Sample Onboarding Plan

Guided Marketing Hub Onboarding

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.


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.


Week 2-4

Workshops: You'll have a series of workshops and/or consultation sessions focusing on the three key milestones identified during the kick-off call.


Week 5

Continuous improvement (optional): Once the guided onboarding is completed it's time to work on the wishlist and collect user feedback to identify key changes and high-impact actions to help you grow your business further.

Getting started

Week 1

Getting started

Once you've signed up, you'll get an onboarding survey sent to you with a series of questions to fill out before the kick-off call. During the kick-off call, we'll dive deeper into your survey answers to identify key milestones for the onboarding to ensure we focus on the right things. 

We'll also start with some general housekeeping, such as doing a basic configuration of your HubSpot portal.

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., launching your new blog on HubSpot.

First milestone

Week 2

Capture & convert leads

Milestone: Have a clear understanding of the ways to capture leads in HubSpot.

By now, you'll be able to: Set up lead capture assets using HubSpot and create lists to segment your database.

Area of focus:

  • Base CRM functionality (e.g., contacts and companies)
  • Standard & custom properties
  • Lists
  • Forms
Second milestone

Week 3

Engage & nurture leads

Milestone: Have created first lead nurturing campaign in HubSpot

By now, you'll be able to: Create marketing campaigns in HubSpot and are comfortable with tying it all together in HubSpot's campaigns tool.

Area of focus:

  • Campaigns
  • Landing pages
  • Emails
  • Workflows (Automation)
Third milestone

Week 4

Reporting & analytics

Milestone: Have created marketing dashboard for monthly KPI reporting

By now, you'll be able to: Break down key data using standard and custom reports and create new dashboards in HubSpot

Area of focus:

  • Standard reports
  • Custom report builder
  • Dashboards

Week 5

Complete onboarding & transition

Milestone: Have completed the three milestones identified during the kick-off call.

By now, you'll be able to: Use the key functionalities in HubSpot Marketing 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 onboarding clients pick one of the following paths once the onboarding is completed:

  • Venture out on their own
  • Purchase our ongoing subscription packages (either straight away or after some time)

Note: The onboarding ends either when all the consultation time has been used or after three months (depending on what comes first).

Let's talk

Talk to an onboarding specialist