Your organization is unique. Your onboarding plan will be too. We provide tailored onboarding services for HubSpot customers using HubSpot Hubs: Marketing, Sales, Service, CMS, as well as the CRM.*
All onboarding services include an initial CRM setup and guidance in connecting Sales accounts (Calendar/Email).
Kayak goes beyond regular HubSpot onboarding by diving deeper into strategy, while also incorporating practical tools training.
- Oscar Zamorano (Principal Channel Consultant, HubSpot)
Helping 600+ organizations attract leads and grow sales since 2011.
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MARKETING HUB ONBOARDING |
STARTER | PROFESSIONAL | ENTERPRISE |
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Lead capture and conversion paths | ![]() |
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Segmenting your data | ![]() |
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Email marketing | ![]() |
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Traffic and website analytics | ![]() |
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Content strategy | ![]() |
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Automated lead nurturing and internal lead assignment setup | ![]() |
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Consulting to migrate/import data from your CRM | ![]() |
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Campaign setup and analysis | ![]() |
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Calculated properties and custom reporting | ![]() |
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Permissions, team setup, and managing multiple brands in HubSpot | ![]() |
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Technical Consulting | ![]() |
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Business Consulting & Coaching | ![]() |
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SALES HUB ONBOARDING |
STARTER | PROFESSIONAL | ENTERPRISE |
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Productivity tools | ![]() |
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Overview of your custom sales process in HubSpot | ![]() |
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Customization of the CRM for your processes | ![]() |
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Baseline reporting setup and review | ![]() |
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Onboarding your team (invite, permissions, and resources) | ![]() |
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Standard sales automation setup | ![]() |
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Turning on standard integrations (App Marketplace/native) | ![]() |
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Consulting to migrate/import data from your CRM | ![]() |
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Routing and managing multiple teams | ![]() |
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Business process mapping | ![]() |
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Custom integration consulting (APIs) | ![]() |
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Technical Consulting | ![]() |
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Business Consulting & Coaching | ![]() |
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SERVICE HUB ONBOARDING |
STARTER | PROFESSIONAL | ENTERPRISE |
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Set up intake channels | ![]() |
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Service meetings setup | ![]() |
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Create a customized ticket pipeline | ![]() |
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Knowledgebase setup | ![]() |
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Reporting on productivity and closed tickets | ![]() |
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Live chat implementation | ![]() |
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Standardized email and chat responses | ![]() |
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Ticket automation | ![]() |
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Measuring customer experience | ![]() |
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Managing multiple teams | ![]() |
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Developing support playbooks | ![]() |
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Creating custom dashboards | ![]() |
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Business Consulting & Coaching | ![]() |
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Your Tailored HubSpot Hub Onboarding Plan will cover a lot.
This is an example plan. Your plan may look a lot different depending on your business goals, budgets, problems, and opportunities.
1. Account and Technical Setup
HubSpot is a big platform with a lot of tools. To get the most value out of them, you’ll need to understand how the tools work together. Along with helping you understand HubSpot, we’ll guide you with setup tasks including:
- Invite your team members and set user roles/permissions
- Connect your subdomains and configure your settings
- Install the HubSpot tracking code and filter out your internal traffic
- Set up your email sending domain and CAN-SPAM, CASL, GDPR (you provide the legal verbiage)
- Import your contacts, companies, deals, tickets, and notes
- Import your marketing opt-out lists
- Configure email types
- Connect your social accounts
- Discuss potential integrations
2. Capture and Convert Leads
To get the most out of HubSpot and your data, we'll discuss:
- Your customer personas (ideal buyers and their companies if applicable)
- Your current customers (are they segmented by type or persona?)
- How you currently capture leads on your website
- Best practices for lead capture forms on your website
- The type of information you are collecting
- Lead qualification and disqualification
We’ll coach you on:
- Create better personas based on psychographics (how they think)
- Explore the implementation of advanced forms to pre-segment leads
- Create custom properties that will help you qualify leads when filling out forms
- Set up HubSpot's automated lead scoring
- Implementing lead scoring based on their sense of urgency
3. Engage and Nurture Your Leads
What we’ll cover:
- How you currently assign leads to team members
- Your current email automation approach
- Contact segmentation
- Account-based marketing
We’ll coach you on:
- Defining lifecycle stages and ensuring contacts go through appropriate nurturing tracks depending on their stage
- Create your first welcome flow series for a new lead
- Adhering to CAN-Spam, CASL, and GDPR laws
4. Automate and Personalize Your Marketing
What we’ll cover:
- Review your current email automation efforts
- A review of your current marketing efforts and campaigns
- Any planned marketing campaigns you have coming up
- Review how you currently segment contacts
- The different segments that need unique information
We’ll coach you on:
- Finding manual tasks that can be automated in HubSpot. Developing workflows, lists, and smart content
- Connecting your social and advertising tools, and automating tasks
- Using custom properties to build target lists
Complete Onboarding and Transition
As we approach the completion of your onboarding, we'll work with you to determine what your next goals will be. If you’re looking for more hands-on strategic or technical consulting help after onboarding, check out our Coaching Services.