Our onboarding process
We start with assessing your workflow and use that to set up HubSpot to match and support your way of working. Then we help develop best practices to take full advantage of the platform.
Implementing a new CRM platform is a big step. It is crucial to secure buy-in from internal stakeholders to make it a success. We also have your back here and will help you ensure user adoption and enthusiasm.
If you have more than one hub, we'll combine the onboarding and make sure neither time nor money are doubled for each hub. For a quick overview on the different optíons we have listed the most important steps for each hub.