HubSpot Sales Professional Onboarding | ThinkFuel | HubSpot Partner

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.