HubSpot Onboarding

Guided Onboarding

Moving to a new system can be overwhelming, especially in a small business where every minute of your time is precious.

JDR’s Guided HubSpot Onboarding aims to make the transition as easy as possible for each member of your team.

We tailor each onboarding package to align with your specific needs and goals, and work with you and your team to get you set up for ongoing success on HubSpot.

You and your team will also get access to the Fast Track Onboarding portal to top up your knowledge and accelerate your onboarding.

The Guided Onboarding Process

Phase 1 - Understanding You and Your Goals

Every onboarding project will start with an in-depth conversation about your company, your team, your role, and your goals. We will look at what you want to achieve by implementing HubSpot and what problems you have in your business that you think it might be able to solve. We will also take time to understand the dynamics of your team, so that we can tailor all training going forwards to ensure that every single team member is on board. 

Phase 2 - Technical Set-Up

We will take care of all of the technical set-up of your HubSpot account for you, syncing HubSpot with your website to gather all of your leads and helping you to connect all your emails. We can also work on integrating with any existing external systems. 

Phase 3 - CRM Training

A key element of success with HubSpot is to understand how the CRM, and CRMs in general, can help you and your team to succeed. We always start by reviewing how you currently use the CRM, or training your team on the basics of HubSpot CRM management. This will include:

 - Understanding the jargon of HubSpot
 - Understanding the benefits of the CRM for your team
 - Training your team on how to use contacts, companies, deals, and tasks within HubSpot
 - Migrating your existing data
 - Deciding which information to log 

Phase 4 - Specific Hub Onboarding 

At this stage, you will be up and running and starting to understand what the HubSpot CRM can do for you. We will now start to look at where the tools available to you in your specific hub(s) will help transform your business. We will have an initial call where we will understand which tools will be the most important to you, and then we will go away and get some things set up for you within the portal for each of these tools.

Phase 5 - Specific Hub Training 

We will have the basics set up for you now in the tools you have prioritised, and we will run bespoke training sessions for your team to empower them to take over the use of these tools. Using the insights we have gathered, and the set-up we have done, we will train on each of the features and show your team exactly what to do to continue getting success from the tool. The aim here is to make your team self-sufficient and able to implement HubSpot in your business. 

Phase 6 - Offboarding and Ongoing Support 

We will meet again with all key stakeholders to look at whether we have met the initial goals we set out to meet. We will make sure your team are confident on everything they have been taught, and answer any final questions. We will also look at what level of ongoing support is needed, whether your team are able to be fully self-sufficient, or whether they might need ongoing support from JDR. Regardless, we will continue to check in with you as you carry on your HubSpot journey, and let you know of any additional features we think would be helpful.