I Just Finished HubSpot Onboarding. What's Next?

HubSpot assists companies with attracting clients, converting leads and closing customers. It brings together essential functionalities which allow marketing and sales departments to manage all their activities in one place.

However, businesses need to realise that it takes more than software to make their business successful. HubSpot will not work perfectly unless you put in the work to ensure its success. The tool is only ever as good as the person using it.

Here's how to get started with your new HubSpot Account and ensure it delivers everything to keep growing.

Build a growth strategy

Growing a business has many challenges. One of the biggest challenges is setting high yet realistic goals of what is achievable. This is why a growth strategy is crucial to businesses. Your growth strategy is the big picture created of your business from now to where you want it to be.

It involves all departments of the company. It is aimed at growing the business from all angles. Likewise, it encompasses your marketing department goals and outlines everything your business requires in order to thrive.

Growth strategies work. They are the hidden aspect behind the consistent growth of some of the biggest businesses in the world.

For instance, you can streamline your sales process by educating customers with valuable content from our blog

- Over the next three months, the marketing team will create a blog on cost, services, expectations 

- The sales team will then create email templates and map out when to send the content.

Plan long term

This involves planning for goals that take longer to reach and require more steps to achieve. They aim to resolve issues and maintain success over a long period.

Long-term goals are objectives you want to achieve years later. Setting these goals helps you make better decisions and offers great motivation to all departments in the company. This is because all the departments have concrete objectives that they work towards with enormous intention.

However, long -term plans can be challenging to accomplish. Therefore, they require advanced plans and consistent work over a long time.

The long-term plans usually comprise short- term goals that help accomplish long- term goals.


Set content plans on how to market the product and set sales.

Get the most out of your investment.

HubSpot is the leader of inbound. It wants to teach you about the inbound process and for you to get excellent results. Start with HubSpot Academy, a free resource for up skilling on HubSpot. It is filled with inbound best practices, stats, trends, FAQ, how-to, and blogs with content that will help you utilise it to its maximum.

HubSpot's team consists of dedicated staff that you should thoroughly use. They desire for you to succeed and your business to thrive. Therefore, they are always available to address your concerns, technical problems or when you have questions about CRM.

Get our services

For new HubSpot customers, the range of features and information available in the software can be overwhelming. There are some challenges that you might expect. To address these challenges, we at DigiKat, carry out regular team training, workshops, and refresh sessions for new staff to maximise your goals and utilise the HubSpot features effectively.

Work with the best HubSpot Onboarding.

Get the most out of HubSpot by booking your slot today at DigiKat. We can work together to provide you with growth solutions for your business that are second to none. To get the most out of HubSpot, book a planning call today. We will walk with you throughout the process and ensure that you have a great experience and achieve your goals for your company.