cms
CMS Hub Onboarding
We provide technical and strategic guidance for setting up your website with the HubSpot CMS to enable
your team to publish content, as well as analyze, optimize, and improve performance. With an onboarding
plan customized to your company, goals, software, and tech stack, we’re here to help you—every step of
the way.
Deliverables
Deliverables

Website SEO
Attract more relevant inbound leads by optimizing for SEO using the HubSpot CMS

Conversion Paths
Coupled with content knowledge specific to financial services, we bring best practices around conversions to help you generate, qualify and nurture leads.

Analytics Reporting
Track your website usage in real-time and build in continuous improvement as your buyers and their journeys evolve.
process
Process
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1Planning
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2CMS Setup
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3Conversion
Paths -
4Reporting
Setup
Planning
Your journey with Learners starts with us getting to know your team and business during a defined onboarding period. From there, we develop a project plan and kick-off that provides a clear understanding of roles, responsibilities, and timelines.
CMS Setup
We handle the basic setup to ensure that we’re building on top of a solid foundation. From connecting your subdomains and installing tracking code to configuring email and social accounts, we’ll take care of the details up front.to equip you for success.
Conversion Paths
We integrate your site’s buyer journey with the rest of the sales process to ensure that you engage and delight potential and current customers every time.
Reporting Setup
We build custom reports based on your specific needs, along with sophisticated dashboards that will ensure you can always keep your eye on the metrics that matter most.
pricing
Pricing
For a custom pricing plan that’s right for your business, contact our team.
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How your data website lives in hubspot
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Optimizing your website and blog
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Content Strategy
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Lead Capture and conversion paths
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Traffic and website analytics
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CMS Memberships
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Custom reporting to track KPIs, site performance reporting, reporting by brand domain
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Website speed and security best practices/tools
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Content partitioning
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Dynamic page testing
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price
Client Testimonials

Ashley Camire
Owner and Relationship Specialist
POQFL.com
I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.

Cynthia LaRue
VP Marketing at ShipHero
Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.

Brandon Palmer
Digital Marketing Manager at ShipHero
Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!

Jamal M.
Main Street Financial Solutions
Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!

Chris G.
Forum Financial Management, LP
Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!

Brett Oliveira
ShipHero Sales



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