January 11, 2024

HubSpot is like a Swiss Army knife for businesses with various tools (hubs) designed for specific needs such as customer service, marketing, sales, and others. If set up the right way, you can use it to streamline revenue, eliminate complexity, and ramp up workflows in your business.

All you need to enjoy the vast capabilities of this tool is a clear and straightforward onboarding checklist. So, here you go:


1. Have Enough Time

HubSpot onboarding processes are typically lengthy and thus, time-consuming. You ought to set aside enough time to move data and validate it as well as set up the platform. If you’re planning to use professional assistance during the onboarding process, add that to the time plan as well.


  1. Choose the Right Onboarding Partner

You can perform the onboarding process by yourself, but it’d be more efficient and effective to partner with an onboarding agency. Pick an onboarding partner that offers unlimited & customized guidance, personalized training, and technical support. What’s more, they should introduce you to HubSpot usage best practices.

A top-rated onboarding partner like RevPartners clearly understands what is HubSpot onboarding and has enough resources to get you started in the least possible time – thus they’d be a perfect choice.


3. Set Up Accounts and Invite Users

If you won’t be using a HubSpot onboarding partner, you’ll have to ensure that you’ve set up all user accounts correctly. With everything up and running, assign permissions and invite users to finish setting up the assigned accounts.

Setting up the accounts correctly and assigning permissions accurately adds an extra layer of control and accountability.


4. Connect Your Domain

Your company’s domain serves as the foundation of your custom creation. It’s crucial to link it to the HubSpot platform in the early stages so you can have an online presence.

Doing so makes it easier to monitor and manage landing pages, emails, analytics, and more.


5. Import and Segment Contacts

It’s time and effort-consuming to always input contact information manually. Importing the contact information databases you’re working with already such as email addresses, names, phone numbers, and more ensures you have the information you need at close reach.

After importing the contact information, it’s advisable to segment it to support targeted campaigns. You can segment contacts based on industry, location, interests, and other major elements.


6. Import and Integrate Your Site

It’s not paramount to have a live website on HubSpot, but there are lots of benefits that come with having one. Doing so will streamline your marketing efforts, give you better control over your online presence, and improve the performance of your site.


7. Add a Customer Rep

It’s important to have someone who can communicate with your customers directly through the service hub. Adding a customer representative eliminates situations where customers may get stranded, thus creating a negative experience.

Don’t forget to set the appropriate service permissions for personalized support and effective control over the customer experience.


8. Own the Dashboard

The dashboard that comes with your HubSpot platform is useful as is, but customizing it to suit the needs and goals of your business is a really good idea. Redesign the dashboard so that you can focus on the metrics that matter the most to your business.

If, for example, your main concern is lead generation, tweaking your dashboard to highlight metrics like conversion rates, web traffic, and lead generation rates can help you reach your goals faster.


Summing Up,

The HubSpot onboarding process is not as complicated as it may sound if you’re willing to put in the time and effort required to set up the platform correctly.

If you ask us, your best approach would be to engage a premium HubSpot solutions partner like RevPartners for the best result.

But if you’re ready to tackle the onboarding process on your own, this onboarding checklist will come in handy.


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