Request Onboarding
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
Lead capture and conversion paths check mark check mark check mark
Segmenting your data check mark check mark check mark
Email marketing check mark check mark check mark
Traffic and website analytics   check mark check mark
Content strategy   check mark check mark
Automated lead nurturing and internal lead assignment setup   check mark check mark
Consulting to migrate/import data from your CRM   check mark check mark
Campaign setup and analysis   check mark check mark
Calculated properties and custom reporting   check mark check mark
Permissions, team setup, and managing multiple brands in HubSpot   check mark check mark
Technical Consulting   check mark check mark
Business Consulting & Coaching check mark check mark check mark

SALES HUB ONBOARDING

STARTER PROFESSIONAL ENTERPRISE
Productivity tools check mark check mark check mark
Overview of your custom sales process in HubSpot check mark check mark check mark
Customization of the CRM for your processes check mark check mark check mark
Baseline reporting setup and review   check mark check mark
Onboarding your team (invite, permissions, and resources)   check mark check mark
Standard sales automation setup   check mark check mark
Turning on standard integrations (App Marketplace/native)   check mark check mark
Consulting to migrate/import data from your CRM     check mark
Routing and managing multiple teams     check mark
Business process mapping     check mark
Custom integration consulting (APIs)     check mark
Technical Consulting     check mark
Business Consulting & Coaching check mark check mark check mark

SERVICE HUB ONBOARDING

STARTER PROFESSIONAL ENTERPRISE
Set up intake channels check mark check mark check mark
Service meetings setup check mark check mark check mark
Create a customized ticket pipeline check mark check mark check mark
Knowledgebase setup   check mark check mark
Reporting on productivity and closed tickets   check mark check mark
Live chat implementation check mark check mark check mark
Standardized email and chat responses check mark check mark check mark
Ticket automation   check mark check mark
Measuring customer experience   check mark check mark
Managing multiple teams     check mark
Developing support playbooks     check mark
Creating custom dashboards     check mark
Business Consulting & Coaching check mark check mark check mark

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:

  1. Invite your team members and set user roles/permissions
  2. Connect your subdomains and configure your settings
  3. Install the HubSpot tracking code and filter out your internal traffic
  4. Set up your email sending domain and CAN-SPAM, CASL, GDPR (you provide the legal verbiage)
  5. Import your contacts, companies, deals, tickets, and notes
  6. Import your marketing opt-out lists
  7. Configure email types
  8. Connect your social accounts
  9. Discuss potential integrations

2. Capture and Convert Leads

To get the most out of HubSpot and your data, we'll discuss:

  1. Your customer personas (ideal buyers and their companies if applicable)
  2. Your current customers (are they segmented by type or persona?)
  3. How you currently capture leads on your website
  4. Best practices for lead capture forms on your website
  5. The type of information you are collecting
  6. Lead qualification and disqualification

We’ll coach you on:

  1. Create better personas based on psychographics (how they think)
  2. Explore the implementation of advanced forms to pre-segment leads
  3. Create custom properties that will help you qualify leads when filling out forms
  4. Set up HubSpot's automated lead scoring
  5. Implementing lead scoring based on their sense of urgency

3. Engage and Nurture Your Leads

What we’ll cover:

  1. How you currently assign leads to team members
  2. Your current email automation approach
  3. Contact segmentation
  4. Account-based marketing

We’ll coach you on:

  1. Defining lifecycle stages and ensuring contacts go through appropriate nurturing tracks depending on their stage
  2. Create your first welcome flow series for a new lead
  3. Adhering to CAN-Spam, CASL, and GDPR laws

4. Automate and Personalize Your Marketing

What we’ll cover:

  1. Review your current email automation efforts
  2. A review of your current marketing efforts and campaigns
  3. Any planned marketing campaigns you have coming up
  4. Review how you currently segment contacts
  5. The different segments that need unique information

We’ll coach you on:

  1. Finding manual tasks that can be automated in HubSpot. Developing workflows, lists, and smart content
  2. Connecting your social and advertising tools, and automating tasks
  3. 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.

Let's Talk

Request Tailored HubSpot Onboarding

*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