We understand what a useful and effective Sales Pro or Enterprise Onboarding looks like and have worked with a number of delighted clients to plan, design and implement the right HubSpot set-up for them. Guiding them through the process from inception to training and beyond.
Each of these plans has been different, designed and rolled out specifically for each client company with the HubSpot functionality architected around their existing structure to fill gaps, bridge missing pathways and reinforce processes. Ultimately, delivering exceptional value in terms of time savings, increased revenue and maximised resource in Sales.
You can find out more about our onboarding approach on our main HubSpot onboarding page.
What Does Bespoke Onboarding for Hubspot Sales Pro and Hubspot Enterprise Look Like?
For us, every onboarding process is unique. However, we also use our experience and understanding of HubSpot to ensure that every plan is robustly comprehensive, no matter how different.
We do that by developing onboarding strategies that maximise the strengths of the client company internal structure, systems and processes, while using HubSpot functionality to minimise any weaknesses and plug gaps to create a strong, end to end, integrated system. Our goal is to deliver a highly effective, full and flexible system that is ready to go from day one.
We start every onboarding project in the same way, with a comprehensive Discovery session that examines, in detail our client’s position, goals and roadblocks. This enables us to fully understand the challenge, what we need to accomplish and what success looks like.
From that session, we use the data and our experience as HubSpot Diamond Partners to develop an in-depth onboarding plan. The plan is designed to offer a roadmap from concept to completion. It outlines each stage, the processes we will work through, what we will need from you, what is included and the timeframe within which it will be achieved.
Our Sales Pro & Enterprise Onboarding Planning Process includes, but is not limited to:
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Automated task creation for the sales team
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Setting up automated internal notifications
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Configuring your sales pipeline stages & probabilities
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Configuring meeting links
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Setting up standard snippets
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Migrating your existing database of contacts*
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Audience segmentation using active and static lists
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Creation of naming convention for emails, workflows, UTM use
*As it is part of the integration process, we have included the migration of your database to the HubSpot CRM as part of the Sales Hub Onboarding project.
Onboarding Training and User Documentation
The greatest onboarding in the world would be of little value to a team who had no idea how to use the system they were presented with. We want to make sure you and your teams get eh very best value from your HubSpot set-up. That is why we also offer full training on its use as well as Install User Documentation to our clients.
The training will show your teams exactly what HubSpot can do, where everything is and how to use it for best effect. The documentation covers the detail they will need to develop the system and add to the processes in place, for example, what automation is set up, naming conventions, audience segmentation etc.
