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You can purchase directly from HubSpot or an experienced partner agency like RedPandas. HubSpot requires onboarding for every purchase because it can be complex and you actually have a couple of different options. HubSpot Onboarding Options: Buying Direct vs Buying Through an Agency If you do onboard with HubSpot directly definitely research some of the launch campaigns that would work for your particular business and be sure to run them as soon as your portal is set up. Creating a campaign for an onsite event.This not only lets you get runs on the board quickly and impress management and the rest of the organisation but also gives you a working example of how all the different tools of HubSpot work with each other.Įxamples of launch campaigns we’ve done include: The important thing to note is we like to launch HubSpot with an awesome hero campaign for our clients. The importance of launching with a hero campaign
#Hubspot onboarding software
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This is the fun stuff, in our checklist, there are about 30 items we either help you with or setup directly. The technical step should take less than a week with testing. There’s a list about 10 things we have to cover and get sorted for you before you use the tool.
#Hubspot onboarding code
Technical implementation includes things like connecting your domains, connecting your emails, adding the HubSpot tracking code and connecting Google Analytics. This actually is the easy stuff if you have an internal technical resource or utilise the services of an agency. The implementation itself has two steps, the first being technical setup. Once the discovery phase is complete that’s when we move to the implementation phase. Implementation Phase: setting up your HubSpot portal
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The biggest thing our discovery phase will uncover are your business goals. Identifying your business goals and priorities In this phase not only do we unpack your buyer’s journey but also identify the business goals this tool is supposed to solve. The discovery phase is the most vital step in your entire onboarding process. That is, what are all the steps they take from being a stranger to your business to prospect all the way to them becoming a raving fan of your business.Īt the end of the day, one of HubSpot’s biggest objectives will be to help you move people through the buyer’s journey with powerful tools and automation. Your onboarding commences with a discovery workshop with your marketing and sales team.ĭuring this discovery workshop, we will unpack your customer’s buyer journey. This can vary based on technical dependencies but generally we’re able to get client setup, trained onsite and using the system within a 4-6 week period. This covers the discovery, implementation and training components of your onboarding. Your HubSpot onboarding & set-up takes about 4-6 weeks in total. For every HubSpot onboarding program, however, there are key components that should be covered: Your onboarding plan will vary depending on which version of HubSpot you buy. If you’re watching this, you may have bought HubSpot or you’re thinking about purchasing HubSpot for your organisation.