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Professional Suite Onboarding

LOCATION | REMOTE

Get Growing with HubSpot

This is a checklist designed to help prospective customers understand what they can expect from the Professional Suite Onboarding service, which the Implementation Specialist will be guiding them through during their onboarding -- this is also designed to give sales reps concrete, instructive material to show prospects when selling a Professional Growth Stack deal. This is a sample plan and will change depending on the customers priorities and goals.

Are you ready?

Sample Onboarding Checklist

Get a feel for what your 6 weeks of onboarding might look like.
Prior to Kickoff Call

Account Setup

  • Invite your team
  • Setup your domain settings
  • Install the HubSpot tracking code and filter out your internal traffic
  • Set up your marketing email settings CAN-SPAM
  • Connect your social accounts

Week 0-1

Priorities, technical setup, and customization

  • Edit and embed the support form on your website
  • Import contacts and/or tickets into HubSpot
  • Install HubSpot tracking code on your website
  • Consult on customer service goals
  • Consult on your customer service processes
Week 1-2

Determining the Process for the Hubs - Start with Sales Process

  • Consult on business goals and priorities
  • Discuss the handoffs from marketing to sales to service - and have a plan in place to build in Hubspot
  • Create Deal Pipelines & stages - ensure properties are setup
  • Connect your calendar to HubSpot & Setup Meetings Link
  • Create and use email templates and snippets
  • Determine if round robin or team meeting link will need to be created
  • Upload important Documents
  • Discuss sales automation, and process
  • Begin to build out sales templates and sales sequences
Week 3-4

Lead Flow & Support Flow Process

  • Create and embed your forms on your website
  • Setup leadflows
  • Create lists to segment your leads
  • Edit and embed your support form
  • Set up your ticket pipelines
  • Test sending an email to the shared inbox and responding
  • Set up live chat for your website
  • Walk through the process flow for intake of inquiries, responses, ticketing, and resolution
  • Develop supporting ticket and process automation
  • Begin developing knowledge base articles
  • Service Team meeting link - determine if needed and setup meetings link
Week 4-6

Content creation and distribution

  • Begin to build out landing pages and conversion paths
  • Build out marketing emails
  • Begin to build out your knowledge base
  • Creating Buyer Personas & Adding to HubSpot
  • Create a content strategy in HubSpot
  • Determine distribution strategy
  • Begin to build out workflows for marketing and service
Week 6-8

Automation and Smart Content

  • Determine what processes can be automated
  • Finalize and begin to publish your workflows
  • Send your first sequence
  • Use smart CTAs and content
  • Set up and deploy customer survey(s)
  • Define customer survey response management
  • Review your automation
Week 8-9

Reporting

  • Discuss business objectives and current KPIs
  • Set up dashboards and custom reports
  • Review data to inform additional articles needed
Week 9-10

Alignment and Maintenance

  • Discuss optimizations to current process based on data to date
  • Discuss best practices around sales, services and marketing alignment
  • Determine if workflows, emails, content strategy are performing or if improvements need to be made

Talk to Sales

Have a question? Want to learn more? Book a meeting with a HubSpot sales rep to make sure you've got everything you need to be successful with HubSpot.