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Onboard HubSpot in 1-Week

+Plus help your team thrive*

As a 9-year HubSpot Platinum Solutions Partner, we've developed a proven system that delivers rapid onboarding with best-practice excellence. Get to market faster and see ROI sooner, without leaving your team lost for words. Why wait for a 90-day onboard when you can launch your first campaign or sales program in just one week?

Launch well
(Guess the artist and the song and we'll give you a discount on onboarding.)

Yep, Expert HubSpot Onboarding in a week.

Get to action 12 times faster than standard onboarding with proven templates and automation that accelerates implementation while maintaining quality.

How? We have proprietary system that imports all of the essential, best practice templates directly into your system - in a flash.

And...we'll make investments in your team to build their skills along the way.

  • Launch your first campaign, or sales outreach in one week.
  • Use best practice workflows, automations and assets proven in the market.
  • Add additional customization and training in weeks two through four.
  • Best-practice templates, proven across 100's of implementations.

Don't waste time with slow implementation.  

Get a rapid start that fits your goals.
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What happens in Week One and Beyond

Here's what will happen each step of the way.

  • Week 1 - Ready for Campaign or Sales

    Week 1 Quick Start

    Week 1 is when we install all of the automation, lists, emails, and templates you need to get started.

    What we implement: 

    • Best practice automations
    • Import your priority list
    • Best practice email templates
    • Your list of tracking properties
    • Forms and Lists you'll need
    • You'll add HubSpot to your domain settings

    At the end of week 1, you'll be ready to launch your first marketing campaign, or sales outreach automation with full confidence, and we'll walk you through the process in a training to put them live.

    Length: 1 week (requires that you provide your data and make domain setting changes to complete this phase.

  • Week 2 - System Customization

    System Customization

    We'll customize the way your team views the CRM, make adjustments to your campaigns, and add additional assets.

    This phase includes: 

    • Customized CRM views
    • Import additional lists
    • Create additional lists
    • Add additional landing pages
    • Review performance on your first outreach or campaigns

    At the end of week 2, we'll have HubSpot dialed in to even more of your internal processes and preferences.

    Length: 1 week

  • Week 3 - Detailed Process Matching

    Process Matching

    During this phase we'll customize the system for your unique processes and systems. 

    Process Matching includes: 

    • Matching Your Lead Status
    • Mapping Your Sales Process
    • Developing Additional Custom Workflows
    • Assigning Lead Ownership

    The goal is to let HubSpot do the heavy lifting for you, and align it to the way you do business. 

    Length: 1 week

  • Week 4 - Reporting, Training and Next Steps

    Success Planning and Reporting

    In Week 4, we'll focus on training your team to use HubSpot. We'll provide a training for each Hub that you're using, and create reports for each Hub to give you insights into . 

    This phase covers: 

    • Create reports for each Hub
    • Customize key dashboards
    • Team training for each hub
    • Review next step for supprt
    • Transition to our Admin support*

    Length: 1 week

  • *Each week includes staff training and skill building with your new tools

    *You'd expect training

    ...but in the era of AI and advanced technology, the value of Human skills is even greater than the value of AI or any other technology.

    While we get your technology onboarded, we'll not only provide training on top of what HubSpot provides, but also help your staff to know how they can leverage their time with new tools, work better together, and make the technology match your mission.

    We believe that technology investments should always be matched with investments in humans, too.

Week 1 Quick Start

Week 1 is when we install all of the automation, lists, emails, and templates you need to get started.

What we implement: 

  • Best practice automations
  • Import your priority list
  • Best practice email templates
  • Your list of tracking properties
  • Forms and Lists you'll need
  • You'll add HubSpot to your domain settings

At the end of week 1, you'll be ready to launch your first marketing campaign, or sales outreach automation with full confidence, and we'll walk you through the process in a training to put them live.

Length: 1 week (requires that you provide your data and make domain setting changes to complete this phase.

System Customization

We'll customize the way your team views the CRM, make adjustments to your campaigns, and add additional assets.

This phase includes: 

  • Customized CRM views
  • Import additional lists
  • Create additional lists
  • Add additional landing pages
  • Review performance on your first outreach or campaigns

At the end of week 2, we'll have HubSpot dialed in to even more of your internal processes and preferences.

Length: 1 week

Process Matching

During this phase we'll customize the system for your unique processes and systems. 

Process Matching includes: 

  • Matching Your Lead Status
  • Mapping Your Sales Process
  • Developing Additional Custom Workflows
  • Assigning Lead Ownership

The goal is to let HubSpot do the heavy lifting for you, and align it to the way you do business. 

Length: 1 week

Success Planning and Reporting

In Week 4, we'll focus on training your team to use HubSpot. We'll provide a training for each Hub that you're using, and create reports for each Hub to give you insights into . 

This phase covers: 

  • Create reports for each Hub
  • Customize key dashboards
  • Team training for each hub
  • Review next step for supprt
  • Transition to our Admin support*

Length: 1 week

*You'd expect training

...but in the era of AI and advanced technology, the value of Human skills is even greater than the value of AI or any other technology.

While we get your technology onboarded, we'll not only provide training on top of what HubSpot provides, but also help your staff to know how they can leverage their time with new tools, work better together, and make the technology match your mission.

We believe that technology investments should always be matched with investments in humans, too.

Additional Savings for Nonprofits and Startups- Ask Us.

 

More about our approach to making human investments with every onboard.

Get the full benefit

Let's talk about your goals to see how HubSpot can help you get there more effectively

About Your Call: We'll be excited to hear about your goals.  We'll be straightforward about the best ways to implement your new HubSpot tools and how you can create the greatest internal benefit and external impact. 

  • Your priorities for implementing HubSpot
  • Any needs related to data imports or integrations
  • We can get started, now.

Pick a time on the calendar →

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