5 Things to Know Before Your HubSpot Onboarding

As user-friendly and powerful as HubSpot is, onboarding to a new CRM requires careful planning to be set up correctly. 

Work with Growth's certified HubSpot experts to ensure your new CRM is set up effectively so your team can thrive with the new software.

In the spirit of service that Growth is known for, here are 5 questions to ask yourself and your team before your HubSpot onboarding journey.

1. What’s your timeline?
2. Who’s responsible? 
3. What software will you keep? What software are you phasing out?  
4. Where is your documentation?
5. Is your data ready for HubSpot?

Let’s dive into why each of these questions is essential for a successful HubSpot onboarding. 

What’s your timeline? 

• 6-Week Guided Onboarding: Perfect for businesses needing a swift set up.
• 12-Week Onboarding + Implementation: A balanced approach for comprehensive set up, implementation, and training. 
• 16-Week Extended Implementation: Ideal for larger organizations or those with complex requirements. 

Who’s responsible for HubSpot Onboarding? 

In other words: who in your organization will oversee and participate in the HubSpot onboarding process? Appointing clear roles and responsibilities makes for an efficient onboarding and smooth transition to the new CRM. 

We suggest appointing an onboarding leader and one or two supporting team members who will work closely with Growth on your onboarding project.  Ideal candidates are experts in their role and department,  able to learn and navigate new technology, and can dedicate sufficient time to the onboarding project.

What software will you keep? What software are you phasing out?  

HubSpot is a powerful platform, but no single software can do it all (and that's okay!)  

Take Canva, for example. Canva is great for creating graphics that can be used in marketing content, and while HubSpot integrates with Canva, it doesn't replace Canva's unique capabilities. This is an ideal software to connect with HubSpot. 

Pro Tip: Make a list of everything in your tech stack. Growth’s HubSpot onboarding team can help you identify which software tools: 

1. can be replaced with HubSpot
2. can integrate with HubSpot, and 
3. may be kept without connecting to HubSpot.

Where’s your documentation?

A key step in onboarding is configuring HubSpot to mirror your existing business practices. Sharing your assets and documentation allows your onboarding team to customize your Hubspot setup. 

Here’s a list of business documents to share:

• Brand Kit
• Relevant SOPS 
• Email templates
• Phone Scripts
• Customer Journey Flow
• Sales Process Steps
• Customer data you plan to import to HubSpot

Is your Data Ready for HubSpot?

Complete a thorough assessment of your database to ensure your records are clean, accurate, and ready for import to HubSpot. You may need to check multiple data sources, such as old CRM systems, spreadsheets, or email marketing tools. Learn more about preparing your data for HubSpot import.

By choosing Growth as your HubSpot Diamond Solutions Partner, you're gaining a dedicated team of experts who are committed to your success. Our onboarding and implementation services are tailored to meet your needs and maximize your HubSpot investment.  Ready to get started or curious to learn more? Let’s talk.