Guided HubSpot
Onboarding

During the onboarding sessions, we’ll guide you on:

• Setting up HubSpot’s GDPR tools
• Importing your contacts
• Setting up your first HubSpot forms and CTAs
• Setting up automated marketing emails to nurture your inbound leads
• Setting up your first marketing reports and dashboards

During the onboarding sessions, we’ll guide you on:

• Customizing HubSpot for your sales process
• Setting up the sales productivity tools
• Setting up your sales pipeline(s)
• Setting up core sales automation
• Setting up your first sales reports and dashboards

During the onboarding sessions, we’ll guide you on:

• Setting up HubSpot’s GDPR tools
• Importing your contacts & tickets
• Setting up your ticket pipeline and support inbox
• Setting up ticket automation to stay on top of your customer requests
• Setting up your first service reports and dashboards.