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                HubSpot Sales Onboarding Plan

                Maximize HubSpot's Platform

                Receive technical and strategic guidance on setting up and using Sales Hub to support your goals

                Your experts to navigate HubSpot

                Let's work together to leverage HubSpot's platform for your business success.

                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.

                Check out our work


                CRM & Sales Hub Onboarding Plan

                Phase 1: Getting Started

                Account and Technical Setup

                To set you up for sales success, we’ll start your journey on understanding the fundamentals of HubSpot. By understanding both the foundation and how the tools work together, you can get the most value out of
                HubSpot's broad tool collection in order to maximize your ROI.

                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

                1307-hub-network-outline (1)Phase 2: Engagement 

                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

                978-project-management-outlinePhase 3: Automation

                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

                981-consultation-outlinePhase 4: Lead Nurture Personalization

                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

                2331-first-movers-outlinePhase 5: Offboarding

                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:

                Ready to level-up your sales? 

                Connect with Vested to discuss your objectives and how inbound marketing could benefit you! 

                Inbound marketing shouldn’t be so hard. Let us help you take over and be your inbound marketing experts.

                Contact us