HubSpot Onboarding
A seamless approach to HubSpot onboarding
The HubSpot ecosystem is continually growing with an ever-expanding number of features across the six hubs. It's an incredibly exciting, transformative software but can also be overwhelming. In our experience, trying to get to grips with all of HubSpot's tools at once is a bit like trying to eat a three-course meal in one bite! It causes pain and isn't advised!
We narrow down your onboarding projects into manageable chunks that are 100% focused on your objectives.
The three-step process to HubSpot onboarding
Our onboarding process goes beyond the basics, integrating the precision-targeted principles of the Fried Egg Approach to help you focus on the clients who matter most. By pairing HubSpot’s powerful tools with a clear Ideal Client Profile (ICP), we’ll ensure your onboarding is a springboard for measurable success.
In our three-part HubSpot onboarding process, we work with you to understand your business objectives and prescribe the features that will deliver you the most value. We'll then identify your top three HubSpot objectives which will form the basis of your onboarding.
This is all done before you purchase your HubSpot licence so you only pay for the hubs you'll be using. What's more, it'll only take 60 - 90 days from start to finish!
You'll work with an experienced HubSpot specialist throughout. You can choose to use them just as a guide to keep you on track while you onboard yourself or as a valuable extension of your team who can help "hands-on to complete the on-boarding process.
What happens after onboarding?
Once you have completed the three-phase onboarding process, you'll still have access to HubSpot's fantastic support team and academy. If you need further support, we're always here to helps in a way that best suits you. This might include:
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ongoing training
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ongoing HubSpot support
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consultancy
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a long-term growth plan to help you continue getting the most from HubSpot.
FAQs
HubSpot offers direct onboarding for all its products. But onboarding with HubSpot directly means you may not get as much support as you would with a HubSpot Partner. You also won't get the tailored approach our objective-based onboarding provides.
Onboarding directly with HubSpot usually includes weekly calls with a member of the HubSpot team where you'll be set homework to complete for the next call.
Onboarding with a HubSpot Partner means you get more hands-on support and have less homework.
Having the support of a partner that has helped onboard businesses just like yours means you can rest assured the process will be seamless and nothing will be missed.
To onboard any business onto all the features in any hub at once is just too much to take in. This approach can lead to:
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Delays in the you using the software to achieve your objectives
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Huge demand on your team to learn how to use all the features in one go
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Paying for software that you aren't using while lengthy onboarding takes place.
Whether you choose to take on the majority of the onboarding yourself or get help from our team of experts, there will still be work and learning for you to do to ensure you know how to drive your portal once we hand over the keys.
It's worth bearing in mind that the more involved you are in your onboarding project, the quicker you will see value in your investment. HubSpot is very much hands-on!
That said, our team are always available to fill in the gaps when required.