HubSpot Onboarding

What is HubSpot Onboarding?

Make a successful start with HubSpot

The success of HubSpot depends on the right setup. Working with an experienced partner will give you a flying start!

Our implementation services are designed to assist you from start to finish. When we do the onboarding with you, we create a tailor-made plan that ensures that you achieve your key goals faster so that you start to see results straight away!

A flying start
Make the most of HubSpot
Instant results

Be guided and learn to use HubSpot

What can you expect from us?

During a do-it-yourself onboarding, we put your business goals first and personalize your process from a consultancy role. Each goal is accompanied by different tasks and assignments to get to know the system better. This way you achieve your goals faster than with a 'one-size-fits-all' method. We discuss all this during meetings scheduled every two weeks.

What does this onboarding entail?

We guide your process
We focus on three goals
Hands-on learning of the HubSpot system

Schedule an appointment

1. How we get started

During the kick-off meeting, we will discuss and confirm the project with you to make sure that we set up HubSpot in a way that delivers the optimum benefits. We will consider your goals, discuss your strategies and confirm the planning. The onboarding process takes six weeks on average. We will plan weekly calls to keep each other informed about progress during this time.

2. Your tailor-made onboarding plan

Our HubSpot experts will start by creating a tailor-made onboarding plan based on your key goals and priorities for HubSpot. We will also check which HubSpot tools you have already purchased and how best to use them. Lastly, we will examine which other tools your organization uses and how those tools will need to work with HubSpot.

Once we complete the onboarding process with you, you can be confident that HubSpot will help you achieve your goals.

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3. It all starts with a solid foundation

We start at the beginning. First of all, we will set up the points that ensure that HubSpot is ready for use. This could include installing the HubSpot tracking code on the website, linking HubSpot to the domain name, giving team members access to HubSpot, linking social media accounts and sorting out the correct privacy, cookie and GDPR settings.

Once the basic steps are complete, HubSpot is ready to use!

4. Targeted implementation

During this step, we will set up HubSpot based on your three main goals, also known as "objective-based onboarding". Here are a few examples of HubSpot goals:

Generate more leads
Automate the sales process
Collate customer information and record all interactions in one place in the CRM

This approach means we can be certain that our work is based on your priorities, and you are sure to see results – fast!

Is a HubSpot Onboarding something for you?

Plan your onboarding

Whether you are curious about the possibilities HubSpot can offer or just want to ask a few questions about it, we can examine what is possible for your organization and help you on your way. Schedule a no-obligation call, and we’ll be happy to discuss the possibilities.

Schedule a no-obligation call