Key items to set up in your HubSpot Starter account for your solar dealership

A quick guide to setting up a HubSpot Starter account. These are the basics you need to set up:

  • Make sure account settings are all in place (we can check this as part of our HubSpot HealthCheck)
  • Invite the appropriate users
  • Add tracking and enable Non-HubSpot forms collection
  • Connect Ad accounts
  • Create basic dashboards for Marketing & Sales
  • Setup a weekly report (dashboard send)
  • Domain set up (Website, Landing Page, Email sending)
  • Create essential Active lists (for newsletter subscribers, customers, etc)