Request Onboarding (OBO)

Enjoy another advantage of working with Kayak.

Your organization is unique. Your onboarding plan should be, too. The experienced team at Kayak helps you select from 25 Projects. Objectives-based onboarding is a collaborative effort, tailored to your goals.

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.

  1. Sales Goal: Getting Started with Sales Hub (Required)
  2. Sales Goal: Import & Organize Your Data
  3. Sales Goal: Automate Your Sales Process
  4. Sales Goal: Accelerate Your Sales Efforts
  5. Sales Goal: Configure, Price & Quote
  6. Sales Goal: Manage Large Sales Teams
  7. Sales Goal: Report on Your Team's Performance
  8. Sales Goal: Collect Payments in HubSpot
  9. Marketing Goal: Marketing Hub General Setup Tasks (Required)
  10. Marketing Goal: Capture, Convert & Engage Your Leads
  11. Marketing Goal: Generate More Website Traffic
  12. Marketing Goal: Increase Conversion Rates
  13. Marketing Goal: Measure Traffic and Understand Results
  14. Marketing Goal: Automate & Personalize Your Marketing
  15. CMS (Website) CMS Hub Setup Tasks (Required)
  16. CMS Goal: Build Your Website from Scratch
  17. CMS Goal: Migrate Your Website
  18. CMS Goal: Manage Multiple Brand Domains
  19. CMS Goal: Measure Website Activity
  20. CMS Goal: Establish an Online Presence and Capture Leads
  21. Service Goal: Service Hub General Setup Tasks (Required)
  22. Service Goal: Help Customers Help Themselves
  23. Service Goal: Measure & Improve Customer Experience
  24. Service Goal: Set Up Your Help Desk in HubSpot
  25. Service 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.
Let's Talk

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