Hubspot Onboarding - OneIMS
Hubspot Onboarding - OneIMS

Up and Running with HubSpot

samuel-thimothy

HubSpot Onboarding

Personalized HubSpot implementation to accelerate adoption and time to value

HubSpot + OneIMS: Grow Better Together

Is your company currently evaluating HubSpot? Or you have already purchased and need expert onboarding services so you can maximize your investment?

First off, HubSpot is great. HubSpot is excellent at developing industry-leading software capable of transforming your business. On the other hand, HubSpot is not set up to be a service company.

The onboarding process that HubSpot provides for new customers is designed to guide your organization through the setup and usage of tools, and show you all of the bells and whistles. With HubSpot’s standard onboarding, your employees need to become HubSpot experts and do the actual technical configuration, integrations, migrations, theme development, etc. internally.

With OneIMS, we take care of the heavy lifting by actually managing the implementation process for you, as well as taking the time to ensure key stakeholder adoption training and enabling your organization to maximize your investment in HubSpot.

If your organization is looking for a more hands-on, white-glove approach to HubSpot onboarding and implementation, you’ve come to the right place.

OneIMS’ HubSpot Onboarding Process Overview

Business Discovery

Establish Goals and Objectives

Implementation and Configuration

Training and Walkthrough

To ensure that by the end of a four-week onboarding process, your sales team is capable to send and receive emails, make calls, create and edit contacts and companies, create and progress deals in pipeline, track activities, schedule meetings and monitor engagements of prospects via HubSpot Sales Hub, we have structured the onboarding process with these specific outcomes in mind.

Here is the tailored plan:

01

Week 1

Introduction and Basic Setup

Objectives

  • Familiarize with HubSpot interface and Sales Hub features.
  • Set up user accounts and basic configurations.

Activities

  1. Introductory Session: Brief overview of HubSpot, its benefits, and main features of the Sales Hub.
  2. Account Setup: Ensure everyone has a HubSpot account and accesses the Sales Hub.
  3. Basic Navigation Training: Teach how to navigate the dashboard, locate tools, and understand the user interface
  4. Contact Management Basics: Learn how to add, edit, and organize contacts.
  5. Task Management: Introduction to setting up and managing tasks.
  6. Lead Capture Tools: Overview of lead capture tools like forms and email tracking.
02

Week 2

Intermediate Features and Integration

Objectives

  • Deepen understanding of Sales Hub's capabilities.
  • Begin integrating Sales Hub into daily workflows.

Activities

  1. Pipeline Management: Setting up and managing sales pipelines.
  2. Email Integration and Tracking: Integrating email and learning about tracking features.
  3. Deal Tracking: How to create and track deals in HubSpot.
  4. Sales Automation: Introduction to basic automation features like sequences and workflows.
  5. Reporting Basics: Learn to create simple reports and dashboards.
03

Week 3

Advanced Use and Strategy Implementation

Objectives

  • Master advanced Sales Hub functionalities.
  • Implement strategies for effective sales processes.

Activities

  1. Advanced Contact Management: Segmentation and list creation.
  2. Customization: Tailoring HubSpot with custom fields and views.
  3. Advanced Reporting: Deep dive into reporting and analytics for sales insights.
  4. Sales Strategy Integration: Implementing sales strategies within HubSpot.
  5. Review Session: Address any questions and review complex topics.
04

Week 4

Continuous Learning and Support

  • Review best practices and Q&A

To ensure that by the end of a four-week onboarding process, your team is capable of sending marketing newsletters with your domain, tracking website traffic, capturing leads with forms, connecting a subdomain for branded URLs, and creating basic landing pages using HubSpot's Marketing Hub, we have structured the onboarding process with these specific outcomes in mind.

Here's a tailored plan:

01

Week 1

Setup and Configuration

Objectives

  • Establish foundational knowledge of HubSpot Marketing Hub and its capabilities.
  • Execute initial setup tasks including domain setup, tracking code implementation, and brand configurations.

Activities

  1. HubSpot Overview: Explore the basics of HubSpot Marketing Hub.
  2. Navigation Training: Learn to navigate the dashboard and locate key features
  3. Managing Contacts: Introduction to adding and managing contacts.
  4. Initial Email Configuration: Set up for sending emails with your domain.
  5. Domain Setup: Connect and verify your domain in HubSpot.
  6. Tracking Code: Install the HubSpot tracking code on your website to monitor traffic and visitor behavior.
  7. Brand Set-up: Configure brand elements like logo, colors,
  8. Initial Portal Configurations: Overview of essential settings and configurations for a smooth start.
02

Week 2

Engagement Tools, Email Templates, and Forms

Objectives

  • Deep dive into email marketing, including templates and forms
  • Start tracking and analyzing website traffic

Activities

  1. Creating and Using Email Templates: Learn to create effective email templates
  2. Designing and Implementing Forms: Introduction to forms for lead generation
  3. Website Traffic Analytics: Explore HubSpot's analytics tools
  4. Basic Landing and Thank You Page Creation: Start building simple landing pages
03

Week 3

Advanced Feature Review and Best Practices

Objectives

  • Introduction to advanced features and functionalities
  • Recommendations on best practices for leveraging HubSpot for growth

Activities

  1. Lists - static and dynamic
  2. Segmentations
  3. Custom properties
  4. Data Migration and Hygiene
  5. Email Marketing
  6. Lead Nurturing
  7. Campaigns
  8. Ads
  9. Blogs
  10. SEO Features
  11. CTAs
  12. Chatbots
  13. Reporting
  14. Dashboards
  15. Lead scoring
  16. Integrations and Marketplace
04

Week 4

Continuous Learning and Support

Schedule Onboarding Consultation

Need a better understanding of how this works for your business? Use this link to coordinate a time directly with your onboarding specialist:

FAQs

Objectives are mini projects within the onboarding experience that are tailored to your goals as an organization. These goals will be defined together, and then translated into actionable deliverables known as objectives.
OneIMS will inform you of the limitations of your current subscription. Potential solutions may include: upgrading the relevant HubSpot subscription in order to access the necessary features, integrating a third-party solution such as an app in the HubSpot App Marketplace, or an appropriate re-evaluation of your HubSpot onboarding objectives.
The official onboarding period will end once the scope of the project, training and objectives have been completed by the OneIMS team. However, that does not mean we are gone for good! Many companies engage our HubSpot experts for ongoing support and consulting after their initial onboarding experience in order to maximize their investment in HubSpot. HubSpot also offers unlimited customer support, as well as access to an extensive library of training materials.
3rd party integrations are not directly included in the scope of work. Set up and configuration of native integrations such as Salesforce can be included as one of the project objectives if desired. All custom integrations need to be scoped and quoted separately.
Organizations that are committed to change and eager to learn tend to have the most success in HubSpot implementation and user adoption. OneIMS has a strategic and proven process to uncover and meet critical success factors for HubSpot implementation, but the overall success is reliant on key leadership and roles within the organization. OneIMS will require timely responses from key stakeholders, transparent feedback loops, and availability to attend and keep the required onboarding meetings.

Contact import and configuration - OneIMS will provide guidance, templates, and instructions for formatting and sanitizing data to be imported into HubSpot. Ultimately the client is responsible for the health of the data and ensuring that it meets guidelines when it is delivered to OneIMS for import and configuration.

Tracking code implementation - OneIMS will install HubSpot’s tracking code on your website, provided with login credentials for your CMS. Alternatively, OneIMS can deliver the tracking code to a developer on your team for implementation.

Reporting set up – OneIMS will guide and/or implement HubSpot reports based on the onboarding package selected. Reporting deliverables are to be agreed upon by both parties prior to setup, and may be subject to change based on the capabilities of the client’s HubSpot subscriptions and/or other third-party software.

Sales automation support - OneIMS to provide consultation, training and guidance on when and where sales automation may be useful within the sales process. This information can be turned into objectives to be completed by the OneIMS team if desired.

Access to a team of full stack engineers for advanced integration support - Subject to project-based limitations on the level of effort required to complete the advanced integration support.

Business Goal: Streamline quoting process

Objective: Configure HubSpot “Quotes” tool

Deliverables:

  • Review previous/ existing sales quotes
  • Customize & configure custom quote template to match client requirements and branding
  • Configure quote “snippets” to meet common language used in quotes and terms
  • Add and enable eSignatures
  • Establish & Configure quote approval process (if necessary)
  • Establish payment handling process (configure if hubspot payments or stripe)

Business Goal: Streamline lead rotation process and eliminate manual work

Objective: Automate sales process

Deliverables:

  • Review previous/ existing sales process
  • Map out new sales process and automation steps
  • Map out lead assignment rules and criteria
  • Implement lead assignment workflow
  • Map out deal creation & movement notification
  • Implement deal creation and notification workflow
  • Map out post sale Handoff from Sales to the next POC
  • Create post sale Handoff Workflow

Business Goal: Gain insight into sales team’s performance

Objective: Configure Sales Reporting

Deliverables:

  • Sales team Activity
    • Define sales KPIs and Performance KPIs
    • Create a sales dashboard
    • Review sales content analytics tool
    • Populate dashboard with pertinent team/ individual activity metrics
  • Sales team Performance
    • Create sales goals
    • Set up and configure sales forecasting tool
    • Set up revenue report

Business Goal: Systematize sales process and mitigate risk of human error

Objective: Configure Sales Pipeline and required properties

Deliverables:

  • Define sales process
  • Determine # of pipelines required (2 included in this objective)
  • Implement deal stages in pipeline
  • Configure deal stage required properties and simple deal stage automation

Business Goal: Manage and scale large sales team

Objective: Configure Enterprise sales organization toolsets

Deliverables:

  • Users, Permissions & Teams
    • Configure sales team settings and permissions (hierarchical teams)
  • Meetings & Calls
    • Determine global meeting and call type settings
    • Train individual reps on connection and set up
  • Playbooks
    • Implement sales playbook feature
    • Collaborate with with sales leadership to embed videos into playbook (if desired)

Business Goal: Systematize outbound sales process

Objective: Build and implement outbound sales sequence

Deliverables:

  • Define & map out outbound sales prospecting process
  • Define prospecting KPIs
  • Create required email templates and assets (meeting links, playbooks, etc.)
    • Client to provide content*
  • Configure sales sequence for outbound prospecting
  • Create rep prospecting report