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HubSpot Onboarding Process: Everything You Need To Know

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HubSpot onboarding is the process of nurturing that gets new users and customers acquainted and comfortable with your product. HubSpot is an incredibly powerful tool with hundreds of features, applications and integrations, but it can be overwhelming if it’s your first time using it.

Having someone who has already done it before is really important as it impacts so many areas of your business, and the last thing you want is to start off on the wrong foot and turn HubSpot into a glorified address book. Your onboarding plan will vary depending on which version of HubSpot you buy for every HubSpot onboarding program. However, there are key components, at Ubique Digital Solutions we will cover the entire process, which takes about four to six weeks and commences with the discovery workshop with your marketing and sales team. During this discovery workshop, we will unpack your customers by a journey. That is what are all the steps they take from being a stranger to your business, to a prospect all the way through to them being a raving fan of your business. At the end of the day, one of HubSpot’s biggest objectives will be to help you move people through the buyers’ journey with powerful tools and automation.

The discovery phase is the most vital step in your entire onboarding process. In this phase, not only do we unpack your buyers’ journey, but also identify the business goals. This tool is supposed to solve your business goals and will help us prioritize things like defining and increasing the number of sales, qualified leads optimizing. Your conversion and close rates decrease customer churn and increasing automated contact with your existing clients. Once the discovery phase is complete, that’s when we move to the implementation phase.

The implementation itself has two steps, the first being the technical setup. This is actually the easy stuff. If you have an internal technical resource or utilize, the services of an agency, technical implementation includes things like connecting your domains, connecting your email, adding HubSpot tracking code and connecting Google Analytics there’s a list of about 10 things we have to cover to get sorted before you can use the tool, this step should take less than a week with testing. The next step is portal setup. This is the fun stuff in our checklist is about 30 items. We either help you with setting up directly. This includes things like setting up contact properties, your contact views, reporting, dashboards and notifications, Automation, workflows, email templates, landing pages coded and designed connecting your Google and Facebook ads integrations to things like event, modules, SMS software or any other internal systems that you might already be using plus a whole bunch more.

The important thing to note is we like to launch HubSpot with an awesome hero campaign for all of our clients. This not only lets you get results quickly and impress management and the rest of the organization but also gives you a working example of how all the different tools of HubSpot work with each other examples of launch campaigns. This includes creating a campaign for on-site events, new products, service launches, or even something as basic as launching a brand new newsletter. Some of the launch campaigns that would work for your business in particular and be sure to run them up as soon as your portal is ready, contact Ubique Digital Solutions for more about our HubSpot onboarding process. If we are the right fit by the end of our onboarding program, I can assure you we’ll feel confident, empowered and motivated to start generating, leads and closing deals using your new investment in HubSpot

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