What is Hubspot Onboarding?
HubSpot Onboarding is a systematic process designed to fully integrate HubSpot into your business. It starts with identifying and defining your unique customer needs, configuring the HubSpot structure and its technical settings accordingly, training your team on the customized system, and continuously monitoring team performance and system efficiency to maximize your return on investment.
Strategy & Architecture
Client Needs Identification: Understanding specific business requirements.
HubSpot Architecture Setup: Defining the structure to align with business operations.
Change Management: Developing plans to ensure smooth transitions.
Inbound Marketing Strategy: Crafting tailored marketing strategies using HubSpot.
Technical Implementation
Technical Setup: Includes domain setup, analytics configuration, pipelines, custom objects, properties, automation, and integrations.
Consultant Involvement: Consultant Involvement: Significant time invested by partners to ensure technical precision.
Migration
Documentation and SOPs: Covering all customizations and workflows implemented.
Training Programs: Offering both one-on-one and group training sessions tailored to onboarding needs.
Ongoing Support
Continuous Optimization: Monitoring and evaluating processes to identify and address gaps.
Support Framework: Providing sustained support to enhance system performance and user proficiency.
It was aenjoyable and easy experience working with Findmore. The team was always available to provide support on specific challenges or doubts that came up during our adoption of HubSpot.
Working with Findmore was a breathe of fresh air from start to finish. Despite us having a number of technical integation issues that were out of our control (caused by previous systems and accounts package), the team at Findmore were persitent, patient and thorough.
Working with Findmore on implementing our new CRM (HubSpot) has been fantastic. They managed the transfer of our data from our previous CRM, Gold-Vision, moving all of our previous reporting and data across to the new CRM, including suggestions on improved ways of working in the new CRM.
We worked with Findmore to implement the full suite of HubSpot tools and completely overhaul how we use our CRM. Working with them was organized, efficient, and a results driven process. They took the time to understand our overall business, SOPs, and the pain points in our current process flow.
Let’s start?
Select the time best-suited for you and connect with our Onboarding Specialist directly.