Onboarding into HubSpot can feel like stepping onto a plane for the first time—you know it’ll take you places, but the controls look overwhelming. That’s where quick wins come in. They’re small, high-impact actions you can implement early to build momentum, prove value, and give your team the confidence to fly the thing.
At DigiKat, we’ve seen firsthand how powerful these early wins are. They accelerate adoption, reduce overwhelm, and set the stage for long-term success. Here’s how.
Why Quick Wins Matter in Onboarding
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Confidence Builder: Early results reassure your team they’re on the right track.
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Faster ROI: You start seeing benefits in days, not months.
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Change Management: Wins reduce resistance—people buy in when they see value quickly.
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Momentum: Small victories create energy and excitement for tackling the bigger stuff.
Quick Wins That Work Every Time
1. Connect Your Email & Calendar
The first thing we do in almost every onboarding: link HubSpot with Gmail or Outlook. Suddenly, sales reps can log emails automatically, track opens, and schedule meetings without toggling between tools. It’s instant visibility and accountability
Impact: Sales teams see HubSpot as a helpful ally, not extra admin.
2. Build a Simple Sales Pipeline
You don’t need a 12-stage sales process to start. Create a basic pipeline with just 4–5 stages (e.g., New Lead, Qualified, Proposal Sent, Closed Won/Lost).
Impact: Your sales team can track deals straight away, management gets visibility, and you can refine stages later as things mature.
3. Create Your First Dashboard
Data builds trust. Even a simple dashboard showing new leads, open deals, and emails sent can flip the switch for leadership. It shows HubSpot’s reporting power and gets decision-makers invested early.
Impact: Stakeholders see immediate ROI and stop asking, “Why did we buy this again?”
4. Automate Follow-Up Emails
Set up a basic workflow that triggers a follow-up email when someone fills out a form. For example:
Impact: Your marketing team looks like rockstars overnight. Prospects get a consistent experience, and leads stop slipping through the cracks.
5. Add Live Chat or a Simple Chatbot
It takes minutes to install HubSpot’s chat widget. Even a basic “We’ll get back to you soon” bot makes your site feel alive.
Impact: Prospects engage faster, service feels modern, and your team captures leads you’d otherwise miss.
6. Import Your Existing Contacts
Don’t wait weeks for a full data audit before seeing HubSpot in action. Import a clean, basic list (e.g., recent leads or active customers) and start using them in emails and workflows straight away.
Impact: Teams see their own data in HubSpot quickly, which drives adoption and practical usage.
7. Launch a Simple Email Campaign
Use one of HubSpot’s drag-and-drop templates to send a re-engagement campaign or welcome email. Nothing fancy—just clean design and personalisation tokens.
Impact: Quick proof HubSpot makes marketing easier and sharper.
How Quick Wins Shape the Bigger Picture
Quick wins aren’t about shortcuts—they’re about building trust and adoption. By stacking small victories, you create a foundation that makes the bigger, more complex pieces of HubSpot (lead scoring, advanced automation, custom objects) easier to implement later.
At DigiKat, our onboarding playbook is designed around this principle: get results fast, then scale. It’s why we see better adoption, smoother transitions, and happier clients.
Final Thoughts
If you’re new to HubSpot, resist the urge to do everything at once. Start with quick wins—connect your tools, automate something small, show some numbers, send an email. The sooner your team sees results, the sooner HubSpot stops feeling like “another platform” and starts feeling like the growth engine it was meant to be.
