Guided Sales Hub Onboarding

Areas of focus:

• Process discovery
• Basic team training
• User setup
• Data imports
• Sales Hub training 1

Basic team training includes: 

• Email inbox integration
• Calendar integration
• Contacts
• Companies
• Deals
• Basic navigation
• Filtering & editing columns
• Creating views
• Record anatomy
• Activities / action buttons

Sales Hub training 1 includes: 

• HubSpot sales extension
• Email templates
• Snippets
• Meeting links
• Lists 
• Tasks / task queues 
• Pipeline settings
• Deal settings
• Documents

Areas of focus:

• Strategy discussion
• Sales Hub training 2
• Sales tools setup
• Pipeline automation setup
• Dashboard setup

Strategy session includes: 

A call dedicated to discussing current processes and how best to re-build them (or ideally, optimize/streamline them for the new HubSpot environment).

These calls will also focus on Hub-specific, Tier-specific tools and how they could be utilized by the customer team in line with their processes.

Sales Hub training 2 includes: 

• Sequences
• Pipeline automation
• Reporting / dashboards
• Quotes
• Products & Line items

Areas of focus:

• Strategy discussion
• Sales Hub training 3
• Sales outreach automation
• Playbooks

Sales Hub training 3 includes:

• Workflows
• Playbooks
• Custom reports
• Sales analytics
• Recurring revenue models

Areas of focus:

• Strategy discussion
• Predictive lead scoring / forecasting
• Recurring revenue processes
• Custom object setup

What now? Most Sales Hub onboarding clients pick one of the following paths once the onboarding is complete:

• Venture out on their own and train their sales team based on the learnings from the onboarding
• Purchase the HubSpot Admin Program to access on-going support