Sample HubSpot Sales Hub onboarding plan

Guided Sales Hub Onboarding

Technical and strategic guidance on setting up and using HubSpot's Sales Hub

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Week 1

Getting started: You'll have a kick-off with your onboarding specialist and outline the ideal onboarding plan to ensure you get started in the best way possible.
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Week 2-3

Workshops: You'll have a series of workshops focusing on the three key milestones identified during the kick-off call.
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Week 4

Completion: You can now either venture out on your own or keep working together either by adding more workshops or through our subscription.

Sample HubSpot Sales Hub onboarding plan

The following sample onboarding plan is created to give you a sense of what a typical onboarding would look like in terms of structure and timeline. 

Note that we will spend time during the initial strategic call to map out your main milestones and tailor the workshop agenda and structure to fit your needs. 

 

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Week 1

Getting started

Getting started

During the kick-off call, we'll identify key milestones for the onboarding to make sure we focus on the right things. 

If you've purchased the technical implementation add-on, we'll start working on setting up your portal after the kick-off call is completed. Note that we typically do the data import* during week 3.

What is a milestone? A key event during the onboarding, typically something you'd like to have done/learned by a specific time, e.g., onboard your sales team onto HubSpot Sales Hub.

* We only do the CRM data import for you if you have the technical implementation add-on, but are happy to provide guidance in the standard onboarding package as a part of the workshops. Note that the quality of the import is highly dependant on the quality of the data provided.

Complete CRM migrations are not a part of the standard packages and would need to be scoped and priced separately. Please get in touch if you're looking for a migration, or if you're not sure if an import or migration is the right choice for you.

Week 2

First milestone

HubSpot CRM basics

Milestone: Have a clear understanding of how you can set up your sales process in HubSpot.

By now, you'll be able to: Create custom properties, segment data, and start creating your import files for the data import.

Area of focus:

  • Base CRM functionality (contacts, companies, deals)
  • Standard properties (e.g., lifecycle stages & lead status)
  • Custom properties (high-level overview)
  • Data segmentation (filters & lists)
  • Data import tool

Week 3

Second milestone

Sales reporting & analytics

Milestone: HubSpot is set up to ensure data accuracy

By now, you'll be able to: Create custom HubSpot reports and set up easy to understand sales dashboards for the sales team and sales leadership

Area of focus:

  • Sales goals
  • Sales analytics
  • Teams & permissions
  • Custom report builder (high-level)
  • Dashboards

Week 4

Completion

Complete onboarding & transition

Milestone: You are ready to onboard your sales team to HubSpot.

By now, you'll be able to: Use the key functionalities in HubSpot Sales Hub. You are comfortable using the tool and understand how all the different parts are connected and how to leverage the "all in one" capabilities of HubSpot. 

What now? Most Sales Hub onboarding clients pick one of the following paths once the onboarding is completed: 

  • Venture out on their own and train their sales team based on the learnings from the onboarding
  • Purchase additional workshop sessions to dive deeper into specific tools or to set up training sessions for their team

Note: The onboarding ends either by completing all workshops and the Q&A call. If you've not used your workshops within two months from the day of purchase, they will expire. 

Talk to sales

If you have any questions or would like to discuss how we can best support you, book a meeting with a HubEx sales rep to make sure you got everything you need to get started the best way possible with HubSpot. You can also search our onboarding FAQ for common questions and answers.