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A HubSpot Onboarding that Fits Your Needs.

The Ultimate HubSpot Onboarding

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Marketing Hub Options

Pro

 Your Choosing of 3 Objectives from:

  • Import & Organize Your Data
  • Generate More Website Traffic
  • Measure Traffic & Understand Your Results
  • Increase Conversion Rates
  • Capture Convert & Engage Your Leads
  • Automate & Personalize Your Marketing

Learn More

Enterprise

Your Choosing of 5 Objectives from:

  • Import & Organize Your Data
  • Generate More Website Traffic
  • Measure Traffic & Understand Your Results
  • Increase Conversion Rates
  • Capture Convert & Engage Your Leads
  • Automate & Personalize Your Marketing

Learn More
The Process

Marketing Hub

Phase 1

Completion of general set-up tasks
Hubspot Tracking Code Added to Site

Phase 2

Complete Goal Priority #1
Connection of Email Sending Domain and Subdomain 
Import of Contact list
Email & Landing Page Template Creation Walkthrough
Form Creation WalkthroughForm Creation Walkthrough

Phase 3

Complete Goal Priority #2
Workflow Discovery
Workflow Mapping Walkthrough
Workflow Mapping Walkthrough

Phase 4

Complete Goal Priority #3
Reporting Discovery
Reporting Walkthrough

Phase 5

Complete Onboarding + Transition

Sales Hub Options

Pro

 Your Choosing of 3 Objectives from:

  • Import & Organize Your Data
  • Automate Your Sales Process
  • Accelerate Your Sales Efforts
  • Track Iterate & Improve
  • Configure Price & Quote
  • Manage Large Scale Teams
  • Keep Your Data Organized
Learn More

Enterprise

Your Choosing of 5 Objectives from:

  • Import & Organize Your Data
  • Automate Your Sales Process
  • Accelerate Your Sales Efforts
  • Track Iterate & Improve
  • Configure Price & Quote
  • Manage Large Scale Teams
  • Keep Your Data Organized
Learn More
The Process

Sales Hub

Phase 1

General Set-up Tasks
Sales Email Set-up
Meeting Link Creation

Phase 2

Complete Goal Priority #1
Sales Pipeline Discovery
Confirmation of Deal Stages
Initial Deal Creation Walkthrough

Phase 3

Complete Goal Priority #2
Workflow & Sequence Discovery
Workflow Mapping Walkthrough

Phase 4

Complete Goal Priority #3
Reporting Discovery
Reporting Walkthrough

Phase 5

Complete Onboarding + Transition

Service Hub Options

Pro

 Your Choosing of 3 Objectives from:

  • Quantify and Visualize Results
  • Set-up Your Helpdesk in Hubspot
  • Help Customers Help Themselves
  • Measure & Improve Customer Experience
Learn More

Enterprise

Your Choosing of 5 Objectives from:

  • Quantify and Visualize Results
  • Set-up Your Helpdesk in Hubspot
  • Help Customers Help Themselves
  • Measure & Improve Customer Experience
Learn More
The Process

Sales Hub

Phase 1

General Set-up Tasks

Connection of Shared Email Inbox

Phase 2

Complete Goal Priority #1
Creation of ticket pipeline and review of properties
Hubspot chat review & set-up

Phase 3

Complete Goal Priority #2
Hubspot Knowledge Base Discovery
Knowledge Base set-up walkthrough

Phase 4

Complete Goal Priority #3
Reporting Dashboard Discovery
Reporting Walkthrough

Phase 5

Complete Onboarding + Transition

Learn More

Download the Guide

Download the Guide