HubSpot Onboarding: What To Expect To Accomplish In 30 And 60 Days?

Posted by Bill Colbert on May 25, 2022 2:08:51 PM

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With over 56,500 customers in over 100 countries, HubSpot has become the leading growth platform for digital marketers. 

This robust marketing hub gathers all data and tools on a centralized, powerful, and easy-to-use digital platform that gives users a bird's eye view of their digital marketing strategies. Moreover, it offers many features to help your business reach its marketing objectives. 

HubSpot comfortably rules the marketing automation sector with a market share of 31.61%. The secret to its success is that it goes above and beyond marketing to provide businesses with ways to excel at sales, operations, customer service, CRM, and so much more. HubSpot Onboarding Services are also in high demand. 

What Is The HubSpot Onboarding Process?

HubSpot Onboarding helps users begin their journey with this software. It allows them to comprehend, navigate and configure the various features accessible on the platform. The onboarding process is mandatory for any business that buys from HubSpot's product suites. 

This is necessary as it helps your team comprehend and navigate the intricacies while using the platform's features to their full potential, fulfilling your business expectations and goals.

The users get various training sessions that allow them to get familiar with every software feature. The HubSpot Onboarding process aims to ensure that you have the adequate and necessary information and resources regarding HubSpot to steer your business in the right direction.

It refers to the transition, implementation, and training of the HubSpot software with your existing personnel. It can be challenging and overwhelming to get your team members to adopt and leverage HubSpot without a proper onboarding process.

What's The Timeline For HubSpot Onboarding?

Your HubSpot setup and onboarding take about 4 to 6 weeks overall. This includes the discovery, training, and implementation components of the onboarding.

How Does HubSpot Onboarding Plan Work?

Irrespective of the HubSpot service you opt for or look for (Marketing, Customer Service, Sales, CRM), the onboarding process is more or less the same. There is also a HubSpot Onboarding checklist that you should refer to ensure a successful transition.

And there are some objectives and goals that you need to achieve when it comes to the HubSpot Onboarding process.

 What To Expect In 30 days?

Here are some of the goals you can expect to accomplish in the 30 days after you've signed up:

Business Goals, Objectives, and Kick-Off

The initial step in the HubSpot Onboarding is to realize your business objectives and goals. This is done by mapping past marketing tech and building a well-laid-out plan for how to transition the operations seamlessly to HubSpot.

This phase helps prioritize things such as,

  • Increasing and defining the number of qualified leads
  • Optimization of your close and conversion rates
  • Reducing customer churn
  • Augmenting automated contact with your existing clients

Technical Setup and Implementation

The next step is setting up technology that facilitates your business processes: blog migration, domain emails, web templates, chatbots, analytics integrations, dashboards, and custom proprieties.

This is where HubSpot helps you take care of everything needed to ensure effective migration to their platform. Typically, the technical setup takes less than a week.

Buyer Persona and Content Marketing Strategy

Building your ideal customer profiles and mapping and integrating them into your content marketing approach is critical for ensuring the effectiveness of campaigns and closing more deals. This step helps you group buyer personas, a content framework for your lead pages, and blog and SEO topic clusters.

What To Expect In 60 days?

Here are some of the goals you can expect to accomplish in the 60 days interval.

Setup Automation, Lead Scoring, and Nurturing

This phase helps you define the lead lifecycle stages and nurturing process and ensure that all contracts go through unique marketing tracks as per their respective stage. You can automate jobs and set up your social accounts and ads.

Personalize Your Marketing Efforts

This stage allows you to explore valuable and resonating email content, landing pages, and CTAs to create more applicable content for your intended audience. Also, there can be specific chatbots that you can set up for your pages.

Launch Your First Campaign

Once you are all ready, the agency team helps you create and run your initial campaign to experiment with all the functionalities and features and optimize them accordingly. It's a crucial step in comprehending all the essentials involved in a HubSpot Onboarding campaign and having a practical implementation of all the features.

Wrapping Up

The desired outcomes may take longer to learn, as getting familiar with the resources can be daunting. It's a significant investment, so make sure you create incremental roadmaps modeled through a continuous improvement lens, not instant perfection. 

Onboarding allows you and your teams to untangle and navigate the complexities of HubSpot. 

Furthermore, it also allows you to arrange, visualize, and achieve goals via the software while helping you make the most of your invested amount.

But who can be the suitable on boarders for you? If you don't want to settle on the quality, can dedicate hours to tweak the things on your own, and need a powerful strategy for business development, HubSpot may be the right choice for you.

However, if you require adequate services on a constricted budget, opting for agency partners may be safe.

HubSpot Onboarding with a competent partner can fetch your business expert facilitation and ensure that you save money and time. Also, they provide you with the necessary support and guidance to grow and scale your business. 

It can help you accomplish more and attain sustainable growth by allowing you to align your service, marketing, and sales goals effectively and seamlessly. 


300 to 18,000