HubSpot Onboarding from certified HubSpot Experts

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a series of questions to help us align on your technical & business requirements of HubSpot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities.

Each week following the kick off call we will have a 30 min weekly sync to align on priorities as we continue to move forward. These calls are to check-in on progress & answer any questions you have about the requested items.

We will facilitate a collaborative Miro session to visually map your end-to-end customer journey and sales process. During this exercise, we define lifecycle stages, deal stages, and key automation triggers. The goal is to translate your real-world sales process into a clear HubSpot structure that supports accurate tracking, streamlined automation, and reliable reporting.

Keep your team organized and efficient by ensuring every user has access to the right data and tools. We can help with giving people the right permissions. Creating "Permission Sets" is only available with Enterprise.

We will guide you on how to install the HubSpot tracking code on your website to enable visitor tracking, page view analytics, form submissions, and contact activity insights. This ensures HubSpot can attribute traffic sources, track conversions, power automation, and provide accurate reporting across marketing and sales efforts.

We will import your import-ready data (.csv, one round included) into HubSpot and create custom properties and record associations as a part of the process. If additional assistance is needed with data strategy, cleaning data, or manipulating data prior to import, there may be an additional fee.

We provide resources to help determine if you would like to use Commerce Hub or other invoicing platforms to manage your invoicing.

In your account settings we will guide you to set up your brand in HubSpot by uploading your logo, defining your primary colors and typography, and applying them as defaults to your email and page templates so everything you publish looks consistent across emails, landing pages, and forms.

Properties are fields that store information on HubSpot records. We will assist with mapping your existing data points to HubSpot default properties and create custom properties as needed.

Connecting your email sending domain to HubSpot gives HubSpot permission to send emails on your behalf using DKIM email authentication. This domain should match the domain of any email address that will be sending emails out of HubSpot — and you can connect more than one if needed.

We guide you on how to create reports and dashboards in HubSpot. We can work with you to create reports on data that is most relevant to you and your team.

We will guide your team to create one or more blogs to organize and publish content for your content strategy.

HubSpot has built-in tools to create and customize landing pages using a drag-and-drop editor. You can easily add forms, images, videos, and CTAs, adjust layouts and branding, and optimize pages to capture leads and drive conversions. We will provide instructions on how to create landing page templates using the drag and drop editor.

Brand voice is the consistent style, tone, and personality your company uses across all of its content. In HubSpot, Breeze analyzes your existing writing and learns those patterns, so any AI-generated content sounds like your brand. We will provide instructions on how to setup brand voice in HubSpot.

We can help your team create and launch a complete gated content experience in HubSpot, including a landing page, form, and content delivery mechanism. This flow captures lead information in exchange for valuable content and ensures contacts are properly created, segmented, and followed up with.

Use memberships to manage which visitors can access private content. Contacts who can access private content are organized into access groups, which control the registration and sign-in process. We will provide instructions on how to configure a membership group.

We will provide instructions on how to upload content into HubSpot's Content Remix tool to quickly repurpose existing content into multiple formats such as social posts, emails, blogs, and more. This allows your team to maximize the value of a single piece of content, maintain consistent messaging across channels, and significantly reduce the time required for content creation.

The SEO tab in HubSpot provides a centralized view of your website's search performance and optimization opportunities. It highlights actionable SEO recommendations, tracks keyword and page performance through analytics, and helps organize content using topic clusters to improve search visibility and authority.

HubDB is a database tool used to create and manage structured tables of data. You can use HubDB tables to create dynamic pages and query tables externally through the HubDB API. HubDB stores structured data so the information can be updated in a central place instead of updating multiple pages individually.

We will provide guidance on connecting and configuring your social media accounts in HubSpot so your team can publish content, monitor activity, and report on performance from one central place.

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a series of questions to help us align on your technical & business requirements of HubSpot.

Each week following the kick off call we will have a 30 min weekly sync to align on priorities. These calls are to check-in on progress & answer any questions you have.

We facilitate a collaborative Miro session to visually map your end-to-end customer journey and marketing process — translating it into a clear HubSpot structure for accurate tracking and reliable reporting.

Keep your team organized by ensuring every user has access to the right data and tools. Creating "Permission Sets" is only available with Enterprise.

We will guide you on how to install the HubSpot tracking code on your website to enable visitor tracking, page view analytics, form submissions, and contact activity insights.

We will import your import-ready data (.csv, one round included) into HubSpot and create custom properties and record associations as a part of the process.

We provide resources to help determine if you would like to use Commerce Hub or other invoicing platforms to manage your invoicing.

We guide you to set up your brand in HubSpot — uploading your logo, defining your primary colors and typography, and applying them as defaults to your email and page templates.

We assist with mapping your existing data points to HubSpot default properties and create custom properties as needed.

Connecting your email sending domain to HubSpot gives HubSpot permission to send emails on your behalf using DKIM email authentication.

We guide you on how to create reports and dashboards in HubSpot — focused on the data most relevant to your team.

A buyer persona is a semi-fictional profile of your ideal customer based on real data and research. We help set up your buyer persona to clarify who your customers are and what they care about.

We send resources to help you understand what marketing contacts are, how they impact billing, how the billing cycle works, and how to set contacts as marketing or non-marketing.

We guide you in setting up reusable email templates so your team can lock in brand structure and styling, while still letting you swap in new content for each send.

We provide instructions on how to create landing page templates using HubSpot's drag-and-drop editor.

We update default fonts and colors in forms based on company style guidelines.

Guidance on connecting and configuring your social media accounts in HubSpot so your team can publish content, monitor activity, and report on performance from one central place.

We help your team create and manage HubSpot segments (formerly lists) to group contacts or records based on specific properties, behaviors, or associations — supporting targeted marketing, reporting, and workflow automation.

HubSpot campaigns organize and track marketing efforts tied to a specific goal — grouping emails, landing pages, ads, social posts, and workflows so teams can measure combined performance.

We help your team create workflows to update properties, assign tasks, send internal notifications, trigger marketing emails, and support lead management across the customer journey.

During our kickoff call we share details on what to expect and align on your technical & business requirements.

30-min weekly sync to align on priorities and answer questions on requested items.

Collaborative Miro session to map your end-to-end customer service journey into a clear HubSpot structure.

Ensure every user has access to the right data and tools. Permission Sets are only available with Enterprise.

Guidance on installing the HubSpot tracking code on your website to enable visitor tracking, page view analytics, and form submissions.

Import your import-ready data (.csv, one round included) into HubSpot and create custom properties and record associations.

Resources to help determine if Commerce Hub or other invoicing platforms are right for managing your invoicing.

Set up your brand in HubSpot — uploading your logo, defining your primary colors and typography, and applying them as defaults.

Map your existing data points to HubSpot default properties and create custom properties as needed.

Connect your email sending domain to HubSpot using DKIM email authentication.

Guidance on creating reports and dashboards in HubSpot — focused on the data most relevant to your team.

Set up automated chatflows on the website to greet visitors, capture contact details, and route conversations to the right team.

Connect a team email channel to the conversations inbox as a central location where your team can view and respond to emails sent to your shared, team email address.

Enable automatic ticket status updates triggered by emails sent to or replied to by customers — keeping your tickets in sync with the conversation.

Configure custom ticket pipelines and statuses to define your business processes for tracking customer interactions over time.

Set up HubSpot's Customer Agent for faster, more consistent customer interactions through automated responses and AI-powered assistance.

Ensure incoming support requests are automatically assigned to the right person or team.

Create and customize knowledge base articles to answer common questions, helping visitors find self-service information without contacting your team.

Create and deploy custom feedback surveys with star ratings, radio selects, and single-line text fields.

Set service level agreement (SLA) goals to help your support team stay on track with customer expectations for ticket response and resolution times.

During our kickoff call we share details on what to expect and align on your technical & business requirements.

30-min weekly sync to align on priorities and answer questions on requested items.

Collaborative Miro session to map your end-to-end content journey into a clear HubSpot structure.

Ensure every user has access to the right data and tools. Permission Sets are only available with Enterprise.

Guidance on installing the HubSpot tracking code on your website to enable visitor tracking and analytics.

Import your import-ready data (.csv, one round included) into HubSpot and create custom properties and record associations.

Resources to help determine if Commerce Hub or other invoicing platforms are right for your invoicing.

Set up your brand in HubSpot — logo, colors, typography applied as defaults.

Map your existing data points to HubSpot default properties and create custom properties as needed.

Connect your email sending domain to HubSpot using DKIM email authentication.

Guidance on creating reports and dashboards in HubSpot.

Guidance on creating one or more blogs to organize and publish content for your content strategy.

Instructions on creating landing page templates using HubSpot's drag-and-drop editor.

Set up brand voice in HubSpot so Breeze AI-generated content sounds like your brand.

Build and launch a complete gated content experience in HubSpot — landing page, form, and content delivery mechanism.

Configure membership access groups so contacts who can access private content are organized into groups controlling registration and sign-in.

Use HubSpot's Content Remix tool to repurpose existing content into multiple formats — social posts, emails, blogs, and more.

Set up the SEO tool — actionable SEO recommendations, keyword and page tracking, and topic clusters.

HubDB stores structured data so info can be updated centrally instead of editing multiple pages individually.

Connect and configure your social media accounts so your team can publish, monitor, and report on performance from one central place.