Sales Hub Onboarding Plan

Technical and strategic guidance on setting up and using Sales Hub


Get ready to achieve your sales goals

Moving to a new CRM can feel overwhelming for managers and reps alike. We aim to make this transition as seamless as possible with a detailed plan for getting your team set up and running. This is a sample plan to help you understand what you can expect from Sales Hub Professional Onboarding. Typically, our customers complete onboarding within 2 months -- some do it even faster -- and we focus on accomplishing up to 3 of your primary goals. Since onboarding is dependant on your goals, we’ll structure onboarding and prioritize objectives to your needs. In this sample plan, we’ll be prioritizing the following goals: connect with prospects on their terms, automate your sales process, and personalize your outreach at scale

Check out the sample plan below

Sample Sales Hub Professional Onboarding Plan

During onboarding, you’ll work with your own dedicated HubSpot consultant to build a roadmap to accomplish both your immediate and long-term goals. The HubSpot expert will act as a project manager to hold your team accountable to achieving your objectives and offer best practices to help your team grow better with HubSpot.
Getting started
Account and Tech Setup

To set you up for sales success, we’ll start your journey on understanding the fundamentals of HubSpot. HubSpot is a big platform with a lot of tools, and to get the most value out of them, you’ll need to understand the foundations and how the tools work together. Along with helping you understand the HubSpot fundamentals, we’ll guide you with setup tasks including: 

  • Connect your personal email inbox
  • Set up your personal profile & settings
  • Invite your team
  • Create custom properties to store your data
  • Import your contacts, companies, deals, and notes into HubSpot
  • Review existing CRM & lead management system(s)
  • Install HubSpot tracking code on your website
  • Set up your deal currencies
  • Set up external system integrations
First Goal Priority
Connect with Prospects on their Terms

What we’ll cover: 

  • How are you currently communicating with prospects? What process works best for your team? 
  • What communication channels do your prospects prefer to use? 
  • How do prospects schedule meetings with your sales team? 
  • How are your sales reps emailing prospects? 

What we’ll guide you on: 

  • Set up live chat on your webpages. 
  • Learn how to use conversations to answer your prospects’ questions. 
  • Connect your email and calendar so you can use the meetings tool to let prospects book time with you. 
  • Use email scheduling to send to prospects at their preferred times. 
  • Email prospects directly from the CRM.
Second Goal Priority
Automate your Sales Process

What we’ll cover: 

  • What does your current sales process look like? Where are there areas of improvement?
  • What territories or regions do your teams cover? 
  • What are the different stages of your deal pipelines?
  • What daily tasks do your sales reps complete? 
  • How are leads automatically assigned or rotated to sales reps? 


What we’ll guide you on:

  • Creating deal stages to automate the pipeline process. 
  • Customize deal pipelines to fit your sales process. 
  • Adding tasks so that sales reps can more efficiently execute daily objectives. 
  • Automating how leads are rotated to sales reps. 
  • Confirm that the deal stage properties are ready. 
  • Set up workflow extensions to automate sales processes. 
  • Explore how other tools integrate with HubSpot.
Third Goal Priority
Personalize your Outreach at Scale

What we’ll cover: 

  • How are you currently personalizing your outreach? 
  • How would your personas prefer outreach?
  • Are you using 1:1 video outreach? 
  • How do you follow up with prospects that don’t respond?
  • How can you optimize communication with prospects to get higher response rates? 
  • How are you sending and receiving quotes from closed deals? 

What we’ll guide you on:

  • Using 1:1 video creation and outreach to get higher response rates.  
  • Adding videos to CRM emails.
  • Create sequence queues to automatically follow up with prospects so you don’t have to do the manual work. 
  • Using personalization tokens in emails to send emails faster. 
  • Remove back-and-forth communication when setting up meetings by using the meetings tool. 
  • Set up quotes to get deals closed faster. 
  • Set up your product library to include the items that you sell. 
Complete Onboarding and Transition

As we approach the completion of your onboarding, we'll work with you to determine what your next goals will be after onboarding. You’ll be transitioned to a HubSpot customer success owner who will be there to ensure you’re thriving in HubSpot. If you’re looking for more hands-on strategic or technical consulting help after onboarding, you can check out our Professional Services

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.