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              HubSpot Sales Onboarding Plan

              Technical and strategic guidance on setting up and using Sales Hub


              Lets Work Together

              During onboarding, you’ll work with your own dedicated HubSpot consultant to build a roadmap to accomplish both your immediate and long-term goals. The HubSpot expert will act as a project manager to hold your team accountable to achieving your objectives and offer best practices to help your team grow better with HubSpot.




              CRM & Sales Hub

              Your sales process in one place, finally.

              Sales Hub supercharges your sales process and eliminates friction by bringing all your tools and data together on one easy-to-use, powerful CRM platform your whole team loves. Now you’re freed up to focus on what really matters: your customers.


              Marketing Hub

              All your marketing tools and data — all under one roof.

              With Marketing Hub, all your marketing tools and data are on one easy-to-use, powerful platform. You’ll save valuable time and get all the context you need to provide a personalized experience that attracts and converts the right customers at scale.

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              Service Hub

              Your customers expect better service.

              Service Hub connects all your customer service data and channels on one CRM platform, so you can easily support, retain, and grow your customer base. The result? Better customer service management, and delighted customers at every stage of the journey. 



              CRM & Sales Hub Onboarding Plan

              Account and Tech Setup

              To set you up for sales success, we’ll start your journey on understanding the fundamentals of HubSpot. HubSpot is a big platform with a lot of tools, and to get the most value out of them, you’ll need to understand the foundations and how the tools work together. Along with helping you understand the HubSpot fundamentals, we’ll guide you with setup tasks including: 

              • 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

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              Connect with Prospects on their Terms

              What we’ll cover: 
              • How are you currently communicating with prospects? What process works best for your team? 

              • What communication channels do your prospects prefer to use? 

              • How do prospects schedule meetings with your sales team? 

              • How are your sales reps emailing prospects? 

              What we’ll guide you on: 
              • 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.

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              Automate your Sales Process

              What we’ll cover: 
              • What does your current sales process look like? Where are there areas of improvement?

              • What territories or regions do your teams cover? 

              • What are the different stages of your deal pipelines?

              • What daily tasks do your sales reps complete? 

              • How are leads automatically assigned or rotated to sales reps? 

              What we’ll guide you on:
              • 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.

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              Personalize your Outreach at Scale

              What we’ll cover: 
              • How are you currently personalizing your outreach? 

              • How would your personas prefer outreach?

              • Are you using 1:1 video outreach? 

              • How do you follow up with prospects that don’t respond?

              • How can you optimize communication with prospects to get higher response rates? 

              • How are you sending and receiving quotes from closed deals? 

              What we’ll guide you on:
              • 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. 

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              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 after onboarding. You’ll be transitioned to a Vested customer success owner who will be there to ensure you’re thriving in HubSpot. If you’re looking for more hands-on strategic or technical consulting help after onboarding, you can check out our Additional Services:

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              Transition your data and workflows to Hubspot rapidly and seamlessly.

              Hubspot Training

              Ensure your whole team knows how to use the platform properly.

              Inbound Marketing

              Full-scale strategy and execution for HubSpot-optimized inbound campaigns.


              Let us help you build or upgrade your website using the HubSpot CMS 

              Business Intelligence & Analytics

              Custom dashboards, advanced reporting, and data-driven decision making are all within reach

              Marketing Consulting & Auditing

              Let us assist with strategy consulting, SEO audits, and website audits


              Our Work

              Ready to see real-life examples?  

              View clients leveraging website development, inbound marketing, and branded assets to maximize their business growth.


              Check out our work
              Vested has killed it for us. We have gone through countless marketing firms, lead generators, sales consultants, and business consultants over the years and none of them stack up to the services that Vested provides. THEY ACTUALLY GENERATE REVENUE FOR US!!!! Go figure, a marketing firm that actually generates sales. Their team of professionals walks us through how to use HubSpot through simple videos that everyone can easily learn from. Their inbound campaigns create leads for our sales team that actually turn into money! By far the best marketing firm we have ever seen and we are permanently a customer for life!
              Clayton Bio Pic
              Clayton George
              CEO- PES
              Knowing your craft and field are but a small fraction of the online attention battle. Before working with Vested, I simply waited around for current and older clients to ask questions and answered them to the best of my ability. Vested helped me take all of my knowledge, content, and questions being asked and helped me focus/repurpose the right content in just the right way to not only increase engagement with my followers (which has grown significantly since implementing HubSpot and Vested's expertise) but I am now #1 in our local and regional SEO due to their help in utilizing keywords and backlinking in my content. Thanks, Vested!
              Tyler LaFleur
              CEO -HPHI
              I've been working with Vested for about 4 years now and it has been a fantastic ride since day one! The Vested team and I have worked together on 4 different companies now and I only see that growing. Collectively we have identified the marketing strategy, branding, CRM design, marketing material, implementation, and execution on each company. Their process has assisted in taking these companies with little to no digital presence and grew them into industry recognized companies generating incremental revenue in a short amount of time. Having a sales management consulting company, I do not take on new clients without a partnership with Vested and HubSpot as I have seen the value time after time. Looking forward to the continued growth!
              Josh Breaux
              VP of Sales and Marketing - ParFab
              From day one Vested and its team have worked side by side with us, consistently operating in good faith, going above and beyond what was expected, providing our overall marketing strategy and implementation. We consistently meet with Vested, set a plan, and work that plan, measuring what works and what needs improving. They have assisted us in becoming an international brand in the ketamine treatment space for behavioral health disorders and neuropathic pain while helping us to continue to add service lines and provide needed expert content and awareness in the scope of practice we serve our community. We can directly correlate their expertise and services to our growth and brand awareness! Vested has been and continues to be a high performance partner and integral to our business.
              Jamie Holmes
              CEO - HP3