Hybrid Sales Hub Onboarding

We tactically and strategically guide you through onboarding HubSpot Sales Hub.

HubSpot portal setup

Weeks 1 & 2  - All HubSpot tiers Processology HubSpot Hub All Levels Icons


Areas of focus:

  • Process discovery
  • Basic team training
  • User setup
  • Data imports
  • Sales Hub training #1


Basic team training includes: 

  • Email inbox integration
  • Calendar integration
  • Contacts
  • Companies
  • Deals
  • Basic navigation
  • Filtering & editing columns
  • Creating views
  • Record anatomy
  • Activities / action buttons


Sales Hub training #1 includes: 

  • HubSpot sales extension
  • Email templates
  • Snippets
  • Meeting links
  • Lists 
  • Tasks / task queues 
  • Pipeline settings
  • Deal settings
  • Documents

Enable your team

Weeks 3 & 4  - All HubSpot tiers Processology HubSpot Hub All Levels Icons


Areas of focus:

  • Strategy discussion
  • Sales Hub training #2
  • Sales tools setup
  • Pipeline automation setup
  • Dashboard setup


Strategy session includes: 

The purpose of the call is to discuss the current processes and find ways to rebuild or optimize them for the new HubSpot environment. The calls will also concentrate on the tools specific to Hub and Tier, and how the customer team can use them in accordance with their processes.

The main goal is to streamline the processes and utilize the tools effectively.


Sales Hub training #2 includes: 

  • Sequences
  • Pipeline automation
  • Reporting / dashboards
  • Quotes
  • Products & Line items

Accelerate your sales efforts

Weeks 5 & 6 - Pro & Enterprise HubSpot tiers only Processology HubSpot Hub Pro-Ent Icons


Areas of focus:

  • Strategy discussion
  • Sales Hub training #3
  • Sales outreach automation
  • Playbooks


Sales Hub training #3 includes:

  • Workflows
  • Playbooks
  • Custom reports
  • Sales analytics
  • Recurring revenue models

Strengthen Sales Hub

Weeks 7 & 8 - Enterprise HubSpot tier only Processology HubSpot Hub Ent Icons


Areas of focus:

  • Strategy discussion
  • Lead scoring / forecasting
  • Recurring revenue processes
  • Custom object setup

Complete onboarding & transition

Completion and Next Steps

What now? After completing the onboarding process, most clients who have gone through Sales Hub onboarding choose one of the following paths:

  • Venture out and train your sales team based on onboarding learnings.
  • For ongoing support, you can subscribe to the HubSpot Admin Program.