Why Is HubSpot Onboarding So Crucial

    Why Is HubSpot Onboarding So Crucial?

    HubSpot is a revolutionary, one-of-a-kind platform that possesses productive tools and integrations to align and automate your processes which, in turn, increase your business efficiency and ROI. But all this is only promised when you have the tool set up correctly.

    HubSpot is a diverse tool with a core CRM and different hubs to meet different objectives of your business ranging across marketing, sales, service, and the CMS. Setting up the tool yourself according to your objectives might not be the most advisable thing to do.

    You would require:

    • The time to do it
    • The knowledge to do it
    • Set of expert eyes to verify everything you did

    Take the easy road for this supercritical business setup.
    As they say - leave it to the professionals and yes, that’s us.

    Our HubSpot Onboarding Approach

    An exclusive, readymade process to smoothen your HubSpot onboarding

    Step 1

    Your Onboarding
    Goals

    Set your HubSpot onboarding goals upon meeting our HubSpot experts and understand how HubSpot can help us achieve these goals. Set priorities for each goal.

    Step 2

    Complete HubSpot
    Technical Setup

    This is where you will feel the ScaleStation difference. Our HubSpot experts will set up your HubSpot portal to suit all your team needs. You just need to relax and verify everything.

    Step 3

    Personalised Training
    Sessions

    We won’t leave you stranded - next up is our series of HubSpot training sessions. We will make sure that your team is comfortable with the new system and settings.

    Step 4

    Goal Hitting
    Kickoff

    We would encourage you to team up with our experts and make your move to achieve your highest priority goals. You will get more used to HubSpot tools and settings with us on the side.

    Step 5

    Evaluation Through
    Support

    Our team will always have your back - even after your onboarding is complete. We will evaluate your progress and expertise on the platform and prep you for all your other goals.

    Step 6

    Growth
    Plan

    Turning your team into HubSpot champions is the ultimate growth objective. When your HubSpot onboarding is complete, we can review updated business requirements together and check our retainer plans.

    Our HubSpot Onboarding Portfolio

    HubSpot Setup Basics

    HubSpot Setup Basics

    • Introductory call with both teams
    • Data import including contacts, companies, and deals
    • Invite team members to HubSpot and define their teams
    • Define user permissions
    • Setup domains and tracking codes
    Configure HubSpot for Marketing & Sales

    Configure HubSpot for Marketing & Sales

    • Define your buyer’s journey and stages
    • Setup email types, forms, CTAs, and live chat
    • Create personalised meeting links for sales
    Build Lead Nurturing Cadence

    Build Lead Nurturing Cadence

    • Custom deals pipeline as per needs
    • Implement workflows for aligning sales and marketing
    • Establish personalisation and segmentation for use
    • Use lists and filters for saved views
    HubSpot Integrations Probe

    HubSpot Integrations Probe

    • Integrate existing tools with HubSpot
    • Review needs for HubSpot integrations with new tools
    • Custom HubSpot integrations if required
    Reports and Dashboards

    Reports and Dashboard

    • Build basic reports for team analysis
    • Create custom reports and dashboards
    • Create custom properties if required
    Customer Service and Support 1

    Customer Service and Support

    • Implement workflows for customer support
    • Build company chatbot/live chat
    • Build knowledge base
    • Manage automatic chat routing to reps
    HubSpot CRM implementations

    50% of CRM
    implementations fail;
    but with us, you won’t.

    With ScaleStation, you get:

    • Certified HubSpot Experts
    • Team Training and Progress Evaluation
    • Complete Onboarding To Your Satisfaction
    • Continued Support Throughout

    HubSpot Diamond Solutions Partner

    Getting Started with HubSpot? Master the Platform with ScaleStation’s Expertise

    In a nutshell, we breathe HubSpot. Our experts are not just mediocre learners but hardcore HubSpot practitioners with immense implementation experience under their belts and you will feel the difference with us.

    • Bespoke Expertise: Experience the personalised touch with our team of seasoned RevOps/HubSpot growth specialists, who are wholly committed to your triumph.
    • Results-Driven Growth: Our unwavering commitment to delivering tangible outcomes fuels our partnership. Experience accelerated growth with us.
    • HubSpot Mastery: Our relentless focus on HubSpot empowers us with unrivaled expertise. Each team member knows the best solution to your HubSpot problem.
    • Accountability is Our Mantra: We shatter the mold of traditional agencies. We take ownership of any missteps, rectify them promptly, and hold ourselves accountable.
    • Transparent Collaboration: We streamline operations by managing EVERYTHING, alleviating the burden on your team, with open communication all along the project.
    HubSpot Diamond Solutions Partner
    business strategy call
    Curious to learn more about how to get onboarded onto HubSpot?

    Book a meeting with our HubSpot onboarding experts today!

    Thank You for the Details!

    That was super helpful. We've received your requirements and we appreciate you reaching out to us.

    We also appreciate everyone’s time; so while we review your details(it will be quick), are you ready to take the next step?

    Schedule a meeting with our team to discuss your needs and explore how we can best assist you. Check below to book a meeting at your convenience.

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    Thank You for the Details!

    That was super helpful. We've received your requirements and we appreciate you reaching out to us.

    We also appreciate everyone’s time; so while we review your details(it will be quick), are you ready to take the next step?

    Schedule a meeting with our team to discuss your needs and explore how we can best assist you. Check below to book a meeting at your convenience.