Here we give you an example of how the process works when experiencing onboarding as a Marketing Hub Professional customer. Usually, customers get to complete the onboarding process within 12 weeks - some doing it even more quickly - and we concentrate on achieving as many as three of your main objectives. Due to onboarding being influenced by your goals, our team will create an onboarding structure that prioritizes your primary requirements. Our plan example shows a prioritization of a number of goals to include: personalizing & automating your marketing, as well as interacting with, nurturing and converting potential leads.See our plan example below
When going through onboarding, you’ll collaborate with your personal HubSpot consultant to create a roadmap to achieve your short and long-term objectives. Your expert consultant will take care of project management and ensure your team is held accountable for hitting your targets. They’ll also help the process by providing advice on the best way to grow faster with HubSpot Marketing Hub.
To ensure you get off to a good start on the road to marketing success, the HubSpot team will begin by teaching you the HubSpot fundamentals. It’s a huge platform featuring many tools, and to leverage them fully, you must first grasp the basics and how each tool fits together with the others. In addition to this, we’ll also help you with the setup tasks, like:
First Goal Priority
Second Goal Priority
Third Goal Priority
As onboarding completion nears, our team will work with you to identify your post-onboarding goals. You’ll then transition to your customer success owner who’s job it is to make sure you thrive. However, if you need more advanced technical or strategic assistance after onboarding, HubSpot’s Professional services are there for you.
Got questions? Need more info? Why not book a HubSpot sales rep consultation to ensure you have everything required for a successful time with HubSpot.