Welcome to Guided Client Onboarding

This includes the necessary client logins and key business information such as goals and challenges.

Make sure you keep your goals specific, measurable, attainable, relevant, and timely.

Take some time to review what services you sold to your client.

Use all of the previous steps to create a timeline of to-do's.

Add all necessary portal users and connect social accounts.

Work with your client to configure preferences for their content (hosting, templates, and so on).

Turn on the client's analytics and upload their database.

Integrate the tools your clients need with their HubSpot account.

Ask the right exploratory questions to define their process.

Define lifecycle stages, their triggers, and who’s responsible for what.

Connect your client’s CRM to HubSpot if they are not using the HubSpot CRM.

Align marketing and sales teams to create seamless conversion paths and processes for new leads as they move through lifecycle stages.

It is important to understand the experience someone has once they’ve become a new customer and are transitioning from working with the sales team to working with the customer success or account management team.

If you are also helping your customer with the Marketing to Sales Handoff it is likely you have already built out your blueprint. If not, define your client’s post-sale lifecycle stages and who is responsible for what.

If you haven’t already done so, make sure you connect your client’s Service tools to HubSpot if they are not using HubSpot Service Hub.

If your client develops a loyal base of customers who voluntarily spread positive messages about their experiences, it could result in ROI through increased social media views and referrals.

Quick wins can generate big results while all the other inbound tactics are working in the background to grow their business.

Review your client's initial goals and timelines and align which area will be the main focus of your quick wins strategy (ie: marketing, sales, service).

Don’t adopt a cookie cutter strategy. The strategy and tasks you undertake will differ depending on the types of customers you deal with and their individual goals.

Show the client value as soon as possible. Execute 1-3 tools that complement your client’s strategy and tie back to their initial goals.

A well-defined persona will help you build a better marketing plan in the long run.

This is the process of evaluating your client’s content — both in quantity and quality. This will help you identify any gaps in content.

Every client has different tools, goals, and needs. Strategize on what the best content type would be for your client’s first campaign.

Have a strategy in place to distribute and amplify your client’s content.

You will want to make sure that email activities can be logged in the CRM and that HubSpot is set to track the engagements on their sent emails.

Spend time with your client defining their deal stages and how it fits into their sales process. Ensure that your customers are familiar with contact lists, contact profiles, and deals.

Educate the client’s sales team on the enablement tools so they can optimize and streamline their sales process. The four core tools consist of tasks, templates, sequences, and meetings.

Connect your client’s inbox to the CRM. This is similar to connecting your customer’s inbox for Sales Hub so that they can see, send, and track email communication to their contacts.

Work with your client to assure service pipeline stages are clearly defined. Additionally, ensure that your customers are familiar with the four core tools: Conversations, Ticketing, Customer Feedback, and Knowledge Base.

If your client is using the ticket pipeline, make sure you spend time reviewing their deal stages and how all the tools work cross functionally.

Identify which reports are the most important for your client and illustrate results relative to their initial SMART goals.

As a Solutions Partner, you should be reporting activities, results, and ROI at the appropriate times.

Display performance around the metrics most important to your client.

SMART goals will help your HubSpot partner manager make recommendations that take into account the state of the client relationship.

Review the client’s sources report to see how the website is performing to traffic, conversions, and new customers.

Based on your client’s audit, your partner team can help you customize your action plan and develop a set of recommendations to drive meaningful impact on the customer’s success.

With the help of Partner Dashboard, review which clients are approaching their HubSpot renewal.

Ensure the right communication owner, either your company or HubSpot, is marked for each client renewal.

Once a communication owner is selected, help your client successfully renew with both HubSpot and your company. Loop in your Channel Consultant who can advise on next steps.