The HubSpot Migration Checklist

Once you’ve made up your mind for HubSpot Migration, what specific steps do you take?


Let me tell you, it’s a very simple process and it’s made even simpler with HubSpot’s advanced onboarding.

Here’s a list of steps you need to follow to complete your migration :

  1. Map user experience
  2. Build templates
  3. Create web pages
  4. Make the switch

When the wildebeest migrates, it trusts that the rest of the herd has its back. Use this checklist of duties to make sure you’re on course to a successful Hubspot Migration:

1. Mapping User Experience

Before you begin building your new HubSpot website, make sure you understand who your audience is and how your site will bring them value.

• Do your research with current customers to learn what they love and hate about your existing website.

• Evaluate that feedback to establish buyer personas for the different types of audiences who will be visiting your website. What are their unique problems and pain points?

What can you bring them that no one else can?

• Identify the biggest pain points of your audiences and use that as the starting point for messaging on your homepage

Identify the deeper levels of information that each person’s needs and map their journeys from start to finish, eventually leading to the actions you want those personas to take.

• Wireframe the design of your website based on that funnel

2. Building Templates

Got your user experience heavy lifting done? Good. Now it’s time to build. Of course, if you’re just replicating your existing website on HubSpot, this will be your first step.

• Inside HubSpot’s Design Manager, Enable Web Pages

• Enter the Template Builder

• Based either on your old website or on wireframes provided by The Marketing Expert, take an inventory of the templates your new site will need: Homepage vs. products page vs. contact page. Consider how certain pages will share page templates

• Design custom templates for each different type of page

You can also use templates from the HubSpot Marketplace

3. Creating Web Pages

Next up is The Content Specialist. They’ll either take content from your old website or develop new content to create and populate individual web pages.

• Create a new page based on one of the custom templates available. Don’t worry: you’re working in a sandbox mode that’s not visible to the public

• Populate content:- Images- Headers- Main body copy- Smart Content- CTAs

• Preview finished pages by entering the Web Pages panel to open up a full view of your page

• Once a page has been approved by all stakeholders, publish it to add it to your HubSpot website

4. Making the Switch: HubSpot Migration

Finally, it’s time for the Web Developer to work his magic.

• When your HubSpot site is exactly how you want it, follow HubSpot’s guide to edit your DNS records and move the domain from your old platform to HubSpot

• Depending on your server, the change will populate over a short period of time, and your new website will come online

• And the process is complete, You just migrated your website to HubSpot

HubSpot Migration is no Rocket Science. You just need to follow a simple process and you’re all set!

Nevertheless, there is always a HubSpot partner to help out. You know who.

Team Znbound
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