Your ultimate guide to the HubSpot Onboarding Journey. Let UX-Digital help your business ascend the Hubspot Mountain and achieve your goals.
Your ultimate guide to the HubSpot Onboarding journey. Let UX-Digital help your business ascend the HubSpot mountain and achieve your goals.
What is HubSpot Onboarding?
If you're considering taking on HubSpot as your new CRM, you may have come across the term ‘onboarding’ but what is it?
Onboarding is the term used to describe the setup of the HubSpot portal for Starter, Professional, and Enterprise plans.
Every business is unique, with different needs when it comes to the HubSpot tools and functions, to achieve success it’s important the setup process reflects your individual business.
The onboarding process is designed to provide training that familiarises your business with HubSpot’s software and the inbound methodology at a pace that suits your business.
Structured onboarding is particularly valuable if your business is new to HubSpot or your teams are currently underutilising the HubSpot platform.
Why is onboarding important?
HubSpot has a structured onboarding because implementation is a big task for any business, particularly where established processes need to be migrated. That may sound a little daunting but that’s the best thing about onboarding! It provides structure and an easy-to-follow map.
A structured onboarding process and a specialist to show you the ropes will ensure your business is using HubSpot to its full potential right out of the gate.
While there is an additional cost for onboarding it's absolutely worth it as an investment into the smooth running and future growth of your business!
Your HubSpot Onboarding Options.
There are two options for your HubSpot onboarding journey. HubSpot can provide direct onboarding, or you can choose to work with a HubSpot partner agency...like us! Both onboarding options are effective in unlocking the potential of HubSpot for your business, but which option is right for you depends on a number of factors.
If you're already familiar with HubSpot and have technical teams at your disposal the direct onboarding could be better suited to your needs. It’s less hands-on and more consultancy-based with remote delivery. Direct onboarding is carried out over 90 days which is a long transition period to commit too but the less tailored approach is potentially more cost-effective.
If you're completely new to HubSpot and your teams need a little more technical support and guidance or maybe you feel you could benefit from working with a partner who has more knowledge of your industry, the Partner onboarding could be the better fit for your business.
At the end of the day, HubSpot is an investment in the future of your business so a bespoke onboarding journey with more support and the flexibility to fit your business's timescales is potentially worth it.
We eat, sleep and breath HubSpot.
Our team are well versed in getting the most out of the HubSpot platform. We aim to build lasting relationships with our clients and help them not only make the most of the software but grow as a result of adopting the inbound way of thinking.
Our team can support gradual HubSpot integration or jump straight in migrating your marketing, sales, customer service, content and,or operations all in one go. Our clients span the full range of HubSpot packages and key industries within the UK making us a versatile and experienced Agency to guide and manage your HubSpot journey.
Choosing the right HubSpot package for your business.
Our onboarding packages have been refined over the years to offer a comprehensive process that is easily adaptable depending on your HubSpot plan and the individual needs of your business so no two UX-Digital onboarding journeys are ever the same!
This page is dedicated to providing a general summary of our onboarding process so you not only know what to expect from Agency onboarding but can also make an informed decision as to the right HubSpot onboarding option for your business. Onboarding differs across the different Hubs, (Marketing, Sales, Customer Service, and Operations) and will be more complex for Enterprise level packages.
UX-Digital Onboarding Plans
Prices vary across the different HubSpot Hubs, the below figures are for guidance only...
Getting started with HubSpot...
Remote Kick-Off Meeting
Content & Process Audits
Full Technical Set-Up
Dedicated HubSpot Account Manager
One on one remote support
Ongoing email support
Starter plan plus...
1 x Workshop
Support with 1 native integration
Support with Professional features
Guidance on developing, managing and executing your first inbound campaign
Up to 4 video calls with a strategist
Ongoing campaign support
Starter & Professional plan plus...
Support with enterprise features
3 x UX-Digital inbound playbooks
Bespoke Sales, Marketing & Service alignment plan
Up to 4 video calls with a strategist
3-month strategy review with a strategist
Complete the form below to arrange your Onboarding with UX-Digital
A member of our team will be in touch to discuss your chosen Onboarding plan alternatively you will receive an email containing a link to book a Discovery call at a time that suits you. We look forward to speaking with you soon!
Step 1. Basecamp
This stage can be as hands-on or off as preferred but represents the time we spend really getting to know your business and your HubSpot team(s). The UX-Digital team and your new Account Manager spend this time honing their knowledge of your business with some serious research into trends, growth, competitors, products, and services.
Whether you have marketing, sales and, or customer service this stage is defined with a kick-off call, buyer persona workshop (optional), and identification of the success metrics for your onboarding journey.
Step 2. Technical Setup
It’s time to get your HubSpot Portal set up! Everything from branding and third-party app integration to HubSpot dashboard customisation is covered at this stage. The key areas covered across Marketing, Sales, and Service are the HubSpot portal set up, email set up and website set up.
Step 3. Planning
Now the fun really begins! This is the stage where we get ready to put HubSpot into action. It is the time to ask questions, complete training and really utilise our knowledge as an experienced HubSpot Partner Agency. We will complete audits and map existing processes to better understand how HubSpot needs to work for your business and plan our next moves. At this stage it’s important to identify any resources already available to save time and achieve quick wins.
Step 4. Launch
Its launch time, get ready to put all our plans into action and really see what HubSpot can do for your business! Once launched, new leads and re-targeted customers are going to start engaging with your content, qualifying for sales, becoming customers, and being delighted by your service team. If done right, lasting relationships can be built and customers become brand ambassadors.
Step 5. Promote
Promotion is key to attracting new leads and retargeting and delighting existing customers. This means it is important to have a good understanding of who your ideal customers are (buyer personas) what problems they are trying to solve, how your products and, or services help them, and how they want to interact with your business.
Step 6. Grow
The overarching goal for any business is growth and HubSpot supports marketing, sales, and service to put your business firmly on the path to growth. Growing your audience and your customers ultimately improves ROI.
Step 7. Workflows
Workflows are an incredibly versatile HubSpot tool that offers support for Marketing, Sales, and Service teams. Workflows provide the automation to streamline all processes and make your teams more effective in achieving their goals. In the current economic climate, with many businesses reducing their human workforce, automation is becoming increasingly important and thats why workflows get their own very important stage.
Step 8. Assess
After all the hard work we have now done together it’s time to look at the data we have gathered and see what worked like a charm and what needs to be improved. HubSpot is all about using data to make logical and informed improvements, ever adapting and striving to provide a better experience for leads and customers. HubSpot can gather a vast range of metrics across marketing, sales and service and with so much potential data its crucial we look at the SMART goals we set way back in stage 1 and focus on the metrics that demonstrate progress towards achieving these goals.
That is onboarding with UX-Digital in 8 key steps, but onboarding is only the beginning of your HubSpot journey!
Complete the form below for your copy of 'The Ultimate Guide to HubSpot Onboarding with UX-Digital' including detailed information for each stage of the onboarding process and helpful checklists to mark your progress...