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Enjoy Objectives-based Onboarding Guidance

Adopting new software can be both exciting and nerve-wracking. How do you ensure that you get started in the most effective way? This is where objectives-based onboarding (OBO) comes in. By adopting this strategy, you can focus on key goals to ensure that you are set up to realize success from day one.

The team at Kayak masterminded a strategic and technical revamp of our website, delivering awesome results. They marry up an unusual mix of skills combining big picture thinking with equal attention to detail. - Donna Neuman

The Objectives-based Onboarding (OBO) approach offers you a way to see results fast, while growing your familiarity with HubSpot software.

Select from a collection of 25 pre-defined Projects covering Sales, Marketing, CMS, and Service Hubs, or discuss custom OBO projects with the Kayak team.

Projects are collaborative, incorporating tasks, training, and implementation by both of our teams. Best of all, OBO utilized HubSpot's built-in Projects tool, featuring project tracking and automated alerts that are visible to all assigned team members.

To ensure you see result fast, we recommend taking on a maximum of three Projects per Hub initially.


Sales Hub Onboarding

Start here. Setting up the Sales Hub is your most important priority. Manage your transition into HubSpot by selecting up to three Sales onboarding Goals based on your business priorities.

Select Goal #1 plus up to two more from the Request Onboarding (OBO) form below.

  1. Goal: Getting Started with Sales Hub (Required)
  2. Goal: Import & Organize Your Data
  3. Goal: Automate Your Sales Process
  4. Goal: Accelerate Your Sales Efforts
  5. Goal: Configure, Price & Quote
  6. Goal: Manage Large Sales Teams
  7. Goal: Report on Your Team's Performance
  8. Goal: Collect Payments in HubSpot

Marketing Hub Onboarding

Addressing marketing goals next offers you an opportunity to improve on current results. Select up to three Marketing onboarding Goals and begin seeing improvements quickly.

Select Goal #1 plus up to two more from the Request Onboarding (OBO) form below.

  1. Goal: Marketing Hub General Setup Tasks (Required)
  2. Goal: Capture, Convert & Engage Your Leads
  3. Goal: Generate More Website Traffic
  4. Goal: Increase Conversion Rates
  5. Goal: Measure Traffic and Understand Results
  6. Goal: Automate & Personalize Your Marketing

CMS Hub Onboarding

You've made a smart and strategic decision to move your website into HubSpot. Select up to three CMS onboarding Goals and get your website migration underway. Tip: Website migrations are content-based. Once your content is in HubSpot, you can address visual design, navigation, forms, etc.

Select Goal #1 plus up to two more from the Request Onboarding (OBO) form below.

  1. Goal: CMS Hub Setup Tasks (Required)
  2. Goal: Build Your Website from Scratch
  3. Goal: Migrate Your Website
  4. Goal: Manage Multiple Brand Domains
  5. Goal: Measure Website Activity
  6. Goal: Establish an Online Presence and Capture Leads

Service Hub Onboarding

Businesses have an opportunity to support and re-convert existing customers through great customer service activities. Let's get HubSpot's Service Hub toolset set up and launch your customer success effort.

Select Goal #1 plus up to two more from the Request Onboarding (OBO) form below.

  1. Goal: Service Hub General Setup Tasks (Required)
  2. Goal: Help Customers Help Themselves
  3. Goal: Measure & Improve Customer Experience
  4. Goal: Set Up Your Help Desk in HubSpot
  5. Goal: Quantify & Visualize Results

You may be wondering when to call HubSpot support, when to utilize the Academy, and when to contact Kayak.

  1. Call HubSpot Support for short-term technical questions.
  2. Visit HubSpot's Academy or Knowledge Base for self-paced learning.
  3. Contact Kayak for longer-term strategic, planning, or best practices questions, and to help you make HubSpot work for your business.
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Request HubSpot Onboarding (OBO)

*Requires SuperAdmin HubSpot Partner access to your HubSpot Subscription.

Great things in business are never done by one person. They're done by a team of people.

- Steve Jobs