HubSpot is like an intricate piece of machinery for your business that when used as intended can ensure the right momentum toward success. But with five fubs and countless tools, it’s quite easy to get it all wrong, which is where formal HubSpot onboarding comes in.
What’s HubSpot Onboarding?
HubSpot onboarding is the process that takes you from being just “someone who knows HubSpot exists” to being a “pro user”. It’s the guide that shows you the ropes, helps you uncover any hidden features, and makes expert advice accessible.
Depending on your objectives, you can choose to perform the HubSpot onboarding process by yourself or resort to professional assistance. If you’re just getting started, teaming up with a highly-ranked partner like RevPartners for your HubSpot onboarding project unlocks a myriad of benefits that you might miss on your own.
How Do You Do HubSpot Onboarding Correctly?
Here are some tips to get you started:
1. Establish a Clear Objective
This may seem pretty obvious, but you’d be surprised at the sheer number of business owners who don’t acquire HubSpot with an objective in mind. Most of them just want to “grow their business” or “be the first in their field”. However, it’s important to have a clear goal. Something like, “I want to increase my sales” or “Enhance my customer service”.
You may wonder what’s wrong with the first two objectives, but they are quite vague. HubSpot hasn’t built a tool to help you become first in your field, but you can achieve that by using the Service Hub to cater to the needs of your customers and earn more business. In simple words, you need to be specific.
2. Make Good Use of the HubSpot Academy Resources
The HubSpot Academy isn’t just a shallow learning platform that won’t contribute much to your success with HubSpot. When used correctly, it has enough information to help you transition from a wannabe to an expert.
However, you will need a lot of time and dedication to make that happen. Find a place to start, such as HubSpot Sales Software, and focus on that first, then once you’re ready, you can move on to a different module such as Content Marketing. Though it will take a lot of time, you will save a lot of time when it comes to the actual onboarding process by avoiding blunders.
3. Have a Solid Onboarding Plan
Regardless of where you are in business, it’s crucial to have an onboarding plan that takes you and your team to where you want to be as far as familiarity and comfort using HubSpot are concerned. Here’s HubSpot’s example of a good onboarding plan:
- Phase 0: Account & Tech Setup
- Phase 1: Leads Acquisition & Conversion
- Phase 2: Leads Engaging & Nurturing
- Phase 3: Marketing Automation & Personalization
- Phase 4: Onboarding Completion & Transition
If you have contacts on a different CRM, you will want to move them to HubSpot, and it’s vital to create a procedure for that as well.
4. Have a Reliable Naming Procedure
As your business’s marketing hub, it’s no surprise HubSpot will be holding most of your valuable business information such as Pages, WorkFlows, Files, Forms, and more. When starting, the documents and marketing collateral will likely not be too much to handle, but that will quickly change over time.
With hundreds of files, tens of landing pages, and countless workflows, you are subjecting yourself to lots of confusion if you’ve used a vague naming procedure. That’s why you should standardize your naming conventions with practices such as using descriptive names so that you can have a consistent environment. Besides, it makes looking up files and other information easier.
5. Streamline Workflows
Workflows are one of the most powerful elements of HubSpot, and if you get it right when creating them, you’ll enjoy a seamless experience using this tool. Make sure to organize your workflows and update their elements as often as required. That way, it will be easier to keep your automation strategy working correctly and predictably.
6. Create a Checklist
If you want to hack your HubSpot onboarding process, the easiest way to do that is to have a checklist. Since you already know what you want to achieve with the platform, you will want to link each action list to a phase. That way, you can assure yourself that you’ll only move to the next phase once all the action lists in the previous phase are complete.
With a detailed and personalized checklist, it’s hard to miss the crucial steps of a perfect onboarding.
To Conclude,
These are the most important tips to have in mind as a guide when performing a HubSpot onboarding. While it’s possible to complete the onboarding process without seeking expert assistance, the effort and time it will take may not be worth it – unless if you’re an expert yourself.
For that reason, it’s best to team up with a seasoned onboarding partner like RevPartners. Not only are you looking at a smooth onboarding process, but also continued support until you’re ready to handle everything on your own.