HubSpot Onboarding Services
HubSpot Onboarding Services
Initial Setup and Configuration
- Account setup and user provisioning
- Portal configuration based on business needs
- Implementation of security settings and user permissions
Data Migration
- Importing contacts, companies, and deals from previous systems
- Cleaning and deduplicating data
- Setting up custom properties and fields
Integration Services
- Connecting HubSpot with existing business tools and software
- Setting up API connections
- Configuring data synchronization between systems
Customized Training
- Role-based training for marketing, sales, and service teams
- Admin training for platform management
- Best practices education for each Hub being implemented
Strategy Development
- Creating workflows aligned with business processes
- Developing templates for emails, landing pages, and forms
- Setting up reporting dashboards and analytics
Technical Implementation
- Website migration or integration (for CMS Hub users)
- Setting up tracking codes
- Configuring automation workflows
Goal Setting and Success Planning
- Defining key performance indicators (KPIs)
- Creating implementation timelines
- Establishing success criteria
Onboarding services are typically structured based on which Hubs you’re implementing and at what tier (Starter, Professional, or Enterprise). More complex implementations with higher-tier subscriptions generally include more comprehensive onboarding services.
These services aim to accelerate time-to-value, ensure proper setup according to best practices, and help your team become self-sufficient with the platform as quickly as possible.
Onboarding is a crucial step in successfully implementing a new software or platform like HubSpot. It involves the process of getting your team up to speed with the platform, setting up the necessary integrations, and aligning your marketing and sales processes with the capabilities of HubSpot.
Proper onboarding ensures that you can fully leverage the features and functionalities of HubSpot, allowing you to streamline your marketing and sales efforts, automate repetitive tasks, and effectively track and measure your results. Without proper onboarding, you may miss out on key features or struggle to fully utilise the platform, hindering your ability to achieve your business objectives.
Customer Platform Onboarding
Get technical and strategic guidance on setting up your HubSpot suite of software to grow. With an onboarding plan aligned to your company goals and tech stack, we’re here to help you - every step of the way.
Marketing Hub Onboarding
Get technical and strategic guidance on setting up and using Marketing Hub to grow traffic, convert leads, and achieve your marketing goals.
Sales Hub Onboarding
Get technical advice on how to set up Sales Hub, plus actionable advice to help you simplify and scale your sales process so you can close more deals.
Service Hub Onboarding
Get technical direction on the implementation of Service Hub, along with strategic guidance on ways you can serve your customers better using HubSpot.
Website Onboarding
Get your website set up on Content Hub, and learn how to edit and create content, optimize your website, and use CMS features to get results.