When you're ready to talk, we're here!

Why HubSpot Onboarding Matters

No matter what HubSpot platforms you invest in, onboarding is essential. The HubSpot platform is packed with powerful tools that can skyrocket your sales to the next level—but only if you know how to use them. That’s where our team steps in.

Hunter, our HubSpot Implementation Specialist, explains:

"The toughest part of onboarding is that people tend to get nervous about the change. But once they see how HubSpot can streamline their work, they’re all in."

Evenbound's HubSpot Onboarding Process

HubSpot onboarding occurs after the initial implementation is complete. At Evenbound, we customize the onboarding process for you, including training sessions and technical setup like deal pipeline configuration, contact import, and more. 

The onboarding process usually takes 4-6 weeks. The exact timeline will depend on your team’s size, availability, subscription level, and training needs.

With full team participation and readiness, onboarding may be streamlined to as little as 4 weeks, though additional technical setup can extend the project timeline by up to a month.

Step 1: Kickoff Call

The onboarding process starts with a kickoff call. We’ll dive deep and discuss your goals, processes, and what exactly you need from HubSpot. Whether it’s sales pipelines, marketing strategies, or email automation, we customize your onboarding experience for you. 

During the kickoff call, we’ll cover topics such as:

Your sales and marketing goals

Current workflows and processes

Opportunities for automation and integration

Step 2: Technical Setup

Once we develop an action plan after the kickoff call, our HubSpot specialists start the heavy lifting. We tackle all the technical setup, so your team can focus on what they do best.

During technical setup, our team handles:

Domain and account setup

Data migration and organization

Sales and marketing automation setup

Integration with your CRM and other tools

Note: This part of the process usually takes about two weeks.

Step 3: Custom Training Sessions

Once we get everything set up, it’s time to get your team familiar with HubSpot. We create custom training sessions to give your team confidence and clarity on the tools they’ll use daily.

Some of the training sessions we offer cover:

HubSpot Basics – Navigating the platform and accessing data

Sales Workflow – Go from lead to close with HubSpot’s streamlined sales processes

Advanced Tools – Diving into key tools your team will use to maximize efficiency

Ready to start seamless HubSpot onboarding?