HubSpot Sales
Onboarding Plan

• 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

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

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

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