Sales Hub Advanced Onboarding

  1. Sales Hub Advanced Onboarding Approach

    Sales Hub Advanced Onboarding Approach

    When you purchase Sales Hub Advanced Onboarding, you can expect in-depth technical and strategic guidance to set you up for success using Sales Hub. Here’s a breakdown of the strategy, planning, and objectives that will be completed during each week of onboarding.

  • Strategy and Planning

    • Getting started resources
    • Introductory call will HubSpot Implementation Specialist
    • Review background documentation
    • Initial team discovery and kickoff call
    • Create and finalize project plan

    Completing Objectives

    • Install the HubSpot email extension
    • Connect your personal email inbox
    • Connect your Google or Outlook calendar
    • Set up your personal profile & settings
    • Install HubSpot tracking code on your website
    • Create teams and users
    • Set up your deal currencies
    • Configure single sign-on
    • Create custom properties and currencies
    • User setup complete: inbox connected, plug-in installed, profile setup [6+ users]
    • Default and required properties defined
    • User setup complete: inbox connected, plug-in installed, profile setup [6+ users]
  • Strategy and Planning

    • Continue deeper discovery
    • Discuss best practices around sales, services, and marketing alignment
    • Conduct business process mapping
    • Define technical solution architecture
    • Strategic review meeting

    Completing Objectives

    • Import historical data into HubSpot
    • Set up external integrations
    • Integrate website forms
    • Understand using multiple lifecycle stages
    • Create custom call and meeting types
    • Create and send custom email template [6+ users]
    • Enroll contact into a sequence [6+ users]
    • Send tracked email [6+ users]
    • Register phone number & place a call [6+ users]
  • Strategy and Planning

    • Continue to discuss best practices around sales, services, and marketing alignment

    Completing Objectives

    • Finalize importing historical data into HubSpot
    • Finalize external integrations
    • Automate lead assignment through workflows
    • Create deal notification workflow
    • Customize deal stages to match sales process
    • Customize lead status
    • Create snippet [6+ users]
    • Create custom filters [6+ users]
    • Upload important sales collateral to documents [6+ users]
  • Strategy and Planning

    • Develop phase 1 deployment plan
    • Conduct knowledge transfer to core team
    • Review and finalize growth plan

    Completing Objectives

    • Automate team handoff through workflows
    • Create a task through workflows
    • Configure internal process or data automation
    • Customize default dashboard
    • Configure product library
    • Mark deal as closed-won
    • Configure multiple pipelines
    • Set up recurring revenue tracking
    • Create custom reports
    • Configure multiple dashboards
    • Create team- or role-specific dashboard
    • Use predictive lead scoring in a filter

Get More Information About Onboarding Services

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