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End-User Onboarding

Help your team members adopt the HubSpot software quickly and efficiently with End-User Onboarding. After you’ve completed onboarding, we'll work with you to document your existing sales processes as well as create and deliver training materials to expedite your team members’ HubSpot usage.

End-User Onboarding Overview

End-User Onboarding is designed to accompany our Sales Hub onboarding service. While our core onboarding service helps you set up your portal and processes for your team, this add-on will take you one step further by delivering two training sessions to your end users. Our customers enjoy working with us to plan the scope of their training, document their business processes, and develop a custom onboarding session for their team. Our goal for End-User Onboarding is to help you develop standardized training materials to get your current team and future new hires up and running with HubSpot quickly.

Our End-User Onboarding service includes the following:

Planning session with your onboarding specialist
Project plan to onboard your team & future new hires
Best practice templates to document your process
Custom process walkthrough videos
Team training session delivered remotely
Team Q&A session delivered remotely
Key Details

Setting: Remote

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Get More Information About Onboarding Services

Want to learn more? We can help customize an onboarding plan that's right for you.