Onboarding activities are divided into two categories: Hub setups, and Goals. It's objective based onboarding (OBO). Hub setups are pre-set tasks defined and required by HubSpot. Goals are defined by your business needs. Together, we'll design an onboarding plan for you based on:
When you complete your onboarding, you’ll be confident using HubSpot to reach your goals.
Why should I select Kayak instead of HubSpot for onboarding services? We avoid the Danger Zone. By maintaining your point of contact throughout the process, we avoid the risk of miscommunication, overlooked information, and what success looks like.
Ready to Start
Projects cover Sales, Marketing, CMS, and Service Hubs. Need something else? No problem. We can design a tailored OBO project for you.
OBO projects may be collaborative, incorporating tasks, training, and implementation by both of our teams. For best results, we recommend taking on a maximum of three Projects per Hub at a time.
Sales Hub Onboarding
Setting up the Sales Hub is your priority. Manage your transition into HubSpot by selecting up to three Sales Onboarding Goals based on your business priorities.
View Sales Projects list.
Marketing Hub Onboarding
Addressing marketing goals next offers you an opportunity to improve the results of your marketing efforts. Select up to three Marketing onboarding Goals and begin seeing improvements quickly.
View Marketing Projects list.
Service Hub Onboarding
Support and re-convert existing customers through planned customer service activities. Let's get HubSpot's Service Hub toolset set up and launch your customer success effort.
View Service Projects list.
CMS Hub Onboarding
You've made a smart and strategic decision to move your website into HubSpot and start measuring activity better. Select up to three CMS onboarding Goals and get your website migration underway.
View Website Projects list.
Discover how easily you can redesign or migrate a website to HubSpot with DropZone Pro Theme, our developer theme for HubSpot CMS.
Begin with Goal #1, which is required setups. Then add up to two more per HubSpot Hub you've subscribed to.
Specific, Measurable, Attainable, Relevant, and Timely (SMART) goals help to prioritize efforts and define deliverables.
Divide and conquer is usually a great strategy. Work with us to determine what you'll need to do and what we can do for you.
Sales Hub Onboarding
Select Goal #1 plus up to two more from the Request Onboarding (OBO) form below.
Marketing Hub Onboarding
Select Goal #1 plus up to two more from the Request Onboarding (OBO) form below.
Service Hub Onboarding
Select Goal #1 plus up to two more from the Request Onboarding (OBO) form below.
CMS Hub Onboarding
Select Goal #1 plus up to two more from the Request Onboarding (OBO) form below.
Learn more about migrating or redesigning your website with DropZone Pro Theme.