This phase of the HighRoad methodology for onboarding your association onto HubSpot is designed to discover your data requirements, understand your segmentation strategy, and build out the framework for identifying your personas.
Set yourself up for success by pulling in the right tools to build personas
Understand the fundamentals of gathering and organizing your data to develop your persona matrix.
Once you have your personas identified, learn the process for building out your persona profiles.
Use this workbook to help communicate what defines a lead for your organization
Use this workbook to define workflows that need to be setup right away & current marketing efforts
This interactive workbook is designed to walk you through your data and segmentation needs
Your guide for categorizing your membership and building intelligent, data-driven persona segments with Spark.
This interactive workbook is designed to walk you through the attributes for each of your personas