For New HubSpot customers, the range of features and information available in the software can be overwhelming. You might find it challenging to decide where to start. Luckily, new users can still benefit from a precisely designed onboarding process that gets their HubSpot account set up and ready to use quickly.
An excellent customer onboarding program includes step-by-step tutorials, unlimited support and guidance, and achievement celebrations when a client accomplishes success through your HubSpot Solutions.
This HubSpot onboarding checklist is designed to answer the questions you need to answer before, during, and after onboarding. It will help you avoid getting confused by the endless number of processes and tools available in your HubSpot account.
The HubSpot onboarding and setup takes between four and six weeks. This covers the discovery, implementation, and training processes.
Your onboarding starts with a discovery seminar with your sales and marketing team. During the workshop, we will explain your customer's buyer excursion. That is, all the steps customers take from being strangers to your business to potential customers to becoming enthusiastic fans of your business. In the discovery phase, we will also identify the business goals that Hub Post is supposed to solve.
Ultimately, helping you move customers through the buyer's journey with automation and powerful tools is one of HubSpot's greatest objectives. The discovery phase is the most crucial stage in the whole onboarding process.
Identifying your business priorities and goals
The greatest thing our discovery workshop will reveal is your business goals. That can help us prioritize issues like:
Once you are done with the discovery phase, you will move to the implementation phase. This phase involves setting up your HubSpot account. The stage consists of two steps: the technical setup and the portal setup. The technical setup is considerably easy if you have in-house technical resources or use the services of a HubSpot service agency.
Technical setup includes elements like linking your domains, and emails, adding the HubSpot tracking code, and linking google Analytics. There is a long list of things we must cover and address for you before you use the software. This step should take no more than one week with an assessment.
The Portal setup is where the fun lies. In our checklist, we have about 30 things we can either set up directly or help you with. We will help you with creating your first campaign and sales process as part of the implementation.
After the implementation stage, we train your staff through one or two zoom meetings.
Once we are done with the training and have set up everything, we hang around for some time to ensure that you are able to use the program effectively.
Now that you have an overview of the phases of our HubSpot onboarding workshop, get a feel of what your six weeks of onboarding may look like.
Listed below is an example of our HubSpot Growth Onboarding
If you have a question or want to learn more about HubSpot onboarding services, schedule a consultation with a HubSpot expert to ensure you have everything you need to be successful with HubSpot. At DigiKat, we are a HubSpot partner who is dedicated to helping your business grow. We can help customise an onboarding plan that is right for your business needs. We are here to invite and engage your prospective customers. Contact us to learn how we can help you realise long-term growth.