow

1. Identify Your Audience: Use behavioral data, interests, and demographics to segment your leads effectively.

   
   

2. Create Targeted Content: Develop tailored content for each segment that addresses their specific needs and pain points, such as case studies, blog posts, or how-to guides.

   
   

3. Automate Follow-Ups: Schedule automated emails that deliver content at key intervals. For example, send a welcome email followed by educational content after five days.

   
   

4. Monitor Engagement: Utilize HubSpot’s analytics tools to examine how leads engage with your content and make adjustments based on the data.

   
   

By implementing a lead nurturing workflow, you’ll provide your prospects with relevant information at the right time, leading them smoothly through their buying journey.

💡 Pro Tip: For businesses looking to enhance their email automation and segmentation, tools like Moosend can complement HubSpot by offering advanced email workflows, behavioral triggers, and detailed analytics. It’s especially useful for consultants or small marketing teams wanting to deliver personalized communication at scale while improving deliverability and conversion rates.

2. Customer Onboarding Workflows

The Importance of Onboarding

A seamless onboarding process is crucial for retaining customers. Research conducted by the Customer Success Association indicates that effective onboarding can boost retention rates by as much as 50%.

Creating Your Onboarding Workflow

1. Welcome Email: Send a personalized email that introduces your brand, outlines what customers can expect, and provides a guide to using your service.

   
   

2. Resource Sharing: Share essential resources, such as tutorials, FAQs, and contact details for support. (If you're shaping a consulting practice or formalizing your service offerings, you may find helpful strategies in “Start a New Business with 6 Tips for Monetizing Your Skills”).

   
   

3. Check-In Emails: Schedule follow-up emails at various milestones. For instance, check in one week after onboarding to see how customers are adapting.

   
   

4. Feedback Loop: Prompt customers to provide feedback on their onboarding to help you continually enhance the process.

   
   

Establishing a customer onboarding workflow not only improves the customer experience but also leads to stronger, long-term relationships.

3. Re-Engagement Workflows

Why Re-Engagement is Essential

Not every lead converts right away, and some customers may become inactive over time. Re-engagement workflows aim to rekindle interest and bring these leads back into the fold. According to a survey by Marketo, re-engaged customers are 30% more likely to make a repeat purchase.

Setting Up Your Re-Engagement Workflow

1. Identify Inactive Leads: Use HubSpot's tracking capabilities to spot leads who haven't engaged in a while.

   
   

2. Craft Compelling Messages: Develop targeted emails that remind these leads of the unique value your service offers.

   
   

3. Incentivize Action: Consider offering limited-time discounts or exclusive access to new features to encourage re-engagement.

   
   

4. Monitor Results: Track metrics like open rates and conversion rates to assess the effectiveness of your re-engagement efforts.

   
   

Implementing a re-engagement workflow helps revive lost opportunities and enhances your marketing ROI.

4. Event Registration Workflows

The Value of Events

Whether virtual or in-person, hosting events can effectively connect with your audience. A report from Eventbrite reveals that 95% of marketers believe live events provide attendees with valuable networking opportunities.

Creating Your Event Registration Workflow

1. Event Promotion: Use HubSpot's tools to create engaging landing pages and email campaigns promoting your event.

   
   

2. Registration Confirmation: Set up automated confirmation emails with essential event details, including date, time, and links to join.

   
   

3. Reminders: Schedule reminder emails leading up to the event to increase attendance rates. Sending reminders one week and one day before the event can be particularly effective.

   
   

4. Post-Event Follow-Up: Send thank you emails to attendees and share additional resources, such as recorded sessions or slides.

   
   

Developing an event registration workflow can foster better attendance and engagement.

5. Feedback and Survey Workflows

The Importance of Feedback

Collecting feedback is vital for ongoing improvement. According to a study by Qualtrics, organizations that actively request feedback can boost customer satisfaction by 20%.

Setting Up Your Feedback Workflow

1. Identify Key Touchpoints: Determine the most effective moments to solicit feedback, such as after a purchase or following customer support interactions.

   
   

2. Create Surveys: Use HubSpot’s survey tools to design user-friendly, concise surveys that get to the heart of the matter.

   
   

3. Automate Distribution: Set up automated emails that send these surveys after specified actions.

   
   

4. Analyze Results: Regularly review feedback to pinpoint trends and areas for enhancement.

   
   

Implementing a feedback workflow provides actionable insights that can significantly enhance customer experiences.

6. Sales Handoff Workflows

Why a Smooth Handoff is Critical

The transition from marketing to sales is a pivotal moment in the customer journey. HubSpot reports that about 79% of marketing leads never convert to sales due to a lack of effective lead nurturing.

Creating Your Sales Handoff Workflow

1. Define Criteria: Set clear criteria to identify when a lead is ready for the sales team.

   
   

2. Automate Notifications: Establish automated notifications to alert the sales team when a lead is ready for follow-up.

   
   

3. Provide Context: Ensure sales reps have access to detailed information about the lead’s previous interactions with your brand.

   
   

4. Follow-Up Strategy: Design a follow-up strategy that aligns with the lead's interests and activities.

   
   

A well-crafted sales handoff workflow guarantees a smooth transition that maximizes conversion potential.

7. Content Promotion Workflows

The Role of Content in Marketing

Content marketing is critical to modern marketing strategies, with the Content Marketing Institute reporting that around 70% of marketers are actively investing in this area.

Setting Up Your Content Promotion Workflow

1. Content Calendar: Create a content calendar to map out your publishing schedule across different platforms.

   
   

2. Automated Sharing: Use HubSpot to automate your content sharing across various channels, ensuring a consistent presence.

   
   

3. Engagement Tracking: Monitor audience interactions with your content to refine your future strategies.

   
   

4. Repurposing Content: Identify successful content pieces that can be repurposed for different formats, like turning a popular blog post into a video.

   
   

A structured content promotion workflow enables you to expand the reach and impact of your marketing efforts.

Final Thoughts

Setting up effective HubSpot workflows from day one is vital for any marketer looking to build and scale their initiatives. By implementing these workflows for lead nurturing, customer onboarding, re-engagement, event registration, feedback collection, sales handoff, and content promotion, you can create a comprehensive marketing strategy that drives meaningful growth.

If you’re learning how to start a consulting business or launching a marketing-focused practice, establishing these workflows early ensures consistency, professionalism, and measurable performance from day one. Workflow automation helps consultants streamline client onboarding, track performance, and scale operations without losing the personal touch that builds lasting client relationships.

To get the most out of HubSpot, you’ll want to connect it to powerful tools that enhance reporting and data-driven decision making. For insights into how to extend HubSpot’s capabilities using business intelligence and marketing tools, check out “The Best HubSpot Marketplace Apps for BI and Marketing Insights”.

Start leveraging HubSpot today, and set the stage for marketing success. Integrating these workflows into your strategy will help achieve your business objectives and foster sustainable growth. With a strong foundation, your marketing efforts can truly thrive.