Get the most
out of Hubspot.
Our team of Hubspot certified experts will handle the heavy lifting and work with you to get your business set up and and running.
Our team of certified experts will help you get the most out of your Hubspot investment and guide you through each step of the process.
This sample onboarding checklist is designed to help you understand and know what to expect when implementing Hubspot for your organization. Your specific onboarding and implementation roadmap will change depending on your organization’s unique priorities and goals.
Research & Planning
Hubspot Q&A Meeting
Hubspot Requirements Blueprint
Price and Contract Negotiation
Implementation Roadmap
Account Setup
Add Users and Teams
Establish Brand Domains
Set Up Marketing Email Settings
Connect Social Accounts
Technical Setup
Setup Domain Settings
Add Custom Data Properties
Import Contacts, Companies, Deals
Install Hubspot Tracking Code
Create and Embed Main Website Form
Determine Process for Hubs
Understand Business Goals & Priorities
Discuss Handoffs From Marketing to Sales
Establish Lifecycle Stage Thresholds
Implement Basic Lead Scoring Model
Build Implementation Plan for Each Hub
Implement Sales Hub
Create Deal Pipelines & Stages
Connect User Calendars
Setup Hubspot Meetings Links
Upload Important Documents
Discuss Sales Automation Process
Build Initial Sales Templates & Sequences
Conduct Sales Hub Training
Implement Marketing Hub
Create and Embed Website Forms
Setup Leadflows
Create Lists for Segmentation
Set Up Live Chat for Website
Conduct Marketing Hub Training
Implement Other Hubs
Review Support Hub Requirements
Review Operations Hub Requirements
Review CMS Hub Requirements
Create Content & Automations
Develop Email & Landing Page Templates
Discuss Content Strategy
Review Communications Calendar
Create Buyer Personas
Build Workflow Automations
Build Reporting Dashboards
Discuss Business Objectives & KPIs
Set up Sales & Marketing Dashboards
Build Custom Reports
MARKETING AUTOMATION
It’s like having an entire team running your marketing 24/7.
Learn how a data-driven marketing strategy using Hubspot can fuel your brand’s growth and efficiency.
Ready to get started?
Schedule your 15 minute intro call today!
Call us at 855.123.1212 or Submit an Online Inquiry