We strategically and tactically guide you through onboarding HubSpot Sales Hub.
HubSpot portal setup
Weeks 1 & 2 - All HubSpot tiers 
Areas of focus:
- Process discovery
- Basic team training
- User setup
- Data imports
- Service 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
Service Hub training #1 includes:
- Meeting links
- Lists
- Tickets
- Support pipeline
- Pipeline settings
- Team settings
- Team inbox
Enable your team
Weeks 3 & 4 - All HubSpot tiers
Areas of focus:
- Strategy discussion
- Service Hub training #2
- Team inbox 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.
Service Hub training #2 includes:
- Chatbots
- Knowledge base
- Feedback surveys
- Ticket automation
Accelerate your service efforts
Weeks 5 & 6 - Pro & Enterprise HubSpot tiers only 
Areas of focus:
- Strategy discussion
- Service Hub training #3
- Knowledge base setup
- Chat flows setup
- Feedback setup surveys
Service Hub training #3 includes:
- Customer portal
- SLAs
- SSO
Fortify Service Hub
Weeks 7 & 8 - Enterprise HubSpot tier only 
Areas of focus:
- Strategy discussion
- SLAs
- Customer portal setup
- SSO 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.