HubSpot Expert Onboarding Services for Marketing Pro & Enterprise 

Innovation Visual Expert Hubspot Onboarding meeting booking for Marketing Pro and Enterprise

Onboarding – What It Means & Why You Need To Choose The Right Programme

The beauty of HubSpot is that it is endlessly customisable to suit your organisation. That is also the reason why your onboarding should be designed specifically for you. An out of the box process will deliver out of the box systems and functionality that won’t be aligned with what you need and won’t help effectively solve the problems you need it to. Unfortunately, many onboarding offerings are ‘off the shelf’ processes that offer the same method and procedure to everyone, regardless of their needs.

For us, onboarding isn’t just the process of getting your data into the platform and set up on your staff computers. It is the process of working with you, to understand why you need it and then designing it to resolve those issues. It is also the process of matching the functionality to your priorities to create an integrated system that does what you, specifically, need it to do, delivering the data that you need to grow your business and achieve your goals.

As HubSpot Diamond Partners we have guided a number of clients through their own customised onboarding process. Each one has been different because we believe in deeper, more personalised onboarding that is designed in line with the client’s priorities, to achieve their objectives, and to provide a system that suits the way they choose to work.

You can find out more about our onboarding approach on our main HubSpot onboarding page.

What Does Bespoke Onboarding for Marketing Pro and Enterprise Look Like?

While we design every onboarding in a way that is specific to the client, we also ensure that it is a comprehensive process that includes each element of functionality, delivering a full and robust system that is ready to go and fully integrated from day one.

Our onboarding process always commences with a full Discovery session so that we are able to fully understand your business, your objectives and your expectations. Following that session we prepare a comprehensive onboarding plan that outlines each stage and describes the full process, in addition to what is included and the proposed timeline.

Our Marketing Pro and Enterprise Onboarding strategy includes but is not limited to:

    • Defining and setting up lead lifecycles to fit your business
    • Setting up lead capture forms on your website
    • Setting up the structure of your first lead nurture workflow
    • Setting up base systematic automations
    • Configuring lead scoring to meet your business objectives and marketing
    • Integrating your social media accounts
    • Creating 2x base email templates
    • Migrating your existing database of contacts
    • Audience segmentation using active and static lists
    • Ad account integrations (LinkedIn, Google, FB) into HubSpot
    • Creation of naming convention for emails, workflows, UTM use

Our Added Value – Training and User Documentation

As you can see from the list above, our onboarding offering for Marketing Pro and Enterprise Hubs includes populating the free CRM with your database of contacts, as well as segmenting that database in a way that best complements your marketing strategy.

Ask Us About The Best Way To Onboard Your Organisation To HubSpot

Our comprehensive onboarding process is designed to support you in getting the most out of HubSpot, not to just get the technical side complete. That is why we also offer Post-Onboarding Training and full Install Usage Documentation that covers the full range of data decisions that have been made including, for example, what automation is set up, naming conventions, audience segmentation etc.


How To Get The Best Out Of HubSpot For Your Organisation

Our team of HubSpot experts will create an onboarding structure and process that fits your organisation, delivering the right tools and integrations, in the right combination, to support you in achieving your business goals. We’re here to help. If you would like to talk to us about what you need, we’d be delighted to walk you through it, just get in touch here or via the form above and we’ll get back to you right away.

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