{"id":141759,"date":"2025-03-18T14:19:00","date_gmt":"2025-03-18T14:19:00","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/marketing\/what-you-need-to-know-17\/"},"modified":"2025-03-18T14:19:00","modified_gmt":"2025-03-18T14:19:00","slug":"what-you-need-to-know-17","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=141759","title":{"rendered":"What You Need to Know"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n          <span id=\"hs_cos_wrapper_post_body\" class=\"hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_rich_text\" style=\"\" data-hs-cos-general-type=\"meta_field\" data-hs-cos-type=\"rich_text\"><\/p>\n<p><span>After countless HubSpot migrations for clients, one truth has become abundantly clear: a well-planned process can save you endless time, money, and headaches.<\/span><\/p>\n<p><!--more--><\/p>\n<p><span>If you\u2019re looking to switch from WordPress to HubSpot, you&#8217;re on the right track. This guide breaks down the migration process, highlights the benefits, and points out a few key things to consider before you make the leap. (And if you want the whole ordeal handled for you, <\/span><a href=\"https:\/\/simplestrat.com\/hubspot-websites\" rel=\"noopener\" target=\"_blank\">we can help<\/a><span>).<\/span><\/p>\n<p><span>Whether you&#8217;re planning a gradual move or a complete overhaul, these insights will help you stay on course.<\/span><\/p>\n<h2><span>Why move from WordPress to HubSpot in 2025?<\/span><\/h2>\n<p><span>A WordPress to HubSpot migration is a smart choice for any growth-oriented company. If you\u2019re not entirely committed, here\u2019s a quick reminder of why moving your CMS to HubSpot is the right move:<\/span><\/p>\n<ul>\n<li><span> <\/span><strong><span>No plugins to maintain<\/span><\/strong><span> \u2013 One of the biggest pain points of WordPress is constant plugin updates, compatibility issues, and security risks. With HubSpot, you get built-in tools for SEO, lead capture, analytics, and more\u2014no extra maintenance required.<\/span><\/li>\n<li><span> <\/span><strong><span>All-in-one marketing<\/span><\/strong><span>: HubSpot ties everything together\u2014your website, CRM, and marketing tools\u2014so you can manage leads, customer interactions, and performance all in one place. Less bouncing around, more focus on growth.<\/span><\/li>\n<li><span> <\/span><strong><span>Better security &amp; compliance<\/span><\/strong><span>: With robust cloud hosting and built-in security features, HubSpot helps protect your site and keeps you on top of compliance issues like GDPR.<\/span><\/li>\n<li><span> <\/span><strong><span>Growth-ready<\/span><\/strong><span>: As your business grows, HubSpot grows with you. Its scalable setup means you won\u2019t be left behind as you add more traffic and ramp up your marketing efforts.<\/span><\/li>\n<\/ul>\n<p><span>For a more detailed comparison of HubSpot and WordPress, check out our last post on the topic, \u201c<\/span><a href=\"https:\/\/simplestrat.com\/blog\/hubspot-vs-wordpress-which-cms-should-your-website-use\" rel=\"noopener\" target=\"_blank\">HubSpot vs. WordPress: Which CMS Should Your Website Use?<\/a><span>\u201d<\/span><\/p>\n<div class=\"hs-cta-embed hs-cta-simple-placeholder hs-cta-embed-186350062899\" style=\"max-width:100%; max-height:100%; width:1000px;height:70px\" data-hubspot-wrapper-cta-id=\"186350062899\">\n  <a href=\"https:\/\/simplestrat.com\/hs\/cta\/wi\/redirect?encryptedPayload=AVxigLIF6l%2F5ppjOYMcOaC7%2B1Uk0mOsJ82eAkmPx8KdrRJv2a42cHFwiyPgO8FRqWleTcldUS%2FSf4PoNeznzhq46%2BSTW59wfwXomy7POMSLoaVuJLUCD3qBsjd%2Bu2mBCPGprjGZ5lJLnN5mC4v4PcQt3AqcZU7tKyvZ38OX1ksItucNwk3NVeziJglZ46l3LUitzJZKLihf%2BttntnxWc1vfIEWt8nyGITEQ%3D&amp;webInteractiveContentId=186350062899&amp;portalId=1949878\" target=\"_blank\" rel=\"noopener\" crossorigin=\"anonymous\"><br \/>\n    <img decoding=\"async\" alt=\"Make your HubSpot migration seamless\u2014get the checklist now.\u00a0\" loading=\"lazy\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/1949878\/interactive-186350062899.png\" style=\"height: 100%; width: 100%; object-fit: fill\" onerror=\"this.style.display='none'\"\/><br \/>\n  <\/a>\n<\/div>\n<p><\/span><\/p>\n<h2><span>What to think about before you migrate<\/span><\/h2>\n<p><span>Before you start moving your website, take a moment to review your current setup and figure out what you really need. Here are some key points to keep in mind:<\/span><\/p>\n<h3><span>1. Look at your WordPress setup<\/span><\/h3>\n<p><span>Take a good look at what you have now:<\/span><span>\u00a0<\/span><\/p>\n<ul>\n<li><span> <\/span><strong><span>Audit your tools<\/span><\/strong><span>: Check out your plugins, themes, custom code, and any integrations you\u2019re using. Know which parts are essential and which might need to be updated or replaced.<\/span><\/li>\n<li><span> <\/span><strong><span>Content inventory<\/span><\/strong><span>: Make a list of all your content\u2014blogs, landing pages, product pages, etc. Understanding the full picture of your site will help you decide on the best migration strategy.<\/span><\/li>\n<li><span> <\/span><strong><span>Consider the types of modules or sections<\/span><\/strong><span> <strong>you\u2019ll need <\/strong>in HubSpot. Think about elements like testimonial videos, FAQ accordions, or structured layouts (like a 3&#215;3 grid for feature listings). Identifying these now will help you take full advantage of HubSpot\u2019s CMS flexibility.<\/span><\/li>\n<li><span> <\/span><strong><span>Performance metrics: <\/span><\/strong><span>Dive into your website analytics to see which pages are driving the most traffic and engagement. This can help you prioritize what to migrate first and ensure the most important content gets the extra attention it needs.<\/span><\/li>\n<li><span> <\/span><strong><span>User experience (UX) review: <\/span><\/strong><span>Look at how your visitors interact with your site. Keep an eye out for features that work well and note any areas that could be improved. This not only helps plan the migration but also sets you up to make fixes once you\u2019re on HubSpot.<\/span><\/li>\n<\/ul>\n<h3><span>2. Simplify your tech stack<\/span><\/h3>\n<p><span>WordPress is great for flexibility, but HubSpot gives you an all-in-one package. This means less time managing different tools and more time focusing on your business. Consider how you might consolidate your tech stack. Aside from WordPress, which popular tools or platforms can you ditch? <\/span><\/p>\n<p><strong><span style=\"color: black;\">What tools or platforms can you cancel by switching to HubSpot?<\/span><\/strong><\/p>\n<ul>\n<li><strong><span style=\"color: black;\">Marketing automation:<\/span><\/strong><span style=\"color: black;\"> <\/span>HubSpot can replace tools like Mailchimp, ActiveCampaign, Marketo, Salesforce, and Zoho CRM. You can manage email campaigns, automation sequences, and lead nurturing\u2014all while tracking every interaction within a unified contact record. With HubSpot\u2019s AI-powered contact activity summaries, you get a clearer view of customer engagement without bouncing between platforms.<\/li>\n<li><strong>Website hosting &amp; plugins:<\/strong> If you&#8217;re using WordPress, switching to HubSpot CMS can eliminate hosting fees and paid plugins. For example, we\u2019ve seen clients paying $250\/month for WordPress hosting\u2014on top of costs for Gravity Forms Pro, Yoast Pro, and other paid plugins. With HubSpot, those costs disappear, and everything is managed in a single platform.<\/li>\n<li><strong><span style=\"color: black;\">CRM: <\/span><\/strong><span style=\"color: black;\">With HubSpot\u2019s built-in CRM, you won&#8217;t need external systems like Salesforce or Zoho CRM. Everything from lead tracking to customer communications is integrated.<\/span><\/li>\n<li><strong><span style=\"color: black;\">Analytics &amp; SEO: <\/span><\/strong>HubSpot \u2018s built-in analytics and SEO tools can replace services like Google Analytics and SEMrush, streamlining your tracking and optimization efforts. If GA\u2019s updates have been frustrating, you might find HubSpot\u2019s native analytics to be a breath of fresh air\u2014offering clear, actionable insights without the hassle of complex configurations. Plus, with everything integrated into one platform, reporting and long-term support become much easier to manage<strong>.<\/strong><\/li>\n<li><strong><span style=\"color: black;\">Customer service: <\/span><\/strong><span style=\"color: black;\">HubSpot\u2019s Service Hub can handle customer support functions that you might currently be using Zendesk or Freshdesk for.<\/span><\/li>\n<li><strong><span style=\"color: black;\">Social media management: <\/span><\/strong><span style=\"color: black;\">HubSpot\u2019s social tools let you schedule and track social media posts, potentially replacing services like Hootsuite or Buffer.<\/span><\/li>\n<li><strong><span style=\"color: black;\">Sales tools: <\/span><\/strong><span style=\"color: black;\">The Sales Hub in HubSpot offers sales automation, tracking, and pipeline management that could cut out the need for multiple other sales tools<\/span>.<\/li>\n<\/ul>\n<p><span>Bear in mind that HubSpot is divided into multiple hubs (e.g. sales, service, marketing, content, operations), so don\u2019t go canceling your old services unless you know you\u2019re getting the replacement with your HubSpot subscription.<\/span><\/p>\n<h3><span>3. Consider your costs and resources<\/span><\/h3>\n<p><span>Moving platforms isn\u2019t free in terms of time or money, so it\u2019s good to plan ahead and recognize not all your savings will be in obvious places:<\/span><\/p>\n<ul>\n<li><span> <\/span><strong><span>Budgeting<\/span><\/strong><span>: While WordPress itself might seem cheap, hidden costs (like premium plugins and hosting) add up. HubSpot\u2019s subscription model bundles many features together, giving you a clearer idea of what you\u2019re spending.<\/span><\/li>\n<li><span> <\/span><strong><span>Time &amp; expertise<\/span><\/strong><span>: Do you have the team in place to handle the migration, or will you need help? If the process feels overwhelming, partnering HubSpot experts like Simple Strat might be the best move.<\/span><\/li>\n<li><span> <\/span><strong><span>Template vs. custom build<\/span><\/strong><span>: Your timeline and costs will also depend on how you approach your site build. If you\u2019re using a HubSpot template and making minor tweaks, the process can take just a few weeks. A more customized template with agency support may take 6-8 weeks, while a fully custom site can take 3-6 months. We\u2019ve helped clients migrate quickly, but for more complex sites, taking the time to get it right is worth the investment.<\/span><\/li>\n<li><span> <\/span><strong><span>Factor in net savings<\/span><\/strong><span>: Think beyond the initial move. Consider your ongoing costs of maintenance, training, and updates. HubSpot\u2019s integrated system can save you money in the long run by reducing the need for additional third-party services. Plus, if your team is spending hours managing multiple systems or troubleshooting on WordPress, that\u2019s time away from growing your business.<\/span><\/li>\n<\/ul>\n<h3><span>4. Avoid damaging your SEO<\/span><\/h3>\n<p><span>One big worry with migrations is losing your search engine rankings. Here&#8217;s how to keep your SEO in check:<\/span><\/p>\n<ul>\n<li><span> <\/span><strong><span>Follow best practices<\/span><\/strong><span>: Make sure to set up proper 301 redirects, maintain your URL structure, and keep your metadata and backlinks in place. A solid SEO strategy during the move means you won\u2019t lose the hard-earned ranking you\u2019ve built up.<\/span><\/li>\n<li><span> <\/span><strong><span>Content optimization post-migration: <\/span><\/strong><span>Once your content is on HubSpot, take advantage of its SEO tools to fine-tune your pages. Update meta descriptions, tweak internal linking, and use HubSpot\u2019s recommendations to improve overall visibility.<\/span><\/li>\n<li><span> <\/span><strong><span>Monitor performance continuously: <\/span><\/strong><span>Use tools like <a href=\"https:\/\/search.google.com\/search-console\/about\" rel=\"noopener\" target=\"_blank\">Google Search Console<\/a> along with HubSpot\u2019s internal analytics to keep an eye on your search performance. If you spot any dips in traffic or ranking, you can address them before they become a bigger problem.<\/span><\/li>\n<\/ul>\n<h3><span>5. Plan your timeline<\/span><\/h3>\n<p><span>Decide how you want to roll out the migration:<\/span><\/p>\n<ul>\n<li><span> <\/span><strong><span>Decide on Phased vs. Full-Site migration<\/span><\/strong><span>: Depending on how much content you have and how complex your site is, you might choose to migrate piece by piece or do it all at once. A phased approach can reduce risk, while a full migration might be faster if you have a clear plan in mind.<\/span><\/li>\n<li><span> <strong>Set critical dates &amp; milestones: <\/strong>Identify key dates in your business calendar, such as product launches or major marketing campaigns. Avoid scheduling your migration during these high-stakes periods to prevent any disruption.<\/span><\/li>\n<li><span> <strong>Build in a buffer: <\/strong>Always plan for some extra time to handle unexpected issues. Having a flexible timeline means you won\u2019t be caught off guard by technical glitches or last-minute changes.<\/span><\/li>\n<\/ul>\n<p><strong><span>Pro tip<\/span><\/strong><span>: Never launch your new website on a Friday. Bugs happen, and you want your migration team able to make any fixes quickly.<\/span><\/p>\n<h2><span>A high-level look at the migration process<\/span><\/h2>\n<ol>\n<li><strong><span>Preparation<\/span><\/strong><span>: Start by backing up everything from WordPress\u2014your database, media files, plugin settings, and so on. Then, decide which migration tools work best for you, whether it\u2019s HubSpot\u2019s native tools, exporting via XML\/CSV, or a trusted third-party solution.<\/span><\/li>\n<li><strong><span>Setting up in HubSpot<\/span><\/strong><span>: Once you\u2019ve secured your data, set up your HubSpot account. Configure your SEO settings, analytics, and security options so your new environment is ready to go.<\/span><\/li>\n<li><strong><span>Moving your content<\/span><\/strong><span>: Export your content from WordPress and import it into HubSpot. HubSpot\u2019s migration tools make it easier to keep your important details like meta descriptions and internal links intact.<\/span><\/li>\n<li><strong><span>Rebuilding your site design<\/span><\/strong><span>: Recreate your site\u2019s look using HubSpot\u2019s drag-and-drop editor or custom templates (or <a href=\"https:\/\/simplestrat.com\/hubspot-websites\" rel=\"noopener\" target=\"_blank\">remake it from scratch<\/a>!). Swap out any key WordPress plugins with HubSpot\u2019s built-in modules to keep the features you rely on\u2014like forms and chatbots\u2014running smoothly.<\/span><\/li>\n<li><strong><span>Switching your domain &amp; hosting<\/span><\/strong><span>: Finally, update your DNS settings and configure your SSL so your domain points to your new HubSpot site. This step ensures a smooth switch without downtime.<\/span><\/li>\n<\/ol>\n<p><strong><span>Pro tip<\/span><\/strong><span>: you\u2019ll get HubSpot\u2019s CRM free with your subscription, so if you\u2019re not already using it, it\u2019s a great time to migrate your contacts there.<\/span><\/p>\n<h2><span>Quick migration tips to avoid common pitfalls<\/span><\/h2>\n<h3><span>Keep a detailed checklist<\/span><\/h3>\n<p><span>Nothing beats a solid checklist. Listing out every step\u2014from backing up data to mapping URLs\u2014helps keep the process smooth and minimizes surprises later on.<\/span><\/p>\n<h3><span>Use a staging environment<\/span><\/h3>\n<p><span>Before going live, test your migration on a staging site within HubSpot. It\u2019s a simple way to catch potential issues, adjust formatting, and ensure everything works as expected without disrupting your live site. By doing this during our own migration from WordPress, we were able to extensively test and adjust our new site before launching it!<\/span><span>\u00a0<img decoding=\"async\" src=\"https:\/\/simplestrat.com\/hs-fs\/hubfs\/SS_ContentStaging_v1_02-18-25_v1_02-18-25.png?width=1466&amp;height=826&amp;name=SS_ContentStaging_v1_02-18-25_v1_02-18-25.png\" width=\"1466\" height=\"826\" loading=\"lazy\" alt=\"SS_ContentStaging_v1_02-18-25_v1_02-18-25\" style=\"height: auto; max-width: 100%; width: 1466px; margin-left: auto; margin-right: auto; display: block;\" srcset=\"https:\/\/simplestrat.com\/hs-fs\/hubfs\/SS_ContentStaging_v1_02-18-25_v1_02-18-25.png?width=733&amp;height=413&amp;name=SS_ContentStaging_v1_02-18-25_v1_02-18-25.png 733w, https:\/\/simplestrat.com\/hs-fs\/hubfs\/SS_ContentStaging_v1_02-18-25_v1_02-18-25.png?width=1466&amp;height=826&amp;name=SS_ContentStaging_v1_02-18-25_v1_02-18-25.png 1466w, https:\/\/simplestrat.com\/hs-fs\/hubfs\/SS_ContentStaging_v1_02-18-25_v1_02-18-25.png?width=2199&amp;height=1239&amp;name=SS_ContentStaging_v1_02-18-25_v1_02-18-25.png 2199w, https:\/\/simplestrat.com\/hs-fs\/hubfs\/SS_ContentStaging_v1_02-18-25_v1_02-18-25.png?width=2932&amp;height=1652&amp;name=SS_ContentStaging_v1_02-18-25_v1_02-18-25.png 2932w, https:\/\/simplestrat.com\/hs-fs\/hubfs\/SS_ContentStaging_v1_02-18-25_v1_02-18-25.png?width=3665&amp;height=2065&amp;name=SS_ContentStaging_v1_02-18-25_v1_02-18-25.png 3665w, https:\/\/simplestrat.com\/hs-fs\/hubfs\/SS_ContentStaging_v1_02-18-25_v1_02-18-25.png?width=4398&amp;height=2478&amp;name=SS_ContentStaging_v1_02-18-25_v1_02-18-25.png 4398w\" sizes=\"auto, (max-width: 1466px) 100vw, 1466px\"\/><\/span><\/p>\n<h3><span>Test across devices and browsers<\/span><\/h3>\n<p><span>It pays off to quickly verify that your new site looks and works well on desktops, tablets, and smartphones. Spending a little extra time here can save you from future headaches with inconsistent layouts or broken links.<\/span><\/p>\n<h3><span>Set clear roles and deadlines with your team<\/span><\/h3>\n<p><span>Making sure everyone on your team knows their responsibilities\u2014and when things need to be done\u2014keeps the project moving smoothly. Regular check-ins help catch small issues before they become big problems.<\/span><\/p>\n<h3><span>Back up and document everything<\/span><\/h3>\n<p><span>Before making any major moves, always back up your data. Keeping detailed documentation throughout the process makes it easier to troubleshoot and ensures you can reverse any changes if needed.<\/span><\/p>\n<h2><span>FAQ: Common questions our clients ask us about migrating<\/span><\/h2>\n<h3><span>Can I keep my domain name?<\/span><\/h3>\n<p><span>Yes! Just update your DNS settings to point to your new HubSpot site.<\/span><\/p>\n<h3><span>Will my SEO rankings suffer?<\/span><\/h3>\n<p><span>Not if you plan properly. Use 301 redirects, maintain your URL structure, and keep your metadata intact to preserve your search rankings.<\/span><\/p>\n<h3><span>How long will the migration take?<\/span><\/h3>\n<p><span>The timeline varies substantially depending on your site\u2019s size and complexity, but if you\u2019re working with Simple Strat we can give you a more accurate assessment when we review your site. A phased approach can help manage the workload and reduce risk.<\/span><\/p>\n<h3><span>What if I run into issues during the migration?<\/span><\/h3>\n<p><span>Have a backup plan ready (including backing up all your data first) and consider expert support from a team like Simple Strat to optimize your new setup and reduce the risk of problems. <\/span><\/p>\n<p><span>Using professional <\/span><a href=\"https:\/\/simplestrat.com\/hubspot-websites\" rel=\"noopener\" target=\"_blank\">HubSpot migration services<\/a><span> is a great way to protect your team\u2019s bandwidth while optimizing.<\/span><\/p>\n<p>\u00a0<\/p>\n<div class=\"hs-cta-embed hs-cta-simple-placeholder hs-cta-embed-184097601871\" style=\"max-width:100%; max-height:100%; width:1000px;height:279.4921875px\" data-hubspot-wrapper-cta-id=\"184097601871\">\n  <a href=\"https:\/\/simplestrat.com\/hs\/cta\/wi\/redirect?encryptedPayload=AVxigLIqnlrH0hkgeAGLpAqQnaMpMPOYAqn6OEHQztuelLiUuH9mK0YV6O6nXaEGDffvPTEBCGCsh6uxZDsQFZdDuWN%2Bfok0vQdMG7tAdLsm5nM9N4oBmAlPxlwEVs%2F6F%2FfTmb4E399ZaMZvrvS672CX4d%2FKLB7ZO4A3F%2F3avv60Ok%2B6RyksxClqZvskUbql&amp;webInteractiveContentId=184097601871&amp;portalId=1949878\" target=\"_blank\" rel=\"noopener\" crossorigin=\"anonymous\"><br \/>\n    <img decoding=\"async\" alt=\"Custom HubSpot Websites Done Right\" loading=\"lazy\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/1949878\/interactive-184097601871.png\" style=\"height: 100%; width: 100%; object-fit: fill\" onerror=\"this.style.display='none'\"\/><br \/>\n  <\/a>\n<\/div>\n<\/p><\/div>\n<p><script>(function(d, s, id) {\n  var js, fjs = d.getElementsByTagName(s)[0];\n  if (d.getElementById(id)) return;\n  js = d.createElement(s); js.id = id;\n  js.src = \"\/\/connect.facebook.net\/en_US\/sdk.js#xfbml=1&version=v3.0\";\n  fjs.parentNode.insertBefore(js, fjs);\n }(document, 'script', 'facebook-jssdk'));<\/script><br \/>\n<br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>After countless HubSpot migrations for clients, one truth has become abundantly clear: a well-planned process can save you endless time, money, and headaches.<\/p>\n","protected":false},"author":1,"featured_media":141760,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[98],"tags":[],"dealstore":[],"offerexpiration":[],"class_list":["post-141759","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - 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