HubSpot Onboarding Checklist For 2022: Everything You Need to Know

In this article, we will try to tell you everything you should know about HubSpot onboarding. 

What is HubSpot Onboarding?

HubSpot has a tonne of features to help you build your business and achieve your marketing objectives. HubSpot onboarding is the process of configuring your HubSpot as per your business, setting up all the options that come with your HubSpot subscription. Onboarding plan to help you implement the HubSpot methodology & software. HubSpot agency partners will be able to help you customize the conventional onboarding process to meet your specific requirements.

Straight Growth can partner with you to deliver hands-on training on all of HubSpot's features in order to help you develop a sustainable marketing strategy plan for you and your brand. We're a full-service digital company and HubSpot Agency Partner, so you can trust us to give your company the finest HubSpot onboarding possible.

Who Needs HubSpot Onboarding

If you've acquired HubSpot software, it’s not mandatory to purchase onboarding services. It is also unnecessary to configure the entire software on your own. So, to make the decision-making process easier, we have created a few criteria which If you meet, you should go for onboarding service.

If you wish to do the following, you should purchase HubSpot onboarding services:

• Scale-up your business
• Automate the lead nurturing process
• Trigger Automated Abandoned Cart Workflow to save potential revenue
• Unburden manual workload
• Manage your store’s contacts efficiently and assign owners to them
• Automate your social posting calendar
• Automate your customer service
• Track marketing & sales performance insights through reports and dashboards
• Create and automate the order handling process
• Efficiently handle your paid campaigns on multiple channels
• Set up chat flows to automatically resolve trivial issues
• Automate the lead rotation process between different departments
• Turn their brand into a revenue generator
• Drive users and turn them into fans

Your HubSpot Onboarding Checklist

Below HubSpot onboarding checklist show some key components that can remain common across all onboarding plans.

1. Domain Setup: Setting up your primary and sub-domains on your HubSpot portal. Install the HubSpot tracking code and filter out your internal traffic.
2. Setting Account Defaults: Changing the few basic settings of your HubSpot account.
3. Contacts and Leads Data Migration on HubSpot: Transferring your data into HubSpot CRM. After you've completed your initial backend settings and preferences, you're ready to start.
4. Custom Scheduler Setup: Connect your social accounts with HubSpot.
5. In-house Integration: Integrating your existing technology like Google Analytics, Ads, Search Console.
6. Data Synchronization: Setup automatic synchronization of your existing and upcoming data.
7. Pipeline Creation: Creating support/service/deal pipeline as required.
8. Building Sales Dashboard: Creating dashboards for performance tracking.
9. Creating Marketing Templates: Creating marketing templates like landing pages, emails, pop ups, regular forms, CTAs, sequences, blog templates, etc.
10. Dashboard Creation: Creating dashboards for complete reporting.
11. Set up your marketing email settings CAN-SPAM

Customer Onboarding Checklist

Want to Get the Most Out of HubSpot?

Let's talk about what Straight Growth's HubSpot onboarding can do for you and your company, so you can start converting leads and growing traffic. Download these free guides to successfully plan and implement HubSpot onboarding best practices.

HubSpot Onboarding Duration

Typically, our customers complete onboarding within 2 months, HubSpot agency partners' onboarding might take anywhere from 6 to 10 weeks. And on occasion, even longer depending on your goals, well structure onboarding and prioritize objectives to your needs. 

• 1st week: Technical setup, and customization
• 1-2 weeks: Determining the Process- Discuss sales automation, and process
• 3-4 weeks: Lead Flow & Support Flow Process
• 4-6 weeks: Content creation and distribution
• 6-8 weeks: Automation and Smart Content
• 8-9 weeks: Reporting
• 9-10 weeks Alignment and Maintenance

How Much Does HubSpot Onboarding Cost?

For its onboarding services, HubSpot and Partner Agencies both have a tier-based pricing structure. And the cost of these structures is determined by the services they provide.

Here is HubSpot’s official onboarding services pricing, which may vary in the future.

READ MORE >> HubSpot onboarding comparison: HubSpot vs HubSpot Partner Agency

Driving Your Business Forward With Straight Growth

 Many businesses fail when it comes to technical setup; some struggle to set up automated workflows, while others give up when it comes to building templates. Some people don't even try because the programme is too complicated for them.

We will design a customized onboarding plan for you based on:

• Your highest priority goals with HubSpot
• The size & complexity of your organization
• Your current technology stack, and how it integrates with HubSpot

Are you ready to partner with Straight Growth to strengthen your digital marketing strategy? Get in touch with us right away! We'll be there with you every step of the way to help you increase your digital presence and set your business up for success. We can assist you in creating an onboarding strategy that is suited for you.