HUBSPOT® ONBOARDING
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1
Develop your onboarding plan
During our kick-off meeting, we’ll collaborate with your team to identify the challenges you want to overcome and the goals you hope to achieve. Using that information, we’ll create your personalized onboarding plan.
2
HubSpot® technical setup
Our specialists will set up your account, build necessary assets for each hub and provide initial training to help you effectively utilize the platform.
3
Handle your top priorities first
Whether it is managing integrations, creating workflows or setting up properties, our HubSpot® support team will prioritize your most critical goals and guide your team through these updates.
4
Address your remaining goals
As we continue the onboarding process, we’ll shift focus to the secondary goals while training your team on additional HubSpot® tools.
5
Progress evaluation
Our team will finalize any remaining onboarding tasks and assess your team’s comfort level with the platform, providing additional training if needed.
6
Transition from onboarding to HubSpot® admin services
Once onboarding is complete, we will help you transition to ongoing HubSpot® admin services. We’ll work with your team to define the next steps, outline long-term strategies for continued success and implement a framework for continuous improvement, so you always get the most out of your HubSpot® investment.
