Sales Hub advanced onboarding

Organize, track, accelerate your sales cycle to boost lead conversion.

Sales Hub advanced onboarding approach

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Through onboarding process, you will discover the possibilities that Hubspot sales hub can bring to you.We will guide you through every process with in-depth details. Here’s a breakdown of the strategy, planning, and objectives that will be completed during each week of onboarding.

Road to marketing success

Perfect planning

Review a breakdown of the strategy, planning, and objectives that might be completed during each week of Sales Hub advanced onboarding.
  • Weeks 1-2: Setup & discovery
  • Weeks 3-4: Strategy & process configuration
  • Weeks 5-6: Data Migration & automation
  • Weeks 7-8: Reporting & knowledge transfer

Strategy & planning

  • Introduction of Sales Hub
  • Review account background
  • Breakdown team discovery and create account direction
  • Finalize project plan

Completing objectives

  • Install the HubSpot email extension
  • Connect your personal email inbox
  • Connect your Google or Outlook calendar
  • Set up your personal profile & settings
  • Install HubSpot tracking code on your website
  • Create teams and users
  • Set up your deal currencies
  • Configure single sign-on
  • Create custom properties and currencies
  • User setup complete: inbox connected, plug-in installed, profile setup [6+ users]
  • Default and required properties defined

Strategy & planning

  • Continue deeper discovery
  • Discuss best practices around sales, services, and marketing alignment
  • Conduct business process mapping
  • Define technical solution architecture
  • Strategic review meeting

Completing objectives

  • Import historical data into HubSpot
  • Set up external integrations
  • Integrate website forms
  • Understand using multiple lifecycle stages
  • Create custom call and meeting types
  • Create and send custom email template [6+ users]
  • Enroll contact into a sequence [6+ users]
  • Send tracked email [6+ users]
  • Register phone number & place a call [6+ users]

Strategy & planning

  • Continue to discuss best practices around sales, services, and marketing alignment

Completing objectives

  • Finalize importing historical data into HubSpot
  • Finalize external integrations
  • Automate lead assignment through workflows
  • Create deal notification workflow
  • Customize deal stages to match sales process
  • Customize lead status
  • Create snippet [6+ users]
  • Create custom filters [6+ users]
  • Upload important sales collateral to documents [6+ users]

Strategy & planning

  • Develop phase 1 deployment plan
  • Conduct knowledge transfer to the core team
  • Review and finalize growth plan

Completing objectives

  • Automate team handoff through workflows
  • Create a task through workflows
  • Configure internal process or data automation
  • Customize default dashboard
  • Configure product library
  • Mark deal as closed-won
  • Configure multiple pipelines
  • Set up recurring revenue tracking
  • Create custom reports
  • Configure multiple dashboards
  • Create a team- or role-specific dashboard
  • Use predictive lead scoring in a filter