HubSpot Onboarding
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      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.