HubSpot Onboarding Package
HubSpot is a comprehensive CRM platform supporting efficient marketing, client communication, customer service, and sales management.
To fully benefit from the features, HubSpot needs to be correctly set up in the right way for your business. This set-up process is called Onboarding. Without in-house expertise, this can be a stressful and time-consuming process.
As HubSpot Partners, Framework Digital has the expertise to help you get everything set up in one day, with follow-up support to help you get up and running.
Our HubSpot Onboarding Package
Day One – Set Up
We offer a full-day onboarding service to ensure that HubSpot is correctly set up for your business. This includes integration with existing systems, the migration of data and the creation of templates.
Your new CRM platform will be ready to use at the end of Day One.
Day Two – Familiarisation
A two-hour session the following day will show you how to use the features of your new CRM. We aim to give you the confidence to benefit from this business tool.
Follow Up Support
Our HubSpot Onboarding Package includes 4-hours of Ad Hoc telephone support and a follow-up session. We are on hand to answer questions, troubleshoot and ease the transition for your team.
What is Onboarding?
Onboarding is the process of migrating and integrating your existing data (client lists, online mailboxes, digital advertising data and more) into your new CRM platform. Whilst there are online resources to guide you, the process can be time-consuming, complex and daunting.
Our HubSpot Onboarding Service will streamline the process, ensuring the CRM meets your business requirements and that you feel confident about using the key features.
We work with you to understand your business requirements and deliver your customised HubSpot account quickly and professionally.
Our Onboarding process consists of 3 key elements:
- CRM Set-up
- Introductory Training
- Support
Day One – Full HubSpot Set up
We will work with you to undertake the necessary steps to tailor HubSpot to your requirements. Working in partnership ensures that the CRM matches your needs and helps you understand the process and functionality.
During Day One, we will undertake the following tasks:
Task What We Will Do
| Setting Up Account | Create a HubSpot account and password for your new HubSpot CRM account. We will work with you to define what your account will look like (service levels etc.) |
| Setting Up Users | We will work with you to set up users on your account. This includes creating profiles, granting access and delegating responsibilities. |
| Create a Company Profile | Creating your company profile will include personalising settings and preferences and selecting relevant properties within the account. |
| Add Mobile App | This is where we bring your team into the CRM. This is achieved by sending a link/APK for the HubSpot App to the relevant team members. They will also be provided with login details, and we can check that they have no issues with access. |
| Connecting Mailboxes | Being able to send and record emails on HubSpot is a valuable feature. To activate it, we will connect your existing email accounts to your new HubSpot CRM. |
| Create Email Signature | We’ll help you to create a professional-looking email signature. This will be sent with all emails from your HubSpot CRM account. |
| Connect Domain Name | Connect your domain name to your new HubSpot CRM account |
| Import Client List Database | With the initial set-up complete, we will import your client list into the new HubSpot CRM account. This sensitive data will be transferred and stored in a GDPR-compliant way |
| Integrating Web Enquiry Forms | HubSpot can capture details entered into your website enquiry forms to create new client records. We will link your existing enquiry forms to your HubSpot CRM account so you can benefit from this functionality. The data will be protected in compliance with GDPR. |
| Connecting Web Analytics | The next step is to connect your existing web analytics to the new HubSpot CRM account. You can then quickly review the effectiveness of marketing campaigns. |
| Create Template for Newsletters | Together, we will create a branded newsletter template. This makes delivering a consistent, professional image quicker and easier when emailing clients and prospects. |
| Create an Appointment Booking Form | HubSpot offers an appointment booking and meeting system, so we will work with you to set it up in a way that fits your business needs. |
| Connect Calendar | The booking and meeting system only works if we connect your calendar to your new HubSpot CRM. Once complete, it ensures seamless meeting booking and organisation. |
| Establishing a Sales Process | Establishing a sales funnel and process is the next step. We will only capture the details that are relevant to your business. Once set up, this step will support financial forecasting, resource allocation and project management. |
| Set Up GDPR Consent & Permissions | Specific consent and permission settings enable you to capture and store clients’ data following GDPR. |
| Connect Ad Campaigns (Google, LinkedIn etc) | If you have active Ad campaigns, we will connect these to your new HubSpot CRM account. You will then find it easier to monitor performance and conversions. |
Day Two – A 2-hour Introduction Session
With the CRM set-up completed on Day One, this session aims to build familiarity with the features so you can confidently begin using HubSpot.
During this session, we will:
- Guide you through the key features of your HubSpot CRM account
- Introduce the functionality, including how each module works, how to grant access to your team and basic troubleshooting
Follow-up Session
Scheduled for approximately two weeks after the Introduction session
Most questions don’t occur until you begin using a new system. Having experienced HubSpot for a few weeks, this session aims to answer questions, respond to comments and address any concerns you may have.
Ad Hoc Support
Our HubSpot Onboarding service includes 4 hours of Ad Hoc support between Day 2 and your follow-up session two weeks later. Contact us for troubleshooting, best practice guidance or even a quick question.
Need more support? Additional support can be purchased on a per-hour basis. We will provide further details if required.
We have tried many other platforms since 2018, and HubSpot is our winning solution daily. We are a HubSpot Solution Provider and feel confident offering our clients implementation and support services.
Important update
Follow the link for the updated (February 2024) HubSpot onboarding offer.
