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HUBSPOT SALES
ONBOARDING SERVICES

Maximizing Your Investment in HubSpot Professional

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SCALE YOUR BUSINESS WITH HUBSPOT

This is a checklist designed to help prospective customers understand what they can expect from our professional onboarding service.

This is a sample plan and will change depending on the customer’s priorities and goals.

SAMPLE ONBOARDING CHECKLIST

Get a feel for what your onboarding might look like.

 

Phase 1

Account Setup + Tech Setup

  • Connect your personal email inbox
  • Set up your personal profile & settings
  • Invite your team
  • Create custom properties to store your data
  • Import your contacts, companies, deals, and notes into HubSpot
  • Review existing CRM & lead management system(s)
  • Install HubSpot tracking code on your website
  • Set up your deal currencies
  • Set up external system integrations

Phase 2

Connect with Prospects on their Terms

  • Set up live chat on your webpages. 
  • Learn how to use conversations to answer your prospects’ questions. 
  • Connect your email and calendar so you can use the meetings tool to let prospects book time with you. 
  • Use email scheduling to send to prospects at their preferred times. 
  • Email prospects directly from the CRM.

Phase 3

Automate your Sales Process

  • Creating deal stages to automate the pipeline process. 
  • Customize deal pipelines to fit your sales process. 
  • Adding tasks so that sales reps can more efficiently execute daily objectives. 
  • Automating how leads are rotated to sales reps. 
  • Confirm that the deal stage properties are ready. 
  • Set up workflow extensions to automate sales processes. 
  • Explore how other tools integrate with HubSpot.

Phase 4

Personalize your Outreach

  • Using 1:1 video creation and outreach to get higher response rates.  
  • Adding videos to CRM emails.
  • Create sequence queues to automatically follow up with prospects so you don’t have to do the manual work. 
  • Using personalization tokens in emails to send emails faster. 
  • Remove back-and-forth communication when setting up meetings by using the meetings tool. 
  • Set up quotes to get deals closed faster. 
  • Set up your product library to include the items that you sell. 

YOUR GOAL IS TO CONVERT VISITORS INTO CUSTOMERS AND ULTIMATELY INTO REVENUE

That simple goal can feel like trying to climb Everest without the right team armed with the right tools.

Don’t Worry. We’ve Got Your Back!

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GET AMAZING GROWTH TIPS DELIVERED TO YOUR INBOX

Come on, all the cool kids are doing it.

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ThinkFuel Marketing delivers inbound marketing, lead generation, sales automation, marketing automation, and digital marketing services for B2B companies across Canada and the United States.

Contact us today to grow your B2B business through online marketing

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