Sample Plan

Guided Sales Hub Onboarding

Tactical and strategic guidance on setting up and using Sales Hub

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Sales hub

HubSpot portal setup

Calendar Weeks 1 & 2   All 3 All HubSpot tiers

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

Sales hub

Enable your team

Calendar Weeks 3 & 4   All tiers All HubSpot tiers

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

Sales Hub

Accelerate your sales efforts

Calendar Weeks 5 & 6   Pro & Enterprise only Pro & Enterprise HubSpot tiers only

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

sales hub

Fortify Sales Hub

Calendar Weeks 7 & 8   Enterprise only Enterprise HubSpot tier only

Areas of focus:

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

sales hub

Complete onboarding & transition

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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

Talk to Sales

Have a question? Want to learn more? Book a meeting with us to make sure you've got everything you need to be successful with HubSpot.