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)